Door & Threshold Estate Agents is managing the sale of Kastanjelaan 24. A prospective buyer requests a viewing. This fictional job connects the property, seller, interested buyers and commercial agreements.
Distinguish the sales instruction from prospective buyers.
Fleur van Dalen wants to view Kastanjelaan 24. Milan needs available times and property details to answer. The Versteeg family is the seller who instructed the agency; Fleur is an interested buyer.
Keep the request with the property and correct contact. A conversation with a buyer and an agreement with the seller each retain their context. A colleague can take over a viewing request without confusing the contact's role.
We would like to view the house on Kastanjelaan. Is Thursday at ten possible?
Record the agency agreement with the seller.
The sales instruction contains the service, fee and terms agreed with the seller. Keep it accessible beside the property documents. The asking price describes the property, not your own service fee.
Keep approval and signed documents with the record. Add any agreement for extra services separately. Conversations about an offer or viewing remain distinct from those commercial terms.
Schedule a viewing with the practical details at hand.
Fleur asks to visit on Thursday at 10:00. Check Milan's availability, access to the house and the arrangement with the seller. Record what the prospective buyer needs beforehand.
After the visit, keep feedback and the next action with the property. A colleague can see who has viewed it and what comes next. Property status alone does not show which contacts still need attention.
- Kastanjelaan 2410 Sept · 10:00 · Milan KuipersFor sale
- Duinpad 611 Sept · 11:30 · Milan KuipersOffers
- Parkzicht 3112 Sept · 13:00 · Milan KuipersIn preparation
Share property documents and progress with the right party.
The seller wants to follow the sale's progress. A prospective buyer needs different documents and information. Decide what to share with each recipient, even when the documents belong to the same property.
Use the portal for agreed documents and keep email and phone updates with the record. The setup organises the assignment and communication; work and checks by a notary, for example, remain a separate part of the sale process.
Kastanjelaan 24. Fleur would like to view the property. Arrange the appointment with the seller and record her questions against the property.
Versteeg family · Fleur van Dalen. Fleur would like to view the property. Arrange the appointment with the seller and record her questions against the property. Agreements and feedback are kept with this record.
Prepare the invoice from the sales instruction.
Check the fee and invoice trigger agreed with the seller. Base the draft invoice on the agency agreement. A prospective buyer and asking price must not automatically become the debtor and invoice amount.
Also record outstanding handover arrangements and documents. Administrative completion and practical handover may happen at different times. Assign someone to follow up the remaining work.
Prepare the invoice from the job.
Use the agency agreement with the seller. The property's asking price is not the invoice amount for your service.
Kastanjelaan 24 · MAK-2026-118
Amount and invoice date: as specified in the reviewed quote or agreement.Example data. Actions stay in this demo. Nothing is sent, signed or invoiced.
Fit property records to your assignments.
Sales, buying services and lettings require different details and stages. Choose the contacts, documents and next-step agreements needed for each process.
Adapt a field or status below. Start with a familiar assignment and check that colleagues can distinguish customers from prospective buyers.
Turn your work into an initial setup.
Try a proposal, edit it and see the result in this demo. This example uses preset proposals for each workflow. Later, you can work with Rio on a personal example for your business.
Changes apply only to this demo and are cleared when you reload or switch industries. We discuss availability and the setup of your own workspace with you personally.
