Realty CMSEvery agency task under control
Describe your workflow, assign tasks to anyone and see what’s done and what’s stuck. Classic Kanban — no training needed.
Assignee and watchers
A task for an agent, lawyer, photographer or manager. The manager follows as a watcher.
Deadlines and priorities
Four priority levels, a deadline and highlighting of overdue tasks.
Linked to the case
A task is linked to a property, client or deal — context always at hand.
Checklists
Break a task into steps so nothing is forgotten at closing.
Comments and files
Discussion, documents and attachments — inside the task, not in messengers.
Real time
A card moves — everyone sees it instantly, no page refresh.
Task typescallmeetingviewingdocumentsdealcustom task
Workflow
Describe how your deals go
A sample agency workflow. Stages, columns and roles are configured around your work.
01
Intake
- Check documentslawyer
- Agreement with owneragent
02
Preparation
- Photos and videophotographer
- Description and brochureagent · AI
03
Advertising
- Publish on platformsmanager
- Promote on OLXmanager
04
Viewings
- Viewings with buyersagent
- Report to owneragent
05
Deposit
- Deposit agreementlawyer
- Buyer checklawyer
06
Closing
- Notary and paymentagent
- Commission and closehead
Your process looks different?
Tell us how your agency works — we’ll set up stages, columns and roles for you. It’s included in your plan.