Guide for agencies
The whole agency workspace: contacts, mandates, listings, viewings, lettings, team and settings.
Getting started
First steps in the workspaceSign in, read the menu, switch agency, recover your password and sign out.The dashboardRead the agency's figures or your own over a period, compare them with the previous period and export them as CSV.The team, roles and rightsInvite a member, join a team, set each person's rights, deactivate a member and upload the team's photos.
Contacts and prospecting
ContactsSearch, create and keep contact records up to date, merge duplicates, write by email and answer GDPR requests.The pipelineFollow buyers and sellers stage by stage, create and move opportunities, enter an offer and set up the stages.Private sellersReceive valuation requests from private individuals, turn them into a mandate in one click, and offer your services to nearby sellers who agree to it.ImmoPass and ImmoScoreRead the ImmoPass files that candidates share with the agency, understand their ImmoScore and set the agency's weighting.
Mandates and listings
Creating a mandateOpen a sale or rental mandate, fill it in step by step, then review the summary and generate the PDF document.Signing the mandateHave the mandate signed on the tablet, work offline, follow the signed mandate until it ends and keep the seller informed.ListingsPrepare the listing created from the signed mandate, translate it, clear what is missing, publish it on the portal and follow the contacts received.Photos and photographerAdd and order a listing's photos, register a photographer in the agency's list and let the seller choose their photo appointment.Syndication to other portalsSave the agency's access to another property portal, then syndicate a listing there and follow its sending.
Calendar and viewings
Calendar and connectionsKeep your calendar, link it to Outlook or Google, and write to your contacts from your own address.Online viewingsOpen viewing bookings, follow the viewings of a listing, then write the report for the seller.Tasks and follow-upsTrack your own tasks and the team's, create them by hand, and set up automatic follow-ups.Email templatesPrepare standard emails for the whole agency and use them to write to a contact.
Lettings and management
ApplicationsSee the applications received on a listing to let, compare them, select or decline a candidate, or have the landlord approve them.Preparing the leaseCreate the lease from the selected candidate, choose between our text and yours, complete what the region requires and produce the document to sign.Signing and registering the leaseHave the lease signed online or record a signature on paper, then record the registration and the rental deposit.RentPut a lease under management, follow the schedule, record or import payments, let reminders go out, pay over to the owner and open the tenant's space.Indexation and chargesIndex the rent on its anniversary, spot the review window and draw up the annual service charge statement.InventoriesDraw up the move-in or move-out inventory or an amendment on the tablet, even without a network, have it signed with a finger and compare move-in and move-out.The end of the leaseRecord a notice to terminate, record the return of the keys, release the deposit, put the listing back online and handle a co-tenant leaving.Service providers and quotesKeep the agency's list of service providers, send them a request from a mandate, then accept or decline their quote.
Agency settings
My agencyKeep the agency's identity, licence and guarantees up to date, as they appear in every mandate and on every invoice.The agency websiteCreate the agency's website, build it while seeing it, publish it and put it online.The domain nameServe the agency's website on your own address, or buy a domain name through ImmoBooking.Subscription and billingChoose or change the agency's plan, follow its quotas, pay, and find ImmoBooking's invoices.API and webhooksConnect your other tools to the agency's data with an API key, and receive its events at your own address.