AscendixRE CRM for Landlord Representation Brokers

Categorize Accounts and Contacts

Accounts can be clients, prospects, tenants, other brokerage firms, landlords, etc. You decide who they are by tagging their type to them. The list is customizable, so you can add or choose any type you need. It helps you segment your Accounts or companies, so you aren’t commingling clients with tenants.

AscendixRE CRM filters the information and collects it in pre-created lists based on the client you choose.

Add Unlimited Number of Properties and Win the Listings

For example, a particular landlord has different properties. As you need to track it, you can create a property record, tag its type, apply a name, etc.

Connecting property data with landlords gives you a clear understanding to know when you’re pursuing the listing and which property it is for.

When you win the listing for a particular property, the connections you’ve created for that property record beforehand help you compile the information for the leasing agreement.

Create and Track Inquiries at One Touch

If your advertising or your marketing is working well, then you might want to log people inquiring about a particular space or listing.

The inquiries may come over the phone or by email, so you create an Inquiry record related to a specific Listing to track and operate with them properly.

This feature’s goal is to let you capture all the activity Prospects do towards your Listing and Space.

Having that, you either convert the Inquiry or disqualify it. When you convert your Inquiries, AscendixRE CRM allows you to create three records with one click.

Segment Your Landlord Rep Deals Using Kanban

Kanban allows you to view the data in the pipeline. With Kanban, landlord rep brokers see the deals grouped by stage and the total dollar values. Moreover, you can easily move the parts from one column to another when you have changes in the Deal stages.

Custom Reports about Outbound and Inbound Activities

We created templates for different types of reports landlord representatives use:

• Reports for listings
• Activity reports
• Inquiry reports
• Listings with deals

Apply numerous filters and generate the report you need in a few seconds.