REAL ESTATE BUYERS

A better way to take on a new buyer

A buyer sends you a wish list, a budget, a signed agreement and a pre-approval letter, then waits for homes to look at. A real estate workflow keeps all of it on the buyer's record, so you can see which buyers are ready to book a showing and which ones still owe you a document.

Get Started
An agent showing a tablet to a couple on the porch of a home

Project request

Invoice approved

THE PROBLEM

Paperwork, budgets and listings, all in different places

A new buyer tells you what they want over a call. The budget arrives by text. The signed representation agreement comes back by email, the pre-approval letter turns up later, and the listings you send sit in a thread.

With a handful of buyers you hold it together. With twenty you stop being sure. Who signed? Who is pre-approved? Who has seen the three homes you picked out?

That costs you showings. You chase the same document twice, and a buyer waits for options while their paperwork sits half finished.

THE SOLUTION

When real estate buyers run on Lattney

Every buyer follows the same path, from the first enquiry to the first showing.

  • The paperwork stays with the buyer

    The representation agreement, the agency disclosure and the pre-approval letter all live on the buyer's record.

  • Always know who owns the next step

    Each stage is clearly defined, so your team never has to guess where a buyer stands.

  • Send options, get answers back

    Your buyer reviews the listings you picked and tells you which ones they want to see.

Lattney client portal showing the steps a buyer sees

BUYER TEMPLATE

Start with a ready-to-use buyer workflow template

Lattney includes a real estate Buyer Onboarding template you can use as-is, or adjust to match exactly how your team works. Each step has defined owners, custom fields to collect buyer details, and approval logic built in.

Use it as-is, add your own steps, or start from scratch.

Start with a Template
The Buyer Onboarding template steps in Lattney

WORKFLOWS

Build the buyer process your team needs

The real estate buyer workflow is ready to use on day one. Add steps, change fields, or build something completely different. Lattney adapts to how your team works.

  • Use a template or start fresh

    Start with a template, customize it to match your process, or build your own from the ground up.

  • Add fields and owners

    Collect the information you need at each step. Define who's responsible for reviews and decisions.

  • Run every buyer the same way

    Each buyer moves through with full visibility. See status, history, and next actions at a glance.

Start your first Workflow

PLATFORM

One platform. Any team size.

A solo real estate agent and a twenty-agent brokerage start the same way: an enquiry, a conversation, the paperwork, then homes to view. Add more workflows later for listings, closings or referrals.

Build exactly what you need:

  • Unlimited steps and transitions
  • Custom fields per step (text, files, dropdowns, dates)
  • Approve, reject, or route to different paths
  • Internal steps and client-facing steps (visible in portal)
  • Public links for external submissions
  • Full audit trail of every action
Explore Workflow Features
Lattney workflows and crm

WHY LATTNEY?

For agents and teams that take on new buyers

Lattney gives your real estate team a structured way to take on a buyer, so the agreement, the pre-approval and the first showing all happen in order.

  • An agent working from a laptop in a parked car on a residential street

    Solo agents

    See at a glance which buyers are ready to view and which are still missing a document.

  • Two colleagues looking at property listings on a laptop in a small office

    Growing teams

    Hand a buyer from the agent who met them to whoever runs the showings. Every step has an owner.

  • Two agents talking over a property listings folder in a busy brokerage office

    Brokerages

    Every buyer goes through the same steps, with a record of the signed agreement and disclosure.

Private & Secure

Lattney is engineered with industry best practices. Security and privacy are a core feature.

  • Your data is always encrypted
  • Your data is always available just to you

FEATURES

What you get with Lattney's workflow

  • Buyer self-serve intake
    The buyer sends what they are looking for, their budget and their timeline before you book a call.

  • Signed agreements and disclosures
    The representation agreement and the agency disclosure are uploaded and stored with the buyer.

  • Property options with feedback
    Send listings with flyers, and the buyer tells you which homes they want to see.

  • Progress tracking and client visibility
    See where each buyer stands and what is next, while they follow progress through the client portal.

  • History for renters and repeat buyers
    A renter you placed last year comes back to buy, with the wish list, budget and paperwork they gave you then still on file.

A Buyer Onboarding workflow in Lattney with its seven steps

FAQs

Frequently asked questions

Common questions from agents and brokerages running buyer onboarding on Lattney.

What is Lattney?

Lattney is a workflow platform. It's built for teams that have outgrown spreadsheets and group chats but don't need complex enterprise software. You get structured steps, approvals, and visibility without the overhead.

Can I keep my screening notes away from the buyer?

Yes. Any step can be set internal, so only your team sees it. Screening comes that way in the template, along with the reviewer, the consultation date and your notes.

Where do the signed representation agreement and agency disclosure go?

Your team uploads both at the agreement step and they stay on the buyer's record. While you are getting them signed, the buyer sees "We're finalizing your representation agreement" in their portal.

How does the buyer send their pre-approval letter?

The buyer opens a link and uploads it at their step. It stays on their record, so anyone on your team can see who is pre-approved.

How many properties can I send, and what if the buyer wants more?

Three at a time, each with a listing link and a flyer, plus a summary you write. The buyer leaves feedback and either picks one to see or asks for more, which reopens the step so you can put another set together.

Does Lattney replace my MLS?

No. Keep searching and listing where you do now. Lattney runs the process around it: the intake, the agreement and disclosure, the pre-approval, the options you send, and the showings you book.

Is Lattney only for real estate?

Buyer onboarding is one example. Companies use Lattney to manage any process that involves moving people or information through steps, collecting documents, and getting approvals.

WORKFLOWS + CRM

One platform. All your workflows.

  • No credit card required
  • Fast and easy onboarding
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