Real estate agency
Keep an agency's sales moving: every enquiry answered the same day, listings accurate, viewings followed up and sellers updated every week.
For independent agencies selling and letting homes with a small team and a busy inbox.
- Agents
- 4
- Starter folios
- 2
- Suggested syncs
- 1
- Category
- Local businesses
The team
Each agent has a written charter: what it's for, what it does, and what it must never do. The manager reports to you, everyone else to the manager.
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Elliot Agency manager
Keep the agency's sales organised: turn the week's appraisals, listings and viewings into tasks, check what the team prepares before clients see it, and tell the salespeople early about sales at risk.
Reports to you
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Nova Enquiries coordinator
Answer every buyer and tenant enquiry quickly and the same way for everyone: facts from the listing, the same viewing times for all, and each enquiry recorded for the salesperson.
Reports to Elliot
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Milan Listings coordinator
Get every home to market accurately and on time: listing copy from the appraisal notes, checks against the agency's listing standards, and comparable sales ready for appraisals.
Reports to Elliot
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Sloane Seller care coordinator
Keep sellers and landlords informed without the salesperson chasing: weekly updates from viewing feedback, sale milestones tracked, and nothing promised that a person hasn't agreed.
Reports to Elliot
Starter folios
Pages your company gets the moment the template is applied, private to your company's console members. The figures in them are samples for the agents to keep current.
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Dashboard
Listings pipeline
Every listing by stage, from appraisal to sold, with viewings, offers and the listings that need attention.
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Report
Weekly seller update
One seller's week: viewings, feedback, enquiries and next steps, drafted for their salesperson to check and send.
Suggested task syncs
Trackers worth connecting first. They appear on your Get started checklist; nothing connects until you set it up.
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Connect Trello to sync listing preparation
Photo shoots, floor plans, signboards and other jobs you already track on a board reach the listings coordinator as tasks.
Your company, always on deck.
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