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Real Estate Client Manager is a product that enables you to
manage your Real Estate contact database easily and efficiently.
It is tightly integrade with Microsoft Outlook which gives you
the benefit of working in an environment you already know and
use. The main features included are:
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Multiple Listing and Purchase Transactions for Each Client
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Reminders for Critical Tasks -- Don't miss an important
date
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Schedule Client Showings
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Track and Manage Buyer & Seller Requirements
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Remember Client Family Birthdays and Anniversaries
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Integrated Contact Management helps track everyone associated
with a transaction
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Log Detailed Property Information
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Store Critical Documents within the Associated Client Transaction
The product consists of three main forms:
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Client form - allows users to create new contacts or manage
existing ones. For every client they can save the standard information provided
by outlook as well as additional
one which is specific to the Real Estate Client Manager. Users can enter details
on the client's type, status, probability to close the deal and family details.
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Seller listing form - users can keep track of transactions and contracts, associate contacts with transactions,
add property photos, web site and virtual tour links and save and track documents associated with the current contract.
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Buyer purchase form - from this form users are able to manage transactions, offers and contracts, keep information about the clients needs,
create lists of properties they will show to the client and track notes for those properties through a log. They can also associate contacts with
a transaction.
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