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Transform Your Real Estate Operations with Clear, Consistent Processes

Streamline your property management and sales teams, reduce errors, and improve efficiency with Whale’s platform for process documentation and employee training.

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Screenshot of a digital interface displaying property acquisition and development content, with options to embed video, image, or files from various sources like Google Drive and OneDrive. Ideal for process documentation & training for real estate professionals.

Helping 100s of real estate companies systemize and scale

Blue and white logo for Coulson & Co, a real estate company, featuring the name in large, lowercase letters. The design subtly incorporates elements of process documentation and training for real estate professionals.
Logo of Hubr, featuring a stylized house icon with the letter "H" inside and the text "Powered by Hubr" to the right of the icon. All elements in monochromatic purple.
Logo for "Instant Equity Solutions," featuring an icon of a house next to the text.
The image shows a logo with the text "RUSSELL" below a stylized letter "R" formed by four purple quadrants.
Blue logo of Towne Housing Real Estate, featuring a stylized house roof design above the company name.
Logo of The Vanderblue Team, featuring white text with "THE" above "VANDERBLUE" against a dark blue background, and "TEAM" below it, all enclosed within a blue shield-like shape.

Challenge

Are outdated processes keeping your properties on the market longer than necessary?

Inefficient Property Turnover

Without clear processes, property turnovers take longer, leading to lost rental income and delayed move-ins for tenants.

Inconsistent Client Communication

Teams without standardized protocols may provide inconsistent information, leading to client confusion and dissatisfaction during property sales or leasing.

Illustration of a person with red hair sitting inside an hourglass, suggesting a concept of being trapped or limited by time.

Compliance Risks

Real estate teams navigating complex legal requirements without documented procedures risk non-compliance, fines, and potential lawsuits.

Solution

Create and share better documentation faster with Whale​

SOP creation - so easy that anyone can do it

Use the AI writing assistant, screen recordings, and ready-to-go SOP templates to create clear, user-friendly procedures in no time. It’ll make your team’s processes smoother and a lot easier to follow.

Start creating
A computer screen with a tutorial on submitting expense notes is surrounded by icons for camera, video, uploading, and a person, serving as an essential part of onboarding and employee training.

Automate role-based training

Design custom training journeys for each team and role, and let automation handle the delivery to save you a ton of time! Plus, you won’t have to wait for employees to finish one subject before allowing them to move onto the next—everything flows seamlessly.

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A flowchart titled "Sales Training Flow" depicts three steps: trigger sales training flow, assign sales process training, and wait for 1 day. A highlighted trigger is set to add all users to the sales reps group, enhancing SOPs for streamlined employee training.

Just Ask Alice

Meet Alice, your smart AI assistant. She doesn’t just interpret your questions—she understands them. Thanks to advanced tech, she digs into your company’s collective knowledge to give you accurate and super relevant answers, in your language of choice. 

Ask Alice
A desktop and mobile screen displaying a software interface for "Sales Best Practices." The mobile screen shows an AI assistant named Alice answering a query about sales practices, highlighting the importance of SOPs for efficient onboarding.

Reach your mobile workers

Offer your field workers easy access to company manuals and procedures from a mobile device. Generate QR codes to ensure employees follow the most current and accurate instructions and reduces errors.

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A smartphone screen displays a "Warehouse Procedures" guide with steps listed, integral to process documentation. A QR code is shown beside it, streamlining onboarding.

Features

Simple yet powerful tools for documentation & training

Explore all features

AI Writing Assistant

Leverage the AI writing assistant to create new procedures faster and with less effort

Step Recorder

Automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions

Screen Recorder

Create bite-size videos to show how to perform specific tasks or follow procedures

SOP & Process Templates​

Create new procedures by using pre-built templates templates that save time, reduce effort, and ensure best practices

Ask Alice AI

Ask Alice, your knowledge assistant, to retrieve the answer to any of your questions- From your mobile device or web app

Contextual Suggestions

Pro actively suggest in-context knowledge in the websites and tools your team already uses

Experts & Reviews

Assign ownership of your knowledge and regularly review its accuracy

Rich Editor

Capture easy-to-digest information using text, videos, GIFs, images and much more

The leading standard operating procedure software for SMEs

Read the reviews on G2

Learn how other Real Estate
companies leverage Whale for growth

Hubr

A group of people evergreenly posing on a couch.
The Hubr team created the Hubr Academy using Whale to create a centralized knowledge and onboarding solution.

Read more...

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.

Book a demo
Start now, it's free

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