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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