The CRM for real estate brokers is aimed at systematizing the client data and document overflow for a real estate company based in Canada. The created software allows managing roles, verifying clients, creating teams for the deal process, reviewing deal stages, and uploading corresponding documents for deals.
CRM Software for Real Estate Brokers
A custom real estate CRM for brokers was developed to streamline client data, document management, and deal workflows. The turnkey solution solves the main problems of the company and helps to automate business processes.
Industry
Real Estate
Team Size
4 members
Country
🇨🇦 Canada
HomeSpace Overview
Tech-Stack
Laravel 
React.js Engagement Model
Full-product Development
We were very happy to work with Dinamicka and the team of Alexander and Paul. It's the second project we had with them and can really recommend them and they're patience towards the clients and work ethics.
Alex
CEO
Challenges of Real Estate Brokers
The client’s initial request was to create a corporate website. After its release, the client informed us that they receive numerous clients through the website, and they need a CRM for real estate brokers to help them process all the information and documents they have to work with.
Business processes of the company were going smoothly, but automation was required.
Main pain points of this business were the following:
- No automatization. The client was planning to expand the business, hire new employees, and work with more clients, respectively, although there was no solution that could decrease the workload of the team.
- Lots of documents to process. The company’s profile as a real estate enterprise meant that they had to deal with lots of documentation, much of which contained sensitive personal data, so it was necessary to keep all the information safe. Correct encryption algorithms, GDPR compliance, and secure data processing were crucial here.
- Scaling support. The CRM had to work for employees in different Canadian time zones, which posed some difficulties with production updates and seamless system operation.
Custom real estate CRM Solution
An intuitive and clear design was created from scratch by our company. The designers worked on simple and easy-to-use screens that allow for focus on the necessary information, allowing for to review of all the aspects of a deal on one page, not moving to other pages too often.
Developers worked on data safety, integrity, and encryption.
Custom real estate CRM software development process focused on the implementation of a smooth and intuitive interface, as well as a database for keeping all the client data and documents, maintaining safety and integrity.
The CRM software for real estate brokers allows the following:
- Manage system users and review their details;
- Verify user’s identity and key information like citizenship, employment, mortgage details, and source of funds;
- Create deals with configurations and types;
- Create a deal team including lawyers, clerks, clients, property owners etc.;
- Communicate information on deals and their stages through comments and messages;
- Upload and store documents related to clients and deals, for further use and check;
- Create integrations with online document management systems for exchange and verification purposes.
- A specific calendar appointment system was implemented
- The real estate agency operations are now automated, featuring seamless document management and client verification procedures. The real estate CRM for brokers operates smoothly, with its users staying in different time zones, making it a reliable tool for real estate operations.
CRM Software Development Outcome
The real estate agency operations are now automated, featuring seamless document management and client verification procedures. The real estate CRM for brokers operates smoothly, with its users staying in different time zones, making it a reliable tool for real estate operations.
Do you have a similar real estate challenges? Let's discuss!
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