Software for real estate in Panama.
Property portfolio, prospects, showings, contracts and commissions. Stop losing clients to poor follow-up and collect your commissions on time.
The prospect goes cold while someone remembers to call.
What keeps repeating at Panamanian real estate agencies and brokers.
Leads get lost
Inquiries through WhatsApp, listing portals and social media that nobody centralizes or prioritizes.
An outdated property portfolio
Properties already sold that are still listed, and available ones nobody shows.
Commissions calculated by hand
Splits between brokers, referrers and the brokerage, with arguments at every closing.
From inquiry to closing and commission.
It's implemented in stages, in the order that least disrupts your operation.
Prospects and follow-up
Every inquiry with an owner, next action and reminder. Nothing goes unanswered.
Receivables up to date
A sheet per property with status, price, photos and documents, available to the team.
Schedule and outcome
Scheduled showings and their recorded outcome, so you know which properties aren't convincing buyers.
Purchase agreements and leases
Contracts, key dates, renewals and expirations with advance notice.
Automatic splits
Schemes for broker, referrer and brokerage, calculated when the deal closes.
Rent and DGI invoicing
Collection of recurring rent and electronic invoicing to the owner or tenant.
Everything that applies to a real estate agency, and how far each piece goes.
Fifteen services you can hire separately or together, under a single account owner. Each one has its own page with the scope in writing.
The system and collections
What keeps the operation running every day.
ERP system built on Odoo
The system that keeps the prospect from going cold while waiting.
- Property portfolio with status, photos and documents
- Assigned prospect with follow-up and reminder
- Commission for listing agent, selling agent and agency
- Contracts, purchase agreements and closing with documents
Electronic invoicing in Panama
Billing the DGI accepts, running from day one.
- Electronic invoice folios monitored before they run out
- Electronic signature certificate managed
- Integration module with the ERP
- Support when the DGI rejects a document at month-end close
What moves the portfolio
A prospect without follow-up is a lost commission.
- Prospects by stage and by agent
- Properties that have gone longest without moving
- Commissions earned and pending
AI agents
Each one says what it does and what it doesn't. The limit is in writing.
The 11 p.m. prospect handled on the spot
It answers price, location and availability, and schedules the showing.
What it doesn't do: It doesn't negotiate price or commit to terms of sale.
Puts together the selection for the prospect
It sends them the properties that match what they're looking for.
What it doesn't do: It doesn't close discounts outside the range you authorized.
Chases the overdue installment or rent
Escalating reminders with the real account statement.
What it doesn't do: It doesn't negotiate terms on its own.
“Which properties have been listed for more than 90 days?”
Asked in plain language, answered from real data.
What it doesn't do: It doesn't show anything the person asking isn't allowed to see.
The buyer's documents read themselves
National ID, income and references extracted and linked.
What it doesn't do: It doesn't assess ability to pay: it leaves the data for whoever decides.
Answers the phone when the agent is at a showing
Captures the interest and schedules without losing the prospect.
What it doesn't do: It doesn't commit to a showing without confirming the schedule.
AI governance
The rules for what an agent can say on behalf of your business.
What the AI can say on your behalf
In writing before you switch it on, not after the first problem.
- What it answers about price, complaints and terms
- What it has to escalate to a person
- Which customer data it can use and which it can't
Who authorizes a change
With partners or several branches, it keeps everyone from changing the agent's script on their own.
- Person responsible for approving script changes
- Log of what changed and when
- Periodic review of what it answered
Monthly AI usage report
Without that number you don't know if it's working for you or you just like it.
- How many conversations it resolved on its own
- How many it escalated and why
- Where it got things wrong and what that cost that month
Where it runs, network and security
The layer nobody notices until something slows down.
The property portal always up
With photos weighing what they should and loading fast on a phone.
- Server sized for the portal
- Tested backups
- Monitoring that alerts before you notice
Office network and guest network, kept separate
Whoever comes in for a meeting doesn't share a network with your case files.
- Guest network separate from the work network
- Coverage in offices and meeting rooms
- Cabling and access properly sized
Buyer data protected
You handle third parties' ID, income and bank references.
- ESET on the team's desktops and laptops
- Managed and reviewed firewall
- Access control for the client file
Custom work and support
When the standard isn't enough, and who answers after go-live.
Commissions per agent and shared commissions
Splits between listing agent, selling agent and agency calculated automatically.
- Your own split table
- Commission earned vs. collected
- Documented code, in your name
Who answers when it goes down
And not on a Tuesday at 10 a.m., when everything works.
- Assigned account owner who knows your operation
- Response times written into the contract
- Hands-on support through the first month-end close
We don't publish a price for this for the same reason we don't publish one for the system: it depends on the size of your operation, how much data needs to be migrated and how custom it needs to be. A one-hour consultation sets the scope and a fixed price.
From where you are to where you want to be.
Assessment
We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.
Data load and setup
We load the property portfolio, brokers, commission schemes and current contracts.
Assisted go-live
We train the team that will use it and support you through the first month-end close.
Ongoing operation
Support with an assigned account owner and contractual response times.
What people ask before signing up.
Does it connect to the portals where I list?
It depends on the portal. In the assessment we review which ones you use and what integration is viable.
Does it handle rentals with monthly billing?
Yes, with recurring billing, late payment control and renewals.
Does it calculate shared commissions?
Yes, with configurable schemes by broker, referrer and brokerage.
How we quote.
We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.
Quote after the assessment
After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.
Processes, data and users
CRM, property portfolio, showings, contracts, commissions and collections. How many people will use it, how much data needs to be migrated and how custom it needs to be.
Support by plan
Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.
Let's stop losing prospects.
A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.
Book your assessment
Leave us your details and we'll set it up for the next business day.
You're talking to Génesis, Valtriom's AI