Maintain the brokerage log

The brokerage log records property-related activities in chronological order.

Where to find it

Open Real Estate → Brokerage log.

Requirements and permissions

Viewing requires maklerbuch.read; manual entries require maklerbuch.write. Include only necessary, factual information.

Step by step

Add an entry

Open Brokerage log and select the action to create a new entry.
Select the linked record, property and event type.
Add the responsible person, contact, email or appointment when relevant to the event.
Set the actual time and formulate title and description factually.
Save the entry.

Supported events include price and status changes, sent or received emails, exposé views, and link views and downloads.

Search and evaluate

Filter by time period, subject, property, contact, event type or responsible person. The full view bundles object information, owners, prospects, visits, communication, marketing, costs and activity history, as far as relevant data is available.

Broker book with filter and event overview — Filters limit the view to the relevant activities.

Result

The event is documented with its time, responsible person and linked records.

Variations and special cases

Some events are created automatically from communication, status changes, or exposé activity. Corrections must remain traceable.

Troubleshooting

Check time period, filters, reading rights, and linked records. Do not create a second entry until delayed automatic capture is excluded.