Capture interest
Record the property or development reference, enquiry source and preferred response channel.
- Receives
- Listing or development enquiry
- Produces
- Person and property interest record
Real estate
Coordinate project interests, lead assignment and sales follow up without losing the history of each enquiry.
Let’s connect
Property interest with accountable follow up
Connect people to one or more property interests, viewing requests and agent relationships without overwriting earlier enquiries.
Assign the response
Check existing agent relationships, project responsibility and location before routing.
- Receives
- Interest and ownership policy
- Produces
- Agent assignment and next action
Track the journey
Connect viewings, offers and commercial outcomes to the relevant property interest.
- Receives
- Viewing and opportunity events
- Produces
- Inspectable enquiry progression
Step 1 of 3
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Property master | Retains a stable reference when listing content changes. | |
| CRM | Represents one person’s interest in a specific property or project. | |
| Sales operations | Follows documented assignment precedence. |
Resolve the important decisions.
Person and property
A person can enquire about multiple properties. Reporting should not count each interest as a new person.
Availability source
Use the inventory owner’s status when determining whether a property can be promoted.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
Built around how you operate.
Real estate enquiries may refer to several projects, units or locations and involve internal sales teams and channel partners. UniLink helps separate the person from their individual interests so the CRM reflects the relationship accurately.
The scope can include campaign source tracking, project based routing, visit coordination and pipeline visibility. Ownership rules and duplicate handling are especially important when the same enquiry arrives through several channels.
What we help you build.
Project and interest models
Connect people to relevant projects, locations and opportunities without unnecessary duplicate records.
Lead distribution
Define assignment by project, territory, existing relationship and team availability.
Follow up workflows
Coordinate enquiry responses, visit tasks and stage updates with accountable owners.
Source and pipeline reporting
Track campaign origins and opportunity progression with explicit identity and attribution rules.
How the work comes together.
Resolve the enquiry
Match the person, preserve source details and identify the project interest.
Assign and engage
Route the enquiry and create the appropriate response or visit coordination task.
Track the opportunity
Maintain stage information and record the outcome for operational review.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
A few practical questions.
Can one contact have several property interests?
Yes. The relationship model can preserve separate interests and opportunities linked to the same contact.
How are duplicate enquiries assigned?
The design should specify existing owner precedence, recent activity rules and an exception path before applying a new assignment.
Make the next connection.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.