Real estate brokerage

Run your brokerage from first enquiry to commission.

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.

Your pipeline, from first enquiry to closed deal

  1. New lead

    1

    The enquiry arrives from a campaign, portal or referral and is assigned to a consultant.

    CRMAvailable
  2. Contacted

    2

    The first call or WhatsApp is logged with its outcome and the next follow-up.

    CRMAvailable
  3. Viewing

    3

    Matching units are shared, and the viewing is booked and counted as field work.

    CRMAvailable
  4. Negotiation

    4

    Price, payment plan and unit are agreed, with every call on the timeline.

    CRMAvailable
  5. Reservation

    5

    A reservation contract is generated as a PDF, and the signed copy is uploaded.

    CRMAvailable
  6. Closed won

    6

    The deal's commission is tracked as pending, expected and collected until the developer pays.

    AccountingAvailable

Stage names are illustrative and will be confirmed against your setup. Illustrative workflow. We confirm exact scope with you before you start.

How teams use it

CRM & Sales

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.

CRM & Sales

Contracts

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.

Accounting & Tax

Commissions you can collect

Raise commission invoices to developers from the deal, record partial collections, and pay agents' commission in payroll only on what was actually collected.

Recommended modules

Country-specific capabilities

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.

Where is your company based?
Real estate brokerage · Optavon