Management Software for Real Estate Agencies
Management Software for Real Estate Agencies
Modello: gestimm

Management Software for Real Estate Agencies

€ 2.000,00

Dettagli prodotto

Modello
gestimm
Prezzo
€ 2.000,00

Descrizione

Professional Real Estate Management Software – Complete Feature Overview

This real estate management system is a complete platform designed to support the daily operations of a real estate agency in a structured and efficient way, centralizing property management, clients, sellers, requests, contracts, electronic signatures, invoicing, appointments, automatic matching, and operational monitoring into a single solution.

From the database structure, it is clear that this software has been designed to handle the entire agency workflow: from property acquisition to negotiation, from client management to contract closure, all the way to invoice generation and activity tracking.


1. Complete property management

The software allows the agency to register and manage each property in great detail. Every property listing can store a wide set of technical, commercial, and descriptive information, useful both for internal management and for website publication.

  • Internal property reference code
  • Title and SEO-friendly slug
  • Full property description
  • Sale or rental price
  • Full address
  • Cadastral data
  • Images and floor plans
  • Visit/view counter
  • Rooms, bathrooms, and bedrooms
  • Floor and total building floors
  • Surface area and construction year
  • Condominium fees
  • Energy class and energy consumption
  • Property type and contract type
  • Commercial status: rented, sold, under negotiation
  • Extra features such as elevator, concierge, balcony, terrace, cellar, garden, pool, disabled access
  • Utilities and amenities such as heating, air conditioning, furnishing, kitchen type
  • Geographic coordinates for map positioning
  • Assigned category

The presence of geolocation data, geographic cache, and advanced technical details shows that the system is also prepared for enhanced features such as maps, geo-based searches, advanced filters, and better online property presentation.


2. Property category management

The system includes property categorization, allowing listings to be organized by macro type or commercial segment, such as residential, commercial, or custom categories.

This improves internal organization and also makes it easier for end users to browse and search properties on the website.


3. Client management

The software includes a complete client registry for buyers or tenants. Each client can be stored with all the information required for commercial, administrative, and fiscal purposes.

  • Name and contact details
  • Email and phone number
  • Customer type: private individual or VAT/business entity
  • Tax code
  • VAT number
  • Electronic invoicing recipient code
  • Certified email address (PEC)
  • Date and place of birth
  • Full address, city, postal code, and province

This structure makes the software suitable not only for sales management, but also for contract preparation, invoicing, and administrative compliance.


4. Seller management

In addition to clients, the system separately manages property sellers. This is especially useful in real estate transactions, where buyers and sellers must be handled as distinct parties.

Seller records also include complete personal, fiscal, and contact data, making document management and negotiation tracking more precise and professional.


5. Property request management

The database includes a dedicated section for customer requests, meaning the preferences and search criteria specified by each client. This allows the agency to register client needs in a structured way and use them to suggest the most suitable properties.

  • Desired property type
  • Requested contract type
  • Minimum and maximum budget
  • Minimum and maximum number of rooms
  • Minimum and maximum surface area
  • Preferred area or zone
  • Request creation date

This feature is very useful for maintaining an active commercial relationship with the client and for speeding up property selection by the agency staff.


6. Automatic matching between clients and properties

One of the most interesting features emerging from the database is the automatic matching system. The software connects clients and properties, assigns a compatibility score, and allows internal notes to be stored.

It also includes dedicated matching settings that define tolerance values, such as:

  • Price tolerance
  • Surface area tolerance
  • Room count tolerance

This means the system does not rely only on exact filtering, but can also suggest properties that are close to the customer’s preferences, improving commercial efficiency and helping the agency uncover opportunities that might otherwise be missed.


7. Appointment and reminder management

The software includes an appointment module to organize property visits, office meetings, and appointments with clients, sellers, or other professionals involved in the transaction.

  • Appointment title
  • Description
  • Date and time
  • Reminder in minutes
  • Creation date

This feature supports better planning of daily operations and helps agents avoid missing important deadlines or meetings.


8. Sales and rental contract management

The system includes full contract management. Contracts are linked to both the client and the property, and at least two operational contract types are supported:

  • Sale contracts
  • Rental contracts

For each contract, the system can store:

  • Contract date
  • Price
  • Final price
  • Generated or archived PDF file path
  • Signed / unsigned status

This makes it possible to manage the full documentation process related to closing deals in a digital and organized way.


9. Detailed real estate sale contracts

The database includes a highly detailed structure dedicated to real estate sale contracts, showing that the software is designed to handle complex contract generation and document preparation workflows.

The managed information includes:

  • Complete buyer details
  • Complete seller details
  • Birth place and birth date of both parties
  • Residential address of both parties
  • Tax codes
  • Property location
  • Property description
  • Full cadastral data
  • Price in numbers and words
  • Deposit or advance payment details
  • Intermediate payment amounts and deadlines
  • Notary information
  • Expected deed date
  • Condominium fee responsibility

This area highlights a strong focus on professional real estate documentation, reducing errors and standardizing the information required during negotiations.


10. Electronic contract signing

The software includes an electronic signature module for contracts, which is a very advanced feature for a real estate agency platform. Signatures are stored with a structure that ensures traceability and preserves the key information of the signing process.

  • Signature linked to the contract
  • Signature linked to the user who performed the action
  • Identification of the signing party: buyer or seller
  • IP address logging
  • Stored signature image
  • Stored signed PDF
  • Document hash for integrity verification
  • Signature method used
  • Date and time of signing

The presence of the document hash and signing method shows a design focused on validation, traceability, and preservation of signed documents.


11. OTP verification for signing or document confirmation

The system also includes OTP management linked to contracts. This suggests that the signing or confirmation process can be protected with a temporary verification code, increasing operational security.

  • OTP code linked to the contract
  • Expiration date and time
  • Creation date

This feature strengthens the security of sensitive operations and can be used to authenticate a signature, approval, or document confirmation step.


12. Invoice management and electronic invoicing

The database clearly reveals an administrative module dedicated to invoicing, with particular attention to the structure required for Italian electronic invoicing.

For each invoice, the system manages:

  • Sequential invoice number and year
  • Document date
  • Associated client
  • Linked contract
  • Document type
  • Description / reason
  • Currency
  • VAT rate
  • VAT nature
  • Taxable amount, tax amount, and total
  • Payment terms
  • Payment method
  • Recipient code or certified email
  • SDI status
  • XML file path
  • Creation date

This indicates that the software is not limited to simple invoice storage, but is also prepared for generation and management of XML files for electronic invoicing workflows.


13. Invoice line management

Each invoice can include one or more detailed line items, allowing the agency to describe services accurately and transparently.

  • Line description
  • Quantity
  • Unit price
  • Discount percentage
  • Taxable amount
  • VAT rate
  • VAT nature

This structure makes it possible to produce complete, professional, and operationally useful fiscal documents.


14. SDI log and invoice status tracking

The presence of a dedicated SDI log indicates that the system can store events and messages related to the electronic invoicing lifecycle.

This is especially useful to:

  • Monitor invoice status
  • Keep an event history
  • Handle possible errors or responses
  • Track administrative processes over time

15. Notification system

The software includes a notification module designed for clients and potentially useful for agency operations as well. Each notification can be linked to a client and, when needed, also to a property.

  • Notification title
  • Message text
  • Type: info, warning, success, error
  • Read / unread status
  • Creation and update date

This feature can be used for updates about new matching properties, status changes, reminders, or operational communications.


16. User management, roles, and access security

The software includes an internal user management system with differentiated roles, designed to separate administrators from agents.

  • Users with name, email, and encrypted password
  • Different roles: admin and agent
  • Active / inactive status
  • Profile image
  • Password reset support
  • Multi-factor authentication support
  • OTP secret for two-factor authentication

From a security perspective, the database also includes a login attempt monitoring table, with email, IP address, number of attempts, last attempt timestamp, and temporary lock support.

This shows that the system has been designed with attention to access protection and brute-force prevention.


17. General system configuration

The settings module centralizes the main configuration parameters of both the website and the management system.

  • Website name and logo
  • Address and contact details
  • Admin email and phone number
  • VAT number and business fiscal data
  • SMTP parameters for email sending
  • Sender and reply-to settings
  • Google Analytics / gtag ID
  • Hero image, title, subtitle, and CTA
  • reCAPTCHA keys
  • Business data for electronic invoicing
  • Default SDI recipient code and PEC

This makes the platform easy to customize and ready to be adapted to the branding and workflows of a specific real estate agency.


18. Front-end content management

The presence of dedicated tables for slides and hero content indicates that the platform is not only an internal management tool, but also the foundation of an integrated public real estate website.

This means it is possible to manage:

  • Homepage slides
  • Promotional images
  • Titles and descriptions for banners
  • Display order
  • Hero section with title, subtitle, and CTA button

This allows the agency to control both the catalog and the commercial presentation of the website from the same environment.


19. Geolocation and geographic cache

The database includes specific tables for geocoded data storage and points-of-interest cache. This suggests that the system can use geolocation services to:

  • Convert addresses into geographic coordinates
  • Display properties on maps
  • Speed up geographic queries through caching
  • Enrich property pages with location-based data or nearby POIs

This is a very useful feature for modern real estate platforms, where location is often one of the main decision-making factors.


20. Visit monitoring and statistics

The system also includes a dedicated visits table, with daily aggregated data and technical access information.

  • Visit date
  • Visit count
  • Visitor IP
  • Country, region, and city
  • Browser user agent

This functionality can be used for internal analytics, traffic monitoring, and measuring interest in the website or published properties.


21. Relational structure designed for real workflows

One of the most important aspects revealed by this database is the consistency of its relational model. The main entities are connected in a logical and operational way:

  • A client can have requests, matches, contracts, invoices, and notifications
  • A property can be linked to contracts, matches, notifications, and a category
  • A contract links the client and the property
  • A contract can include sale details, OTP codes, and electronic signatures
  • An invoice can be linked to a contract and contain multiple detailed lines

This demonstrates that the platform is not made of isolated modules, but of an integrated ecosystem designed to follow the real workflow of a real estate agency.


22. What this software does, in summary

In summary, this software allows a real estate agency to:

  • Manage the property portfolio with complete and advanced data
  • Store detailed client and seller records
  • Register specific property requests
  • Automatically match clients with compatible properties
  • Schedule appointments and reminders
  • Track sale and rental negotiations
  • Create and archive contracts
  • Manage electronic signatures and OTP verification
  • Issue invoices with support for electronic invoicing structures
  • Monitor SDI events and invoice document status
  • Handle operational notifications
  • Manage internal users with roles and advanced security
  • Configure website branding, SMTP, analytics, and reCAPTCHA
  • Manage public website content such as hero banners and sliders
  • Use geolocation and geographic cache features
  • Monitor visits and access statistics

23. Overall functional assessment

Based on the database alone, this management system can be described as a highly complete real estate software solution, with a professional structure that combines administrative, commercial, and document management areas. It is not just a property archive, but a full operational platform designed to support the real activities of a modern real estate agency.

The most advanced features that make it stand out are especially:

  • automatic client/property matching
  • advanced contract management
  • electronic signing with OTP verification
  • electronic invoicing with XML support
  • geolocation and map-ready structure
  • data model already suitable for an integrated real estate website

In practice, this software makes it possible to digitally manage almost the entire workflow of a modern real estate agency.