Utilities in Inmovilla
Inmovilla Utilities: comprehensive guide to tools for real estate agencies
The Inmovilla Utilities section groups a strategic selection of complementary tools designed to optimize the commercial, documental, financial, and operational management of any real estate agency. Its fundamental purpose is to centralize practical resources within the CRM, facilitating a more efficient workflow by avoiding the need to constantly switch between multiple external platforms.
The functionalities are structured into three main areas: Idealista, Resources, and Sections. Each agency can choose and adapt the use of these utilities according to its working methodology, specific requirements, and the active services in its operational environment.
Location and access to the Utilities section
Access to Utilities is conveniently located in the left sidebar of Inmovilla. Upon entering, clearly differentiated tabs group the tools according to their type of use and integration, facilitating agile and results-oriented navigation.
This intelligent organization allows users to quickly locate functionalities related to acquisition, valuation, document management, communication, follow-up control, and detailed analysis of the office's commercial activity.
Detailed description of the three Utilities tabs in Inmovilla
1. Idealista: advanced integration for real estate acquisition and valuation
The Idealista tab concentrates tools directly linked to Idealista services, one of the leading platforms in the real estate sector. To take advantage of these functionalities, it is essential to establish the connection with the Idealista identifier corresponding to the agency.
This integration allows access to key functions without leaving the Inmovilla environment, optimizing comprehensive management. Highlighted utilities include:
• Acquisition map: strategic tool aimed at identifying and managing acquisition opportunities in the market.
• Insurance: direct access to functionalities related to real estate insurance, facilitating the offer of complementary products.
• BDMI: resource included in the integration for advanced management of real estate databases.
• Valuation: specialized support to perform and consult precise property valuations, essential for professional advice.
• Mortgages: tools linked to mortgage financing options, facilitating comprehensive financial advice.
Centralizing these functions in a single CRM provides significant added value, especially for agencies that combine acquisition, valuation, and financial advice, maintaining constant and efficient management of contacts and properties.
2. Resources: versatile set of tools for daily operations
The Resources tab offers a wide range of practical tools designed to support various daily tasks within the agency. Some of these tools address specific needs, such as link shortening or currency conversion, while others are oriented towards more complex and complete real estate processes.
Among the utilities available in this section are:
• URL shortener: functionality that allows transforming long links into shorter, more manageable addresses, facilitating their dissemination.
• ACM: specialized resource within the utilities area for specific tasks.
• Property valuation: advanced tool to support the analysis and determination of property values.
• Shortcuts: configurable quick accesses to frequently used functions, optimizing productivity.
• Document comparator: essential resource for efficient review and comparison of documentation, especially in feasibility processes.
• Calculators: set of calculation tools to solve financial and operational needs.
• Survey consultation: direct access to results and reports derived from conducted surveys, facilitating decision-making.
• Digital signature: integrated solution to streamline electronic signature processes, ensuring security and legality.
• Predefined phrases: prepared texts to speed up communications and repetitive tasks, improving customer service efficiency.
• Meetings: module for organizing and managing internal or client meetings.
• Follow-up supervision: tool to monitor and control follow-up actions performed, ensuring continuous and quality service.
• Cross-checker: utility for reviewing and analyzing real estate cross-checks, optimizing opportunity management.
• Building prospecting: functionality aimed at prospecting properties or specific contacts in a given building.
• Direct WhatsApp link: quick access to facilitate instant and direct communication with clients or collaborators.
• Virtual app: integrated access to the agency's virtual application for mobile and flexible management.
• eCard: digital resource for managing and sending electronic cards.
• Okify: available integration to optimize processes when the agency has this service.
• Currency converter: precise tool to calculate equivalences between different currencies, essential for international operations.
• Microphone: option for audio capture within the resources, facilitating note-taking or recordings.
3. Sections: strategic accesses for comprehensive operational management
The Sections tab compiles key areas related to the daily operation of the real estate office. This space is especially valuable for teams that need to supervise commercial activity in real time, manage documentation, analyze sales funnels, control promotions, and access internal information, all from the CRM.
Among the available sections are:
• Accounting panel: module for financial and accounting monitoring of the agency.
• Cross-checks: access to management and analysis of real estate cross-checks.
• New development promotions: space dedicated to managing and monitoring real estate promotions in development phase.
• Funnels: tools for analyzing and optimizing sales and acquisition processes.
• Follow-ups: detailed control of follow-up actions performed with clients and prospects.
• Dashboard viewer: graphical tool to visualize key performance indicators.
• Drafts: access to documents and communications in review or editing state.
• Office mailbox: space for centralized management of internal and external communications.
• History: complete record of activities, interactions, and modifications performed.
• Recruitment document templates: predefined resources to streamline personnel onboarding processes.
These sections act as shortcuts to critical information and recurring operations, facilitating the commercial and administrative routine of the real estate agency with a high degree of organization and control.
How to select the most suitable utilities for your real estate agency
Not all real estate agencies need to activate or consult the same tools; the choice must be aligned with the company's specific operating model and the tasks the team performs most frequently.
To effectively prioritize the use of utilities, it is recommended to follow these steps:
Identify repetitive tasks: analyze and detect those actions that consume the most time, such as sharing links, preparing documents, or recording follow-ups.
Relate each task to a specific resource: for example, use predefined phrases for recurring communications or the document comparator for feasibility processes, thus optimizing times.
Verify available integrations: confirm that the agency has access to services such as Idealista, Marketplace, or other essential platforms for its operation.
Define the appropriate users for each tool: determine which resources will be most useful for acquisition agents, advisors, office managers, or administrative staff, ensuring efficient use.
Incorporate utilities into the daily workflow: a tool provides maximum value when it is coherently and systematically integrated within the agency's usual procedures.
Tools requiring contracting through Marketplace
Some utilities available in Inmovilla depend on external services that must be contracted through Marketplace. In these cases, having access does not automatically guarantee that the tool is active for the agency.
The general process to activate these tools is as follows:
Contract the corresponding service or integration in Marketplace.
Verify the availability and activation of the service in the agency's account.
Activate the utility from the specific section within Inmovilla when appropriate.
Integrate its use within the team's usual workflow to maximize its impact.
Summary: the strategic value of Utilities in Inmovilla
The Utilities section of Inmovilla acts as a nerve center that brings together essential tools for modern real estate management. It combines integrations with Idealista, versatile operational resources, and consultation and control sections that facilitate the agency's daily work.
To make the most of this section, it is essential to select those functions that align with the team's actual processes, ensure integrations are active, and use each resource as part of a structured and efficient operation within the CRM.
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