Create property sales documentation – app for agents
Software and app for property capture, viewing protocols and sales documentation—one digital agency workflow.
Create sales documentation on site with the agent app: digital property capture, viewing protocols, sales checklists and PDF export. Objects and contacts can be taken via the propstack interface; finished protocol PDFs are stored back on the property record.
Why agents need defensible sales documentation
Every property sale is shown, queried and negotiated multiple times—scattered photos and file notes do not scale.
Structured property capture and a sales checklist for agents speed listing prep, reduce owner follow-ups and create evidence for negotiation and handover. Digital tools for real estate agents keep the sales process traceable. With the propstack integration, CRM master data stays the source of truth—deep.rent only pulls the objects and contacts you need and returns protocols.
Relevant protocol types for agents
From digital property capture through to buyer handover.
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Listing / property capture
Create exposés with room photos—media and copy blocks from digital property capture.
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Viewing protocol
Viewings digitally: date, attendees, checklist and notable findings.
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Sales protocol
Property sales documentation—condition and agreements at the point of sale.
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Handover protocol
Handover to buyer or new owner—linked to capture and sales documentation.
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Meter reading report
Meter readings with photo at property capture and key handover.
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Cleaning report
Handover cleaning and condition of spaces before marketing or handover.
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Safety report
Access, smoke alarms and safety notes for viewings and handover.
Professional presentation to property owners
Owners judge agents on transparency and evidence. Documentation software with a clear PDF after capture or viewing signals structured work—and reduces follow-ups during the mandate.
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Faster listing go-live
Capture once—reuse media for portals, exposés with room photos and evidence packs.
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Fewer follow-ups
Clear protocols instead of late requests for photos and notes.
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Defensible sales documentation
Property sales documentation stays traceable through the full digital sales process.
Typical tasks in agency work
From mandate to key handover—documented steps with app and software instead of scattered notes.
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Digital property capture before marketing
Digital property-capture checklist: rooms, fittings, special features—basis for listing and valuation.
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Agent app for property viewings
App for viewing protocols: attendees, defects, questions—evidence for owner and negotiation.
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Sales checklist for agents
Guided sales checklist—from capture and viewing through to the sales protocol.
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Objects and contacts from propstack
propstack interface: search live and copy into deep.rent on demand—without duplicate master data.
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Protocol PDF back to propstack
Property documentation PDF export stored on the property under Media/Documents—CRM stays leading.
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Sales protocol at completion
Sales documentation at cut-off: condition, agreements, open points—PDF for all parties.
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Handover to buyer
Final acceptance: compare with capture and viewing records.
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Letting on instruction
Rental viewing and handover protocol—same digital workflow as for property sales.
Where agents use digital protocols
Asset types where software and an app for property viewings make the difference.
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Condominiums / apartments
Fast templates, many viewings, clear media for portals and exposés with room photos.
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Detached & semi-detached houses
Plot, garage, plant—sales checklist for house sales.
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Multi-family investment sales
Common areas and technical condition documented for investors.
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Commercial & office space
Different use and technical systems—handover to tenant or buyer with sales documentation.
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Luxury and architect-designed homes
Special fittings, high media quality, clear owner expectations.
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Rental listings
Condition for tenants—structured like property sales documentation.
propstack interface for agency teams
propstack remains the system of record for CRM data. deep.rent is the propstack-compatible app and documentation software as a complement—not a CRM replacement, but an integration for objects, contacts and protocol upload.
Connect the propstack integration under Settings → Integrations. API keys are stored encrypted server-side; access uses least-privilege permissions.
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Import objects & contacts
propstack interface for agents: live search; copy only on selection—including relationships when present.
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Floor plans & drawings
When stored in propstack, they are available for documentation.
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PDF upload to the property
Store finished protocol PDFs under Media/Documents on the propstack property.
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Least privilege
Read and document upload—no delete or modification of existing propstack data.
Create property sales documentation – app and software for real estate agents
With deep.rent, agents create property sales documentation on site: a digital property-capture app, viewing protocols and a sales checklist for agents in one workflow—including media per room and property documentation PDF export.
Real-estate software with propstack connectivity stays a complement to the CRM: propstack-compatible apps and the propstack interface for agents pull objects and contacts on demand and upload finished protocol PDFs. deep.rent is documentation software and software for property viewings—positioned as an integration, not an alternative to propstack.
An app for viewing protocols protects agents in negotiation and liability moments: what was shown, what was flagged as a defect? Digital tools for real estate agents shorten the path from on-site viewing aids to sales and handover protocols—keeping the property sales process digitally traceable.