Consolidate all involved parties in a single central hub for property transactions. Eliminate the need for never-ending email chains and external storage apps.
Elevate your workflow by including PropertyFlo as a solution for both you and your clients.
Shifting communication into a task-based workflow simplifies the interaction for all parties, enhances tracking, and ultimately shortens sales cycles.
Invite any type of participant (buyer or seller, lender, agent, escrow and title) at anytime of the creation. Simply enter their email to send an invite to that property.Property creation offers any combination of invites for your specific use case.
Create tasks and upload documents once. No need to upload or create multiple times with templates. Navigate to desired property and click "My Tasks" in order to access your templates, it's that easy.Instead of starting from scratch, you can build upon existing templates, which is especially be useful for repetitive tasks.
Add tasks for your client to complete in order to keep better track of your transaction. Easily upload attachments directly to each task, engage in ongoing conversations with comments attached directly to the task, set optional due dates for added organization. Prioritize tasks effortlessly by utilizing the drag-and-drop feature.All parties can view dashboard task counts. However, only the buyer/seller can both view and complete all tasks, and the task creator can view and edit their own tasks
When logged in, users receive real-time notifications regarding task activity and messages. In instances where users are away and not logged in, outstanding notifications are promptly delivered via email.Unread notifications are checked every 20mins, then sends out email for all outstanding unread notifications.
Initiate real-time in-app notifications to message your buyer or seller at any time. Additionally, your buyer or seller can reach out to you whenever needed. In instances where the recipient is not logged in, email notifications for messages will be sent every 20 minutes.Utilize in-app messaging to centralize and streamline communication, eliminating the need for email exchanges and automatically linking all discussions to the relevant property.
Tailor PropertyFlo to your company's brand. Provide your clients with a personalized purchasing experience, including customized emails, authentication, signup, and portal.