An example of this is that some systems aimed at public services saudi arabia cell phone number to add this step during the pandemic, since registrations in city hall and government programs, which needed to be done in person, had to be carried out as quickly as possible.
In real estate applications, pre-registration also has this function and some other specific ones.
Summary
First of all: what is pre-registration?
Difference between pre-registration and lead
The importance of pre-registration
Pre-registration x Registration
Know the number of pre-registrations that did not reach the purchase stage
Know the best way to interact with the customer
Organization and agility
FAQ – Frequently Asked Questions about pre-registration
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First of all: what is pre-registration?
What is pre-registration: illustration of a notebook with some icons representing digital systems. In the center, a miniature of a person holding a block with a website development symbol.
In real estate software, pre-registration is the process that precedes credit analysis and is part of the customer journey. This is a step that can work in many situations, but it is very relevant for customers of the Minha Casa, Minha Vida Program , since they need to go through credit analysis before moving on to the simulation or reservation stage .
Although it speeds up the process, pre-registration in real estate software is not a common practice. The most innovative platforms are investing in implementing this step, as they have realized that the actions of forwarding data to bank correspondents and requesting credit approval have become much faster.
Imagine that you need to start a reservation or simulation and, before you even start, you already have all the customer's basic data. You save time and organize the process.
Pre-registration then occurs between the capture of the lead and the handover to the sales team or real estate agent. Its objective is to collect as much data as possible from the client so that, once the credit analysis is approved, the registration can be carried out more easily, with the data already in hand.
Difference between pre-registration and lead
It is important to make it clear that a lead is different from a pre-registration. Simply put, a lead is the beginning of everything. It is simple data that can be nurtured in the following steps. Often it is just an email and a cell phone number.
Pre-registration is a more robust set of information that, together, can provide a basis for outlining the client's profile. Remember that pre-registration may or may not come from a lead. For example: if a broker approached a potential client who is already very interested in buying a property, he or she should already be entered into a real estate software as a pre-registration and no longer as a lead.
This feature exists because if the objective of any customer management and relationship software is to generate sales, the process for the customer who is very interested in purchasing needs to be shorter.
That's why good real estate software needs to allow pre-registration to be done in two ways: transforming a lead into a pre-registration or allowing the pre-registration to be registered directly.