Automatic Demand Creation

Complete guide to setting up automatic demand creation in Inmovilla

Manual demand creation in Inmovilla is a simple process; however, when the real estate agency starts receiving a significant volume of leads from real estate portals, performing this task manually can become inefficient, consume valuable time, and add unnecessary steps to daily management. For this reason, enabling the automatic demand creation feature becomes an essential configuration to optimize and streamline the workflow within the real estate agency.

Thanks to this automation, whenever a user requests information about a listed property, Inmovilla automatically generates a demand reflecting a profile similar to the consulted property. This way, the contact is recorded immediately, the corresponding search need is created, and the demand is ready for matching and follow-up from the very beginning, facilitating orderly and efficient management.

Concept of demand and manual creation process

A demand represents the interest of a potential client in finding a property that meets certain criteria. When manually creating a demand in Inmovilla, the system automatically generates a contact linked to that demand, thus ensuring the necessary relationship between both elements.

It is essential to understand that every demand must be associated with a contact, just as properties are always linked to their corresponding owner contact. However, a contact can exist in the database without necessarily being linked to a demand or a property.

If it is ever necessary to create a demand manually, there are two main ways to do so:

• • From the main panel, by clicking the yellow Create new button located in the upper right corner, and selecting the option to create a demand.

• • Accessing the left side menu, within the Demands section, and clicking the New demand button also located at the top right.

These options are ideal for occasional cases, but when leads come from real estate portals, automating this process is much more practical and efficient.

Prerequisite: ensuring lead reception from portals in Inmovilla

Automatic demand creation depends directly on receiving emails generated by leads. Therefore, before configuring this automation, it is essential to verify that leads coming from real estate portals are correctly arriving at the email associated with Inmovilla.

For example, if you have a property listed on Idealista and an interested user makes an inquiry from the property sheet, this request must reach Inmovilla as a registered lead. To do this, follow these steps to review and adjust the portal configuration:

• • Access the side menu and select the Portals section.

• • Locate the portal you want to configure, such as Idealista.

• • Enter the card corresponding to the portal and click on Options (gear icon).

• • Verify that the email configured for receiving leads is Inmovilla's, ensuring all incoming messages are correctly directed.

Once correctly configured, each inquiry received from a property sheet will appear in the mail section within Inmovilla. When automation is enabled, these emails will display a specific label indicating that the corresponding demand has been created automatically.

In summary, the complete process unfolds as follows:

1. • You publish a property on a real estate portal.

2. • An interested user makes an information request from the listing.

3. • The generated lead arrives at Inmovilla's email.

4. • Inmovilla automatically creates a linked demand with a profile related to the consulted property.

Path to activate automatic demand creation

The configuration to activate this functionality is found within Inmovilla's general settings. It is important to highlight that access to this section depends on the permissions assigned to the user; if access is not possible, it will be necessary to review and adjust authorizations within the user management module.

To reach the configuration, follow this detailed path:

1. • Enter Settings from the bottom of the left side menu.

2. • Select the Options option.

3. • Go to the Automation tab.

4. • Scroll to the section titled Automatically respond to interested parties.

5. • Click Edit, located in the upper right corner, to modify the configuration parameters.

In this section, you will find all the necessary controls to define when demands should be created, which zone will be assigned to each demand, and which agent will be responsible for its management.

Activation of automatic demand creation from received emails

The most relevant parameter in this configuration is the first dropdown, called Create demands from received emails.

This option enables that, whenever a client requests information about a property, a demand is automatically generated with characteristics reflecting the profile of the consulted property. The demand takes into account key aspects such as geographic area, price range, and specific property features.

From this dropdown menu, you can select under which circumstances you want to activate the automation:

• • Create demands only for properties for sale.

• • Create demands only for properties for rent.

• • Create demands for properties both for sale and rent.

• • Do not create demands automatically, opting for complete manual management.

If you decide not to activate automatic creation, all demands must be registered manually, which can significantly increase administrative work and the risk that some leads remain unregistered or without proper follow-up, especially in agencies with a high volume of inquiries.

Precise definition of the zone for automatic demands

The next setting allows you to establish the geographic zone that will be assigned to automatically generated demands. There is no single correct option, as this decision will depend on how you manage zones within your agency and the level of precision you want to apply in matching demands and properties.

The available options include:

• • The specific zone where the consulted property is located.

• • The upper or general zone relative to the property's specific location.

• • A circular area with a radius of 200 meters around the property.

• • A circular area with a radius of 500 meters around the property.

For example, if a user has consulted a property located in the Carrús neighbourhood or the Pirulí area of Elche, selecting the specific area will associate the demand specifically with that neighbourhood. Conversely, choosing the upper area would expand the search range to the entire city of Elche.

A broader zone facilitates generating matches with a greater number of properties, which is beneficial when the client is open to considering nearby alternatives. On the other hand, if your strategy requires a very segmented approach, it is advisable to keep the specific zone of the consulted property for greater precision.

Automatic assignment of a manager to each generated demand

It is possible to automatically define the person responsible assigned to each demand created through this automation. This configuration is crucial to ensure that no lead goes unattended and that the workload distribution among the sales team is carried out according to the agency's internal policies.

The available alternatives are:

• • Assign all demands to a single manager. Ideal for situations where one person centralizes the reception and initial qualification of leads.

• • Assign the demand to the manager responsible for the consulted property. Recommended when each agent manages their own property portfolio and must directly attend related inquiries.

• • Do not assign an agent automatically. The demand is created without assignment, allowing the team to distribute manually later.

Choosing this option appropriately avoids duplication in management, reduces response times, and clearly establishes from the start who should follow up with each interested party.

Key advantages of activating automatic demand creation

Automating demand generation frees the team from repetitive and administrative tasks, focusing their efforts on strategic aspects such as personalised attention, qualification of interested parties, and searching for real estate options that fit their needs.

Main benefits include:

• • Automatic creation of demands without the need to enter data manually.

• • Immediate linking of each portal inquiry to a contact and a specific search need.

• • Personalized assignment of zone, operation type, and manager according to the rules defined by the agency.

• • Significant reduction of administrative steps, speeding up daily lead management.

• • Facilitates subsequent matching between properties and demands, improving commercial efficiency.

Additionally, if you have the Inbox module, management is further enhanced. Upon receiving a lead, the demand is automatically created and the lead qualifier is activated, allowing detailed information to be collected from the first contact and managing each opportunity with greater speed and accuracy.

Configuring this functionality once can represent considerable time and effort savings in daily operations. If you already receive inquiries from portals like Idealista or others in Inmovilla, activating automatic demand creation is a direct and effective strategy to transform each incoming contact into an organised and professionally managed commercial opportunity.