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Formule docs

What Formule is

Formule is the system a real-estate agency runs its leads, listings and agents on. One agency, one workspace: every enquiry that arrives from an advert or your website lands in the same place, gets assigned to a real estate agent, and is worked until it converts or dies.

It is built around a single idea — an enquiry is worthless until somebody owns it. Most of the product exists to shorten the gap between a lead arriving and a real estate agent picking up the phone.

What you actually do with it

Section titled “What you actually do with it”
Work leadsEvery enquiry in one list. Assign it, call it, set its status, leave a comment, book the viewing.
Keep listingsYour properties, with photos, price and description. Each one gets a public page you can send to anyone.
Run campaignsPut a property in front of buyers, then see which advert produced which lead.
Manage a teamInvite real estate agents, approve them, watch who is responding and who is sitting on enquiries.

How a lead moves through it

Section titled “How a lead moves through it”
  1. Somebody fills in a form — on one of your adverts, or on a listing page.
  2. The lead appears in the Leads workspace within seconds. Nobody owns it yet.
  3. A manager assigns it to a real estate agent, or the agent picks it up. The agent can be given it outright, or asked to take it — in which case the contact details stay hidden until they accept.
  4. The real estate agent calls, then sets a status and writes a comment saying what happened.
  5. The manager sees the comment. If a real estate agent has gone quiet on a lead, that shows up too.

That loop is the whole product. Everything else — campaigns, the marketing tools, the assistant, the reporting — exists to feed it or to measure it.

What Formule is not

Section titled “What Formule is not”

How you get an account

Section titled “How you get an account”

Anyone can start on their own. Sign up at app.formule.io/signup and you get your own workspace with a 7-day free trial of the Really plan. No card is needed. When the trial ends, the account moves to the free plan unless you choose a plan.

Agencies with branches, or that want Formule to run their adverts, are still set up with the Formule team: book a call and the team sets the agency up with you. Real estate agents then join that agency through its join link.

Who this documentation is for

Section titled “Who this documentation is for”