Docs โบ Real Estate Suite
๐๏ธ Real Estate Suite
Vertical-specific tools for real estate agents: properties, showings, open houses, offers, transactions, CMA generator, buyers + sellers + leads, and AI deal-analyzer / objection coach. Active when your org has the Real Estate vertical enabled.
- Activating the Real Estate VerticalCRMown's Real Estate suite swaps the standard sidebar for an RE-tailored navigation (Properties, Buyers, Sellers/Listings, Transactions, etc.). Activate it during onboarding or self-serve in Settings.
- Properties โ Listings & MLS-Style RecordsManage your property database: active listings, off-market deals, and acquisitions. Each property has photos, MLS-style fields (beds/baths/sqft/lot), comps, showing history, and offer log.
- Showings โ Schedule + QR Check-InBook showings against any property, generate a QR check-in code for the front door, and capture buyer feedback in one tap.
- Open Houses โ Sign-In Sheet & Lead CaptureRun an open house with a digital sign-in sheet (tablet or phone), capture every visitor as a lead, and automatically follow up with a thank-you and a CMA offer.
- Offer Tracker โ Multi-Offer Matrix + AI CounterWhen multiple offers come in on a listing, the matrix view stacks them side-by-side (price, terms, contingencies, financing, closing date, buyer strength). Click "AI Counter" for a model-drafted countโฆ
- Transactions โ Closing Timeline with Auto-RemindersOnce an offer is accepted, the Transaction page tracks every milestone to close (EMD due, inspection, appraisal, loan commitment, final walkthrough, COE) with auto-generated reminders for each party.
- CMA Generator โ Branded PDF from CompsBuild a Comparable Market Analysis (CMA) for any subject property: pull recent comps, adjust for differences, and export a branded PDF for the seller meeting.
- Buyers & Sellers โ RE-Specific PipelinesReal estate uses contact-stage pipelines tailored to the RE workflow: Buyer pipeline (Lead โ Pre-approved โ Touring โ Offer โ Pending โ Closed) and Seller/Listings pipeline (Lead โ Listing Appointmentโฆ