Agency / Asset manager

Real estate agency guide

LU/BE agency, property manager: co-branded estimate report in 1 PDF, pro-agences CRM (contacts, interactions, tasks, documents), mandate pipeline, Athome/atHome Pro/Immotop portal-compat export.

Typical path

From prospect to signed mandate to closed sale.

1
Prospecting and co-branded estimate
/pro-agences/fiche-bien: A4 PDF with agency logo, agent contact, custom legal footer. Estimate + acquisition costs + aids per prospect profile. Turns a 1st meeting into a mandate.
2
Mandate pipeline + CRM
/pro-agences/crm: contacts (prospect/lead/buyer/seller) + mandate Kanban (prospect → signed → compromise → sold) + interaction timeline (calls/emails/visits) + tasks with reminders. CSV Athome / atHome Pro / Immotop export.
3
Closing + commissions
Estimated/received commissions tracked per mandate. 30-day expiry alerts. 5-year KYC archiving (law 12.11.2004) with encrypted SHA-256 bucket. Multi-agent roles via /profil/organisation.

Recommended tools

From prospecting to full commercial tracking.

Agencies B2B offer

Co-branded estimate + fees + aids report in 1 PDF.

/pro-agences

Mandate pipeline

CRM prospect → compromise → sale, commissions, 30-day alerts.

/pro-agences/mandats

Agencies CRM

Contacts, interactions, tasks, Kanban, documents.

/pro-agences/crm

Property sheet PDF

Co-brandable A4: specs + estimate + fees + financing.

/pro-agences/fiche-bien

EVS 2025 valuation

Signable TEGOVA report, SHA-256, DCF + comparables, bank MLV.

/valorisation

My organisation

Agency or firm, roles, per-agent stats, VIES lookup.

/profil/organisation

Frequently asked questions

Is the co-branded report compliant with LU agent law?

Yes. PDF includes agency logo + professional real estate licence number (law 28.12.1988), legal mention 'non-contractual document, indicative value'. For a mandate, /pro-agences/mandats generates clauses compliant with grand-ducal regulation 04.07.2000 (min 3-month exclusive mandate, compensation, obligations).

Can I invite multiple agents to my agency?

Yes via /profil/organisation. Roles: admin (everything), member (agent, sees own + agency mandates read-only), viewer (read-only). Top 5 agents stats, API calls per member, mandate → sale conversion. VIES lookup to pre-fill agency VAT.

Export to Athome / atHome Pro?

/pro-agences/mandats has CSV export compat Athome Pro (official format: address, area, price, photo URLs). Bidirectional import unsupported (no public API). If you have Athome Pro account, export from tevaxia then import in a few clicks.

Is AML/KYC mandatory for an agency?

Yes. Amended law 12.11.2004 on AML-CFT makes agents subject since 2019. /aml-kyc/archives stores KYC documents (ID, income proof, UBO) in encrypted SHA-256 bucket with 5-year retention post-business relationship, integrated EU/OFAC/UN/CSSF sanctions screening.

Go further

Public shared links AML / KYC

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Typical path

From prospect to signed mandate to closed sale.

Prospecting and co-branded estimate

/pro-agences/fiche-bien: A4 PDF with agency logo, agent contact, custom legal footer. Estimate + acquisition costs + aids per prospect profile. Turns a 1st meeting into a mandate.

Mandate pipeline + CRM

/pro-agences/crm: contacts (prospect/lead/buyer/seller) + mandate Kanban (prospect → signed → compromise → sold) + interaction timeline (calls/emails/visits) + tasks with reminders. CSV Athome / atHome Pro / Immotop export.

Closing + commissions

Estimated/received commissions tracked per mandate. 30-day expiry alerts. 5-year KYC archiving (law 12.11.2004) with encrypted SHA-256 bucket. Multi-agent roles via /profil/organisation.