Try it · £2.90
EnglishMagyarDeutschEspañolFrançaisItalianoNederlandsPolskiPortuguêsČeštinaSlovenčinaRomână

Corganize for estate agencies

Even a new negotiator knows how your agency works.

Every estate agency develops its own methods: how it prepares instructions, what information it asks for, how it organises viewings and the standards it follows when keeping in touch with clients. As long as this knowledge sits only with experienced negotiators, training new colleagues can take a lot of one-to-one time, and processes can vary from office to office.

Corganize helps your sales team work from consistent internal guides, so training doesn’t start from scratch with every new starter.

Try it for 5 days · £2.90See the features
RolesOHOliver HartOwnerCRClaire ReedAdminMWMartin WardTrainerEJElla JamesTeam memberWhat the Islington office seesSales principlessharedTaking an instructioninheritedPreparing a viewinginheritedIslington officesharedCamden officehiddenSharingdecides what people seeThe roledecides what they can do

Good sales practice should be shared agency knowledge

An experienced agent does a lot by routine. They know the order in which to prepare for a first meeting, which internal template to use, or who to check with in an unusual situation. Writing down the proven steps helps new colleagues understand how your agency works, while they keep their own sales style.

What’s worth organising in one shared system?

1

Internal processes around instructions

Document your own internal steps for taking on instructions, preparing for photography, viewings and client communication. These are guides, not automated property listings or CRM workflows.

2

Training new negotiators

From your agency’s process descriptions you can build a training plan for the first week or the first month. The new colleague will know where the templates are, how your agency handles clients and which material they need to learn.

3

Agency standards and changes

If you introduce a new photography guide, client communication rule or internal way of coordinating, you can update the document and let the negotiators concerned know in a statement.

4

Several offices, shared knowledge

With more than one branch, your shared sales principles can be made available in every office, while local operating records and guides stay in separate folders. Company Records can help you organise the agency’s own official documents.

Example

A new negotiator starts their first week

The new negotiator isn’t collecting old files from different colleagues. They find the guide to taking on instructions, the steps for preparing a viewing and the agency’s communication standards in one place. The manager can follow their progress in a training plan and help in person with the situations that really need experience.

All business types

Next step

Try it for 5 days for £2.90.

Get to know Corganize with your own company documents. Five days is enough to see how it fits your business.

Try it for 5 days · £2.90
Payment methods:
  • Visa
  • Mastercard
  • American Express
  • Apple Pay
  • Google Pay
Secure payment via Stripe

Plans and full pricing →

Card required. Unless you cancel, your chosen plan’s monthly fee starts after five days.