Financing professionals always keep future investments firmly in view. Likewise, bank advisors are well informed about companies’ financing requests. Internal recommendations are therefore worth real money for credit institutions’ real estate departments. With Propstack, you exchange referrals from your own corporate network automatically—efficiently and without detours.
In our referral handoff tool, you bring together the various information sources from different departments, divisions, etc. in a unified process—secure, consistent, and compliant with regulations.
Where does the property stand in the sales process? How many appointments have taken place? What transaction volume is involved? Benefit from optimized recommendations through simple handoff and automatic updates.
Use of Google Workspace and Microsoft 365
Processes independent of the core banking system. GDPR compliant.
Systematic deployment in franchise and branch structures
Analysis and KPI tracking for well-founded insights
Permanent system performance of at least 99.5%
Fast access to well-founded real estate data
Configurable referral input forms
Email, contact, and calendar sync—mobile and in real time
Thanks to the digital bridge between financing and real estate sales divisions, you share contacts, properties, and search profiles across branches—including commission sharing and transparent reporting via Microsoft Power BI for all stakeholders.
You receive a structured overview of all marketing costs and earnings. The internal and external commission distributions for a property are calculated automatically.
Our best referral source is the bank advisor himself. With the referral tool, we make data matching and exchange as simple as possible for him.
