Real Estate Portfolio

At a real-estate office you’ll keep the portfolio and buyer and tenant requests in one place: request matching, viewing and authorisation-agreement records, and a no-login portfolio link for clients. Agents will do their day-to-day work on a phone screen.

Planned scope

• Portfolio record: for sale or to let, location, m², rooms, price and price history, photos
• Buyer and tenant requests: budget, area, rooms; when a new listing arrives, matching requests are listed with the reasons
• Authorisation-agreement records: term, fee, signed PDF upload, expiry warning; a printable template
• Viewing records and a printable property viewing form
• A no-login presentation link for clients: selected listings, time-limited, revocable; no full address, map at neighbourhood level
• The agent sends the link from their own phone over WhatsApp to one person; the client can ask for a viewing
• Agent phone screen: today’s viewings, new matches, photos from the camera, a one-tap note after a viewing
• Closing and fee records (not an invoice); no listing export to portals, in-app signing or bulk messaging in the first version

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