Estate agents: viewings, client history and commission
Viewings are appointments attached to the client, with the property details and requirements kept as custom fields on the same record. Commission is recorded as a sale, split into instalments if it is paid in stages, and the whole client history is readable on a phone in a basement flat with no signal.
Key facts
- Viewings
- Appointments linked to the client
- Requirements
- Custom fields on the client record
- Documents
- PDFs attached to the client
- Commission
- Recorded as a sale, in any of 70 currencies
- Team
- Each agent on their own phone, manager sets visibility
The client, not the property, is the record
Property portals hold the listings. What an agent carries between them is the client: what they are looking for, what their ceiling is, which three flats they have already rejected and why. That is the memory that closes a deal six weeks later, and it is exactly what usually lives in a notes app.
- Budget, area and requirements as custom fields
- Every viewing in the client history with the date
- Notes on why a property was rejected
- Contract and identity documents attached as PDFs
- Tags for buyer, seller, landlord or tenant
Viewings that actually remind you
A missed viewing is a lost client. The full-screen alarm is the setting most agents end up on, because a notification during a phone call in a car park is not a reminder.
Commission and split payments
Commission recorded as a sale keeps it inside the same reporting as everything else: per currency, with collected and outstanding separated. Where it arrives in stages, instalments carry the dates, and the pending payments screen shows what has not landed.
In an agency
With several agents, the manager decides whether each agent sees the whole client list or only their own, and whether commission stays with the agent who found the client after the client is reassigned. Both are set once and applied on every phone.
Frequently asked questions
Can I keep a client requirements and budget on the record?
Yes, as custom fields you define. They sit on the client record next to the viewing history rather than in a separate notes app.
Can I attach contracts to a client?
Yes. PDF and photo attachments live on the client record and open with your usual viewer.
Does it work in a flat with no signal?
Yes. The single-user app makes no network calls at all, and in a team every phone keeps a complete local copy.
Can each agent have their own clients in an agency?
Yes. A scoped member sees only their own portfolio, on screen, in reminders and in exports.
Updated: 2026-07-30Türkçe