Building a real estate portal


Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes.
Audience – 2 types of users
– Property developers – who uploads projects and manage listing.
– Real estate agencies – to access property information that property developer uploaded. Agencies will NOT be uploading properties.
Any property developer can sign up and upload their properties and have the option to choose from below:
1. Put their property Public to be on the market place. – all property information is open to public. Including brochure to download price list.
2. Put their property Private on the market place. Only project name and developer details will be visible. A real estate agency will need to request permission from property developer to get access to further information such as brochures and price list.

We need the dashboard to allow for:
Subunits – Ability to add subunits in a project.
Contacts management and link contacts to a property – Ability to create a contact and assign the contact as a potential purchaser to a property. Contact info include, name, number, email, address, solicitor contacts, Foreign purchaser or not.
Sales & Changes Management – Ability to update property sales status. – Available, Reserved, Under Contract, Sold, Settled. Ability to link a contacts (purchaser) to the property. Ability to record any purchaser requested changes to their property.
Multi-Agent Management – If the project is listed as Private. Then the Property developer have the ability grant access or assign to 1 or more agencies who can access the property information. The agencies will now be able to view the property information on the market place when they click on the property.

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About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson


For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.