Sale and Lease Request Management in Britixo for Real Estate Practice Management Software / CRM.

Introduction

In Britixo Practice Management Software for Real Estate, the Sale & Lease Request Management feature streamlines how agencies and brokers capture, review, and process requests from clients. Whether it’s a request to purchase a property or lease a commercial unit, Britixo provides a centralised system to manage these leads and move them towards successful deals.

Step-by-Step: Managing Sale & Lease Requests in Britixo

📨 1. Accessing Requests

• From the left menu, select Requests.
  
  

• Use the tabs to switch between Sale Requests and Lease Requests.
  
  

🆕 2. Adding a New Request Manually

1. Click Add Request.
   
   

2. Fill in details:
   
   

• Requester Name & Contact Information
  
  

• Property Type (residential, commercial, land, etc.)
  
  

• Request Type (Sale or Lease)
  
  

• Budget / Price Range
  
  

• Preferred Location
  
  

• Special Requirements (parking, number of rooms, etc.)
  
  

3. Assign to a sales or leasing agent.
   
   

📩 3. Capturing Requests via Online Forms

• If your Britixo account is connected to your website, client form submissions can automatically create a request record.
  
  

• Map form fields to Britixo request fields for accurate data entry.
  
  

🔄 4. Tracking Request Status

• Each request can have statuses such as New, In Review, Matched with Property, Converted, or Closed.
  
  

• Update the status regularly to maintain an accurate pipeline view.
  
  

🏷 5. Converting Requests to Listings or Deals

• If a match is found, open the request and click Convert to Listing or Create Deal.
  
  

• This links the request to the relevant property and moves it to the active transaction stage.
  
  

💡 Tip: Use Britixo’s filtering and tagging tools to quickly find high-priority requests or match them to available inventory.