A representative returning from a visit and having to juggle between three tabs to update their client file, send a report, and check the status of a mandate is wasting time that most underestimate. Liloo BSK was designed to consolidate these tasks in one space, but one must know how to connect effectively and leverage this centralization on a daily basis. Let’s go over the concrete points that make a difference on the ground.
Mobile connection to Liloo BSK: the field reflex that avoids back-and-forth
The majority of BSK representatives use Liloo from their smartphone or tablet, directly via the dedicated web application. This is not a gimmick: managing a complete client file on the go (updating visits, adding documents, taking notes in real-time) eliminates the need to return to the office to input information.
A detail that matters: the “stay connected” option avoids repeated reconnections between two appointments. You check this box once, and keep access open all day. It may seem trivial, but when you have four visits in the afternoon, not having to re-enter your credentials each time saves several minutes.
For those starting out or wanting to explore the available shortcuts, you can connect to Liloo BSK with 123 Net Immo and discover practical tips to further reduce time spent on administrative tasks.
Personal space Liloo BSK: centralizing mandates and transactions without stacking software
Liloo functions as a unified business platform. Mandates, transactions, client tracking, documents: everything is found in a single environment. Other networks combine a general CRM, a separate electronic document management tool, and third-party marketing software. With Liloo, you avoid this stacking.
Specifically, when a sales agent enters a new mandate, they create the file, attach the documents, track the progress of the transaction, and communicate with the client from the same dashboard. No copy-pasting between two tools, no parallel Excel file.
Centralized elements in Liloo
- Management of mandates (creation, modification, status tracking) with associated documents directly linked to the file
- Tracking of ongoing transactions, from the promise to the signing at the notary, with notifications at each step
- The client contact book with a history of exchanges, completed visits, and buyer feedback
- Ordering personalized communication materials (signs, flyers) without leaving the platform
This centralization has a positive side effect: information no longer gets lost between two tools. A message sent to a prospect remains in their file, accessible months later if the project resumes.
Notifications and alerts Liloo BSK: filtering the noise to keep the useful
Liloo sends alerts for every event related to a file. The trap is to leave everything active and end up overwhelmed by notifications. It is recommended to sort them out during the first week of use.
Priority alerts to keep:
- Follow-up reminders for prospects when a follow-up deadline is missed (the nerve of the war in real estate management)
- Notifications of status changes on a transaction (offer accepted, missing document, signing date set)
- Alerts for new client messages, especially if managing an active portfolio of listings
Feedback varies on this point depending on the activity volume of each representative, but a well-adjusted filter from the start prevents disabling all notifications out of fatigue after two weeks.
Setting up follow-up reminders
In the personal space, each prospect file allows you to set a follow-up date. Liloo sends an automatic reminder to the sales agent on the scheduled day. It’s a simple safety net that prevents losing track of a hot prospect in the mass of contacts.
You can also associate visit notes directly from the field (on mobile), which updates the prospect file in real-time. During the follow-up, you immediately find the context: desired area, budget discussed, objections raised.
Daily management on Liloo: habits that make a difference
A tool is only as good as the use you make of it. Two representatives with the same access to Liloo BSK can have very different results depending on their connection habits.
First reflex: open Liloo every morning before checking emails. The dashboard displays the day’s tasks, overdue follow-ups, and new entries. By starting there, you structure your day around commercial priorities rather than reacting to incoming requests.
Second habit: entering information immediately after each visit, from your phone. The longer you wait, the more details get lost. A buyer feedback noted the same evening in Liloo is far more valuable than a vague memory three days later.
Third point: utilizing favorites. Liloo allows you to mark certain files or contacts as favorites for one-click access. When managing several dozen listings simultaneously, this feature avoids searching for a file in a long list at each login.
The platform does not impose a rigid working method, and that is an advantage. Each sales agent can adapt their dashboard and alerts to their activity volume and geographic area. The tool adapts to the field, not the other way around, provided you take the time to configure it correctly in the first weeks of use.