Real Estate Workflow Software That Turns Context Into Action

Unitlogi is a Real Estate Operations Workspace for independent brokers and small teams. It connects client context, property data, matching, interactions and follow-ups so every opportunity can move forward with the right information.

Unitlogi real estate workflow software connecting an Intelligent Client Profile, property data, matching and follow-ups.
Unitlogi real estate workflow software connecting an Intelligent Client Profile, property data, matching and follow-ups.

CONNECTED BROKER WORKFLOW

From Scattered Information to a Connected Workflow

Capture the Context

Bring client requests, conversations, notes and search criteria together instead of rebuilding the full picture from memory.

THE UNITLOGI WORKFLOW

Connect Clients and Properties

Turn client needs and property information into structured profiles that can be compared through intelligent matching.

Move to the Next Action

Use the available context to prepare interactions, organize follow-ups and keep the right opportunities moving.

Unitlogi connects the information brokers receive with the actions they need to take next. Client requests become structured profiles, property documents become usable data, matching, interactions and follow-ups remain connected inside one workflow.

Step 1 of the Unitlogi real estate workflow: capture client requests, conversations, notes and search criteria.
Step 1 of the Unitlogi real estate workflow: capture client requests, conversations, notes and search criteria.
3D icon representing missing contact fields completed and reviewed before saving in Unitlogi.
3D icon representing missing contact fields completed and reviewed before saving in Unitlogi.
Step 2 of the Unitlogi real estate workflow: connect structured client profiles with relevant property information.
Step 2 of the Unitlogi real estate workflow: connect structured client profiles with relevant property information.
Client profile connected to property information in the Unitlogi real estate workflow software.
Client profile connected to property information in the Unitlogi real estate workflow software.
Step 3 of the Unitlogi real estate workflow: use connected context to prepare interactions and organize follow-ups.
Step 3 of the Unitlogi real estate workflow: use connected context to prepare interactions and organize follow-ups.
Forward arrow and check mark representing next actions and follow-ups in Unitlogi real estate workflow software.
Forward arrow and check mark representing next actions and follow-ups in Unitlogi real estate workflow software.

Create Contacts Individually or Import Excel and CSV Contact Lists

Unitlogi lets real estate brokers create contacts individually or import existing Excel and CSV contact lists to prepare multiple structured records at once. Available details are organized in each contact record, while missing required fields remain visible for the broker to complete and review before saving.

Create Contacts Individually

Add a contact manually and organize essential information such as name, phone number, email, role, origin and next follow-up in one structured record.

CONTACT CREATION & IMPORT

Build Structured Contact Records

Names, phone numbers, emails and other available details are added to the corresponding records, creating a consistent starting point for each contact.

Import Excel or CSV Contact Lists

Upload an existing Excel or CSV file to prepare multiple contact records at once instead of entering every contact individually.

Complete Missing Fields and Review

Missing required information remains visible so the broker can complete the details, review each record and confirm it before saving.

3D icon representing individual contact creation in the Unitlogi real estate workflow software.
3D icon representing individual contact creation in the Unitlogi real estate workflow software.
3D icon showing organized contact records in the Unitlogi real estate workflow software.
3D icon showing organized contact records in the Unitlogi real estate workflow software.
3D icon representing Excel and CSV contact list imports in the Unitlogi real estate workflow software.
3D icon representing Excel and CSV contact list imports in the Unitlogi real estate workflow software.
3D icon representing missing contact fields completed and reviewed before saving in Unitlogi.
3D icon representing missing contact fields completed and reviewed before saving in Unitlogi.

Once saved, each contact becomes the foundation for an Intelligent Client Profile that evolves with client context and activity.

An Intelligent Client Profile Enriched by Every Interaction

Unitlogi Intelligent Client Profile connecting search criteria, conversations, property matches, deals and follow-ups.
Unitlogi Intelligent Client Profile connecting search criteria, conversations, property matches, deals and follow-ups.

CLIENT CONTEXT

Structured Client Context

Unitlogi retains every recorded interaction so it can continue enriching the Intelligent Client Profile. The most recent interactions remain visible in the contact history, where brokers can review their details in chronological order.

The profile retains the full client context. The recent history shows the latest interactions in detail.

Keep roles, search criteria, budgets, preferred locations, timing and next actions organized in one clear profile.

Recent Interaction History

Review the most recent calls, messages, notes and conversations in chronological order with their available details.

Context That Evolves

Every recorded interaction continues to enrich the Intelligent Client Profile, even when it is no longer displayed in the recent contact history.

3D icon showing an Intelligent Client Profile evolving as new client context and interactions are added in Unitlogi.
3D icon showing an Intelligent Client Profile evolving as new client context and interactions are added in Unitlogi.
3D icon representing recent client interactions connected to the Unitlogi Intelligent Client Profile.
3D icon representing recent client interactions connected to the Unitlogi Intelligent Client Profile.
3D icon representing structured client context and search criteria in the Unitlogi Intelligent Client Profile.
3D icon representing structured client context and search criteria in the Unitlogi Intelligent Client Profile.

Turn PDF, Excel and CSV Files Into Structured Property Profiles

Unitlogi imports PDF, Excel and CSV property data into structured profiles for its property matching software.
Unitlogi imports PDF, Excel and CSV property data into structured profiles for its property matching software.

PROPERTY DATA IMPORT

01. Import PDF, Excel or CSV Files

Unitlogi extracts property information from PDF, Excel and CSV files, lets the broker review the available data and turns it into structured property profiles ready to support the workflow. Supported Excel and CSV files can also be used to create multiple property profiles at once.

Review the extracted information and confirm the details that should be included in each property profile.

Turn verified property data into organized profiles that can be compared with relevant client requirements.

Add an individual property PDF or upload a supported Excel or CSV file containing multiple properties.

3D icon representing PDF, Excel and CSV property file imports in the Unitlogi real estate workflow software.
3D icon representing PDF, Excel and CSV property file imports in the Unitlogi real estate workflow software.

02. Extract and Verify Property Details

3D icon representing the extraction and verification of property details in the Unitlogi real estate workflow software.
3D icon representing the extraction and verification of property details in the Unitlogi real estate workflow software.

03. Create Matching-Ready Property Profiles

3D icon representing a structured property profile ready for matching in the Unitlogi real estate workflow software.
3D icon representing a structured property profile ready for matching in the Unitlogi real estate workflow software.

Property Matching Software That Ranks Properties by Search Criteria

Unitlogi ranks property search results by match percentage using criteria selected by the broker.
Unitlogi ranks property search results by match percentage using criteria selected by the broker.
Unitlogi compares saved client criteria and displays ranked property matches inside the contact profile.
Unitlogi compares saved client criteria and displays ranked property matches inside the contact profile.

Unitlogi compares saved client criteria with structured property data and automatically displays matching apartments or villas inside each contact profile. Brokers can also search properties using their own criteria, with every result ranked by a visible match percentage.

CRITERIA-BASED PROPERTY MATCHING

Property Matches Inside Each Contact

Unitlogi compares the contact’s saved criteria with available property profiles. Relevant apartments or villas appear directly inside the contact with a percentage showing how closely each property matches the search.

Search Properties by Criteria

From the Properties workspace, brokers can enter criteria such as property type, location, price, bedrooms and bathrooms. Matching properties are then ranked by percentage, making the most relevant results easier to review.

A Visible Match Percentage for Every Result

From the right property match to the next client interaction, with the full context preserved.

Each percentage shows how closely a property aligns with the selected criteria. It helps the broker compare and prioritize relevant options without replacing professional judgment.

Percentage icon illustrating Unitlogi property match scores.
Percentage icon illustrating Unitlogi property match scores.

Prepare and Track Client Interactions Across Any Communication Channel

Prepare From the Full Context

Unitlogi uses client requirements, previous conversations, property information and deal context to prepare a relevant interaction draft.

AI-ASSISTED CLIENT INTERACTIONS

Communicate Through Any Channel

Review and adjust the draft, then copy it into email, WhatsApp, LINE, Telegram, Signal or any other communication platform.

Record the Reply and Update the Deal

Copy the client’s response back into Unitlogi to preserve the conversation and update the deal stage, including viewings and whether the client is interested or not.

Unitlogi uses the Intelligent Client Profile and connected property context to prepare relevant interaction drafts. Brokers can copy them into any communication channel, record the client’s reply in Unitlogi and update the deal stage without losing the history behind the opportunity.

Each recorded interaction enriches the client context and helps organize the next follow-up, priority and opportunity.

Step 1: Prepare a client interaction from the full context.
Step 1: Prepare a client interaction from the full context.
Client context and previous conversations used to prepare an interaction.
Client context and previous conversations used to prepare an interaction.
Step 2: Communicate through any external channel.
Step 2: Communicate through any external channel.
Interaction draft ready to copy into the broker’s chosen communication channel.
Interaction draft ready to copy into the broker’s chosen communication channel.
Step 3: Record the client reply and update the deal.
Step 3: Record the client reply and update the deal.
Client reply recorded in Unitlogi with the deal stage updated.
Client reply recorded in Unitlogi with the deal stage updated.

Keep Recent Interactions Visible and Set the Next Follow-Up

Unitlogi keeps recent interactions accessible, carries relevant context into the Intelligent Client Profile, and lets brokers manually set the next follow-up date and action for each contact.

HISTORY & FOLLOW-UPS

3D WhatsApp icon representing a recorded client interaction in Unitlogi real estate workflow software.
3D WhatsApp icon representing a recorded client interaction in Unitlogi real estate workflow software.

Recent Interaction History

WhatsApp - Client response

3D email icon representing a recorded client email in Unitlogi real estate workflow software.
3D email icon representing a recorded client email in Unitlogi real estate workflow software.

Email - Property details sent

3D phone icon representing a recorded client call note in Unitlogi real estate workflow software.
3D phone icon representing a recorded client call note in Unitlogi real estate workflow software.

Call note - Viewing feedback

3D LINE icon representing a recorded client message in Unitlogi real estate workflow software.
3D LINE icon representing a recorded client message in Unitlogi real estate workflow software.

LINE - Follow-up received

The most recent interactions remain visible

3D folder icon representing recent client interaction history in Unitlogi real estate workflow software.
3D folder icon representing recent client interaction history in Unitlogi real estate workflow software.
Green shield representing broker-controlled follow-ups in Unitlogi real estate workflow software.
Green shield representing broker-controlled follow-ups in Unitlogi real estate workflow software.

You keep control of every follow-up while Unitlogi preserves the context behind it.

Relevant Context Retained

Budget

3D wallet icon representing client budget data retained in the Unitlogi Intelligent Client Profile.
3D wallet icon representing client budget data retained in the Unitlogi Intelligent Client Profile.

Location

3D location pin icon representing the client’s preferred area in the Unitlogi Intelligent Client Profile.
3D location pin icon representing the client’s preferred area in the Unitlogi Intelligent Client Profile.

Preferences

3D heart icon representing client preferences retained in the Unitlogi Intelligent Client Profile.
3D heart icon representing client preferences retained in the Unitlogi Intelligent Client Profile.

Deal status

3D flag icon representing the client deal status retained in the Unitlogi Intelligent Client Profile.
3D flag icon representing the client deal status retained in the Unitlogi Intelligent Client Profile.

Useful context continues to enrich the Intelligent Client Profile.

Next Follow-Up Set by You

Next action

Date

Send Shortlisted properties

Dropdown arrow indicating the next follow-up action field in Unitlogi.
Dropdown arrow indicating the next follow-up action field in Unitlogi.

24 Jul 2026

3D calendar icon representing the manually selected next follow-up date in Unitlogi.
3D calendar icon representing the manually selected next follow-up date in Unitlogi.

Broker controlled

White shield with green check representing broker control over follow-ups and retained client context in Unitlogi.
White shield with green check representing broker control over follow-ups and retained client context in Unitlogi.

Every Interaction Strengthens the Next Opportunity

Every recorded interaction strengthens the Intelligent Client Profile, keeps client context connected to property matching and helps brokers choose a more relevant next action. Unitlogi turns each completed step into better context for the next opportunity, while the broker remains in control.

Unitlogi workflow loop linking recorded interactions, the Intelligent Client Profile, property matches and follow-ups.
Unitlogi workflow loop linking recorded interactions, the Intelligent Client Profile, property matches and follow-ups.

CONTINUOUS WORKFLOW LOOP

Dark navy Unitlogi CTA background with turquoise orbital lines and 3D spheres.

TAKE THE NEXT STEP

Bring Your Real Estate Workflow Into One Connected Workspace

Unitlogi brings client context, property data, matching, interactions and follow-ups into one connected workflow for independent brokers and small teams. Explore the available plan, see what is included and take the next step when you are ready.

Built for independent brokers and small teams

Frequently Asked Questions

Is Unitlogi a CRM or a broader real estate operations workspace?

Unitlogi is real estate workflow software built as a broader operations workspace, not a traditional CRM. It connects client context, property data, matching, interactions and follow-ups around the broker’s daily workflow.

Is Unitlogi designed for independent brokers or small real estate teams?

Yes. Unitlogi is initially designed for independent real estate brokers and small teams that need a connected way to manage client context, properties, matching, interactions and follow-ups. The workspace keeps the broker in control while reducing fragmented information.

How can I create a Unitlogi account?

Visit the Pricing page for the latest availability and plan information. To create an account, choose the plan that best fits your needs, then follow the registration steps to access the Unitlogi portal. Your first month is free.

Does Unitlogi connect directly to communication channels or send messages automatically?

Not in the current workflow. Unitlogi prepares contextual interaction drafts that the broker reviews and copies into WhatsApp, email, LINE, Telegram, Signal or another channel. The broker then records the client’s response in Unitlogi to preserve the context and update the deal.

How is the Intelligent Client Profile different from the recent interaction history?

The Intelligent Client Profile organizes the client’s current needs, search criteria, preferences, deal context and next actions. All recorded interactions are retained to help enrich the profile, while the most recent interactions remain visible in detail and chronological order in the contact history.

How does Unitlogi’s property matching software support broker decisions?

Unitlogi compares saved client criteria with structured property data and ranks relevant apartments or villas by a visible match percentage. Brokers can also search the Properties workspace using their own criteria. The score helps compare relevant options but never replaces professional judgment.

Still have questions?

Every real estate business works differently. If you'd like to learn more about Unitlogi or see how it could fit your workflow, we'd be happy to hear from you.

COMMON QUESTIONS

Built to simplify real estate workflows and reduce operational chaos.

Unitlogi horizontal logo for real estate operations platform and broker workflow management
Unitlogi horizontal logo for real estate operations platform and broker workflow management

NAVIGATION

Intech Heritage software development company building SaaS products business software solutions and AI systems
Intech Heritage software development company building SaaS products business software solutions and AI systems

© 2026 Unitlogi. All rights reserved. Built by Intech Heritage.

Helping brokers stay organized, focused and in control.

Designed to bring clarity to modern real estate workflows.

3D icon representing a real estate broker and small team.
3D icon representing a real estate broker and small team.

Built for Brokers and Small Teams

3D globe representing global real estate markets.
3D globe representing global real estate markets.

Designed for Global Markets

3D icon connecting a client profile, property and next action in one workspace.
3D icon connecting a client profile, property and next action in one workspace.

One Connected Workspace