Sales and lettings workflows

Keep the next action visible while the full history stays intact.

Move from instruction through viewing, offer and progression with a clear operational thread and reviewed human decisions.

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HouseCRM property workspace for the fictional 14 Alder Mews instruction

From record to action

01

Property command surface

Readiness, activity, ownership and the next recommended action appear in one focused view.

02

Applicant matching

Confirmed requirements and current property matches can be reviewed before anything is sent.

03

Progression context

Offers, milestones, parties, blockers and communication remain connected to the transaction.

12-second product sequence

Property to applicant match

Requirements

Qualify

Confirm budget, location and property preferences.

Reviewed results

Match

Bring the strongest current records into view.

Agent controlled

Send

Review the shortlist before client communication.

Step 1 of 3: Qualify

HouseCRM assists the workflow and organises the evidence. The agent remains responsible for every professional decision.