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Real estate software with an owner portal: the benefits

The owners are demanding. They want to know at all times how your property is, if there are scheduled visits, if there are offers, when they charge. If you give them the information before they ask for it, you gain confidence. If you have to ask again and again, you lose patience and end up changing your agency.

Why the owners leave the real estate

The number one reason an owner changes agency is not the selling price or the commission. It's the lack of information. The owner who doesn't know what's going on with his floor feels ignored, and trust is getting lost fast.

Every time an owner calls you to ask, "How's my apartment?" it's an alarm signal. It means it has no visibility and it's up to you to find out everything. That scale quickly: first it's a call every two weeks, then every week, and it ends up being a tense relationship.

What is a private area for owners

A private area is a space within the CRM that the owner access with user and password. From there you can see:

  • The state of your property (for sale, reserved, sold)
  • Visits undertaken and scheduled
  • The tenders received
  • Activity reports
  • In case of rent: charges, liquidations, incidents

The owner comes in when he wants, sees what he needs, and doesn't call you. You make time and he makes peace.

Advantages for the agency

Having private area for owners not only improves the relationship with them. It also benefits you directly:

  • Less consultation calls: you get back hours every week
  • Increased retention: happy owners do not change agency
  • Professional image: your agency looks more modern and organized
  • Differentiation: Many agencies do not offer this. It's a competitive advantage.

How to implement it without complications

Most real estate CRM do not include private area. Or include it as a separate module with additional cost. The ideal implementation is that it is integrated into the CRM, automatically synchronized with the agency data. The owner sees what you see, in real time.

You should not have to create manual reports or send emails with PDFs every month. The system must generate everything automatically.

Private area included in InmoProCRM

InmoProCRM includes private area for owners from the free plan. Each owner has access to his / her custom panel where he / she sees the status of his / her property, visits, offers and, in case of rent, liquidations and incidents. Everything is automatically updated from the CRM.

You stop making manual reports. The owner stops calling to ask. They both win. Try the private area for free And find out how many calls you stop getting this week.

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