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Property Listing Portal
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Property Listing Portal · Available now

Take each listing from owner evidence to reviewed publication.

Property Listing Portal runs the brokerage's internal listing book. Relationship Owners work Opportunities from New through Qualified, Proposal and Negotiation, record the account and expected close, and attach owner authorization.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOpportunity Pipeline by Status
Property Listing Portal · Opportunities

Opportunity Pipeline by Status

Opportunities in one list

New opportunity
Opportunities in view
6
Total expected value USD
2,370
New
1
Qualified
1
New1
List 18 Alder Street townhomeQuay Street Ventures
260
11 Oct
Add
Qualified1
List 742 Birch Avenue duplexStonecrest Residential
950
04 Nov
Add
Proposal1
List 51 Harbor Lane cottageCedar Place Holdings
350
01 Nov
Add
Negotiation1
List 306 Willow Road condoQuay Street Ventures
90
27 Oct
Add
Won1
List 29 Stonecrest Drive homeQuay Street Ventures
280
29 Oct
Add
List 18 Alder Street townhomeOpportunities · OPP-57524
New
OwnerImani Brooks
CounterpartyQuay Street Ventures
Expected value USD260
Expected close date11 Oct
Approve listingOPP-57524 · List 18 Alder Street townhome

The Sales Manager approves, rejects or returns the current listing revision.

Waiting for Sales Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

One listing book from engagement to outcome

Every feature works on the same records. Pick one to see the screen your team works in.

Opportunities

Listing engagements from first qualification to a reviewed customer outcome.

  • Owned engagement
  • Dated expectation
  • Guarded outcome
  • Opportunities
  • Accounts
  • Organizations
  • Team members
  • Relationship activities
  • Record attachments
Explore opportunities
OverviewMy opportunities
Property Listing Portal · Opportunities

My opportunities

Opportunities

New
Record numberSubjectCounterpartyStatusExpected close dateRevision
OPP-96087List 18 Alder Street townhomeWillow Road PartnersNew15 Oct330
OPP-67173List 742 Birch Avenue duplexWillow Road PartnersQualified13 Oct650
OPP-64683List 51 Harbor Lane cottageHarborview EstatesProposal14 Oct80
OPP-98382List 306 Willow Road condoQuay Street VenturesNegotiation31 Oct370
OPP-12954List 29 Stonecrest Drive homeStonecrest ResidentialWon03 Nov580
6 of 6 records
List 18 Alder Street townhomeOpportunities · OPP-96087
New
CounterpartyWillow Road Partners
Expected close date15 Oct
Revision330
Example screen with sample data
Process

From owner authorization to listing completion

Owner authorization to listing completion ships ready to use. 2 steps need a named approval before the work moves on: Approve listing (Sales Manager) and Record outcome (Sales Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Open opportunity

    Assign an owner and seller account to the engagement.

    List 18 Alder Street townhomeOPP-57524 · Relationship Owner
    Open opportunityBy Relationship Owner

  2. Prepare listing

    Record property details and attach owner authorization.

    List 18 Alder Street townhomeOPP-57524 · Relationship Owner
    Prepare listingBy Relationship Owner

  3. Submit listing

    Send the current property revision for review.

    List 18 Alder Street townhomeOPP-57524 · Relationship Owner
    Submit listingBy Relationship Owner

  4. Approve listing

    The Sales Manager checks evidence and decides independently.

    List 18 Alder Street townhomeOPP-57524 · Sales Manager
    Approve listingBy Sales Manager
    ApprovalThe Sales Manager approves, rejects or returns the current listing revision.

  5. Record outcome

    An eligible Sales Manager reviews the accepted or lost result.

    List 18 Alder Street townhomeOPP-57524 · Relationship Owner
    Record outcomeBy Relationship Owner
    ApprovalThe Sales Manager approves a verified win or loss on the current opportunity revision.

  6. Reconcile operations

    Check the real effect before closing an uncertain receipt.

    List 18 Alder Street townhomeOPP-57524 · Sales Manager
    Reconcile operationsBy Sales Manager

Start with Opportunity qualification

Inside a record

Property details, seller evidence and decisions stay linked

Open any opportunity to see its listings, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Owner, Counterparty, Expected value USD and Expected close date.

  2. 2
    Listings

    Each line is linked to this opportunity.

  3. 3
    Who works on it

    Relationship Owner and Admin, each with their own permissions.

  4. 4
    Process stages

    Open opportunity and Prepare proposal, with the role that acts.

  5. 5
    Approvals

    Approve listing and Record outcome, with who decides.

Opportunity Pipeline by StatusList 18 Alder Street townhome
Property Listing Portal · Opportunities

List 18 Alder Street townhome

Quay Street Ventures · New

Log activity
1
Record details
OwnerImani Brooks
CounterpartyQuay Street Ventures
Expected value USD260
Expected close date11 Oct
2
Listings

List 18 Alder Street townhome

IdParentStreet address
LIST-2026-041List 742 Birch Avenue duplex18 Alder Street, townhome
LIST-2026-042List 184 Cedar Place loft742 Birch Avenue, duplex
REV-2026-019List 29 Stonecrest Drive home51 Harbor Lane, cottage
Listings
6
Total asking price
2,730
3

Who works on it

  • Relationship OwnerManage Listings, Opportunities, record attachments…
  • AdminManage Users
4

Process stages

  • Open opportunityRelationship Owner
  • Prepare proposalRelationship Owner
5

Approvals

  • Approve listingSales Manager
    Approved
  • Record outcomeSales Manager
    Waiting
Example screen with sample data
Approvals

The current revision gets an independent decision

A Sales Manager reviews a submitted listing revision and cannot approve their own submission.

OverviewApprovals
Property Listing Portal · Overview

Approvals

Signed in as Sales Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • LST-31223LIST-2026-041
    List 742 Birch Avenue duplexRequested by Relationship Owner
    Waiting2dActions
  • LST-52960LIST-2026-042
    List 184 Cedar Place loftRequested by Relationship Owner
    Waiting4dActions
  • LST-81835REV-2026-019
    List 29 Stonecrest Drive homeRequested by Relationship Owner
    Waiting4dActions
  • LST-82820REV-2026-020
    List 29 Stonecrest Drive homeRequested by Relationship Owner
    Waiting4dActions

Who approves what

DecisionApprover
Approve listingThe Sales Manager checks evidence and decides independently.Sales Manager
Record outcomeAn eligible Sales Manager reviews the accepted or lost result.Sales Manager
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Property Listing Portal to the work that is theirs. Pick a role to see what it starts with.

Relationship Owner

Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted and posted evidence is read-only and every guarded transition is workflow-authorized.

This is the first screen this role sees.

OverviewListings awaiting review

Listings awaiting review

Listings · Relationship Owner

IdParentStreet addressAsking priceProperty typeRevision
LIST-2026-041List 742 Birch Avenue duplex18 Alder Street, townhome90Single family home450
LIST-2026-042List 184 Cedar Place loft742 Birch Avenue, duplex20Townhome710
REV-2026-019List 29 Stonecrest Drive home51 Harbor Lane, cottage720Condominium260
REV-2026-020List 29 Stonecrest Drive home306 Willow Road, condo670Duplex560
OPR-2026-108List 18 Alder Street townhome29 Stonecrest Drive, single family300Retail unit90
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

See pipeline, publication and exceptions

Review pipeline, listings, evidence, outcomes and operation exceptions.

Overview
Property Listing Portal · Overview

Property Listing Portal dashboard

This quarter

Listings in view
6
Total asking price
2,730

Opportunities by status

How far records got this quarter

StageReachedStep
New36
Qualified1439%
Proposal643%
Negotiation350%

Expected value USD by status

Sample totals per stage

2.0k0
2.0kNew
2.0kQualified
-3000Proposal
-1000Negotiation
-4000Won
Example screen with sample data
  1. 01Opportunity pipeline by owner

    Expected value and close dates grouped by organization, owner and status.

  2. 02Listing status by organization

    Draft, submitted, approved, rejected and completed listings with their parent opportunities.

  3. 03Publication register

    Approved and completed listings with address, asking price, property type and publication date.

  4. 04Review decisions by date

    Decision date, reviewer, outcome and reason for each linked opportunity and source revision.

  5. 05Relationship activity due

    Tasks and other activities due by date, with completion dates and outcomes.

  6. 06Won and lost outcomes

    Opportunity outcomes with expected value, won date and loss reason.

  7. 07Operation exceptions

    Pending, failed and needs-review receipts with action and failure reason.

  8. 08Evidence by opportunity

    Authorization files grouped by parent opportunity, evidence type and visibility.

All reports and dashboards

Who it's for

Fit the brokerage you run

See how Property Listing Portal fits your kind of team.

Residential brokerages

Keep seller authorization, property details and listing decisions together.

Commercial brokerages

Trace property scope and counterparty decisions across a longer listing engagement.

Multi-office brokerages

Keep each organization's listings, staff and account records in scope.

Controls

Keep each action and its result traceable

Each stage of owner authorization to listing completion names the role that acts and the status it records, so a change is never anonymous.

OverviewOwner authorization to listing completion
Property Listing Portal · Process

Owner authorization to listing completion

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
2
Tables touched
7
Qualify opportunity
Relationship Owner
StatusNew → Qualified
RecordsOrganizations
Prepare proposal
Relationship Owner
StatusQualified → Proposal
RecordsRelationship activities, Opportunities
Work negotiation
Relationship Owner
StatusProposal → Negotiation
RecordsOpportunities
Owner authorization to listing completion
  1. Start
    Qualify opportunityNew → Qualified
    Organizations
  2. Step
    Prepare proposalQualified → Proposal
    Relationship activities
  3. Step
    Work negotiationProposal → Negotiation
    Opportunities
  4. Step
    Submit listingDraft → Submitted
    Opportunities
  5. Approval
    Approve listingSubmitted → Approved
    Review decisions
Example screen with sample data

See each stage in detail

AI agent

Prepare the next listing review with Proto

Ask Proto to prepare listing work while people retain review decisions.

It can

  • Relationship Owner: Show assigned opportunities with due activities, and prepare the record and authorization checklist for a listing submission.
  • Sales Manager: Gather the submitted listing, its source revision, parent opportunity and supporting attachments for a decision.
  • Auditor: Trace an approved listing through its review decision, operation receipt and underlying files.
  • App Administrator: Find active accounts and team membership for a pilot organization.

Stays with a person

  • A person must decide whether seller authorization supports the property details and whether a submitted revision should be approved, rejected or returned.
  • The Sales Manager makes that independent decision.
  • Proto can gather the records for reconciliation, while a person checks uncertain outside effects before marking an action complete. Start with a pilot.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Property Listing Portal
  • Publication destination
  • Document source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables
10tables
  • Opportunities8
  • Listings6
  • Accounts4
  • Relationship activities4
  • Review and evidence5
  • Operations control4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set operating scope

    Establish the organization, staff membership, account codes and who reviews listing decisions independently.

  2. Bring in engagements

    Enter active accounts and opportunities with owner, counterparty, expected value and close date.

  3. Prepare evidence

    Add a property listing and seller authorization, then agree which files may be Shared.

  4. Rehearse decisions

    Submit a listing, return a conflicting revision, correct it and approve the current revision through a Sales Manager.

  5. Check outcomes and receipts

    Close a verified customer outcome, repeat a request with its original operation key and reconcile an uncertain receipt by reading its linked effect.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Property Listing Portal.

All questions
How do I get started?

Click Get started, then use Proto to configure Property Listing Portal for your business. Pilot one organization, one seller account and a listing with owner authorization before bringing in the full book.

Where does a listing begin?

A Relationship Owner opens an opportunity for the seller or counterparty. The listing is linked to that engagement and its organization.

What property information is recorded?

The listing records street address, asking price, property type, publication date, status and revision.

Who approves a listing?

An eligible Sales Manager checks the submitted revision against its owner evidence and records an independent decision with a reason.

What happens if the price changes after review?

The Relationship Owner prepares a correction with updated evidence. The Sales Manager decides on the new revision; the earlier decision stays in the history.

Where are seller authorization files kept?

Files are attached to the parent opportunity with an evidence type, uploader, upload date and Internal or Shared visibility.

How are calls and follow-ups recorded?

Relationship activities capture calls, meetings, emails and tasks against the opportunity, with due dates, completion dates and outcomes when relevant.

How is a customer outcome recorded?

The owner supplies acceptance or loss evidence for the current opportunity revision. An eligible Sales Manager reviews the result before the opportunity becomes Won or Lost.

What should staff do with a needs review receipt?

Open its parent opportunity, compare the expected revision with the linked decision and listing, and check any outside reference. Reconciliation reads the effect before changing the receipt's result.

Can separate brokerage organizations work in one system?

Organizations, team membership, accounts, opportunities and listings carry scope references. Rehearse access for each team before extending the pilot.

Set up Property Listing Portal your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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