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Every mandate follows its own process, all the way to completion

From listing to signature, the property moves through stages with documents and deadlines attached. Whoever joins the agency tomorrow understands where things stand in thirty seconds.

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Mandate 33751002-081
Via Giulio Bernaschi, 20 · Rome
Listing and mandate signed
completed · 12 Mar
Documents and portal advertising
completed · advertised for 161 days
Offer under review
in progress · 4 offers collected
Preliminary contract and completion
to do
Mandate expires in 19 days, reminder already in the agent's calendar.

The same method across the whole network

Custom stages

We set up the stages the way you name them: sales, lettings and new builds can follow different paths.

Documents in the right place

Land registry search, floor plan, EPC and mandate stay attached to the property: no folders scattered across computers.

Deadlines that remember themselves

Mandate renewal, price update, owner follow-up: the system warns you before, not after.

Clear responsibilities

Each stage has an owner: incoming enquiries are forwarded to whoever actually handles that property.

Live pipeline

Watch a mandate move through the stages

Acquisition
7
Via Bernaschi, 20
mandate signed
Corso Trieste, 8
Via Ostiense, 114
Documents
5
Via Bernaschi, 20
land registry and EPC uploaded
Via Ostiense, 114
Advertised
12
Via Bernaschi, 20
161 days online
Piazza Bologna, 3
Via Nomentana, 40
Offers
4
Via Bernaschi, 20
4 offers collected
Piazza Bologna, 3
Completion
2
Via Bernaschi, 20
deed on 14 October
Via Marmorata, 9
Mandate signed: the property record is created with owner, floor plan and starting price.
Archive of enquiries linked to properties
Everything connected

Enquiries, viewings and offers on the same mandate

The process doesn't live in a separate spreadsheet: it's the same database that feeds the seller report and the production statistics.

See the Seller Report →

Let's map your current process

In the demo we start from how you work today and show you the workflow already set up on your stages.

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