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Estate Agency
 

The LawPro Estate Agency module lets you store details of properties that you are selling for clients and link these with details of third parties involved with the sale in a variety of roles from having requested details of the property through viewing, offering and purchasing. 

Enquirer details recorded will include criteria specified for their property search such as price band, location; number of rooms etc. and these can then be matched against properties currently on file. 

A link from the property screen will take you to the matter record for the sale to allow easy access to progress on the conveyance including accounting details such as outlays incurred. A reverse link from the matter screen provides access to the property details. 

Property details can be searched by any combination of criteria such as price and location to find all matching properties. 

Data from the property and enquirer database can be merged into Word documents to automate letter and form production or bulk merged to send to multiple recipients. Documents and letters can then be filed against either a property or a person as can any other documents such as maps, photographs or floor plans. Printed reports on current and historical details for property and people can be produced.

   

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