Realty Pro | Salesforce + Batch Leads Integration
Property Enrichment & Sales Workflow Automation for Real Estate Teams
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3 Average Rating
2 Reviews
Realty Pro integrates Salesforce with Batch Leads to streamline property-based lead enrichment and sales workflows. When a user enters an address in Salesforce, the app fetches detailed property data—including deed history, mortgage info, and ownership records—directly from the Batch Lead API. Users can review multiple property matches, select the correct one, and auto-save it to the Lead record. Based on the lead type (Buyer, Seller, or Investor), Realty Pro assigns the correct Contact record type and initiates a guided sales process using custom objects like Property Disposition, Transaction, and Agreement.
STARTING AT $15.00 / user
Screenshots:
Realty Pro : Realty Pro integrates Batch Leads with Salesforce to automate property data enrichment and streamline real estate sales workflows. When a user enters an address, the system fetches verified property data — including deed history, ownership, and mortgage info — directly from the Batch Leads API. Users can view multiple property matches, select the correct one, and link it to a Lead. Based on the Lead’s “Type” (Buyer, Seller, or Investor), the system automatically assigns the corresponding Contact record type and initiates a guided sales flow using custom Salesforce objects like Property Disposition, Property Transaction, and Property Agreement. As the deal progresses, enriched Leads are converted into Opportunities with inherited data and direct links to the selected property and Contact. This ensures accurate classification, smooth deal handoffs, and complete lifecycle visibility — from initial property lookup to contract closure.
Realty Pro empowers real estate teams to qualify leads faster, close deals smarter, and manage investment pipelines efficiently within Salesforce..
Realty Pro empowers real estate teams to qualify leads faster, close deals smarter, and manage investment pipelines efficiently within Salesforce..
Realty Pro Features:
Seamless integration between Salesforce and Batch Leads API for real-time property enrichment
Automated property data retrieval: deed history, mortgage details, ownership info, and more
Smart property matching with multi-result selection and user confirmation
Auto-linking of selected property data to Salesforce Lead records
Support for multi-store and multi-currency environments
Dynamic Contact record type assignment based on Lead “Type” (Buyer, Seller, Investor)
Triggers guided sales workflows using custom objects: Property Disposition, Transaction & Agreement
Lead-to-Opportunity conversion with inherited property and contact data
Full traceability across the property sales lifecycle within Salesforce
Optimized for real estate, brokerage, and property investment teams
Enhances lead qualification and deal progression with enriched data
Reduces manual entry, improves data accuracy, and supports scalable workflows
Built entirely on Salesforce with full Lightning Experience compatibility
Realty Pro Video Tutorial:
For detailed video tutorial please click here.
https://youtu.be/Specifications
Product Version
0.1.0.1
Released
Category
Realtypro
Last Updated
License
Single Application
Recent Reviews
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Helpful for Organizing Real Estate Deals
Realty Pro makes it easier to manage leads and property info in one place. The automatic data enrichment from Batch Leads is a time-saver, and linking properties to leads keeps everything streamlined.
Thomas P
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Smart Workflow for Real Estate Teams
I like how Realty Pro maps property records and guides us through the sales process based on lead type. The flow from lead to opportunity feels smooth and helps with keeping our pipeline organized.
Victor A
Category
Realtypro
Released
-
License
Enterprise, Unlimited, Developer, and Professional.
Supported Browsers
Not needed
Languages
English
Compatible With
Salesforce
Version
0.1.0.1
Latest Release
-
Requires
Salesforce Org
Supported Features
Property Management, Contract & Document Management, Lead & Contact Management, Opportunity & Transaction Tracking, Commission Management
What is Realty Pro?
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Realty Pro is a Salesforce-integrated application that connects with the Batch Leads API to enrich Lead records with verified property data and automate real estate sales workflows.
What kind of property data does Realty Pro fetch?
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It retrieves detailed property information including deed history, mortgage records, ownership details, and other metadata associated with the entered address.
How does the property matching process work?
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When a user enters an address, Realty Pro fetches multiple potential matches from Batch Leads. Users can then select the correct property to link with the Lead record.
Getting Started with Realty Pro:
This guide will help you get started with Realty Pro features and setup.
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