Prospects and assignments
Organize client work and assign landmen or staff.
Give every prospect context
Prospects, legal descriptions,
and assignments
Create the prospect, maintain its legal-description details, and assign landmen or staff. The work begins with the context needed to connect later time, expenses, approvals, invoices, and reports.
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Capture prospect activity
Time, expenses,
and receipts
Landmen and staff can record time and expenses for their work and keep supporting receipts with the operational record. That activity remains available for review, invoicing, and reporting.
Review and follow-up
Keep submitted work moving toward client delivery.
Land Agility connects the review work between activity capture and client invoicing.
Approval workflows
Review submitted prospect activity before using it in client invoices and reports.
Automated reminders and alerts
Follow up on outstanding work from the same operational workflow.
Reporting
Review prospect, activity, and approval information without rebuilding the record elsewhere.
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Prepare client delivery
Client invoicing
and reporting
Use the time, expenses, and prospect activity already recorded in Land Agility when preparing client invoices and reports. Approval workflows provide a review step before that information moves on. If your brokerage calls that work a project, the Prospect record serves the same organizing role.
Connected capabilities carry brokerage work from setup through reporting.
Time, expenses, and receipts
Capture prospect activity and keep its supporting records together.
Legal descriptions
Keep prospect work connected to its legal-description details.
Approvals and follow-up
Review submitted activity and use automated reminders or alerts.
Client invoices and reporting
Prepare client invoices and operational reports.
