Property and contact records
Connect owners, buyers, tenants, landlords, leads, agents and property facts.
Connect properties, clients, viewings, offers, transaction documents, reviews and commission handoffs in one operating system built around the way your agency works.
The property workspace gives agents and operations teams one place to understand what is ready, what is missing, who owns the next step and what the client can see.
Start with the core records and daily work, then add the rules, portals and selected integrations that make the operating model specific to your business.
Connect owners, buyers, tenants, landlords, leads, agents and property facts.
Route leads, record preferences, schedule viewings and keep follow-up attached to the property.
Track offer terms, review stages, conditions, milestones, ownership and decision history.
Configure readiness checklists, review stages, access and commission approval around the agency.
Add a scoped workspace for approvals, uploads, requests and status when selected.
Connect selected listing, calendar, e-sign, messaging and accounting providers when supported.
Each workflow below uses a dedicated product state rather than a generic dashboard, with integration and review boundaries stated where they matter.
A configurable checklist keeps property facts, media, owner instructions and approvals attached to the listing instead of relying on an agent's private notes.
Rule: all required listing items must be reviewed before publish
Owner: Elaine Tan · Agent: Marcus Lee
Publishing to a listing portal depends on the selected portal and integration setup.
Buyer: Isaac Wong · Agent: Marcus Lee
The system records review evidence; negotiation decisions remain with authorised staff and clients.
Offer amount, conditions, competing offers, client instructions and manager review stay on the same record so the next action is clear.
Trigger: agent submits an offer with financing condition
The transaction administrator sees each required item, who must provide it, its review state and the next milestone without rebuilding the file from email.
Rule: milestone cannot close while required items are unresolved
Target completion: 30 Sep 2026
These controls support the agency's process; they do not replace legal advice or guarantee regulatory compliance.
Model a property-centric workflow with the exact readiness checks, roles, review stages, client actions and finance handoffs your team needs.
A CRM tracks contacts and a transaction tool manages document packages.
Component.app can connect both contexts to custom listing, offer, client and commission workflows.
Component.app customisation · Administrator review required before rule changes are published
The assistant cites the property record and leaves the listing coordinator responsible for editing and approving the draft before publication.
Draft a concise listing description using only the reviewed property facts
Draft prepared with reviewed size, layout, view and access facts. The missing floor-plan item is flagged and nothing has been published.
Staff, managers and outside participants see the actions appropriate to their role while working from the same underlying handoff.
Work from property and client context while operations owns the structured handoffs.
See stalled listings, expiring offers, document gaps and commission review across the team.
An optional portal shows only the property, request, document or approval shared with that client.
This page is designed for sales, leasing and transaction teams that need connected property, client and deal workflows. It does not claim to replace a landlord PMS, listing marketplace, e-signature provider or accounting platform.
Keep listings, enquiries, viewings, offers, documents and handovers tied to the same property.
Configure routing, readiness, review, client visibility and commission handoffs around the team.
Treat listing syndication, calendars, e-signatures, messages and accounting as integration-dependent.
The page focuses on agency, listing and transaction operations. A landlord or tenancy-management scope would require a separate evidence model and configured workflows.
Routing can be configured around area, property type, value, source, availability or another agreed rule, with ownership and exceptions kept visible.
That depends on the selected listing portal, its available integration method and the agreed setup. Component.app can manage readiness and approval before the external publish action.
Document collection and approval can be scoped in a portal. E-signatures depend on a selected e-signature provider and integration setup.
No. The system can support checklists, review evidence, access controls and decision history, but the agency remains responsible for legal and regulatory obligations.
The recommended pattern is a source-grounded draft followed by staff editing and approval. External publication should remain behind the configured human control.
Bring one listing, offer or transaction workflow to a demo and see how Component.app can connect the roles, records and review steps around it.
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