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Development of a Property Viewing Coordination Platform with Lead Generation and Contract Management Capabilities
  1. case
  2. Development of a Property Viewing Coordination Platform with Lead Generation and Contract Management Capabilities

Development of a Property Viewing Coordination Platform with Lead Generation and Contract Management Capabilities

th-ey.com
Real estate

Identifying Challenges in Property Viewing Management and Lead Conversion

The client faces inefficiencies in coordinating property viewings with potential tenants, lack of integrated communication channels with agents, and manual processes for lead tracking and contract signing, leading to delayed responses, missed opportunities, and suboptimal customer experience.

About the Client

A mid-sized real estate agency specializing in residential and commercial property rentals and sales, seeking to streamline property viewing scheduling, lead management, and contract processes.

Goals for Enhancing Property Engagement and Administrative Efficiency

  • Implement a web-based widget enabling potential tenants to add properties to a viewings basket for easy scheduling.
  • Integrate the property basket with agents' calendars to automate scheduling of viewings at mutually convenient times.
  • Incorporate a real-time chat functionality for direct communication between tenants and agents to improve engagement.
  • Establish an automated lead parsing system from external property listing portals to effectively match leads with appropriate agents.
  • Integrate digital signature and document management solutions to simplify contract signing and deposit collection.

Core Functionalities for Streamlined Property Viewing and Lead Management

  • Property Basket Widget: Allows users to select and save multiple properties for viewing.
  • Calendar Integration: Synchronizes property viewing requests with agent calendars to automatically suggest available viewing slots.
  • Real-time Chat: Provides instant messaging capabilities between potential tenants and agents for quick inquiries and support.
  • Lead Parsing System: Automatically retrieves and matches incoming property inquiries from external listing portals to appropriate agents based on predefined criteria.
  • Digital Signature Integration: Facilitates seamless contract signing and deposit collection via secure electronic signatures.

Preferred Technologies and Architectural Approaches

Web application frameworks such as React or Angular for front-end development.
Backend services utilizing Node.js or Python for robust API management.
Real-time communication enabled via WebSocket or similar technologies.
Secure integration with digital signature platforms for contract management.

Essential External System Integrations

  • External property listing portals for lead extraction and parsing.
  • Agent calendar systems (e.g., Google Calendar, Outlook) for scheduling synchronization.
  • Digital signature and document signing platforms for contract workflows.

Key Non-Functional System Requirements

  • System scalability to support increasing user load and property listings.
  • High performance to ensure real-time updates and messaging without delay.
  • Robust security measures, including data encryption and access controls, especially for sensitive contracts.
  • Compliance with relevant data privacy regulations and digital transaction standards.

Projected Business Improvements and Success Metrics

The implementation is expected to increase viewing appointment efficiency, enhance user engagement through direct communication channels, improve lead conversion rates by automating inquiry matching, and streamline contract signing processes—ultimately driving higher tenant satisfaction and faster lease turnovers.

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