Example configuration
Properties, owners, tenants and vendors on one operating platform
Leasing, maintenance and ownership relationships all run on follow-up. This example configuration shows how Mako can model a portfolio, track maintenance to completion and keep every conversation with the record.
Inquiry
Showing
Application
Lease signed
Where the work gets stuck
Common friction in real estate and property management
Owners, tenants, vendors and prospects kept in separate lists.
Maintenance requests living in e-mail threads.
A portfolio structure that a flat contact list cannot show.
What you can run on Mako
Use cases for this example configuration
Portfolio and property hierarchy
An owner or portfolio with child properties, each with its own record, notes, files and work.
Maintenance and vendor coordination
Requests become quote tickets, technicians or vendors are found, and work orders are scheduled and tracked.
Prospect follow-up and showings
Texting from a rep's own number, timed reminders and calendar invites for showings.
Owner and tenant communications
Paced e-mail to a chosen group, and marketing e-mail through your Mailchimp account.
Workflow examples
How the modules work together here
Each step uses a capability the platform has. Steps marked as configured to your business are set up with you.
Inquiry to scheduled showing
A website inquiry reaching a booked appointment.
- A website form creates a prospect and notifies the leasing owner.Website form-fill intake and routing
- A text conversation starts from the rep's own number and stays on the record.SMS inbox
- A timed reminder offers to send a calendar invite for the showing.Reminders, calendar and invitations
- A voicemail left after hours arrives with a transcript and a note on the record.Voicemail
Maintenance request to invoice
A repair tracked end to end on the property's record.
- A quote ticket is raised against the property.Quotes and invoices
- Technicians are found and a request for quotation goes out.Work orders, technicians and requests for quotation
- The accepted work order is scheduled and completed.Work orders, technicians and requests for quotation
- An invoice ticket is issued on the same account.Quotes and invoices
Featured modules
The capabilities that matter most for this configuration
Multi-location and partner structures
Parents, children and partners, not a flat list.
DetailsWork orders, technicians and requests for quotation
Field work assigned, accepted and tracked.
DetailsQuotes and invoices
Service quotes and invoices tied to the account.
DetailsSMS inbox
Text from a rep's own number, in the record.
DetailsReminders, calendar and invitations
Follow-ups that show up where people work.
DetailsWebsite form-fill intake and routing
A website inquiry becomes a working prospect.
DetailsRelated example configurations
Example configuration This page shows how Mako's modules can be arranged for Real Estate & Property Management. It uses sample data, is illustrative only and does not describe an existing customer or deployment. Anything described as configured to your business is set up with you.
See how a portfolio could be configured
Share how your properties, owners and vendors are organised and we will map it to the platform with you.