Lead inbox & assignment
Every enquiry in one place, scored by priority, de-duplicated on phone and email, and routed by round-robin, workload or hand.
EstateFlow brings leads, listings, viewings, deals and commissions into one fast workspace — so agents respond first, managers see everything, and finance trusts the numbers.
One workspace, the right view for every role
From the first enquiry to the commission payout — no spreadsheets, no lost WhatsApp threads.
Every enquiry in one place, scored by priority, de-duplicated on phone and email, and routed by round-robin, workload or hand.
Know exactly which leads are still waiting. Breaches and overdue follow-ups surface on the dashboard before they cost a deal.
Draft → pending approval → active. Permit tracking, expiry dates, private owner records and automatic matching to buyer briefs.
Schedule in-person or virtual viewings. Double bookings are caught, and a follow-up task is created after every visit.
A kanban board from offer to signing, with counter-offers, reservation details and stage rules that keep the data honest.
Pending → approved → paid, signed off by finance. Approval resets automatically if the deal value changes.
Funnel, response SLA, source ROI, agent leaderboard, inventory, forecast, viewing outcomes and commissions — all exportable to CSV.
Upload contracts and IDs with version history, approval status, expiry dates and access tied to the parent record.
Bring your existing leads and listings across safely. Validate the file first, see every error, then commit.
Each stage hands off cleanly to the next, and every action lands in the record's timeline.
Leads arrive from portals, campaigns, walk-ins or CSV — duplicates are flagged on save.
Auto-assigned to the right agent with an SLA clock running on first contact.
Matching listings suggested, viewings booked without clashes, outcomes logged.
Offers tracked through signing; commission approved and paid by finance.
Agents see their own leads, team leaders see their team, branch managers see their branch and finance sees signed deals. Records outside your scope simply don't exist for you.
Sign in to your workspace and see today's leads, viewings and deals at a glance.
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