Introduction

Welcome to Property Shell! To set up your account efficiently, we need the following information. This checklist will guide you through the necessary steps to provide us with the details required for a smooth onboarding process. Once completed, we'll be able to send you a comprehensive guide based on the information you provide.

1. Project and Property Details

Project Name: __________________________

Property Information: For the property listed, do you have the following?

•  Floorplans
•  Renders
•  Marketing Materials

Other Information:

•  Carparks
•  Storage
•  Available Packages

2. Leads

Do you have leads that you want to upload to Property Shell?

•  Yes
•  No

Below is a link where you can download a template for us to easily upload the leads: Leads Upload Template

Would you like to upload leads now?

•  Yes
•  No

(Click here to upload files)

3. Sold Properties

Do you have sold properties and information about them?

•  Yes
•  No

Below is a link where you can download a template for us to easily upload the sales information: Sales Information Upload Template
(Click here to upload files)

4. Integration Information

Do you have listings with the following platforms?

•  Facebook Lead Ads
•  Domain
•  REA
•  Allhomes.com.au
•  Urban.com.au
•  ApartmentDevelopments.com.au
•  OpenLot.com.au
•  CommercialRealEstate.com.au
•  RealCommercial.com.au
•  Zango.com.au
•  Downsizing.com.au
•  Unbounce.com
•  Wix.com
• Other (please specify: ____________)
  
  

Project Website: For the project website, please provide the following information:

• Website URL: __________________________
• Who created it? ____________________
• What is its build? ___________________

We need this information to contact your web developer for instructions on how to integrate.

5. Lead Allocations Checklist

Name of the Project: __________________________

Rotation Type:

•  Simple/No Rotation
•  Rotation
•  Proportional
•  Grouped Round Robin

Selecting 'Simple / No Rotation' will allocate leads to the listed owners. 'Round Robin' will allocate leads sequentially. 'Grouped Round Robin' allows you to allocate leads to groups of owners. 'Proportional' will allocate to groups based on percentage.

Agents:

•  Agent 1: __________________________
•  Agent 2: __________________________
•  Agent 3: __________________________

Variations:

•  Provided

6. Additional Features

You might be interested in the following features, so we can send you a guide on how to use them:

•  Email Templates: Pre-designed email layouts that streamline your communication with clients and prospects.
•  Signatures: Customized sign-off options for your emails to ensure consistent and professional branding.
•  Reporting: Tools to generate detailed insights and analytics about your real estate operations and performance.
•  Messaging: Integrated communication features to facilitate direct interaction with clients and team members.
•  Automations: Workflow automation tools that help you efficiently manage repetitive tasks and follow-ups.
•  Calendar and Bookings: Scheduling tools that allow you to manage appointments and view availability easily.