MaklerFlow V1 + V2 Foundation

Broker workflow without CRM overload

Structure leads, properties, calls and landing-page preparation in one broker-focused workflow. V2 foundation adds real-estate leads, property files, appointments, follow-ups and owner reports.

Start dashboardView packages

Launch navigation

Direkte Arbeitsflächen

LeadsPropertiesAppointmentsFollow-upsOwner ReportsDocumentsAdminSetup Requests
New leads12

Fresh broker inquiries waiting for qualification.

Active properties8

Objects currently prepared for matching and sales.

Follow-ups5

Open next actions for broker calls.

Landing pages3

Templates ready for broker visibility.

Lead overview

Anna BeckerLandingpageNewCall today
Kaan YilmazReferralFollow-upSend property options
Mara HoffmannPortalQualifiedPrepare valuation call

Property overview

ApartmentApartment in Hamburg

Active · 4 leads

HouseFamily house in Essen

Draft · 2 leads

InvestmentInvestment unit

Review · 3 leads

Call-light preparation

Prepare each broker call with lead context, property context, pain points and a clear next step.

Landing-page preview

Instant broker visibility template

Prepare a simple landing-page story for each broker offer with hero, trust block and lead capture CTA.

Sell faster with structured follow-up

A focused landing page turns scattered broker interest into qualified conversations.

Packages

Starter

Dashboard, leads and properties.

Growth

Starter plus call-light and landing-page preparation.

Premium

Growth plus custom onboarding and automation planning.

Setup request

Ready for broker pilot onboarding

Use this V1 baseline to collect first broker feedback before the live deployment step.

Broker nameCompanyPackageMessageDemo request

Setup request queue

Read-only demo queue

Demo-only setup requests for pilot planning. Create and update actions stay gated until DB, auth and tenant scoping are approved.

Demo BrokerDemo RealtyGrowthNew
Pilot MaklerPilot ImmobilienStarterReview
City BrokerCity EstatesPremiumFuture gated

Read-only demo data. No live broker data or write endpoint.

MaklerFlow V2 Foundation

Broker operating system for leads, properties and follow-ups

V2 erweitert V1 um echte Makler-Module: Eigentümer-Leads, Objektakte, Termine, Follow-ups, Pipeline und Eigentümerreport. Alles bleibt read-only, bis DB/Auth/Tenant-Gates freigegeben sind.

Makler-DashboardReal-estate leadsObjektakteBewertungstermineBesichtigungenFollow-up TasksEigentümerreportPipeline

V2 broker command shell

Navigation preview for broker teams

OverviewLeadsPipelinePropertiesCalendarFollow-upsReportsGuardrails
Owner leads1

Eigentümerkontakte mit Verkaufs- oder Bewertungsintention.

Active properties1

Objekte mit aktivem Vermarktungsstatus.

Follow-ups2

Offene Nachfassaktionen mit Approval-Gate.

Appointments2

Bewertungstermine, Rückrufe und Besichtigungen.

V2 lead command center

Eigentümer Lead HamburgOwnerValuationAppointment requested
Käufer Lead HamburgBuyerBuyQualified
Vermieter Lead HamburgLandlordLetNew

V2 CRM pipeline preview

Makler pipeline without live mutation

Pipeline stage: Eingang3

Probability: 10%

Eigentümer HamburgKäufer Altona
Pipeline stage: Qualifiziert2

Probability: 35%

Bewertung EimsbüttelVermieter Anfrage
Pipeline stage: Termin2

Probability: 55%

Vor-Ort BewertungBesichtigung
Pipeline stage: Mandat aktiv1

Probability: 80%

Wohnung Vermarktung
Pipeline stage: Gewonnen / Verloren1

Probability: Closed

Abschluss geprüft

V2 owner report preview

Owner-safe report sections

valuation summarylead demandviewing feedbackmarketing activitynext actionsdocuments

V2 document visibility preview

Default private, release only by grant

Bewertungcustomer_adminshareable after approvalAudit required
Exposé Entwurfprivatebroker reviewAudit required
Energieausweisadmin_onlysensitiveAudit required
Objektfotospartner_releasedgrant requiredAudit required

V2 property files

ApartmentEigentumswohnung Hamburg Eimsbüttel

Draft · Next: Valuation

HouseFamilienhaus Hamburg Altona

Active · Next: Viewing

Follow-up engine light

No uncontrolled automation

V2 bereitet Nachfasslogik vor, aber ausgehende Nachrichten bleiben approval-gated und consent-aware.

Eigentümer-Unterlagen anfragenEmailApproval requiredGuarded
Besichtigung bestätigenCallScheduledGuarded

V2 guardrails

Read-only demo. No DB writes, no live broker data, no secrets, no CI-green claim without runner evidence.