BUILT FOR PROPERTY AGENCIES
Your agents should be building relationships. Your leaders should be growing the agency. Give everyone a clear view of the work, from the first booking to the final commission.
One workflow. A stronger property agency.
YOUR AGENCY, AT A GLANCE
Illustrative split. Configure the rules and approvals for your agency.
A stronger agency starts with
Empowered people Smoother processes Visible performance Professional serviceA CLEARER VIEW OF YOUR EVERYDAY WORK
From commission questions to customer paperwork, imagine the information your team needs, right at hand.
Illustrative screens · Example data.
LESS FRICTION. MORE CONFIDENCE.
Behind every deal is a person who needs an answer. Make the answers easier to find.
“Am I being paid correctly?”
Bring your calculation rules, agent splits, and approval steps into one workflow. Give agents a breakdown they can understand and your admin team a record they can check.
“How am I doing?”
Bring sales, targets, and rankings into view so agents can see their progress and leaders can recognise the work behind the results.
“Where does my team need me?”
See who owns each deal, what is moving, and what needs attention. Give support where it helps, before a stalled case becomes a missed opportunity.
“Any update?”
Keep updates, documents, and the next action with the deal. Give your team a place to check progress without another round of messages and manual follow-ups.
“The customer is ready. Are we?”
Use branded e-forms to collect the right details and route paperwork for review. Keep preparation, corrections, and signing status visible from one record.
ONE DEAL. ONE CONNECTED WORKFLOW.
Connect the handoffs that keep a property deal moving. Adapt the steps to how your agency works.
Record the property, customer, and agent together. Start with the details your team needs.
Collect details with e-forms. Keep documents and corrections attached to the deal.
Make the owner and next action clear through approvals, signing, and closing.
Review the breakdown and approvals, then track payment status in the same record.
Every handoff has an owner. Every deal has a next step.
PROPERTY IS A PEOPLE BUSINESS
A viewing. A conversation. A customer ready to take the next step. Give your team space for the moments that move a deal forward.
Bring your agency’s workflow to life
BETTER FOR THE WHOLE AGENCY
A shared workflow connects your team around the same deal, with the information each person needs to move it forward.
See it for your agencyKnow your next action, see your performance, and understand your commission. Spend more time with customers.
See the team’s progress, spot stuck deals, and recognise achievement. Coach with context.
Keep records complete, route reviews, and answer fewer repeat questions. Help every deal move smoothly.
LET’S MAKE IT PRACTICAL
Inistate workflows can be configured around your agency’s rules. Bring examples of your splits, overrides, and approval steps to the demo so we can review the setup your team needs.
Start with one workflow, such as deal tracking or commission approvals. Agree on the steps with your team, try it with a small group, and expand when you are ready.
Use branded e-forms to collect customer and property details. During the demo, we can review your current forms, required fields, and document or signing steps.
Bring one typical deal journey, a sample form, and an example commission breakdown with personal details removed. We’ll use them to discuss the workflow, team views, and handoffs that matter to your agency.
YOUR NEXT CHAPTER STARTS WITH A CLEARER WORKFLOW
Help your people work with confidence.
Give every deal a clearer path to completion.
