Real estate professionals need to manage multiple properties, coordinate with clients, and track numerous transactions simultaneously. Jotform Boards provides real estate agents and property managers with powerful task management software designed to streamline operations, enhance communication, and improve productivity. Jotform Boards helps you stay organized and efficient from listing management to closing sales.
Benefits
Easily organize property-related tasks with a flexible, drag-and-drop Kanban board tailored to reflect your unique workflows. Customize columns and task cards to clearly track and visualize property management processes.
Automatically create tasks from property inquiry forms, client applications, or AI-driven automation to reduce manual input. This ensures critical follow-ups and property-related tasks are never overlooked.
Assign property tasks to agents or team members clearly, enabling smooth distribution of responsibilities and improving accountability. Facilitate instant communication with comments, document attachments, and real-time updates.
Maintain a comprehensive log of all changes, task completions, and transaction updates to ensure transparency and compliance. Quickly review historical task activity to manage and optimize your workflows effectively.
Access and update tasks conveniently from any mobile device, whether you're on-site, traveling between showings, or meeting clients. Real-time mobile updates ensure you never miss critical information or tasks, enhancing overall productivity.
Jotform Boards empowers real estate teams to organize tasks, automate processes, and collaborate effectively. With a customizable Kanban board, real estate professionals can easily manage listings, track sales pipelines, and ensure timely task completion.
Efficiently manage property listings, schedule showings, and track marketing campaigns to attract buyers and renters.
Track client inquiries, schedule follow-up tasks, and ensure consistent communication throughout the buying or renting process.
Organize contracts, track deadlines, and manage required documentation for seamless transactions from initial offer to closing.
Schedule inspections, manage maintenance requests, and ensure properties remain in top condition for viewings or occupancy.