Real Estate Agency
Real estate agency with property listings, client matching, visit scheduling, contract management, and commission tracking
Included Modules
All freeEverything you need to run a Real Estate Agency, ready to go.
Contracts
Recurring contracts and service agreements with renewal tracking
Customers
Customer management with CRM features, lifecycle tracking, tags, …
Invoicing
Create and manage invoices, credit notes, and billing
Leads
Sales pipeline and lead management with visual Kanban …
Tax Management
Tax rates, calculations and reporting
Pre-built Roles
2Role templates for a Real Estate Agency. Assign them to employees during setup.
Real Estate Agent
Manager
Setup Guide
AI AssistantStep-by-step commands to configure your Real Estate Agency hub in minutes.
Setup Guide: Real Estate Agency
Configure your Real Estate Agency hub from scratch using the ERPlora AI Assistant. All commands below are sent to the Assistant at
/m/assistant/.
Step 1 — Describe your business
Send this as your first message to the AI Assistant:
Hi! I have a real estate agency in Lisbon. It's called "Tagus Property Agency". We buy and sell apartments, commercial premises, and residential properties. We manage client CRM, property viewings, and follow-up through to completion. I need to set up the full system.
The assistant will detect your business type and install the right modules. The hub will restart (1-2 min).
Step 2 — Configure everything
After restart, send this complete configuration message:
Perfect, modules are installed. Please configure everything:
- Business info: name "Tagus Property Agency Lda", address "23 Avenida da Liberdade, 1250 Lisbon", VAT number PT456789012, phone 21 012 3456, email info@tagusproperty.pt
- VAT: 23% not included in fees. Classes: Standard Rate (23%) for property intermediation services
- Payment methods: bank transfer, bank draft
- Employees:
- Ana Serrano (Real Estate Agent, PIN 1234)
- Daniel Ruiz (Manager, PIN 5678)
Execute everything without asking further questions.
Modules installed
| Module | Purpose |
|---|---|
| contracts | Mandate contracts and sales agreements |
| customers | Client database — buyers, sellers, and landlords |
| invoicing | Commission invoicing on successful transactions |
| leads | Lead management and prospect pipeline |
| tax | Tax configuration — standard rate for intermediation fees |
Roles
| Role | Key permissions |
|---|---|
| Real Estate Agent | leads, customers, view-only contracts |
| Manager | leads, customers, full contracts, invoicing, view reports |
Typical use cases
- Manage the leads pipeline from first contact through to completion
- Schedule property viewings with confirmation to buyer and seller
- Track listed properties with status and price
- Calculate and issue the commission invoice on closing a transaction
Notes
Real estate sector — intermediation fees are taxed at the standard rate. The sale of residential property between private individuals does not carry VAT (stamp duty is paid by the buyer). Real estate agencies must comply with applicable registration and anti-money laundering regulations. Rental commission payments from businesses may have withholding tax obligations.
Start your Real Estate Agency with ERPlora
Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.