Real Estate Management | Zoho Creator Marketplace

Real Estate Management

This app is published in accordance with Marketplace review process. For pricing details, you can refer to this page.
  1. Category - Hospitality
  2. Vendor - Zoho Corporation
  3. Pricing - Free

Overview

Find everything you need to upscale your real estate business under one roof! This application enables you to create and manage property listings with details such as property type, location, size, amenities, rent/price, and availability. You can also invite agents and individual owners to list out and sell their properties. This application helps bring together property owners and likely buyers and facilitate a better relationship by offering reliable and affordable rental spaces. It also simplifies every aspect of real estate management, enabling you to save time and grow your business with ease. 

Who can use this application?

If you deal with offering rental properties for sale as well as rent, then this app is an absolute must-have in your suite. 

Key features

  1. Maintain a unified database of your sale and rental properties in one place
  2. Widen your property database and extend your reach amongst prospective buyers and tenants by inviting anyone to add their properties to your app
  3. Categorize your properties by type (house, villa, apartment), by location, and by landmarks
  4. Help potential buyers and tenants narrow the search for their dream home with in-depth filters
  5. Get instant email notifications with contact details when a likely buyer or tenant clicks on a property and requests a callback
In addition to the above, you can also:
  1. Customize your application according to your brand, using application themes and custom logos
  2. Download this application on your mobile and tablet devices and start using them immediately

Application flow


Modules in this application

This application provides a user interface that typically allows you to add and manage your property details, make the search process simpler, widen your reach amongst prospective buyers and tenants, automatically remove sold properties from the search dashboard, and much more. With this robust real estate management application, you can revolutionize the buyer-tenant relationship!

Dashboard

In the Search Property page, potential house hunters can get to view a complete list of available properties and relevant pictures, thereby easing the process of searching for the right properties. They can narrow down their search with filters to lead them to their dream home and also request a call for more details from the owner using the Request Callback form if they see something they like. As an admin, you can always keep an eye on the availability of your rental properties as the sold ones get automatically removed.

Users module

This module can be accessed by only the app admins and super-admin.
This module enables you to add users such as builders, agents, individual owners, and brokers who sell or rent properties via this application. This serves as the ultimate checklist, enabling you to maintain a database of property developers and individual house owners, and watch your network grow.

Projects module

This module can only be accessed by the admins and super admin.
This module acts as a central repository where you can add and update your real estate project details. Curate and upload your properties' listing along with their intricate details, and categorize them by their type (house, villa, apartment, shop) and by location. Additionally, you can specify the amenities your provide in each of your projects along with the block details such as their name and type. These ensure that your projects reach the intended buyers and tenants.

Other Properties module

This module can be accessed only by the admins, super-admin, and added users.
This module enables you to maintain your own database of as well as others' properties. You can invite anyone to add their properties to your application. All you have to do is add them as a user, and this application be shared automatically through email. They can then add their properties, which will be listed in the respective report.

Install the application

You can install the app from three locations:
  1. Zoho Creator App Deck
  2. Zoho Marketplace
  3. App Gallery
Installing the application from Zoho Marketplace is easy! Once you install it, the app can be set up and ready to use. You can explore the modules in the app, tweak the app to accommodate use cases specific to your business, and add, modify, and view data.

You can also add users and define roles and permissions, such as add, modify, delete, and view data, and map users to the permissions defined, allowing them limited or full access to your app.
  1. Go to Zoho Marketplace
  2. Scroll down to the Zoho Creator section and click View All.
  3. Select the Appointment Management card and click Install.
The application will be installed on your device and you'll be ready to go!

Application setup

This application makes the entire process of adding, managing, and renting/selling your owned properties a seamless experience. Never miss a callback for property requests and keep your customer footfall coming in! After installing the application, the admin or super admin can perform the following actions:

Step 1: Navigate to the Users section
  1. As an admin, access the Add User form and add your member details. You'll be assigned the role of builder/developer by default.
  2. Access the same form and add the users' basic and contact details by choosing them as individual/owner (or) agent/broker.
  3. View and modify the details in the All Users reports.
The application will be shared to users with the respective permissions configured.
Step 2: Navigate to the Projects section
  1. Access the Add Project form and enter your rental project details, such as type, location, and amenities. You can also add multiple blocks if required.
  2. If you've chosen the project type as flats, apartments or shops, then access the Add Blocks form and specify the floor and the number of rental units per floor.
  3. Access the Add Units form and enter details, such as Flat/Shop No, Number of Rooms, Furnishing type, Total Area, Rate and Maintenance Charges, and Parking.
  4. View and modify their details in the respective reports.
  5. Access the All Projects report and change the status of your projects as sold or assign agents by clicking the buttons named Sold Out and Assign Agent respectively.
Step 3: Navigate to the Other Property section
  1. As an added user (member), access the Add Your Property form and enter the details of your rental properties (both new and resale) that you want to rent or sell.
  2. View and modify the details of your rental properties in the Your Added Properties report.
As an admin/super-admin, you can view the details of all rental properties added in the All Properties by Others report.
Your app is now all set for use! Your potential buyers and prospective tenants can access the Search Property page and start looking for their dream properties.

Automation

The app is fully equipped with automations to monitor and manage your asset details efficiently and effortlessly. The workflows in the app are used to hide/show and enable/disable certain fields in the forms, auto-populate certain fields, trigger emails upon receiving callbacks, redirect to another form upon a form's submission, share/un-share forms and reports, and more. 

Sharing your app

You can share this app with users at your organization, defining roles and permissions so that users with specific roles have specific levels of access to the components of the app. Click here to learn how to share your app.

Note:
This application is optimized to be downloaded as an application on your mobile or tablet device.

If you wish to uninstall this application, you can do the following.
1. Navigate to Solutions and click the Real Estate Management application.
2. Hover over the card and click the ellipsis icon (three dots).
3. Click Delete
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