Real estate proposal software

11/09/2018 by Ryan O'Grady

In relation to technology, real estate proposal software has been lagging behind other areas of the real estate industry in regard to technology.

Up until the launch of ProposalPoint’s digital real estate proposal software in May 2017 there was actually no specific software available to create proposals within the real estate industry. For sure, there were digital proposal software solutions for generic businesses outside of the real estate space. However, none of these solutions could be tailored to meet the needs of a real estate agent when they are pitching their services to landlords and vendors.

Key characteristics a digital real estate proposal should include

  • Information specific to the property being appraised
  • Comparable sales and sold listings
  • Case studies
  • Testimonials
  • Marketing Budget
  • Campaign Calendars
  • Current Suburb Stats
  • Agency track record/sold listings
  • Sample marketing materials

Check out a sample proposal and some of the key content and custom layouts. You’ll soon realize that an off-the-shelf proposal software won’t have the flexibility nor scalability to meet the requirements of a real estate agency.

So what are the key benefits of using real estate proposal software?

  1. Save time and cost – when producing appraisals and produce proposals more efficiently
  2. Different Yourself – be more tech savvy than your competition
  3. Know When to Call – see when clients are viewing the proposal so you know the best time to call.
  4. Stay Front-of Mind – retarget ads via Facebook & Google to increase brand recognition
  5. Manage Pipeline More Effectively – update potential clients regularly
  6. Consistent Proposals – create proposal templates for consistency

As you can see, real estate proposal software is a niche area that requires a substantial tech investment along with experience within the real estate industry. This is something we have within ProposalPoint and as you can view from our continual updates to our software we are committed to evolving our software to be the global supplier of real estate proposal software.

Ryan O'Grady
Ryan O'Grady Founding and operating digital web services businesses, Ryan has a passion for technology and over 10 years of experience delivering online services to the classifieds verticals in Australia, New Zealand and Asia.

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Team ProposalPoint, I just wanted to let you know that I won a listing yesterday over another agent, mainly due to the Proposal Point software.
They were so impressed by the proposal that all the other agents really had no chance.
Braden Walters McGrath Estate Agents
Real Estate
From the first proposal we sent out to a potential vendor we realised this was going to be a game changer for us, I use this for all of my sales appraisals and the potential vendors soon turn in the vendors for Lynham Real Estate!
Nathan Lynham Lynham Real Estate Agents
Real Estate
We are always looking for software and products that help our business especially at boat shows where the speak to hundreds of visitors who all receive paper brochures, ProposalPoint is a real point of difference as it is sent via SMS/email, is personalised and give us great intelligence on who may be interested and allows us to keep in touch with clients through social media
Mike Joyce Dealer Principal Riviera Sydney
ProposalPoint allows us to contact clients at the most suitable time. When we are notified of the proposal being opened, is when we call. It's more appropriate and our agents are there when questions need to be answered. There is less delay, making the process more seamless which results in our company winning more listings.
Tim Mumford Partner and Residential Sales
Real Estate
I have looked at and used some other software packages for proposals over the years, however ProposalPoint is the only provider I have seen that allows our proposals to be built quickly and easily, are fully customisable and on brand every time!
Tavis Standen
Real Estate
Our agency has been very impressed with not only the professional design and function of the ProposalPoint templates but also the level of customer service provided by the team. ProposalPoint has given our agency a competitive advantage above other local agencies ultimately resulting in increased appraisals and listings.
David Newton Newton Real Estate
Real Estate

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