Real Estate Automated Property Assignment to Agents Follow

This flow streamlines the process of real estate property assignments by automatically assigning suitable properties to the agents. It takes into account various criteria like location, and property type (Commercial, Residential, etc.), The flow also reduces the manual effort for agents by automatically assigning follow-up tasks, improving overall efficiency and agent productivity.

Topics Covered

• Business Type
• Template Type
• Use Case
• Key Features of the Flow
• Steps Used in Creating the Flow
• Breakup of Items Used in the Flow
• Benefits

Business Type

This flow is ideal for real estate agencies looking to streamline property assignments, making it easier to match clients with agents based on their preferences.

Template Type

It is designed for real estate teams focused on client matching, property assignment, and lead management. It automatically assigns properties to agents and creates follow-up tasks for agents.

Use Case

This flow automates the process of assigning properties to clients based on criteria such as location and property type. It ensures clients are matched with the most suitable properties, and real estate agents are notified to follow up with clients.

Key Features of the Flow

• Automated Property Assignment: Automatically assigns properties to clients based on criteria like location and property type (Commercial, Residential, etc.).
• Task Assignment: Creates tasks for agents to follow up with clients, ensuring timely responses and closing.

Detailed Steps of the Flow

You can click here to learn how to create a new Smart Flow or access the Flow Templates.

• Trigger: Form Submitted

  • Description: The flow starts when a new lead is added via Webform.
  • Practical Use Case: Ensures the system reacts promptly to new leads or changes in preferences.
• Find the relevant records: Find Records
  • Description: The flow searches the database for contacts that match the preferences.
• Branching Based on Conditions: Branch
  • •  
    • Description: The flow splits based on conditions such as property type (Commercial, Residential, etc.).
    • Practical Use Case: Customizes the process to focus on properties that best fit the agent's area of expertise.

• Update the records: Update Record
  • Description: Updates client records with information about the matched properties and assigns it to the relevant agent.
• Create Tasks for Agents Create Record
  • •  
    •  
    • Description: Creates activities for the matched clients and assigns tasks to agents for follow-up.
    • Practical Use Case: Ensures agents are alerted to new assignments and are assigned tasks to engage with clients.

Breakup of Items Used in the Flow

Trigger (1)

• Triggered when a new lead is added via a web form.

Find Records (1)

• Identifies the Real Estate Leads from Lead Form Submissions

Update Record (16)

• Updates client and property records with the matched agents.

Create Record (11)

• Creates new activities and assigns tasks to agents based on the property preferences.

Branching (4)

• Splits the flow into different paths based on conditions like property type or price range.

Benefits

• Efficiency: Reduces manual searches and the time spent on assignments.
• Agent Productivity: Assigns follow-up tasks automatically, enabling faster lead closures and improving agent productivity.