Industries / Real estate

More listings, and no contact left unanswered.

For agencies and networks of 2 to 50 people: identify properties likely to sell, handle every portal enquiry, and let your agents focus on the field.

01 / Day-to-day at the agency

Opportunities lost between two appointments

"My agents spend their mornings scanning private listings instead of calling sellers."

New listings depend on available time, not on the potential of the area.

"A portal enquiry comes in at 9pm. By the next day, the buyer has already visited elsewhere."

Evening and weekend enquiries are the ones most often lost.

"We did 40 valuations last quarter. Nobody knows how many were followed up."

Hesitant sellers often sign with the agency that called them back.

"Rental management buries us in emails: receipts, certificates, incomplete files."

Hours every week on requests that all look the same.

02 / Use cases

What we set up in an agency

01Custom

Identify properties likely to sell

Situation

New listings rely on manual monitoring and agents’ memory. Good signals go unnoticed and the client database sits idle.

What Heralink sets up

  • Daily monitoring of private listings in your area, deduplicated and ranked by interest.
  • Detection of high-potential contacts in your database: unsigned valuations, past buyers, landlords, withdrawn properties.
  • Cross-referencing with public data (sales history, energy ratings) to surface properties likely to be sold.
  • Qualified online valuation on your website, followed up to the appointment.
Expected result

Every agent starts the day with a prioritized list of owners to contact.

Owners to contact — this morning
House, 5 rooms · Private listingD+3
Price dropped 4% · high priority
Valuation from 06/12 · 2-bed flatDatabase
Not signed · follow-up recommended
Landlord · 1-bed rated FEnergy
Potential sale signal
02Capture & follow up

Qualify and answer portal enquiries

Situation

Enquiries come from property portals and the agency website at all hours. Many are unqualified, and evening ones wait until the next day.

What Heralink sets up

  • Instant reply, 24/7, with the property details.
  • Qualification questions: budget, financing, timeline, property to sell.
  • Routing to the agent in charge of the property, with the buyer profile.
  • Sync with your transaction software.
Expected result

No enquiry left unanswered, and agents calling back buyers who are already qualified.

Portal enquiries — today
Portal · 2-bed city centre21:14
Qualified · financing approved · sent to C. Durand
Portal · House with garden22:40
Reply sent · callback requested tomorrow
Agency site · Valuation08:05
Potential seller · appointment offered
03Capture & follow up

Schedule viewings without back-and-forth

Situation

Booking a viewing takes several calls and emails. Last-minute cancellations and poorly qualified viewings waste half-days.

What Heralink sets up

  • Time slots offered based on the agent’s calendar.
  • Automatic confirmation and reminder the day before.
  • Follow-up after the viewing to collect feedback and detect an offer.
Expected result

Less time on the phone, fewer cancelled viewings, systematic follow-up after every visit.

Viewings — this week
Tue 10:00 · 2-bed city centreConfirmed
Reminder sent the day before
Wed 18:30 · House with gardenOffered
3 slots sent to the buyer
Mon · Student studioDone
Follow-up D+1 · strong interest
04Automate

Lighten rental management

Situation

Rent receipts, certificates, incident reports, incomplete tenant files: dozens of repetitive requests every week.

What Heralink sets up

  • An assistant that answers routine tenant and landlord requests.
  • Collection and checking of tenant file documents, with reminders until complete.
  • Preparation of recurring reminders and letters, approved by the property manager.
Expected result

Property managers focus on the situations that truly need their expertise.

Rental management — requests
Rent certificate requestAuto
Document sent
Tenant file · 1-bed near station3/5
Missing documents requested
Report · bathroom leakUrgent
Sent to property manager
03 / The streamlined journey

From first enquiry to signature, without gaps

  1. 01
    Enquiry or signal
  2. 02
    Qualification
  3. 03
    Agent
  4. 04
    Viewing or valuation
  5. 05
    Follow-up
  6. 06
    Listing or offer
04 / Your tools

We integrate the solution into your existing environment rather than imposing a new tool.

  • Transaction software
  • Property portals
  • Agency website
  • Calendar
  • Email
  • Telephony
  • E-signature
  • CRM
05 / FAQ

Frequently asked questions

In most cases, yes. We check your software’s integration options during the scoping call, and propose a suitable approach if a direct connection isn’t possible.

Let’s identify what will win your agency the most listings.

A free 30-minute scoping call to review your enquiries, tools, and prospecting.

Book a scoping call