How It Works

ProposalPoint is a fully branded, interactive and customisable digital proposal solution which can be used by Real Estate professionals as an intuitive, fast and effective way to showcase their unique services and win more listings.

Our proposals are web-based and can be sent via a link or presented directly on a computer, tablet and phone, offering the perfect way to demonstrate value, differentiate services, impress leads and convert potential vendors and landlords into satisfied clients.
Step 1
Step 1
We liaise with you to build beautiful and 100% on brand, interactive templates
Step 2
Step 2
You create proposals in just a few clicks tailored for each client
Step 3
Step 3
You receive instant notification when your client interacts with your proposal

Win More Listings, Faster

Using ProposalPoint, real estate professionals have increased the number of listings won by 20% on average through the delivery of interactive and customised proposals that leave a great impression and lasting point of difference.
Old Way
Discussion with new prospect
Send generic pre-listing kit or information brochure
Follow up with prospect but they haven't looked at it yet
Follow up again and schedule in-house appraisal
Visit prospect for in-house appraisal
Go back to the office to create proposal
Send proposal to prospect
Follow up too late, find prospect has listed with another agent and lose listing
New Way
Discussion with new prospect
Send personalised digital pre-listing kit
Receive instant notification prospect has read
Follow up the right time and schedule in-house appraisal
Visit propect for in-house appraisal, create personal proposal on the spot and win listing

Key Features

Instant Alerts

Sales Agents and BDMs receive instant notification alerts when a Proposal has been viewed by a potential landlord or vendor. They also receive an instant notification when a Proposal has been accepted.

Property Data Integration

ProposalPoint is integrated with leading property data, information and analytics providers in Australia. Users can take advantage of the integration with CoreLogic / RP Data or Pricefinder to quickly find and include comparables / CMAs in their Proposals.

eSignature Integration

Landlords and Vendors can instantly accept a proposal and sign an agreement at anytime from anywhere in the world using practically any device via DocuSign. DocuSign is one of the most reliable and trusted platforms worldwide for electronic signatures.

Proposal Analytics

Sales Agents, Property Managers and Principals can view graphical representations of their proposal statistics from the ProposalPoint dashboard that allows them to see their conversion rate by number of proposals, commission value and asset value. They can also view their latest proposal interactions alongside the accepted or unopened proposals that they have created.

Proposal Insights

ProposalPoint offers a built-in heat map feature that summarises where prospects click/touch, move the mouse, scroll and pay attention to the proposal they receive. It shows key behaviors in a simple, easy-to-read format. ProposalPoint also allows users to view session replays of their client’s behavior when a proposal is viewed. This makes it easy to uncover what works - and what doesn't and allow Agents and BDMs to have this insight before following up with their prospects.

CRM Integration

ProposalPoint is integrated with all major CRM providers meaning sales agents and BDMs can quickly find and include sold or leased properties in their proposals. ProposalPoint also boasts a deeper integration with Agentbox and REX. Integrating with these two leading CRM allows users to create a new digital proposal by simply clicking the “ProposalPoint” button from the backend of the CRM and having some client details preloaded into ProposalPoint.

Ad Retargeting

Stay front of mind by retargeting ads on Facebook, Google & Instagram to prospects who have read one of your proposals. Your ads can show up for prospects on their computer, mobile and tablet while they are making the decision of who to list with. Retargeting campaigns allow sales agents or property managers to target the vendors or landlords they have recently sent proposals to so you can increase your brand recognition and conversions.

Easily Shareable and Viewable

All proposals created with ProposalPoint can be shared easily via a simple link in an email and/or SMS. Vendors or landlords simply click on the link to view the proposal that has been shared with them. They are able to read through the proposal using any device - desktop, laptop, mobile or tablet and can easily share the link if they want someone else to look over the proposal.

Easily personalised

Sales Agents, BDMs or marketing teams can create, maintain and update unlimited marketing schedules, campaign calendars, references, testimonials, case studies and more which can then be easily selected and included in each proposal. ProposalPoint also allows interactive content to be included in the proposal such as videos, 3D tours, animations, image galleries and dynamic maps.

Template Management and Brand Control

ProposalPoint allows you to have multiple fully branded custom templates that are managed under one account. The account admin can have full control over their branding, allowing real estate businesses to keep their branding consistent across the board while each proposal can be easily personalised for each unique client.

Customer Quotes

Versatile Solution

ProposalPoint is versatile enough to deliver any branded document including real estate digital proposals but also company presentations, recruitment decks, marketing collateral and more, allowing real estate businesses to keep their brand consistent across the board.

Sales Proposals

Create fully branded sales proposal templates, easily personalised for each unique client. Stand out from your competitors presenting your campaign calendar, marketing schedule, CMAs, recent sales, testimonials, references. Create a personalised sales proposal in less than 10 minutes and send it via text or email to your prospect instantly.
Sales Proposals

Pre-listing Kit

Create fully branded pre listing-kit and information brochure templates, easily personalised for each unique client. The pre-list kit can present your unique service proposition, sales approach and how you stand out from your competitors with easily editable blocks. Create a personalised Pre-List Kit in less than 5 minutes and send it via text or email to your prospect instantly.
Pre-listing Kit

Management Proposals

Create fully branded management proposal templates, easily personalised for each unique client. Our templates allow you to present your unique service proposition, management and leasing approach and how you stand out from your competitors. Create a personalised management proposal in less than 10 minutes and send it via text or email to your prospect instantly.
Management Proposals

Marketing Schedule

Create fully branded marketing schedule templates, easily personalised for each unique client. Highlight your unique marketing approach, insights on where your buyers come from and examples of your VPA and marketing campaigns. Create a personalised marketing schedule in less than 10 minutes and send it via text or email to your prospect instantly.
Marketing Schedule

Recruitment Presentation

Create fully branded recruitment presentation template to use for your HR efforts. Easily present your company culture, team and benefits with editable blocks presenting your business in its best light. Create a lively, interactive recruitment presentation and share it via text or email easily.
Recruitment Presentation