Realty Pro - User Guide

Introduction

RealtyPro is a Salesforce-based application designed to manage the complete real estate process—from lead generation to final property disposition. It supports workflows for buyers, investors, sellers, and tenants, and integrates with the BatchLeads API to automate property lookup, address validation, and owner details. RealtyPro helps users streamline agreements, transactions, commissions, and historical records—all within a single, easy-to-use platform.

How It Helps Salesforce End Users

RealtyPro is designed with Salesforce end users in mind—whether you are a sales agent, property manager, investor liaison, or admin, this app brings the entire real estate cycle into a single, easy-to-navigate Salesforce experience. Here's how it supports your daily operations:

• Unified Real Estate Workflow RealtyPro centralizes every stage of the property process, so users can manage leads, contacts, properties, and transactions without needing to switch between systems or perform duplicate data entry.
• Faster Lead Conversion With intelligent mapping of Lead Types to Contact and Opportunity record types, users can convert leads quickly and accurately, reducing manual effort and potential errors.
• Real-Time Property Insights Through BatchLeads API integration, RealtyPro provides instant access to property details, ownership history, mortgage data, and skip-trace results, helping users qualify leads faster and engage them more effectively.
• Simplified Agreement & Commission Handling Users can generate property agreements directly from Opportunities and set up commission structures with automatic calculations, saving time and reducing confusion.
• Enhanced Data Accuracy Automatic linking of related records, such as Property Deed History and Mortgage History, ensures that Salesforce remains a reliable source of truth for all property-related data.
• Comprehensive Ownership & Disposition Tracking Users gain visibility into ownership transitions and final property statuses with easy-to-access historical data, helping with compliance, reporting, and customer transparency.
• Improved Productivity & Collaboration RealtyPro’s guided workflows and intelligent data relationships reduce manual steps and make it easy for teams to collaborate across roles, whether in sales, support, or operations.

By embedding real estate-specific processes into Salesforce, RealtyPro enables users to operate with speed, clarity, and confidence—ultimately driving better outcomes for both the business and its clients.

Step 1: Install the Realty Pro App

1. Access AppExchange:

• Log in to your Salesforce instance.
• Navigate to the AppExchange from the Setup Page.
• In the AppExchange, use the search bar to search for “Realty Pro”.

2. Install the App:

• Click on the app named “Realty Pro”. Click on the button Get It Now