Key Offer

Small
Real Estate · Agency owner, agents

Portfolio and offer tracking: from negotiation to sale.

Coding Ideas

Built in this build

  • Portfolio list with statuses
  • Offer and counter-offer records
  • Sale stage tracking
  • Agent assignment
  • Commission notes
  • Settings
  • Negotiation summary from offer history
  • Sales summary by agent

Vision (needs external services)

  • Pending offer reminder
  • Email
  • PDF offer summary

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Portfolio list with statuses
  • Offer and counter-offer records
  • Sale stage tracking

Admin modules

  • Agent assignment
  • Commission notes
  • Settings

AI capabilities

  • Negotiation summary from offer history

Automations

  • Pending offer reminder

Analytics & reports

  • Sales summary by agent

Integrations

  • Email
  • PDF offer summary

Mobile

  • Field offer entry

Roles & permissions

  • Owner
  • Agent

Real Estate

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