Platform
One operating record, from first enquiry to the relationship after the deal.
Not a module bolted onto the business. The layer underneath it — where the things a real-estate company needs to remember are actually held.
- 01
Relationship and client management
Clients, investors and tenants held as company assets with the full context of how the relationship was built — introductions, conversations, viewings, objections and outcomes. Continuity survives a broker changing firms.
- 02
Lead and pipeline management
Capture across the channels a real-estate business genuinely uses, with the originating channel recorded against the lead. Assignment, routing and follow-up configured per process, because an off-plan launch and a leasing renewal are not the same motion.
- 03
Deal and commission operations
Multi-party commission held on the deal — referrers, listers, closers, team leads and the company. Shares recalculate whenever a value or split changes, tiers roll up from approved commission, and an invoice is raised off the deal rather than typed again.
- 04
Documents, identity and compliance workflow
The documentation a transaction requires, captured inside the step that needs it. Identity and KYC handled as part of the operating flow rather than as a separate scramble, so the file exists when it is asked for.
- 05
Client and investor experience
A private, controlled view for the people you serve — their properties, documents, progress and next steps. Keeping a client informed becomes a property of the system rather than a task.
- 06
Partner and referral networks
Introducers, referring brokers and channel partners with defined visibility and traceable attribution. A network only grows if the people in it trust that it records introductions properly.
- 07
Operating reporting
Management questions rather than activity metrics. Where pipeline is stalling and why, which sources justify their cost, committed versus collected, and how the business is distributed across the people running it.
- 08
Role-based operations
Brokers, managers, administrators, finance, partners and clients each work inside a defined boundary. What a role sees and can do is a configuration of the operating model, not a permission bolted on afterwards.
Start a private conversation.
Tell us how your business operates today and where it is breaking. We will tell you whether OSSOT is the right fit.