RealtyPA preview
RealtyPA plan for Kingdom

Your screens in RealtyPA

Your demo and screening forms, built in RealtyPA's own look with your layouts.

Four phases, in the order we build them:

  1. 1Screening first
  2. 2Daily pipeline
  3. 3Records
  4. 4Bigger changes
  • ImprovedA screen RealtyPA has today, with your layout.
  • NewSomething RealtyPA does not have yet.

Tap any screen to see it larger. Names and figures in the screens are samples.

Phase 1

Screening first

Your tenant and buyer forms become the questions on RealtyPA's screening page. That page is already built, so these come first.

Tenant form on a phone, boxes 01 and 02: the property and rent, then income and depositView larger

Tenant form, part 1

Improved

The tenant confirms the property and rent, then income and deposit, in numbered boxes that save as they go.

Tenant form on a phone, boxes 03 to 06: fees, people and pets, permission and ID, viewing timesView larger

Tenant form, part 2

Improved

Your fees and when each is due, people and pets, permission and ID, then up to three viewing times.

Buyer form on a phone, boxes 01 and 02: the property and price, then how the buyer will payView larger

Buyer form, part 1

Improved

The buyer confirms the property and price, then how they will pay and when the money is ready.

Buyer form on a phone, boxes 03 to 06: conditions and costs, property conditions, identity and permission, viewing timesView larger

Buyer form, part 2

Improved

Conditions and costs, the property's conditions, identity and permission, then viewing times. Buyers get no credit check.

Leads with a screening filter, and a lead's Screening tab with the answers in six boxesView larger

Where the answers land

Improved

The answers appear on the lead in the same six boxes. Anything to discuss is flagged, and each viewing time they picked has a Book button.

Phase 2

Daily pipeline

The screens your agents use all day.

Today: five numbers, commission target, screenings to review, deals, leads waiting, tasks and viewingsView larger

Today

Improved

Five key numbers, your commission target, screenings to review, deals in progress and leads waiting for a first reply, on one page.

Contacts as a board: New, Contacted, Qualified, Active and DormantView larger

Contacts board

Improved

Every buyer, tenant, seller and landlord on one board, from New to Dormant, showing who is still waiting for a reply.

Leads as a board: New, Contacted, Screened, Viewing, Application and OfferView larger

Leads board

Improved

Leads move from New through Screened and Viewing to Offer, with the source, screening and time waiting on each card.

The top bar with branch picker, search, Add and alerts, and the grouped menuView larger

Top bar and menu

Improved

Search, Add and alerts on every page, and a menu grouped like yours: daily work first, then rentals and compliance.

Phase 3

Records

Rentals, listings, deals and documents, each on one clear page, plus a page for the tenant.

Rental onboarding: the seven step journey, the applicant board and the WeConnect handover packView larger

Rental onboarding

Improved

Every rental from first enquiry to handover in seven steps, with an applicant board and a handover pack for WeConnect.

A listing as a full page: header, tabs, views per portal, screened leads, paperwork and the owner pageView larger

Listing page

Improved

Each listing as a full page: price, mandate and agent at the top, views and enquiries per portal, screened leads and paperwork.

Deals: the register, the journey from offer signed to registered and the transfer checklistView larger

Deals

Improved

Every sale and lease from offer signed to registered, with the attorney, the next step and a transfer checklist.

Documents: every file with its review or signing statusView larger

Documents

New

Every file in one place, linked to its property or person, showing what waits for review and what waits for a signature.

The tenant's own page on a phone: their application steps, what we still need and their agentView larger

The tenant's own page

New

The tenant follows their application on their phone, uploads what is still needed and reaches their agent in one tap.

Phase 4

Bigger changes

Two larger pieces. Branches come last because they touch every list in RealtyPA.

Inbox: WhatsApp and email next to the lead, with the screening linkView larger

Inbox

New

WhatsApp and email in one inbox, next to the lead, with the screening link one tap away.

Settings, Branches: branches with address, people and type, and the tenant form feesView larger

Branches

Improved

Your offices become branches, and the picker at the top filters listings, leads, contacts and deals by branch.

How it rolls out

Kingdom first

  • Behind its own switchEvery agency gets these screens, each behind its own switch. Kingdom's goes on first, so your team uses each one with your own data before anyone else sees it.
  • We build once you're happyBuilding starts once you are happy with these screens, with your forms first.
  • Comments welcomeTell us what to change on any screen, however small.
What we need from you

Three things from your side

  1. Income on the tenant formShould tenants give exact amounts, or choose a range? Ranges ask for less personal information before a viewing.
  2. Your three tenant form feesThe amounts for the agency or lease administration fee, the TPN credit check fee and the application fee.
  3. WeConnectTheir API or import format, so a signed rental can go straight across. Until then, RealtyPA exports a handover pack.