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Freelo for Real Estate Agencies

Navigate Sales with a Clear Head

Freelo shows you the status of each property, deadlines, and who is responsible for what. Viewings, offers, contracts… Nothing will slip through the cracks.

Freelo - overview of functions
  • Dates at a Glance Reservation, loan, land registry, and signature—all on time
  • Both the seller and the buyer are aware of the condition They can find out the status of the transfer themselves, without having to call
  • Freelo always at hand You can enter the task and note immediately after the inspection
Do you know it?

3 Situations Every Real Estate Agent Faces

”The owner is calling me again to ask how the sale is going:”

Two showings, three prospective buyers, and in the meantime, a fourth phone call from the owner. In Freelo, every property has its own project with tasks, deadlines, and documents. You invite the owner as a guest, and they can check the status of the sale themselves.

”Who was supposed to keep track of the reservation fee?”

Mortgage pre-approval, reservation fee, escrow. In Freelo, you enter each step as a task with a due date and the name of the person responsible. Freelo then sends a timely reminder to whoever is next in line.

”I thought my colleague was handling the mortgage”

A single deal involves a real estate agent, an assistant, a mortgage advisor, and a lawyer. When tasks are assigned over the phone, things can get lost in the shuffle. At Freelo, everyone knows exactly who is responsible for what.

This is how RE/MAX keeps track of things across the entire team: everyone can see who is working on which assignments, without the need for meetings or follow-up questions.

Read what RE/MAX has to say about Freelo
Dashboard

All Properties on One Screen

The dashboard shows you the work in progress across all the listings the office is currently handling. When a client asks how the sale of their apartment is going, you don’t have to call around to colleagues or search through your email. Just open the overview to see what stage the listing is in and what’s being worked on. You can also edit or reschedule tasks right there in the overview.

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Dashboard with Tasks Across Real Estate Agency Listings
Kanban

You can see the order status right away

Switch your project to Kanban and track the current stage of each property. You can name the columns, for example, New Listing → Marketing → Viewings → Offer Submitted → Reservation → Financing → Signing → Closing. You can review the status of all orders (tasks) in a matter of moments, and no one has to call to check on the progress.

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Kanban with Real Estate Sales Phases
Dates and Calendar

Freelo will remind you about your inspection, reservation, and property registry

Each property has its own deadlines that you need to keep track of. You can set a due date for each task, so you’ll see what’s coming up in your calendar. And in addition to the date , you can also set up a reminder. You no longer have to write it down on a piece of paper or keep it in your head.

See all features
Calendar with dates from several projects and a reminder
Guests and Templates

The owner, the lawyer, and the buyer can all stay informed without having to make a phone call

Invite your guests (the buyer, a lawyer, another real estate agent, or the property owner) and give them access only to the information that pertains to them. They won’t see the rest of the tasks in your Freelo. And since every sale and rental follows almost the same process, you can save them as a template. Next time, just click, and within a few seconds, all the subtasks will be created.

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Sharing a project with a guest and selecting a template for a new project
How to Set It Up

Real Estate: A Task or a Project?

It depends on how many properties you manage and what tasks you handle for them. Neither approach is wrong; they’re just better suited to different types of firms.

Real Estate as a Challenge
How many properties do you handle?
Hundreds
What issues do you address with them?
For Sale or Rent
How to Approach This in Freelo
Treat each property as a single task. Set up all the steps as subtasks and turn the sales phases into to-do lists, which will then appear as columns in the Kanban board.
How to Track Progress
You drag the cards between columns depending on how the trade is going.
View a sample assignment

In Freelo, go to Add To-Do List → Add More Items…

Real Estate as a Project
How many properties do you handle?
Tens
What issues do you address with them?
Investment, renovation, sales, and management—all in one
How to Approach This in Freelo
Each property has its own project, broken down into to-do lists by category (Advertising, Legal Matters, Showings…), each with its own team and budget.
How to Track Progress
You check off the steps in each area and keep track of their deadlines.
View a sample project

In Freelo, go to Add To-Do List → Add More Items…

No matter how you organize your real estate listings in Freelo, you don’t have to worry about duplicates. Thanks to the”tasks across multiple projects” feature, the same property appears on both the agent’s dashboard and the office-wide overview. It’s not a duplicate, so any changes made in one place are automatically reflected in the other.

FAQ

What Real Estate Agencies Are Most Often Interested In

Free online demo of Freelo

  • Answers to all your questions, even the basic ones.
  • Let's walk through the process of how an order is handled at your company, from the quote to the signing.
  • We'll show you how to import it into Freelo so you don't have to try it blindly.
  • Pleasant online meeting without commitment.
Team Freelo

Freelo is with you in the office and on the go

Mac, Windows, iPhone, iPad, Android, and the web. You can create a task or note right on the spot, not later that evening at your computer.

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Close your next deal with Freelo

14 days free, no credit card required. If it's not right for you, no problem. If Freelo is right for you, we'll help you set it up exactly to fit your sales process.