Kumita Tutorial: How to Add a Client

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Through Kumita, Hoppler Partner Brokers can manage their clients with ease. The Add a Client feature of Kumita can help brokers keep track of those who inquired through their own network. By simply providing the contact details and property requirements of their clients, Partner Brokers can add their active clients to their database.

kumita real estate crm software

Here is a step-by-step guide on how you can add clients in Kumita:

Step 1 of 3: Log In to Access the Kumita Dashboard

Hoppler Partner Brokers with approved listings get exclusive access to the Kumita Dashboard. However, if you are not yet a Partner Broker but want to have an access to the dashboard, sign up here.

  • Click Log In / Register on top of the page.
  • Enter your email address and password.
  • Click the Sign In button.

Once signed in, you will be redirected to your My Business dashboard.

Step 2 of 3: Use the Add a Client Feature

  • Click Add a Client.

You will be redirected to the Add Client page. If you are currently working on a specific property posted on Hoppler:

  • Provide the Property ID.
  • Click Submit.

The Information tab where you need to provide the necessary details of your client who inquired for that property will open.

  • Enter the last and first name, the contact details, the designation, and nationality of your client.
  • Click Next.

The Property Preferences tab will be shown next. The details of the property chosen by your client are displayed here. In this tab, there are still necessary details that you need to provide; make sure you do not leave a blank text box.

  • Enter the Minimum Length of Lease.
  • Provide the Preferred Viewing Date and the Target Move-In Date.
  • Click Next.

You will be redirected to the Budget and Payment Terms tab. Provide all the required details.

  • Enter the Minimum and Maximum Monthly Budget.
  • Tick the Yes or No option to take note if Official Receipts are needed or not.

Before you click Submit, you can review the details you have provided by clicking the Previous button. If everything is right,

  • Click Submit.
  • Click Next to view existing clients or click Close to add another client.

Alternatively, if you are not currently working on a specific property listed on Hoppler, you can simply add the details of your clients to add them to your database.

  • Click Skip.

You will be redirected to the Information tab where you need to provide the necessary details of your client who inquired for that property.

  • Enter the last and first name, the contact details, the designation, and nationality of your client.
  • Click Next.

The Property Preferences tab will be shown next. Provide all the property preferences of your client. Make sure you do not leave a blank text box.

  • Choose a Division.

For Residential

When you click Residential, you will be asked to provide residential requirements.

  • Select a Category.

If Rent, provide the Minimum Length of Lease.

  • Select a Type of Property.
  • Provide a Location.
  • Select the kind of Furnishing.
  • Select the Number of Bedrooms.
  • For a condominium unit, provide the Minimum and Maximum Floor Areas in sqm; for a House and Lot and a Townhouse, provide the Minimum and Maximum Floor and Lot Areas in sqm;
  • Select the Amenities and Specifications.
  • Provide the Preferred Viewing Date and the Target Move-In Date.
  • Click Next.

You will be redirected to the Budget and Payment Terms tab. Provide all the required details.

  • Enter the Minimum and Maximum Monthly Budget.
  • Tick the Yes or No option to take note if Official Receipts are needed or not.

Before you click Submit, you can review the details you have provided by clicking the Previous button. If everything is right,

  • Click Submit.
  • Click Next to view existing clients or click Close to add another client.

For Commercial

When you click Commercial, you will be asked to provide commercial requirements.

  • Select a Category.

If Lease, provide the Minimum Length of Lease.

  • Select a Type of Property.
  • Provide a Location.
  • Select Days of Operations.
  • Select Operational Hours.
  • Provide the Minimum and Maximum Lot Areas in sqm.
  • Select a Building Class.
  • Enter the number of Parking Spaces.
  • Select Building Preferences.
  • Provide the Preferred Viewing Date and the Target Move-In Date.
  • Click Next.

The Existing Business tab is where you can inform Hoppler of the current business location of your client. All the information you will input will be kept confidential.

  • Enter Client Company Name.
  • Enter Nature of Client Business.
  • Select a Business Status.
  • Enter the Building or Compound Name of Client.
  • Enter Current Floor and/or Unit Number of Client.
  • Enter Current Location of Client Business.
  • Click Next.

You will be redirected to the Budget and Payment Terms tab. Provide all the required details.

  • Enter the Minimum and Maximum Monthly Budget.
  • Tick the Yes or No option to take note if Official Receipts are needed or not.

Before you click Submit, you can review the details you have provided by clicking the Previous button. If everything is right,

  • Click Submit.
  • Click Next to view existing clients or click Close to add another client.

Step 3 of 3: View Your Client List

  • Click the 3-lined menu icon on the uppermost left part of the page.
  • Click Kumita by Hoppler.
  • Click Clients.

You will be redirected to the Clients page. The Clients page will initially display your Accepted Leads.


Once you have added your current clients to your database, you can now schedule them for a property viewing.

Through Kumita, Hoppler Partner Brokers can conveniently add and manage their clients and keep track of the progress of every transaction. Moreover, Kumita is mobile-friendly; you can add clients to your database anytime, anywhere.

 

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