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Workflow Intelligence
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Technology Partner
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About
IT Services
Technology Matching
Workflow Intelligence
Ireland
South Africa
Technology Partner
CONTACT
Unlock Your Company's Full Potential
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*
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Complete the questions to gain technology-focused insights into your workflow. Elinx identifies how digital tools and automation can enhance operational efficiency.
Company Profile
Company name
*
Department / Role
*
Your name
*
First
Last
Phone
*
Email
*
Website
*
Business focus
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Commercial
Residential
Leasing
Other
Other business focus
Method of Transacting
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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?
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Yes
No
Unsure
Does the dashboard store the client’s documents and property details?
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Yes
No
Unsure
How do you prepare the seller/landlord Mandate?
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Manually prepared (e.g., using word document)
Generated by CRM
How do you send the Mandate for signing by the client?
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Using e-signing software (e.g. Docusign)
By email for signing, scanning and returning by email
How does the client submit FICA documents?
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By email for visual inspection
KYC / AML software (e.g. Credas, ThirdFort)
Marketing
Do you use a CRM?
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Yes
No
Unsure
Which CRM?
*
How do you log enquiries?
*
Spreadsheet (e.g. Excel, Google)
Manually add to CRM
Both
Do you provide buyers or tenants with their own live dashboard?
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Yes
No
Unsure
How do you respond to portal enquiries?
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Manually call or email individually
Automated response
How is your CRM updated?
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Manually input
Automated via API
How do you arrange viewings?
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By phone calls and emails
By viewing booking software
Do you use a microsite?
Regularly
Sometimes
Never
Which microsite provider?
Data Room
Do you use a data room?
Regularly
Sometimes
Never
Which data room provider?
Who typically provides the data room?
Client's Solicitor
Agent
Both
Is the data room integrated with your CRM?
Yes
No
I don't use a CRM
Unsure
Offer Management
How do you pre-qualify buyers or tenants?
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By phone call and email
Offer management software
Which software?
How do you receive offers?
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By phone and email
Offer management software
How do you keep a dated and time-stamped record of offers?
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Spreadsheet (e.g. Excel, Google)
Offers manually added to CRM
Offer management software
How do you produce a compliance report for PPRA audit purposes?
Spreadsheet (e.g. Excel, Google)
CRM generated report
Offer management software
How do you update interested parties on new offers?
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Phone and email
Offer management system
How do you prepare agreements (e.g. OTP, Heads of Terms)?
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Manually prepared (e.g., using word document)
Generated by CRM
How do you send the agreement for signing by the parties?
*
Using e-signing software (e.g. Docusign)
By email for signing, scanning and returning by email
Communications & Reports
How do you update your clients?
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Phone and email
CRM report
Client dashboard with automated reports
Other
Provide details
How do you track open rates of emails?
*
I don't
My CRM has that capability
Email tracking software
8. Data Usage Consent
Consent
*
I agree to allow Elinx to share my technology needs with approved technology partners and vendors for potential solutions.
Would you be interested in receiving periodic reports on market trends and technology adoption?
Yes
No
