Running for a real businessReal estate agencies
Real estate agency document and team hub
Property files, sales admin, rentals and photos moved off an old file server into one hub, with each team seeing exactly what it needs.
Try the live demo Works on your phone too. All data is invented.
The problem
Agencies accumulate years of property files on an office file server: contracts, sales admin, rental paperwork, photos and scanned documents. Only people in the office can reach them, permissions are all or nothing, and finding the latest version of a contract takes too long.
What we built
A document hub in SharePoint organised the way an agency works.
- Libraries: property files, sales admin, property management, rentals, compliance, scanned documents and property photos.
- Role groups: accounts, administration, sales and rentals each see their own libraries; nobody sees what they do not need.
- Scan to hub: the office copier scans straight into the right library.
- Access guide for staff so the change sticks.
The board at a glance
| Library | Sales | Rentals | Admin | Accounts |
|---|---|---|---|---|
| Property files | Edit | View | Edit | View |
| Sales admin | Edit | Edit | View | |
| Rentals | Edit | Edit | View | |
| Property photos | Edit | Edit | Edit |
Outcome
Built and running for a real estate agency. Files are reachable from anywhere, and access follows the role rather than the person.
