For real estate agencies: sales and property management

The past vendors nobody has rung. The arrears list nobody has called.

An agency is two businesses under one sign, and both are sitting on a list they already own. Sales has a database of past vendors, appraisals and buyers. Property management has a rent roll. The work is already in your system; what is missing is the hour to work it. Pick your side of the office below. No CRM migration on either.

Choose your side

Free standards on both sides. Office Voice places the calls.

Who runs which step

Who in your database to ring todayFree standard and Sheet
Just-sold, open home, price pageFree standards
A call someone asked forOffice Voice
The call to your own tenantOffice Voice
Arrears triage, compliance datesFree standards
Hardship, disputes, noticesA person

The listing, the price advice and hardship stay with a person.

Is this your week?

  • Years of past vendors and lost appraisals sit in the CRM, and nobody has asked them whether anything has changed.
  • A house on the street sold on Saturday, and the neighbours heard it from the portal before they heard it from you.
  • Everyone who walked through the open home signed in. Monday's follow-up is still the sign-in sheet.
  • The vendor asks what the price is based on, and the comparables are spread across three tabs.
  • The arrears list is in PropertyMe. It has been there since Friday.
  • Smoke alarm and pool certificates fall due, and the calendar lives in one person's head.

Two sides of the office, two different jobs

Sales agents and principals

Your database is a goldmine you already own.

The edge is the relationships you already have, not more leads. The free standards turn your own database into a short list each morning, beside the CRM you already run: a reason and a drafted opener on every row, the do-not-contact conflicts on top. Each comes with a Google Sheet you copy. When someone has asked to be rung, a past vendor wanting a callback or an open-home attendee who ticked “call me”, Office Voice places that call after the Do Not Call Register check and inside calling hours. Everyone else is your own call; the list tells you who to make it to.

Start with the daily call list

The free standards, each with a copyable Google Sheet

Read the case first

Property managers

The rent roll is full of calls nobody has the morning for.

The arrears list, the inspections to confirm and the compliance dates are all in the system already. The open standards say how to triage each one. Office Voice places the call to your own tenant: one governed call per tenant, about their tenancy, after the Do Not Call Register check and inside the hours the rules allow. Hardship and arrangements stay with the property manager.

Property management in full

Build it yourself: the free standards

Read the case first

What stays with you

  • The listing, the price advice, the negotiation and the vendor relationship. The list tells you who to ring; your own calls stay personal.
  • The listing feed, the portals and trust accounting. They stay in the CRM and the trust platform you already run. Nothing migrates.
  • Every just-sold send and every vendor report. A person approves each one before it goes.
  • Hardship, a payment arrangement, a dispute or a notice. Those stay with the property manager.

Not sure which list to start on? A 30-minute audit picks the one job worth doing first. $500, credited in full against anything that follows.

Book the audit
Building it on your own stack? Run a standard anywhere.