AgencyMax has a central real estate contact database where all people and companies are stored. Depending upon what
other involvement they have with your real estate business and staff will depend upon what other areas they may filter
through to.
A complete history of all purchased properties, including any properties they are currently
seeking is tracked. Any properties they currently own can also be listed, even including properties currently
for sale with another agent. If you import real estate data from your local council or other similar source you'll have
your own comprehensive property ownership database.
All contacts can optionally have buying preferences or even more than one, just in case they are buying
a house and an investment property at once.
Some common real estate features include:
- Importing and Exporting of Contacts.
- Comprehensive reports.
- Record calls in and call out.
- View history of all diary entries (subject to security) across all staff.
- Batch updaing of contact details, when you need to get your hands dirty and maintain your database.
- A concept of Active / Inactive contacts to allow you to keep comprehensive records, whilst getting
old contacts out of the way.
- Document history of all corespondance.
- Assign Action Plans for regulated follow up.