Workflow Intelligence

Get your complimentary Workflow & Automation Snapshot. Elinx assesses how estate agents use the software available to perform daily sales tasks and evaluates the level of automation within those tasks, helping to improve efficiency, save time, and enhance performance across 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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