Step 3 – Creating a Digital Proposal for The Real Estate Industry

06/03/2018 by Ryan O'Grady

After the previous 2 steps, here is the third step!

Where you will manage the general information found in your proposal.

The “Thank you” section is the welcome text your potential clients will see when they open the proposal. This is part where you can personalise the proposal and address it specifically to your client. By default, your client’s name(s) appears here, and in most instances, users aren’t required to update this section.

Again this is another example of default content, and in most instances, you won’t need to update this per proposal. However, if you do decide to update content here, then it will only affect this proposal and no other proposals in this account.

The method of sale content is global, and the option you selected at Step 1 will appear as the default option on the front of the proposal.

Further default content that shouldn’t require adjustment.

Choose your testimonials by ticking the appropriate testimonials and similarly do the same for references. To manage these, simply select the “settings” tab in the sidebar where you can add/edit testimonials.

The three next sections are based around marketing recommendations for the property. First, the overall marketing recommendations. Second, we have the “Essential Marketing Investment” section and the costs associated with us plus the “Additional Marketing Investment” section where clients can select the options which are most relevant to them. Last, the section that involves the number of sold listings you would like to appear on your proposal and also the order of those listings.

After you select next, you will go to the last Step 4.

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.

Leave a Reply

Your email address will not be published. Required fields are marked *

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
Industry
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
Industry
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
Industry
Marine
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
Industry
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
Industry
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
Industry
Real Estate

Start closing more business today