Real estate registration

Template

An organized workflow of property analysis is essential for the good management of properties for sale or rent. With this Pipefy template, you can now receive requests from owners to register their properties, analyze and organize for a possible registration in the company database.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Forms

  1. Proprietor information
  2. Name
  3. Email
  4. Property information
  5. Location
  6. Address
  7. Property category
  8. Available for
    • Rent
    • Sale
  9. Price
  10. Features
    • Parking spaces
    • Concierge
    • Plumbing
    • Electrical installation
    • Ready to use
    • Surveillance
  11. Property pictures
  12. Additional details

Backlog

  1. Responsible team

Screening

  1. Analysis urgency level
  2. Is a visit needed?
    • Yes
    • No
  3. Visit date
  4. Observations
  5. Property class

Approval

  1. Approval
    • Yes
    • No

Registration

  1. Final Checklist
    • Proprietor contacted
    • Property registered in the database
    • Contract signed
    • Ready to archive

Registered

Canceled

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