The Agent Portal works in direct communication with the CRM System to provide Agents with 24/7 access to information that they require. Each Agent is granted access to their own personal space where they can obtain sales collateral, marketing collateral, and project information as generated by the Property Developer including brochures, presentations, images and branded and unbranded material.
As an added feature, the sales collateral can be offered with the Property Developer’s logo or the Agents can be allowed to upload their own logos and market the sales collateral under their own brand.
In addition to the above basic features, the Agent Portal provides Agents with the facility to register leads and appointments.
The Agent will have access to:
Useful Documents (information on Permanent Residency, Citizenship, etc.)
Tools such as loan calculators, currency exchange rates, translation modules, weather widgets, etc.
Custom documents prepared by the Property Developer for that particular Agent
The Agent Portal is a tremendously useful tool for any Agent to interact with the Property Developer and they will have all the information they require at their fingertips.
The Real Estate Agent Portal also provides a communication channel for the Agent and the Property Developer. Specific documents that apply specifically to a Property Agent can be uploaded onto the Agent Portal by the Property Developer. This could include price-lists, rates, commission agreements, and custom marketing material.
The Agent Portal also includes a messaging system and allows for all conversations to be logged and tracked. This can include requests for information, lodging of complaints on behalf of clients from the Agent, and requests from the Property Developer on the status of an opportunity.