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Running a seller intake in the real estate CRM

By Dakimmo · Published on

In the real estate CRM, intake prepares the next step of the matter. It does not produce an instruction or a valuation. Those are later steps, decided afterwards.

Steps

  1. Record who is selling and how you will reply.
  2. Describe the property with known facts: type, area, and what was said about condition.
  3. Write the reason for selling and the timing.
  4. End with an action: a second meeting, a document, or sending the note.

Example

On the first call the agent learns the neighbourhood and that the kitchen was redone. They do not know the floor area. The intake records the kitchen and leaves the area blank.

A move to Dakimmo is scoped with the team from a file you prepare. Nothing is imported on its own, and this page adds no connection that is absent from the published catalogue. Capabilities are checked on a demo.

Agency workflowsFollowing up sellersAn agency sales pipelineDocumentsSeller intake