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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
Click Add Request .
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.)
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.
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Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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