Buyer financing for new-build sales teams
Move prospective buyers into financing through a clearly defined handover.
Sales teams assign the prospective buyer, unit and property documents once. hypotech then takes responsibility for the personal financing process.
Only information released by the buyer and relevant to the sale returns to the sales team.
The handover point
Sales hands over a specific purchase intention, not a loose contact.
The responsibilities change at one defined point. The relationship between the buyer and the property remains intact.
New-build sales
01Establish the property context
The selected unit, the sales contact and the applicable property documents form the handover.
hypotech
02Take responsibility for financing support
Personal circumstances, documents and bank coordination are handled separately from the sales process.
Return to sales
03Share only the relevant next step
Sales receives consented information needed to coordinate the purchase, not the personal financing file.
Clarification in daily sales work
Clear rules for the situations that cost time in real sales work.
The process is not built around an ideal case. Responsibilities remain clear when the property assignment or communication changes.
- The buyer changes units
- Sales updates the property assignment. Personal financing information remains in the protected buyer process.
- Several buyers are interested in one unit
- Each financing process remains separate. The sales organisation retains control of its reservation rules.
- Property documents are updated
- The project team defines which version is valid for subsequent financing handovers.
- A buyer does not respond
- Sales can see that the agreed next step is still outstanding, without receiving the personal reason.
Roles and responsibilities
Sales receives clarity, not the financing file.
Each role works within its own area of responsibility. The handover remains transparent without forwarding personal data.
An assignment structures the process. It is not a reservation confirmation and not financing approval.
In the sales view
- Assigned unit and buyer reference
- Consented next step
- Sales question or responsibility
- Time of the latest update
In the personal financing file
- Income and asset information
- The buyer’s personal documents
- Terms and bank communication
- Consultation details that have not been shared
Before the project starts
Questions from new-build sales teams
Answers about roles, worklists and consented information.
Can several sales colleagues work with one project?
The pilot is configured for the sales organisation. Responsibilities and required views are agreed before the project starts.
What information returns to the sales team?
Only explicitly consented status information and next steps relevant to sales. Personal financing data remains protected.
Does the assignment replace a reservation agreement?
No. It connects the prospective buyer and unit for the financing process. Contractual reservations remain separate.
Pilot project
Map your sales process in one specific project.
We align roles, handover points and the required sales view with your team.
- Capture the existing sales process and participants
- Define handover points and responsibilities
- Test the worklist in a limited project
Non-binding request. The pilot is scoped to fit your sales organisation.