“We have built the most business focused property software available to Property Professionals”
- Philip O’Reilly, FIAVI, Managing Director , PropertyCRM

PropertyCRM™ combines the full CRM capabilities of BrokerCRM™ with a powerful specialist property module, to give property professionals and estate agents a complete business management tool. For those in the mortgage and property business it allows them to track the property and mortgage transactions simultaneously.

The property system is a comprehensive tool for real estate agents.

PropertyCRM Feature List

• Facilitates all types of property transactions e.g. residential, commercial and agricultural sales, lettings and valuations (includes valuation data bank).

• Comprehensive CRM (Client Relationship Management) capabilities to facilitate best practice in the areas of customer care.

• Stores and manages all client and property data in simple format to facilitate ease of use.

• Builds quality brochures, which can be easily customised to the specific requirements of agents.

• Tracks all interaction with clients, which is instantly visible on an office-wide basis.

• Builds Power Point presentations of matched properties or all properties for client enquiries or office display.

• Builds various types of property listings of matched properties in various formats for email or postal dispatch.

• Facility to text details of new property taken on for sale to prospects, resulting in instant marketing of property with substantial brochure and mailing cost savings.

• Diary and tracking facilities to manage all vendor and enquiry contacts and appointments (with duplicate diary). Negotiators can print off daily diary with full details of appointments and properties to be viewed.
• Bank of template letters to accommodate all letters used within a practice including instruction and sales letters.
• Client and negotiator reports on all activity in relation to particular property or enquiry.
• Advanced Property Details facility to manage more advanced information than that required for sales brochure
• Creates residential valuation reports
• Web upload to multiple sites.
• Multi Listing to facilitate franchise business or sharing of properties with other agents.
• Manages and tracks all viewings and offers.
• Accounting links to LEX accounting and fee reporting on a client and negotiator basis. Visibility to all negotiators of client deposit and advertising balances in LEX on a case by case basis
• Remote working to facilitate access to the system over the web from any location with broadband connectivity (via Terminal Services).
• Powerful “Marketing Centre” incorporating “Contact Merge” to facilitate, identify and profile business opportunities and communicate with them efficiently.
• Scanning, saving and indexing of all documents within the business to create the “paperless office”
• “TAPI” enabled system to identify incoming calls, log the outcome and make telephone calls from the system.
• Facilities to manage new money laundering requirements.
• PropertyCRM can be upgraded at any time to facilitate the management of mortgage and financial services functionality

The property system matches and manages all enquiries, with facilities to send information by letter, email, or sms to vendors or prospects. It retains shortlists of properties that match a particular enquiry so that the sales opportunities may be worked on in an intelligent manner. It manages the entire process for each property and enquiry through initial contact, viewings, offers and closure.

The system is entirely property-centric, in that it links together the many different transactions your business may have relating to any specific property over an extended period of time, even with different clients. It includes valuation databank for generating comparative valuations, which is updated from your own property sales. It will also store sale or rental valuations achieved in the property market.

The Marketing Centre within the system allows you to profile and communicate with potential buyers e.g. send a mail or email merge to all professionals who might be interested in tax based properties.

For more information call +353 65 68 49675 or mail info@brokercrm.com

We are Working With