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Custom Object Case Study: Real Estate

Real estate businesses can leverage Custom Objects in Stack to effectively manage and track property details, client associations, vendor relationships, maintenance schedules, and transaction records. This feature empowers agents to create a tailored database that enhances property-client matching and strengthens relationship management.

Feature Applications​

Creating and Managing Property Records​

Each property can be recorded as a Custom Object, with fields such as:

  • Location
  • Property Type
  • Price
  • Square Footage

Additionally, custom fields can be created to capture unique attributes like view quality, nearby amenities, and recent upgrades. This level of detail helps agents maintain comprehensive property profiles.

Associating Properties with Clients and Vendors​

Through association labels, agents can link properties to clients, enabling the tracking of properties that clients are interested in or have scheduled for viewings. Similarly, vendors such as contractors or inspectors can be associated with properties, facilitating the management of maintenance and inspection tasks.

Filtering and List Views for Efficient Tracking​

Agents can apply filters in the list view to quickly find properties based on criteria such as location, price range, or property type. This functionality accelerates the matching process when working with clients who have specific needs.

Expected Outcomes​

Enhanced Client-Property Matching​

With detailed property records and the ability to filter by client preferences, agents can more effectively match clients with properties, increasing the likelihood of successful sales.

Streamlined Maintenance Management​

By linking properties with vendors and maintenance schedules, agents can efficiently monitor property upkeep, thereby enhancing property value and boosting client satisfaction.

Improved Organizational Efficiency​

Custom Objects enable real estate firms to streamline workflows by creating a centralized, easily accessible, and customizable database tailored to their specific needs.