Post-sales executive
Coordinate registry, mutation, possession and documentation tasks with the booked-customer context available.
POST-SALES OPERATIONS
Post-sales, registry, mutation, and possession workflows
Keep customer and team handoffs connected after booking with registry, mutation, possession, and related real estate operations in DealDesk.
DCustomer operations
DEALDESK WORKFLOW
Handover progress
01
Registry documents
02
Mutation review
03
Possession checklist
Booking connectedRole based
THE OUTCOME
Carry the customer journey beyond the booking without losing operational ownership.
- 01
Registry workflow
- 02
Mutation workflow
- 03
Possession workflow
- 04
Connected customer and booking context
WHO USES THIS
The workflow changes by role, not by record.
The same connected deal context can support different responsibilities across the team, with access matched to the work each person needs to complete.
Customer-service lead
See the open handover steps and dependencies affecting the customer journey.
Operations leader
Track ownership and completion across post-booking activities.
PRACTICAL USE CASES
When teams use this workflow.
- Coordinating documentation before handover
- Tracking mutation or registry work
- Managing possession readiness as a visible workflow
COMMON QUESTIONS
Why should post-sales use the booking context?
The original customer, property and commercial information prevents teams from recreating deal context after the sales handoff.
Does post-sales begin only at possession?
No. It begins after booking and can cover the documentation, registry, mutation and handover work that follows.
CONNECTED BY DESIGN
One feature, connected to the records around the deal.
This capability works with the lead, property, booking, customer, broker, and operational records that surround a real estate deal. Teams retain context instead of rebuilding it across tools.
WHAT HAPPENS NEXT
Map this workflow to the records your team uses today.
A tailored demo starts with the operating question you need to solve, then shows the relevant DealDesk workflow.