Lead Nest
SmallReal Estate · Agency owner, agents
Buyer lead matching and follow-up for real estate offices.
Built in this build
- Lead form (budget, area)
- Portfolio-lead matching
- Call notes
- Lead pool and assignment
- Portfolio list
- Settings
- Matching portfolio suggestions for a lead
- Follow-up message draft
- Simple conversion summary
Vision (needs external services)
- Notify agent on new match
- WhatsApp link
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
- Lead form (budget, area)
- Portfolio-lead matching
- Call notes
Admin modules
- Lead pool and assignment
- Portfolio list
- Settings
AI capabilities
- Matching portfolio suggestions for a lead
- Follow-up message draft
Automations
- Notify agent on new match
Analytics & reports
- Simple conversion summary
Integrations
- WhatsApp link
Mobile
- Mobile lead entry
Roles & permissions
- Owner
- Agent
Real Estate →
Rent Vet
Collect and read tenant applicant documents and income proof for fast screening.
Escrow Log
Track buyer earnest money and deposits with refund deadlines so nothing goes missing.
Lease Link
Tenant and rent tracking for landlords.
Key Track
Know which key is with whom and for which property; end lost keys and late returns.
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