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
- Proprietor information
- Name
- Property information
- Location
- Address
- Property category
- Available for
- Rent
- Sale
- Price
- Features
- Parking spaces
- Concierge
- Plumbing
- Electrical installation
- Ready to use
- Surveillance
- Property pictures
- Additional details
Backlog
- Responsible team
Screening
- Analysis urgency level
- Is a visit needed?
- Yes
- No
- Visit date
- Observations
- Property class
Approval
- Approval
- Yes
- No
Registration
- Final Checklist
- Proprietor contacted
- Property registered in the database
- Contract signed
- Ready to archive
Registered
Canceled
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