Processes and Dashboards in Circles
Processes and Dashboards in Inmovilla MLS Circles: Effective Coordination for Real Estate Networks
The functionalities of Processes and Dashboards within the Circles MLS module are designed to facilitate the definition and application of harmonized work methodologies among the agencies that make up an MLS. Their purpose is not to replace the individual and specific configuration of each real estate agency, but to establish common standards that the network can adopt when necessary to optimize collaboration and operational control.
Both tools are managed from the advanced Circles panel. While processes allow standardizing and automating operational sequences, dashboards offer a consolidated view of data, metrics, and results, providing a homogeneous reference for the entire network.
Objectives and advantages of these tools in an MLS
An MLS groups multiple real estate agencies under a framework of shared rules and procedures that enhance collaboration and information exchange. In this context, it is not enough for each agency to manage its contacts, candidates, demands, and operations in isolation; it is essential to establish common processes to ensure consistency and quality in key tasks.
The configuration offered by Circles addresses this need through:
• Definition of shared processes that are triggered by specific events.
• Design of operational sequences uniformly applicable to all member agencies.
• Implementation of common data dashboards that facilitate monitoring of indicators and overall results.
• Establishment of homogeneous criteria without interfering with the particular internal operations of each agency.
Therefore, these tools function as a layer of strategic coordination for the MLS network, complementing and enriching individual configurations without limiting the autonomy of each agency.
How to access Processes and Dashboards
Access to these tools is through the Inmovilla side menu. Within the Circles section, it is necessary to enter the advanced panel, where the options for Processes and Dashboards are grouped under specific templates for MLS Circles.
The path to access is as follows:
• Select Circles from the left sidebar.
• Enter the advanced panel.
• Locate the templates corresponding to the MLS.
• Choose between Processes or Dashboards depending on the desired objective.
A process is configured by linking specific application actions to criteria shared by the MLS, generating standardized operational flows.
Definition and function of a shared process in MLS Circles
A process is a configuration that associates a specific action performed in Inmovilla with a series of predefined and sequenced steps. In the context of MLS Circles, its main value lies in this logic being established as a common operational standard for all agencies within the network.
For example, an MLS can design a marketing process that is automatically triggered when a specific registration occurs, such as the addition of a candidate, contact, or demand.
Steps to start creating a process
The Processes module is enabled by default. Upon access, an interface is presented to create a new configuration, starting by assigning a descriptive name and continuing with the selection of actions that will compose the operational flow.
• Open the Processes tool within the Circles MLS templates.
• Enter a clear and descriptive name for the process, for example, “Marketing Process”.
• Add the actions that will be part of the operational sequence.
• Associate the process with the action that will trigger it, such as the registration of a specific record.
• Save the configuration to enable its application according to the established criteria.
Recommendations for effectively naming a process
The name should accurately reflect the purpose and scope of the process to avoid confusion, especially when multiple active flows exist or various agencies work on the same configuration.
A practical nomenclature may include:
• The main operational objective, such as “marketing” or “demand management”.
• The event that triggers the process, for example, “contact registration” or “candidate registration”.
• The scope of application, to distinguish between common templates and specific internal configurations.
Clarity in naming is essential to ensure uniform interpretation within the MLS.
Process activation mechanism
The central element of a process is its triggering action, that is, the event that automatically starts the execution of the defined flow. For example, the MLS may decide that a process begins when a new candidate, contact, or demand is registered.
This automation reduces dependence on manual actions and ensures that operational criteria are applied consistently throughout the network.
Practical example: marketing process
A typical case is the creation of a process called Marketing Process, in which the MLS defines the actions to be executed when certain registrations occur in the system.
The ideal configuration would include:
• Assigning an identifiable and representative name to the process.
• Incorporating the agreed actions for standard operation.
• Selecting the type of registration that will activate the process.
• Applying this configuration uniformly across all participating agencies.
The specific sequence should be adjusted to the internal agreements of the network, and the tool provides the environment to formalize and control these criteria within Circles.
Description of the Dashboard in MLS Circles
The dashboard is a solution oriented towards data and metrics analysis. Its function is to facilitate the consultation and monitoring of key indicators related to agent objectives, sales percentages, and other results relevant to the MLS as a whole.
This dashboard provides a common and unified reference, allowing the network to define what information should be consulted and shared, complementing the individual dashboards that each agency may use for daily management.
Differences between common and own dashboard
It is important to distinguish between the dashboard defined by the MLS and the dashboards owned by each agency, as both can coexist and respond to different needs:
• The MLS dashboard focuses on common data and criteria that facilitate comparison and joint analysis among agencies.
• The agency's own dashboard is adapted to its internal particularities, team, and way of measuring results.
• The coexistence of both dashboards allows maintaining operational autonomy without giving up strategic alignment.
This distinction also applies to processes, where a common template establishes collaborative guidelines without interfering with the internal configurations of each agency.
Procedure for activating the Dashboard
Unlike the Processes tool, the dashboard may initially be disabled. When attempting to access, the system will display an informative notice indicating that activation must be requested.
To enable access, a formal request must be made from the main page or by sending an email to support: [email protected].
If the dashboard is not activated, it will be essential to request its enablement before proceeding with its configuration and use.
Best practices to unify criteria among agencies in an MLS
Technology is a powerful tool, but to achieve coherent and effective operation it is essential that the configuration of Processes and Dashboards is based on clear and sustainable agreements among the participating agencies.
Define clear objectives before creating templates
Before establishing a process or requesting dashboard activation, it is essential to identify the common need to be addressed, whether to standardize a marketing phase, monitor certain registrations, or consolidate the consultation of results under shared indicators.
Keep processes simple and understandable
Processes should be easily identifiable and clearly linked to the event that initiates them. Ambiguous configuration can generate divergent interpretations among agencies, reducing the value of standardization.
Differentiate between MLS standards and internal operations
It is advisable to separate common guidelines required or suggested by the MLS from the circuits specific to each agency. This prevents a shared configuration from being used to solve specific needs of a single real estate agency, preserving operational flexibility.
Verify that dashboard data responds to agreed criteria
A dashboard is useful only if the data it presents is interpreted uniformly. Therefore, the MLS must previously define which indicators will be monitored and how they will be used for tracking and decision-making.
Summary: when to use each tool
Use Processes when the MLS requires establishing a common course of action that is automatically triggered by a specific action within Inmovilla. Use the Dashboard when the goal is to consult and analyze statistical data under a uniform reference for all agencies.
Both tools, accessible from MLS Circles, facilitate the harmonization of criteria without limiting the autonomy of each agency. The key is to precisely define which aspects of the operation should be shared and which should be managed independently to maximize efficiency and collaboration within the network.
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