EstateAssistant optimizes your processes, saves your precious time and allows you to serve more clients. Some of the core functionality of the system is described below.

Property

Module “Property” is one of the core modules of the system and gives you control over thousands of offers.
Using the powerful search and filter functionality (slider menu on the left) you can find an offer using any combination of attributes.
The main area of the screen displays a full list of all offers with the most important attributes and a picture of the property. All other attributes are displayed once a property is selected for detailed view. You can easily print the list of all offers or a customized subset of offers matching certain criteria.


All offers also have a graphic visualisation, using an integrated Google Maps module, so you can directly print out a map of the region or guide a client while on the phone with them.

Contacts

Managing a good rolodex of contacts of all leads, present and past clients, sellers, other service providers and agencies is vital for every real estate office.

Module “Contacts” forms the core of a CRM (Client Relationship Management) system, integrated into EstateAssistant and optimizes your work with all contacts involved in your business processes.
Using this module the broker can enter names of physical persons and companies, all their contact details (telephones, addresses, emails, web site(s), skype and other IMs) without any limitation. Notes can also be attached to each contact and finding a contact among the thousands of contacts your have, takes less than a second.
Similar to other modules, using the Access Rights system you can fine-tune the access to your contacts, allowing only pre-defined brokers or teams to access each of your contacts, thus protecting your valuable assets from unwelcome eyes.

Calendar, visits, meetings, phone calls log, etc...

Using the “Calendar” module you can schedule and track all relevant events throughout deal’s lifetime, which often spans over several months.
One can manage all visits, meetings, calls, also making notes for each of these events.
Furthermore, the manager of the agency can have an overview of the brokers’ schedule and manage their availability.

Client enquiries for sales or rentals

Using this module the broker can create a Search Profile matching client’s requirements such as type of property, size, number of rooms, area and sub-area, price range, etc...

This Search Profile can be stored and used for subsequent searches in the deal database as well as for triggering a matching alert, once a new matching deal appears.

Furthermore, this Search Profile can be utilized for a very quick search even during the first phone call with the client selecting potential matches and sending them immediately to the client over email. This functionality will not only optimize your work but also lead to higher conversion ratio among your clients, also increasing their satisfaction with your service.

По този начин Вие постигате ново ниво на обслужване на Вашите клиенти и те затваряйки телефона след раговор с Вас се чустват обслужени и няма да имат нужда да търсят други агенции.

Analytics

Using this module you can bring your business to a quality new level, tracking and optimizing your key business processes. We have developed this tool for you to help you make more money and increase the level of satisfaction of your clients through full control over the information and processes of your real estate agency.

Using the flexible format of a Pivot Table you can dynamically slice and dice the underlying data generated by your business and discover bottlenecks, hidden optimization opportunities as well as early warning signals. The beauty of this tool is its simplicity, so that you can create all analytics by yourself - no need to pay to expensive consultants or business intelligence experts anymore!

For instance, a breakdown of each broker’s deals by type, grouped by year, month and week takes less than a minute to create by simple drag-and-drop configuration.

All analytics can be automatically visualized as charts as well as exported in Excel format or printed out.

Tasks

Module “Tasks” helps you keep under control all these many things and details which one should accomplish.

You just have to enter the task and its due date and EstateAssistant makes sure you will be reminded about it. If a task is overdue, a distinctive color representation attracts your attention to it.

Agency Network

This is one of the greatest features of EstateAssistant which opens a new dimension of business opportunities to your business.

All agencies using EstateAssistant have the ability to share deal details with other agencies / brokers. This collaborative platform creates an unprecedented pool of deals and client requests and increases multiple times the probability of quickly finding a client for your deal of finding a suitable deal for your client.

The powerful technology platform of EstateAssistant enables you to seach within less than a second through thousands of shared deals or client search requests - much easier and faster than browsing through tons of deals/requests listed on multiple web portals.

Organisational Structure of the Agency

Module “Organisational Structure” gives you all necessary tools to map the organisational structure of your agency into EstateAssistant and use this information as a fundamental backbone of collaboration and control over access to information.

It allows you to share data among all offices/brokers of your agency, regardless of their physical location while at the same time giving you full control over who can access what part of the information.

The flexible organisation in offices and teams not only gives you great collaboration platform but also supports the growth of your organisation. You can add, modify and rearrange brokers, teams and offices in unison with the dynamic life of your company. This feature of EstateAssistant ensures protection of your investment and guarantees that you will have a reliable partner to support the changes in your company.

Access Control

Системата за сигурност в EstateAssistant осигурява пълен контрол както на ниво брокер, така и на ниво офис на агенцията.
Module “Access Control” gives you total control over the information stored in the system and fine-tunes the access to it both at a broker- and office-level. Three sub-modules help you achieve this task:
- Users: management of all users and their status (active / inactive). You can add, delete, modify user information, assign and user reset passwords.
- Groups: definition of all relevant groups in the system (brokers, administrators, owners, clients, etc...), fine-tuning of their access rights over different parts of information.
- Organisational Structure: assigning of users to groups in order to define their standard level of access rights.

A typical use case is when a new broker joins your company. The administrative process takes just a couple of minutes; create a new user with all relevant information, assign this new user to the Group “Brokers” through which they automatically inherit all access rights inherent to the group, fine-tune any additional permissions / restrictions this particular broker has. Done within less than 10 minutes and the new broker is ready to hit the ground running.

Publishing in Facebook

Nowadays social media and in particular, Facebook is part of the every modern marketing strategy.
According to latest data more than 50% of the population in Europe and US are regular users of online content.
With “Facebook Business Pages” your agency opens a new marketing channel in a highly growing and precisely targeted audience.
EstateAssistant can help you make the integration of this new channel as seamless and easy as possible, so that you can concentrate on your business and not spend unnecessary time tweaking the new technology.
Only with 1 click you can publish your offers on your respective Facebook business page with all necessary information to get clients’ attention: pictures, description of the deal as well as a link to the detailed offer, published on your web site.
The team behind EstateAssistant will also help you with the creation of a Facebook business page as well as with the setup / remake of your web site, if needed.