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Articles on:Best Practices
Here you will find tips and practices proven by industry leaders.

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  • What are Some Best Practices for Managing Portfolios?
    Best practices for managing real estate portfolios in PropWise. Learn how top buyer agents organize, update, document, and archive portfolios to move clients faster and deliver a premium buyer experience.Featured
  • How to Get a New Agent Productive in Their First Week
    A practical onboarding workflow for new real estate agents. Learn how to set up a first buyer portfolio correctly, structure buyer intent, and deliver a professional client experience from day one—ideal for agencies and buyer agents in Portugal and European markets.Few readers
  • How to Organize Properties Around a Specific Buyer?
    Create buyer-centric portfolios that convert faster and reduce back-and-forth Goal of this workflow To help agents structure property searches around a real buyer profile, not a loose collection of listings—resulting in faster shortlists, clearer decision-making, and higher buyer confidence. Who this is for Solo real estate agents Buyer’s agents managing multiple active clients Teams handling high-intent or premium buyers Brokerages standardizing buyer experienceFew readers
  • Reusable Buyer Description Checklist
    Learn how to organize properties around a specific buyer using buyer-centric portfolios that reduce back-and-forth and speed up decisions. This workflow helps real estate agents in Portugal and international markets structure property searches by buyer intent—budget, region, timing, and priorities—so every listing shared is relevant, clear, and confidence-building. Ideal for solo agents, buyer’s agents, teams, and brokerages managing premium or high-intent buyers.Few readers
  • Collaborate Smarter in PropWise: How to Keep Everyone Aligned Without the Chaos
    Learn how to collaborate more effectively in PropWise by centralizing communication, documenting feedback, and using AI summaries. Reduce email chaos, speed up decisions, and deliver a smoother buyer experience for real estate agents and teams.Few readers
  • Why Having Everything in One Place Matters: How Centralization Drives Faster Decisions and Better Outcomes
    Why centralizing listings, documents, and buyer communication improves decision-making for real estate agents. Learn how all-in-one portfolios reduce friction, speed up buyer decisions, and improve close rates—especially for high-intent and luxury buyers.Few readers

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