The Must-Have Tool for Complete House Hunting
A portal for ALL properties your client visits - not just Tesoro proposals. With photo uploads, private notes and 5-star ratings. So your client maintains overview with 20+ viewings per week. And stays loyal to you.
The Problem with Other CRMs
We did research with 100+ agents. What did we find? Other CRMs automatically send emails to clients as soon as there's a match - without consulting the agent.
Client Frustration
Clients see properties that don't fit in terms of architecture or location. Match on budget and rooms, but not on details from conversations.
No Tracking
Via email you don't know what the client thinks. No insight into interest, no overview of visited properties.
No Control
Agent has no control over what goes to client. System sends everything automatically.
The Tesoro Solution: Portal as Must-Have Tool
We don't send automatic emails. Instead, your client gets a portal they can't do without during their house hunt.
ALL Visited Properties
Not just Tesoro proposals - all properties the client visits go in their portal. If they stay with you, they have complete history.
Photos & Notes During Viewing
Client takes photos during viewing, adds private notes. Only for them, not shared with agent.
5-Star Rating System
Client rates each property 1-5 stars. Agent sees ratings (not notes/photos). After 20 viewings, client still knows exactly what they thought of each property.
Why Clients Can't Do Without the Portal
A client views an average of 20 properties per week. On Friday they don't remember what they saw on Monday or what they thought of it.
Complete Overview
All visited properties in one place. With photos, notes, ratings. Sort by 5-star properties.
During Viewing
Upload photos and make notes directly while walking through the property. Never forget important details again.
Easy Comparison
Which property had that nice garden? Which was too dark? Check your notes and photos. Re-evaluate.
"On Friday I don't remember what I viewed on Monday. Now I do - with complete photos, notes and my own ratings."
- Typical client feedback
Creates Loyalty
This is why clients stay with you:
Don't Want to Switch
Client doesn't want to go to another agent because they'll lose their portal with complete viewing history.
Everything in One Place
All properties they view through you come in their portal. That strengthens the bond with your office.
Personal Tool
The portal becomes their personal house-hunting tool with all their photos, notes and ratings.
Benefits for Agent
You Maintain Control
No automatic emails. You choose what goes in propose lane. Client gets email 2x per day with link to portal.
See Client Interest
Agent sees the 5-star ratings client gives. Know exactly which properties client really finds interesting.
Client Privacy Respected
Notes and photos remain private for client. This builds trust. You do see ratings.
Client Retention
Portal with complete history creates loyalty. Client doesn't want to switch and lose their data.
How It Works
Agent Selects
You move matches to propose lane. Only what you approve goes to client.
Email 2x per Day
Clients with portal account receive email 2x per day with link to new proposals in portal.
Client Views in Portal
Client views properties in portal. Marks interesting (viewing + 3 dates) or not interesting (with reason).
Client Visits Property
During viewing: client takes photos, writes notes, gives 5-star rating.
Everything Stays Saved
All visited properties stay in portal. With photos (private), notes (private), ratings (agent sees these).
Easy Comparison
Client can later compare all properties. Filter on 5-stars. Check Monday's notes. Perfect overview.
Portal Features
ALL Visited Properties
Not just Tesoro proposals - all properties client visits through you.
Photo Uploads
Client uploads photos during viewing. Stay private, only visible to client.
Private Notes
Notes like 'garden too small' or 'perfect for home office'. Only for client.
5-Star Ratings
Rate each property 1-5 stars. Agent sees ratings, client maintains overview.
Complete History
All viewings saved. Also rejected properties with reason why.
Easy Search
Filter on 5-stars, search by location, view only interesting properties.
Request Viewing
For interesting property: request viewing with 3 proposed dates.
Deal Status Tracking
Follow status: proposed → viewed → offer → closed.
Give Your Clients the Portal They Can't Do Without
Create loyalty by helping your clients maintain overview during their house hunt.