Real Estate Manager is a fully integrated solution for real estate offices. Every facet of your business is accommodated through a single database to minimize double entry and allow transactions to flow through the systems with minimum staff effort. For ease of understanding, we describe the solution using the traditional “module” approach.

The Sales Manager system provides all the functions needed by an effective sales office and is used by agencies in every state and territory of Australia. So you can be sure the special requirements in your market are catered for by this comprehensive offering.

Sales Manager starts by offering a focus on Customer Relationship Management (CRM). The system is designed to allow you to implement Real Estate Agent Best Practice which can pay big dividends through improved client servicing and sales representative effectiveness.

Your client database is a valuable business asset that can help you profile and market to customers, developing long term client relationships. By keeping track of customers’ personal details and preferences through the contact management functions, your firm can provide the best solutions to clients’ real estate needs. The integrated sales, accounting, and administration functions will increase your office’s efficiency, and minimize double entry of data.

And the comprehensive reporting functions allow you to analyse the performance of your business anywhere, anytime.

Comprehensive security management allows your administrator to control which functions staff can access and the level of read, write and view access they have to data.

Sales Manager caters for all your property needs from Pre-Appraisal right through to Settlement. The Properties database is a central property database. Its intention is that a property is entered into the Properties module and then is linked to Appraisals, Listings and Contracts. The benefit of such a central database is that the property maintains not only a sales history but a rental history as well (should you combine Property Manager). 

The property entered into the Properties database does not necessarily have to be a current Appraisal, Listing or Contract. However, should this entered property be Appraised, Listed, Re-Listed or Sold it is simply “converted” into the Appraisal, Listings or Contracts area, whilst still maintaining the central database entry in the Properties module for historic purposes.

Appraisal information is recorded as required against a Property and this Appraisal record can be converted to a Listing. When the property is sold the sale Contract is then recorded and followed through until settlement. Real Estate Manager can be setup to calculate your salesperson’s commissions and to monitor their results.

The Advertising module allows you to create Appraisal and Listing Budgets which can be converted to Advertising campaigns for scheduling and recording advertising expenses. Advertising Expenses are recorded against your Listings to monitor expenditure and produce Advertising Statements and Tax Invoices. Upfront vendor contributions deposited into a Trust account is also managed by the system. 

The Trust Management module handles all your trust account needs, whether your office has one, two or multiple trust accounts. Record purchaser deposits and Vendor contributions for advertising, draw cheques or issue electronic funds transfers between accounts. Print daily banking sheets and perform regular reconciliations. Interest Bearing Deposits can also be recorded.

*       Classify buyer contacts by motivation level.

*       Contact categories for quick searching and organization of contacts.

*       Assign contact groups (Newsletter, VIP)

*       Individual or group SMS, email, fax and mail merge facilities.

*       Buyer contact type with requirements cross-matching.

*       Company, person and couple contact types, with multiple individual contacts linked to companies.

*       Microsoft Outlook® style appointment management, with multiple calendar support.

*       Standard activities, with repeat actions.

*       Standard activity plans by target type (e.g. for contacts, appraisals, listings, contracts)

*       Automatically attach activity plans to a target, adapting to the target’s status in its sales lifecycle.

*       View staff activities, and instantly recognise incomplete or overdue tasks.

*       Attach standard advertising plans to appraisals and/or listings.

*       Create advertising campaigns from a budgeted plan for appraisals and/or listings.

*       Full advertising accounting linked to trust accounts.
 

*       Apply advertising discount and write offs to invoices.

*       Monitor salesperson expenditure.

*       Manage multiple trust accounts.

*       Record vendor contributions and purchaser deposits.

*       Print daily banking sheet.

*       Perform full bank reconciliation.

*       Interest Bearing Deposits

*       Comprehensive payroll system.

 

*       Flexible sales persons commission structure setup.

*       Automatic calculation of tax on wages.

*       Average tax calculation on commissions.

*       Calculation of superannuation incl. voluntary and salary sacrifice and entitlements.

*       Electronic funds transfer into bank accounts.

*       After tax deductions.

*       Comprehensive property database.

*       Reuse of property data for appraisals & listings.

*       Includes land, improvements, property descriptions and unlimited photos.

*       Residential, commercial, business and rural properties.

*       Track past sales history and/or competitor history.

*       Classify appraisals by motivation level.

*       Attach activity plans and reminders for follow up.

*       Attach Advertising budget.
 

*       Carry over information from the appraisal details.
 

*       Conjunctional/referral agent listings.

*       Signboard and advertising tracking.

*       Upload properties to real estate portals.

*       Attach activity plans and reminders for follow up.

*       Produce stock sheets and home open inspection brochures.

*       Carry over information from listing details.

*       Automatic calculation of commission and advertising due.

*       Division of commission for listing and selling agents.

*       Calculation of franchise fee and other deductions.

*       Automatic calculation of sales staff commissions.

*       Attach activity plans and reminders for follow up.

*       Distinguish “must have” buyer requirements from optional requirements.

*       Separate requirements for residential and commercial buyers.

*       Cross-match property features to prospective buyers to listings.

*       Stock Lists

*       Comprehensive management reports

*       Statistical reports

*       Exportable reports to Microsoft Excel®, Portable Data File (PDF), Html etc.