The one who listens to meetings
TodayYou note down the viewing from memory, if you remember.
You record it, and the asset file updates with what changed and where it came from.
Working prototype
Operating system · Real estate and investment
Real Estate Operating System.
From “I'm looking for something in the area” to signature, without losing track of any client. For boutique agencies, developers, lettings and asset brokerage.
Context
Where it usually hurts.
- Leads asking for “something in the area”: with no clear budget, timing or preferences, it's hard to know who to deal with first.
- Viewings that lead nowhere: properties that don't fit get shown and the feedback is lost.
- Forgotten opportunities: the buyer from three months ago has already bought through another agency.
The system
One journey, not separate tools.
01LeadComes in through the door that matches what they want
02NeedBudget, area and timing
03FitThe system suggests properties
04ViewingWith its feedback recorded
05OpportunityA clear next step
06ClosingNegotiation is done by people
Working prototype
Investment and assets.
“The opportunities and the investors are all in my head.”
What someone who runs their own portfolio from their phone says
The judgement lives in one person's head and works as long as it fits. The system matches every investor with every asset and explains why they fit.
The one who matches
TodayYou cross-reference assets and investors in your head.
Every investor against every asset, with the percentage and the reason written down.
The one who reconciles the bank
TodayYou match commissions against the bank statement by hand.
You import the statement and it tells you what was paid, what's missing and what doesn't add up.
What the person does
The system organises. The agent decides.
- The agent decides who to call and what to offer.
- Negotiation is still done by people.
- Nothing is sent without review.
Working prototype
Status: working prototype, not a deployment.
The system is designed and you can see it running in a demo with fictitious data. It isn't deployed at a client yet: we're looking for a few businesses in the industry to validate it on their real operation, as Design Partners.
Let's talk
A real estate agency or an asset portfolio?
We'll walk you through the full journey in a private demo.