broker guide
The broker workflow
A walkthrough of a working day on SaudaFlow.
Last updated 26 May 2026
A broker\'s working day on SaudaFlow has five rhythms:
- Triage new leads in the pipeline.
- Call buyers — the dialer is inside the lead drawer.
- Schedule site visits.
- Send WhatsApp follow-ups using DLT-approved templates.
- Log the day's outcomes — manager dashboard reflects in real time.
The pipeline is your home
Most of your day lives in the pipeline. Kanban for visual flow, Cluster view for high-density triage, List view for spreadsheet familiarity. Switch with one tap.
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