Workflow Intelligence

Complete the questions and get your 𝗙𝗿𝗲𝗲 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗦𝗻𝗮𝗽𝘀𝗵𝗼𝘁 ! Elinx identifies how digital tools and automation can enhance operational efficiency within your real estate company.

Company Profile

Company name*

Department / Role*

Your name*

First Last

Phone*

Email*

Website*

Business focus*

Commercial

Residential

Leasing

Other

Other business focus*

Method of Transacting*

Private Treaty Sales

Tender Sales

Auction Sales

Leasing

Other

Other Method of Transacting*

Client On-Boarding

Do you invite clients to access a dashboard to track activity?*

Does the dashboard store the client’s documents and property details?*

How do you prepare the engagement letter?*

How do you send the letter of engagement for signing by the client?*

How does the client submit KYC / AML documents?*

Marketing

Do you use a CRM?*

Which CRM?*

How do you log enquiries?*

Do you provide buyers or tenants with their own live dashboard?*

How do you respond to portal enquiries?*

How is your CRM updated?*

How do you arrange viewings?*

Do you use a microsite?*

Which microsite provider?*

Data Room

Do you use a data room?*

Which data room provider?*

Who typically provides the data room?*

Is the data room integrated with your CRM?*

Offer Management

How do you pre-qualify buyers or tenants?*

Which software?*

How do you receive offers?*

How do you keep a dated and time-stamped record of offers?*

How do you produce a compliance report for PSRA audit purposes?

How do you update interested parties on new offers?*

How do you prepare the agreement (e.g. Heads of Terms)?*

How do you send the agreement for signing by the parties?*

Communications & Reports

How do you update your clients?*

Provide details*

How do you track open rates of emails?*

8. Data Usage Consent

Would you be interested in receiving periodic reports on market trends and technology adoption?

Yes

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