Enhance your client conversations with personalised and branded digital proposals tailored for each client. Impress potential clients with your deep market knowledge, suburb statistics and recent sales of comparable properties – direct from your RP Data platform.
Track user interactions so you can strategically time your follow-ups and win new business. For a quicker turnaround, have your proposals approved online.
Video 1: Overview of RP Proposals.
There are various proposal templates to suit your business needs:
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Pre-listing Proposal: A quick proposal typically used before meeting with prospective vendors to introduce yourself, your team and what to expect at an appraisal.
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Property Management Pre-list Template: A proposal for Property Managers to use before meeting with prospective vendors to introduce yourself, your team and what to expect at a rental appraisal.
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Sales Proposal: A detailed proposal that lets you showcase your market knowledge through comparable properties and area statistics. Present your go-to-market strategy and provide your estimated sale price.
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Price Update: A small but powerful proposal you can use to update existing clients on what their home is potentially worth in the current market. Include suburb statistics and comparable properties to nurture your customer base while keeping them informed.
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Property Management Proposal: A detailed proposal that you can use to showcase your capabilities as a Managing Agent. Include information about comparable properties, rental statistics, tenant selection criteria, insurance, marketing, etc.
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General Proposal Template: This template offers a powerful, listing-free way to stand out. Unlike standard templates tied to a specific property, this flexible template lets you spotlight what sets you apart — your services, results, local knowledge and personal brand — all in one polished, professional proposal. It’s ideal for prospecting, warm introductions, or showing potential clients the full value you bring. Whether you’re meeting someone new or following up on interest, this digital tool helps to ensure you are ready to impress.
The following articles explain how to customise the proposal templates to suit your agency's needs:
We offer different training options to suit your needs. You may join one of our regular interactive online training sessions or request a custom training session for your team. Book a training session here