For agencies · In development · Early 2027
One system for your whole sales team
An app for real estate agencies. Your agents create brochures from their listings, send them to clients, quote and follow each sale, while you see what your team is doing.
A first look
Click through the views to see how an agency would work.
Team activity
Brochure · Amapas 314
Amapas 314
Calle Amapas 314 · Amapas, Puerto Vallarta
11
Units
6
Floors
$531,000
From (USD)
Developer: MATEO Developers
QRSend to client
- To
- Sarah Mitchell
- Channel
- Email · WhatsApp
- Property
- Amapas 314
Units in this brochure
- Unit 102 · 1 bd$567,479
- Unit 202 · 1 bd$573,073
- Unit 402 · 1 bd$632,708
Quote
Amapas 314 · Unit 402
1 bd · 1 ba · 75 m² · Floor 4
Prepared for
Sarah Mitchell
| List price | $632,708 USD |
| Reservation · 5% | $31,635 |
| Down payment · 25% | $158,177 |
| Balance at closing · 70% | $442,896 |
Sample payment plan, for illustration only.
Send quoteClient file
Sarah Mitchell
Amapas 314 · Unit 402 · Agent: Ana Torres
Sales process
Inquiry
Reservation
Documents
Trust / Notary
Closing
Client documents (KYC)
- IDReceived
- Proof of addressReceived
- Tax IDMissing
- Source of fundsMissing
Services · Amapas 314 · Unit 402
Trust (fideicomiso)
Scotiabank Inverlat
Zona Romántica
Notary
Notaría Pública No. 174
Marina Vallarta
Legal advice
Mata Law
Zona Romántica
Providers listed in the Condos Vallarta services directory.
Properties and prices come from Condos Vallarta. Agents, clients and payment terms are fictional examples. The final product may differ.
Everything from brochure to closing, in one place
01
Brochures
Create a brochure from any listing, with your agency branding, and send it to your client from the app.
02
Quotes
Build a quote for the client in minutes: price, payment plan and costs in one document.
03
Sales process
Capture each step of the sale, from the first inquiry to closing, and see the stage of every client.
04
Client documents (KYC)
Collect and organize the documents of each client, including know-your-client (KYC) files, and see what is still missing.
05
Services
Get connected with trust (fideicomiso), notary and other service providers when a sale needs them.
06
Team visibility
As the agency, see what each agent sends and the stage of every client. Clients and files stay in the agency workspace, not scattered across personal phones.
Planned features. Document handling is for organizing and preparing files; it does not replace legal review.
Launch list
Get early access at launch
Leave your details and we will contact you when the app opens, planned for early 2027.