Checklists Software for the Real Estate & PropTech Industry
Provide structured onboarding with interactive checklists. Help users reach their "Aha!" moment faster. Tailored for real estate & proptech companies to address industry-specific challenges.
Challenges in Real Estate & PropTech
PropTech platforms digitize traditionally manual processes like property listings, tenant management, and mortgage applications. Users often transition from paper-based workflows and need clear guidance to adopt digital tools confidently.
Agents resist adopting CRM tools when they are used to spreadsheets and phone calls
Tenant portal adoption is low because renters do not realize they can pay rent or submit maintenance requests online
Property managers struggle with complex multi-unit portfolio dashboards
Mortgage application portals see high abandonment due to document upload complexity
How Produktly Checklists Helps Real Estate & PropTech
Guide users through a series of steps to ensure they fully set up and experience the value of your product.
Onboarding Progress
- Show users exactly what they need to do to get started.
Gamified Experience
- Increase engagement by rewarding users for completing tasks.
User Segmentation
- Tailor checklists to different user roles or goals.
Use Cases for Real Estate & PropTech
Agent CRM adoption accelerator
Walk real estate agents through adding their first contact, logging a property showing, and setting follow-up reminders. Overcome resistance to digital tools by demonstrating immediate time savings compared to their existing manual processes.
Tenant self-service portal onboarding
Guide new tenants through setting up autopay, submitting maintenance requests, and viewing lease documents in the portal. Reduce property management office calls by shifting tenants to self-service channels from their first interaction.
Mortgage application document guide
Help applicants understand which documents they need, how to upload them correctly, and what each verification step means. Reduce application abandonment by demystifying the mortgage process with step-by-step contextual guidance.
Key Metrics to Track
Agent CRM adoption rate
Tenant portal activation rate
Online rent payment adoption
Mortgage application completion rate
Frequently Asked Questions
How can PropTech companies get agents to adopt new software?
Agents adopt tools that make them money faster. Product tours that immediately show agents how to log a lead, schedule a showing, and set a follow-up in under two minutes demonstrate clear value. Ongoing smart tips surface time-saving shortcuts as agents gain proficiency.
What is the best way to increase tenant portal usage?
Trigger a welcome tour the first time a tenant logs into the portal, focusing on the two highest-value actions: setting up autopay and submitting a maintenance request. Follow up with announcements about new portal features as they launch.
Can tours help reduce mortgage application drop-off?
Yes. Guided document upload flows with real-time validation tips (e.g., 'Upload your two most recent pay stubs as PDF or photo') reduce confusion and abandonment. Progress indicators and checklists help applicants track what they have completed and what remains.
Other Features for Real Estate & PropTech
Product Tours
Product Tours for Real Estate & PropTech
Announcements
Announcements for Real Estate & PropTech
Feedback Widgets
Feedback Widgets for Real Estate & PropTech
Smart Tips
Smart Tips for Real Estate & PropTech
Tool Tips
Tool Tips for Real Estate & PropTech
Roadmaps
Roadmaps for Real Estate & PropTech
NPS Widgets
NPS Widgets for Real Estate & PropTech
Micro Surveys
Micro Surveys for Real Estate & PropTech
Changelogs
Changelogs for Real Estate & PropTech
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HR Tech
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Insurance & InsurTech
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Logistics & Supply Chain
Checklists for Logistics & Supply Chain