Solutions for
solicitors
Solutions for Chartered Surveyors
EstateWare – Advanced database software for Solicitors, Estate Agents and Chartered Surveyors
“in residential sales, excellent customer service is central to continued success and a crucial differentiator in winning repeat business in a very competitive sector. Estateware underlines the importance of technology in helping to achieve the highest standards of service”.
- Fast, efficient logging of client instructions.
- Comprehensive property database – add, edit and save subject details including photos and build
a property portfolio. - Maintain a complete history of activities (marketing, viewings, feedback, offers made etc).
- Ability to generate Window cards and property schedules.
- Clients and contacts database – add, edit and save client details and build client profiles for
future marketing purposes - Record and maintain client’s contact history (journal) with notes, viewings, telephone call logs,
easily find any document/correspondence (in and out) - Manage mailing lists for potential buyers and sellers.
- Sophisticated multi-level criteria matching of properties to clients requirements and also match
clients to available properties in your portfolio. - Full viewings diary
- Workflow task automation with auto reminders and advanced document management, auto
generate standard letters through the various stages of the sales cycle. The smart workflow
engine tracks information entered and generates reminders if a task is not complete. - Record levels of interest and auto generate progress reports for the seller.
- Record and track accrued expenses (presale valuations, sale boards, marketing etc).
- Calculate commissions and fees, auto generate feenotes to clients using the integrated sales
ledger coupled with document management. - Comprehensive suite of management reports