Real Estate – Sale of Apartments and PANTHEON DMS

Digital Support for Modern Real Estate Sales

Modern sales require modern digital tools. PANTHEON provides effective support for the entire sales process, from the initial quote to the closing of the sale.

Below, we present an example of how the PANTHEON system is used in a real estate agency, as well as possibilities for the solution’s further development.

The Real Estate Sales Process

The sales process begins with preparing an offer for the selected apartment.
Customers are maintained as business partners in the Business Partner directory.
Apartments are recorded in the system as individual items with a stock quantity of one.

This arrangement makes it possible to:

• Quick Overview of Apartment Availability
• Easy reservation of individual apartments
• Tracking the Status of Reserved Apartments

The offer contains all the key information needed for sales negotiations.

Documents have specific statuses that enable further monitoring and analysis.

The statuses are:

• Available
• Offered
• Reserved
• Sold
• Compensation

Based on these statuses, it is possible to prepare various sales analyses and reports.

Once the basic terms of sale have been agreed upon, the sales consultant prepares an offer.

Since these are often sales of high-end real estate, it is possible to prepare professionally designed listings tailored to buyers’ needs.

The listing may include photos of the property, a map showing its location and the surrounding area, and a floor plan of the apartment.

The offer can be personalized and address the customer by their first and last name, which contributes to a better user experience.

The listing can include an apartment, a parking space, or other related properties, and the system automatically generates the necessary documentation.

Integrating the Sales Process with PANTHEON DMS

The sales process does not end with the preparation of an offer, but rather with monitoring the customer’s response.

It is not necessary to store all bids in the DMS system, but it is certainly recommended to archive all approved bids.

Especially when an offer includes agreed-upon payment terms or installment payments, it makes sense to include this information in the DMS documentation.

The next step is to record the customer’s confirmation.

Approved or signed documents are stored in PANTHEON DMS, where they form part of the official documentation for the sales process.

Storing documents in a DMS offers numerous advantages:

• Monitoring the work of sales consultants
• Oversight of the implementation of business procedures
• An overview of the progress of each sales opportunity for all stakeholders involved

Key Value of the Solution

PANTHEON integrates real estate sales and document management into a single digital process. From the initial offer to the signed contract, you have a constant overview of the property’s status, communication with the buyer, and all related documentation—all in one place. This means faster processes, less paperwork, and a better experience for both buyers and the sales team.