Property selling process
TemplatE
Pipefy’s Property Selling Template is designed for real state agencies that want to buy property, and want to manage the receiving proposals.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
- Client name
- Property
- City
- Address
- Value
Proposals
- Assignee
- Conclusion due date
- Urgency
- Has the proposal been accepted?
- Yes
- No (move card to ‘Rejected’)
Necessary documents
- Necessary documents
- Identity card
- Birth certificate
- Wedding certificate
- Proof of residence
- Bank account statement
Documentation upload
- Documents sent by the client
Analysis
- Has the documentation been analyzed?
- Yes
- No
- Documentation status
- OK
- NOK
- Necessary adjustments
Meeting scheduling
- Meeting date & time
- Term of commitment of purchase and sale
- Register of communication
Finalized deals
Rejected
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