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Lead Flow, a dashboard to make the estate agent’s job easier

Lead Flow, the an intelligence tool created by CASAFARI to keep an eye on the growth and performance of your business as an estate agent

CASAFARI’s Lead Flow is an intelligence tool offering three distinct dashboards—Private Listings, Lead Magnet, and SmartLink—that help estate agents find private seller leads, measure website lead generation, and monitor buyer interest and client feedback across their property portfolio with ease.

Private Listings: keeping an ever-growing portfolio

Keeping your business growing as an estate agent doesn’t have to be a challenge. Inside CASAFARI’s Lead Flow Private Listings, you can find all the private seller leads in the market where you work, so you never have to wonder how to find new clients again.

For each private seller lead displayed, you will be able to:

  • find their name and contact information;
  • see the type and location of their property;
  • check when, where and at what asking price their property was listed;
  • instantly see the Property Report Page of their property, to study it before approaching the seller;
  • run a property valuation in seconds, to understand if their property was priced correctly and how the market is for comparable assets.

CASAFARI Lead Flow with properties put on the market by their own owners

The list of leads works both for sale and rent, and can be downloaded as an XLS file. With all this information at your fingertips, you already have the data needed to persuade potential clients of your market knowledge, you need only to decide who to approach first.

Work faster and more efficiently with CASAFARI

Lead Magnet: the results of your lead generation in one place

Lead Magnet is a widget provided by CASAFARI that estate agents add to their websites or to a microsite, also offered by us, to attract qualified leads. With this tool, all potential clients (owners, tenants, buyers or sellers) add information about the property they are looking for or putting on the market, in exchange for instant property valuations.

Meaning that, while your potential clients understand what to expect from the market, you get valuable information about their needs, along with their contact information. No easier way to capture leads, right?

But how can you know if your Lead Magnet is actually working and bringing value to your work? How are you supposed to know when to increase the promotion of your Lead Magnet to expand your portfolio of clients?

Lead Flow showing the real estate leads captured by the Lead Magnet

Enter Lead Flow, with a dashboard showing you all about the results of your Lead Magnet.

When it comes to the quantitative side of your lead generation efforts, Lead Flow allows you to see how many leads have you been capturing, as well as identifying increases or decreases in performance.

As per the qualitative information, with one single click you can find inside Property Sourcing properties with the characteristics that your buyer lead was looking for. Also with a single click, you can create a valuation for a property of a seller client, using the information coming from Lead Magnet. This way, you have in no time all the data needed to approach the leads as fast as possible.

See the advantages of using Lead Magnet to catch qualified leads for you 24/7:

Lead Magnet: convert real estate leads into sellers and buyers with CASAFARI

SmartLink is an interactive tool that CASAFARI provides for estate agents to communicate easily with their clients, showing potential buyers properties that match their criteria.

One of the dashboards found inside Lead Flow is about measuring the performance of your SmartLinks. It shows how many views they received, when and which page originated each link. Also, you can track the monthly increase or decrease of the views, allowing you to see if you’ve been spot on on your suggestions of properties.

You also get to see likes and comments from your clients in the properties you’ve selected for a faster communication and decision process. This feature makes sure they let you know which properties were their favourites, which they wish to visit, which they’re not really interested in or any other kind of message they want to pass on to you quickly while choosing their future homes and investments.

Understand what you can share and how to make the most of SmartLinks with your clients:

SmartLinks: sharing useful market data with your clients

Now that you know how Lead Flow helps in your everyday tasks, you can change working harder for working smarter. Use technology in your favour to offer your clients a tailored high-quality service while still increasing your revenues.

Work faster and more efficiently with CASAFARI

If the Lead Magnet dashboard is the area you wish to build up first, discover how Lead Magnet turns website visitors into property leads by providing instant market valuations in exchange for their contact details.

Frequently asked questions

What are the three dashboards included in CASAFARI Lead Flow?

The three dashboards included in CASAFARI Lead Flow are Private Listings, Lead Magnet, and SmartLink. Private Listings helps agents find properties listed directly by their owners for sale or rent. Lead Magnet tracks leads captured via valuation widgets or microsites, while SmartLink monitors client engagement, views, likes, and comments on shared property links.

What information does Private Listings provide about properties for sale or rent by owner?

Private Listings provides the property owner’s name and contact details, property type, location, and listing date. It also displays where the listing appeared and its asking price, alongside one-click access to the Property Report Page and instant property valuations. The list covers both sales and rentals and can be exported as an XLS file.

How does the Lead Magnet dashboard connect captured leads to Property Sourcing and valuations?

Alongside tracking total captured leads and performance trends, the Lead Magnet dashboard connects leads directly to core CASAFARI tools. With a single click, agents can search Property Sourcing for properties matching a buyer lead’s specified criteria. Similarly, agents can instantly generate a property valuation for seller leads using the details submitted through the Lead Magnet widget.

The SmartLink dashboard tracks total views for each shared link, viewing times, originating pages, and monthly view trends. It also displays client likes and comments on individual properties in real time. This allows agents to quickly identify which homes clients wish to visit or discard.

Can private seller leads be automated via CASAFARI’s API?

Yes, technical teams and agencies can integrate private seller lead data directly into their custom applications and CRM workflows. Further details and endpoint specifications are available in the Seller Leads API documentation. This allows businesses to automate lead ingestion alongside using Lead Flow in the web application.