New Listing Workflow
- 1Agent submits property address via website form
- 2CRM creates a new project and assigns a walkthrough date
- 3Automated email sends the stager's portfolio and prep guide to the homeowner
Systems for Home Stagers
Home stagers generate revenue by transforming real estate listings into aspirational spaces through furniture rentals and design services. Profit margins often leak through disorganized inventory tracking, manual back and forth with realtors, and unbilled labor during de-staging.
Real Estate & Property
How the business actually works
Inquiry
A real estate agent or homeowner submits property details and listing timeline via a professional intake form.
Consultation
The stager conducts a walk through to assess the layout, flow, and required furniture pieces for each room.
Proposal
A formal bid is sent including the design fee, rental period terms, and specific rooms to be staged.
Inventory Prep
Warehouse staff pull soft goods and furniture assets based on the approved design plan.
Installation
The team executes the design on site and captures professional photos for the portfolio.
Maintenance
The property remains active on the market while the staging team monitors rental extension dates.
De-staging
Items are packed, inspected for damage, and returned to the warehouse after the property goes under contract.
Where it leaks
Tracking which sofa is at which listing leads to double booking items or lost assets. Without a digital log, warehouse staff spend hours searching for specific decor pieces needed for an install.
Coordinating with photographers, realtors, and movers requires constant manual updates. A single delay in a closing date can disrupt the entire logistics calendar for the following week.
Manually drafting quotes for every room and furniture set slows down the sales process. Busy realtors often move to the next stager if they do not receive a clear estimate within hours.
Forgetting to bill for rental renewals when a house stays on the market longer than thirty days is common. This lost recurring revenue significantly impacts the bottom line.
Vital details about lockbox codes or parking access for the moving truck get buried in long email chains. This results in wasted team time and frustrated crew members on installation day.
What LATTICE can build
Capture property square footage, number of rooms, and listing dates through a structured form that populates your CRM.
The system monitors the initial contract end date and automatically triggers an invoice for the next thirty days if the de-stage is not scheduled.
Automated SMS alerts send property access codes and parking instructions to movers and stylists the morning of an install.
When agents call while you are on site, the system immediately texts them a link to book a consultation or view your portfolio.
Automatically ask real estate agents for a testimonial once the property sells or the de-stage is complete.
A simple mobile workflow for movers to document and photo-verify the condition of furniture during pick up.
Send design agreements and liability waivers that must be signed before the installation is added to the master calendar.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
We build workflows that track the location and status of your assets through each project stage. This ensures you always know which items are available for new proposals and which are currently out on a listing.
Yes, we configure your intake and quoting tools to differentiate between service types. This allows for specific contract terms and pricing structures based on the level of furniture rental required.
LATTICE sets up automated reminders and invoicing cycles that trigger before a contract expires. This removes the need for you to remember to check listing statuses and ensures you are paid for every day your furniture is in the home.
By providing a professional, frictionless experience from the first inquiry to the final de-stage, you become the easiest stager for them to work with. Automated follow-ups and review requests further solidify these professional relationships.
The tools are designed for mobile use so your team can access property details, gate codes, and task lists while in the field. They can also upload photos of finished rooms or damaged items directly to the project folder.