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About
Tech Stack Discovery
Workforce Intelligence
Ireland
South Africa
Technology Matching
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Unlock Your Company's Full Potential
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Get your complimentary Workflow & Automation Snapshot. Elinx evaluates how real estate agents use software to manage transactions, identifying automation gaps to improve efficiency and performance.
Company Profile
Company name
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Department / Role
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Your name
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First
Last
Phone
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Email
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Website
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Business focus
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Commercial
Residential
Leasing
Other
Other business focus
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Method of Transacting
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Private Treaty Sales
Tender Sales
Auction Sales
Leasing
Other
Other Method of Transacting
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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 engagement letter?
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Manually prepared (e.g., using word document)
Generated by CRM
How do you send the letter of engagement 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 KYC / AML 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?
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How do you log enquiries?
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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
Automatically updates enquiries in CRM
How do you arrange viewings?
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By phone calls and emails
By viewing booking software
Do you use a microsite?
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Regularly
Sometimes
Never
Which microsite provider?
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Data Room
Do you use a data room?
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Regularly
Sometimes
Never
Which data room provider?
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Who typically provides the data room?
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Client's Solicitor
Agent
Both
Is the data room integrated with your CRM?
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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?
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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
Offer are automatically added to CRM
How do you produce a compliance report for PSRA 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 the agreement (e.g. 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?
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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
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How do you track open rates of emails?
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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
