Projects, units and matching
Keep developers' projects and units with prices, payment plans and availability. The client record suggests matching units and makes a branded comparison PDF.
Brokerages juggle hundreds of enquiries, viewings with agents in the field and commissions to collect. Optavon brings those steps into one workflow your team can follow.
The enquiry arrives from a campaign, portal or referral and is assigned to a consultant.
CRMAvailableThe first call or WhatsApp is logged with its outcome and the next follow-up.
CRMAvailableMatching units are shared, and the viewing is booked and counted as field work.
CRMAvailablePrice, payment plan and unit are agreed, with every call on the timeline.
CRMAvailableA reservation contract is generated as a PDF, and the signed copy is uploaded.
CRMAvailableThe deal's commission is tracked as pending, expected and collected until the developer pays.
AccountingAvailableStage names are illustrative and will be confirmed against your setup. Illustrative workflow. We confirm exact scope with you before you start.
Keep developers' projects and units with prices, payment plans and availability. The client record suggests matching units and makes a branded comparison PDF.
Reservation and sale contracts, developer agreements that create commission rules, and leases with cheque schedules and expiry alerts. Templates are drafts: have them reviewed by your lawyer.
Raise commission invoices to developers from the deal, record partial collections, and pay agents' commission in payroll only on what was actually collected.
Some capabilities apply only in Egypt or only in the UAE. Choose your country to see what's relevant to you and its current status.