The Real Estate Management process is an important aspect of the real estate industry and it is a key factor that decides how efficient your real estate business will be. It is one of the most challenging businesses to handle today as every process in real estate management is manual, paper-based and requires many different staff members to be involved.
Real Estate Management processes require a lot of paperwork and numerous signatures, especially when dealing with large properties.
A Real Estate Management System (REMS) is a software application designed to automate, simplify, and streamline various processes associated with managing real estate properties. This software can be used by property managers, real estate owners, real estate agents, or real estate companies to manage residential or commercial properties, or even real estate portfolios.
Key features of a real estate management system can include:
Clappia is a No Code platform to create business-process apps without coding. Anyone with basic excel skills is able to create effective mobile apps, just by using simple drag-and-drop blocks, and effectively automate real estate management business processes.
Clappia allows real estate professionals to automate their business processes and manage multiple properties, multiple customers, and other real estate management processes on mobile apps built without coding.
Let us consider a bundle of mobile apps for Real Estate Management already built and available to use on the Clappia App Marketplace:
1. Flat Master - Enter all the details of the flat along with location, availability, area, and type of flat.
Flat/House name - Enter the name of the flat/house
Flat/House Code - This code will be automatically generated after submitting the details.
Flat/House type - Select the type of flat/house - 1BHK, 2BHK, 3BHK.
Floor - Enter the floor number where the flat/house is located on.
Flat Number - Enter the flat number.
Wing - Enter the wing name or number of the building.
Builtup Area - Enter the built-up area of the flat
Carpet Area - Enter the carpet area of the flat in the square feet unit of measure.
Availability - Enter whether the flat is available or not.
The below image is a basic layout of the flat master app.
2. Client Help Desk - Customers can use this app to request help by creating support tickets. This app consists of two sections namely Customer Details and Support Details.
Note: Only the first section, Client Help Desk, is visible in the app. The other successive sections will appear once you start filling the data in previous section.
Clients will enter their basic details such as: Customer Name, Customer Contact, Customer Email
GPS Location - Clients will enter their location
The below image is a basic layout of the customer details section of the client help desk app.
Purpose of Support - The reason for requesting support
Details - Detailed request for support
Photo if any - Upload from gallery or click a photo in the app and upload the same.
Add another query - To add another support request.
The below image shows a basic layout of the support details section of the client help desk app.
3. Client Inquiry - This app is used to add the particulars of client’s inquiries about the details of new flats based on location, budget, and area and then scheduling a visit. This app contains four sections namely Client Details, Visit Details, Requirement Details, and Follow-up Details.
Clients will fill in basic details such as Name, Mobile Number, Email, Postal Address.
The below image shows a basic layout of the client details section of the client inquiry app.
Visit Date - Clients’ date of visiting the flat
Visit Time - Clients’ time of visiting the flat
The below image shows a basic layout of the visit details sections of the client inquiry app.
Location - The location of the flat clients are interested in.
Where did you hear about us? - The platform from where the clients have heard of your real estate company.
Outcome - The outcome and the latest status of the client’s interest
Budget - Clients’ budget will be entered.
Original Remarks - Clients’ remarks will be entered here.
Next Follow-up Date - The next date for contacting the client about the flat they are interested in.
The below image shows a basic layout of the requirement details section of the client inquiry app.
Call Date - Date of the first follow up call with the client.
Follow up Call Outcome - The status of clients’ interest in the flat after the follow up call.
Remarks - Any comments or observations regarding the discussion with the client during the follow up call.
Next Follow up - Date for the next follow up call with the client.
The below image shows a basic layout of the follow-up details section of the client inquiry app.
4. Quotation - This app is used to send quotations of the flat for the clients. It consists of five sections namely, Client Type, New Client Record, Old Client Record, Flat Details, and Flat Value.
Type - Select the type of the client: Old or New
The below image shows a basic layout of the client type section of the quotation app.
In the same way if you select the client type as ‘Old’, then the section Old Client Record will appear and the section ‘New Client Record’ will not appear.
If you select the client type as ‘New’, then the section New Client Record will appear and the section ‘Old Client Record’ will not appear.
This is achieved by the Conditional Display feature. You can choose to view a particular table based upon selection of a particular option.
Select Client - Select the client from the list and other detials of the client such as Name, Mobile Number, Email and Postal Address are all fetched from the client inquiry app.
GET Data from other app - This block is used to fetch data from one Clappia app to another.
The below image shows a basic layout of the old client record section of the quotation app.
Enter the basic details of the client: Client Name, Mobile, Email, and Postal Address.
Reference - Mention the reference through which the client came to know about your real estate company.
The below image shows a basic layout of the new client record section of the quotation app.
Select Flat - Select the flat from the list of flats and other details pertaining to the flats are fetched from the flat master app automatically: Status, Flat Code, Flat Name, Flat Type, Floor, Flat Number, and Wing.
Rate p sq ft - Enter the appropriate amount in figures.
The below image shows a basic layout of the flat details section of the quotation app.
Quote Date - Enter the date of preparing this quotation.
Time - Enter the time of preparing this quotation.
Flat Cost - Enter the cost of the flat.
GST - Enter the GST amount in figures.
Stamp Duty - Enter the stamp duty charges.
Development Charges - Enter the development charges.
Other Fees - Enter any other fees, if any.
Total - Total amount of the flat included the parameters above.
Miscellaneous Charges - Enter any miscellaneous charges. stamp duty charges.
Maintenance Charges - Enter the maintenance charges.
The below images show a basic layout of the flat value section of the quotation app.
5. Booking - This app is used to book flats for new clients and old clients as well. This app consists of five sections namely, Client, Client Detail (New), Client Details (Old), Flat Details, and Booking Details.
Select Client - Select the client (Old or New) and the following client details are automatically fetched from the quotation app accordingly: Client Name (New Client), Name (Old Client), Flat Code, Floor, and Flat Number.
The below image shows a basic layout of the client section of the booking app.
The following client details are also automatically fetched from the quotation app: Client Name, Mobile, Email and Postal Address. These details are of the new client.
The below image shows a basic layout of the client detail of the booking app.
The following client details are also automatically fetched from the quotation app: Name, Mobile, Email and Postal Address. These details are of the old client.
The below image shows a basic layout of the client details of the booking app.
Select Flat - Select the flat from the list of flat master app and other details of the flat are automatically fetched from the flat master app: Flat Code, Flat Name, Flat Type, Floor, Flat Number, Wing and Rate p sq ft.
The below image shows a basic layout of the flat details of the booking app.
Date of Booking - Enter the date of booking done by the client.
Committed Date of Delivery - Enter the committed date of flat delivery to the client
The other flat details as fetched from the quotation app: Flat Cost, GST, Stamp Duty, Development Charges, and Total
The below image shows a basic layout of the booking details of the booking app.
In case of a poor or no internet connection, the real estate organization as well as the clients can still use Clappia to fill the data and the data filled can still be submitted. All the data gets synced automatically once the smartphone is connected to a stable internet connection.
Real estate management process is a massive topic that needs a detailed and deep knowledge of the real estate industry. The key objective is to have an automated process to achieve more flow in your business by creating just mobile apps for all functionalities.
When it comes to managing real estate properties, there are processes that need to be automated. These include acquiring property details, handling client inquiries, assisting your customers through support tickets, sending quotations and even bookings. Real estate management apps can help you reduce the manual work involved in doing these tasks by using technology.
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