Resources

Real Estate Resources for Channel Partners

Guides, definitions, templates and a calculator for Indian real estate channel partners, written in plain English and built around the work you do every day: leads, follow-ups, site visits and commissions.

Guides

Guides

Best Real Estate CRM Software in India

An honest look at the main CRM options for Indian real estate, and who each one fits.

How to Manage Real Estate Leads

Step by step: leads from 99acres, Facebook and WhatsApp, from the first call to booking.

Channel Partner Commission Guide

How commission slabs work, how payouts flow, and how to handle disputes.

Site Visit Management Guide

A checklist for scheduling, confirming and recording site visits.

What Is EOI in Real Estate

EOI explained: what it means, how it differs from a booking, and how the EOI flow works.

Channel Partner Starter Kit

Free guides, scripts, checklists and calculators for channel partners, organised by the five stages of the job.

How to Become a Real Estate Channel Partner in India

The honest starter guide: what the job actually involves, what it costs to start, and how partners get paid.

How to Choose a Real Estate CRM in India

A choosing guide for channel partners: the criteria that matter, what to check, and the questions to ask.

Real Estate Lead Generation for Channel Partners

Every lead channel honestly compared: portals, Facebook, referrals, walk-ins and developer allocations.

The Real Estate Sales Funnel, Stage by Stage

Enquiry to registration: what the buyer is thinking at each stage, what your team must do, and where leads leak.

Telecalling Scripts for Channel Partners

Ready to use call scripts: the first call, the 30 second pitch, qualifying questions, objections and booking the visit.

Managing a Telecalling Team of 2 to 10 Callers

The daily rhythm, call dispositions, fair lead allocation and the reports that matter for a small calling team.

Selling to NRI Buyers

Selling clearly across distance and time zones: video first communication, honest documents and steady follow up.

Channel Partner Agreement Guide

What to check before you sign with a developer: commission terms, payment timelines and the clauses that protect you.

Home Loan Process Guide for Channel Partners

Helping a buyer from loan application to disbursement, and what to track at each step.

Festive Season Sales Playbook for Channel Partners

How to plan campaigns, follow ups and site visits for the Dussehra and Diwali buying season.

Keep Your Lead Data Safe

A channel partner guide to protecting buyer data: who can see your leads, and how leaks actually happen.

What is CRM in Real Estate

The complete guide: what a real estate CRM does, and what a channel partner should expect from one.

CRM for Small Real Estate Agencies

How a small agency of 5 to 30 people should pick and run a CRM, without enterprise complexity.

What is a Cost Sheet in Real Estate

What a cost sheet includes, line by line, and how a channel partner explains it to close a booking.

OC vs CC in Real Estate

Occupancy certificate vs completion certificate: what each one means, and why buyers ask about both.

Tools and Templates

Tools and templates

Commission Calculator

A free calculator for channel partner commission and splits on a booking.

WhatsApp Follow-Up Templates

Ready-to-copy WhatsApp templates for real estate leads.

WhatsApp Follow-Up Messages for Real Estate Leads

Copy-paste follow-up templates for every stage of the lead journey.

Reference

Reference

Real Estate Glossary

Plain English definitions of the terms channel partners use every day: EOI, channel partner, commission slab, dead pool, site visit, lead reactivation, RERA, CP payout and presales.

Open glossary

Frequently Asked Questions

Guides on the everyday work of a channel partner: choosing a CRM, managing leads, commissions, site visits and EOI. There are also WhatsApp follow-up templates, a free commission calculator, and a plain English glossary of real estate terms.

Yes. Every guide, template and tool linked from this page is free to read and use in your browser, with no sign-up needed. A Leadvio account is only needed for the CRM itself, which is free for up to 3 users.

Indian real estate channel partners and their teams. The guides are written in plain English around the work you do every day: leads from 99acres, Facebook and WhatsApp, follow-ups, site visits and commissions.

Start with the complete guide to real estate CRM software in India, linked at the top of this page. From there, the lead management guide and the channel partner commission guide cover the two workflows most firms fix first.

See it on your own leads

Reading only goes so far. Run your real lead flow through Leadvio and see how it handles it.

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