DIGITAL DIARY FOR BROKER
ADDED LEADS 0
ADDED NOTES 0
Capture client information
Quick note taking
NEW PROJECT COMING SOON!
Add a Member to your team
Welcome to Brokers Book! This is your digital diary designed to make your work as a broker easier. Here’s how to use it:
Click on “ADD NEW LEAD” from the home screen. Fill in details like the client’s name, mobile number, type (seller, buyer, etc.), property details, budget, and any extra notes. Hit “SAVE” to store it.
Go to the “LEADS” section from the menu. You’ll see all your saved leads. Click any lead to see full details. You can copy the details, edit them, or delete the lead if needed.
Use “ADD NEW NOTE” to jot down quick reminders or important points. Add a title, date, priority (high, medium, low), and your note. Save it, and find all notes in the “NOTES” section.
Add team members by clicking “ADD NEW TEAM”. Enter their name, mobile number, and type. In the “TEAM” section, you can see all members, message them on WhatsApp, or remove them.
In the “LEADS”, “NOTES”, or “TEAM” sections, use the search bar at the top to quickly find what you need by typing a name or title.
Use the bottom menu (mobile) or top tabs (desktop) to switch between Home, Leads, Notes, and Team pages. Click “BROKERS BOOK” on the home screen to come back here anytime.
That’s it! Start using Brokers Book to keep all your broker tasks organized in one place. If you need help, just revisit this page!
NAME –
MO-NO –
CLIENT TYPE –
REQUEST TYPE –
PRO-TYPE –
PRO-.SUBTYPE –
BHK –
FLOOR –
LOCATION –
BUDGET –
DETAILS –
TITLE –
DATE –
PRIORITY –
NOTE –