Real estate · ONE VIEW OF PROPERTY FOLLOW-UPS

Move property work forward together.

Keep listing preparation, maintenance follow-ups and property handover actions organized by workspace and board. Give each next step an owner.

Get started for Real estate

Create a verified account and prepare your organization. Paid activation is unavailable; no cards, live trials or charges are enabled.

WORKFLOWS WITH PLANMERIT TOOLS

Make the next action visible.

Example workspace: Oak Street property preparation. The examples below are suggestions you can create manually, not preloaded templates or automatic integrations.

Prepare a property for listing

Create a listing-readiness board and assign tasks for photography, copy review and property preparation. Use due dates and statuses to make the next handoff visible.

Confirm photography appointment
Review listing copy
Complete presentation checks

Coordinate maintenance actions

Attach photos or PDFs to a task, discuss the issue in comments and assign the next action. In-app notifications keep the people involved informed about assignments and comments.

Inspect the water-damage report
Attach the contractor’s PDF notes
Confirm access for the repair visit

Track the handover checklist

Use a board to track individual handover actions. Private attachments keep supporting files with a task, while organization roles determine who can contribute or only review.

Collect appliance manuals
Confirm key-transfer arrangements
Record outstanding follow-up items

AVAILABLE CAPABILITIES

Shared tools for your team.

Companies, workspaces, boards and tasks with assignees, priorities, due dates and statuses.
Table, Kanban, due-date timeline and calendar views; task activity history.
Task comments, private task attachments and in-app assignment/comment notifications.
Profile and organization settings, invitation links and role-based member management.

Workspace access follows your organization’s permissions and entitlement. Creating an account does not activate a paid workspace.

Build a clearer way to work.

Start with your real estate organization. Your selected industry follows you through signup and onboarding.

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