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

  1. Client name
  2. Email
  3. Property
  4. City
  5. Address
  6. Value

Proposals

  1. Assignee
  2. Conclusion due date
  3. Urgency
  4. Has the proposal been accepted?
    • Yes
    • No (move card to ‘Rejected’)

Necessary documents

  1. Necessary documents
    • Identity card
    • Birth certificate
    • Wedding certificate
    • Proof of residence
    • Bank account statement

Documentation upload

  1. Documents sent by the client

Analysis

  1. Has the documentation been analyzed?
    • Yes
    • No
  2. Documentation status
    • OK
    • NOK
  3. Necessary adjustments

Meeting scheduling

  1. Meeting date & time
  2. Term of commitment of purchase and sale
  3. Register of communication

Finalized deals

Rejected

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