Functionality
How it Works
The Evo Home Client Manager is client portal where client can follow up on their real estate project while boosting your customer service engagement. It helps construction and development agents get a smoother and more efficient relationship with their customers.
The platform keeps your clients informed of the different steps, processes and documentation related to their property, from the moment they buy it until it is delivered to them. It allows agents to have an overview of their clients financial documents (such as quotes, invoices or contracts) while understanding at a glance the status of each file for any property or even building. Send images of the construction site to all your clients, follow any new request on their end, and control the performance of other agents on your team.
Features
- Create or upload quotes, invoices, contracts and send images and updates to multiple clients at a time
- Approve or sign any file with a fully customisable signature flow and automatic document exchange
- Let the app do the chasing: automatic reminders for your clients when they must give their approval or signature
Integration Requirements
Required Procore Tools