R
Maksima
Property Uplift Finance

Internal demo · sample data

CRM Pipeline Demo

How Maksima tracks projects from enquiry through settlement.

Approved 9 · 18 projects total

New leads this month

1

Qualified opportunities

1

Total pipeline value

$1085k

Quote approval rate

67%

Projects in build

2

Settlement due this month

2

New Lead

1

Marshall Family

Manly · RUM-1024

Strong · 4.6%
$92,000 · 4.6% of value
via Ray White Manly

Qualified

1

Nguyen Investments

Parramatta · RUM-1025

Strong · 2.1%
$18,000 · 2.1% of value
via Belle Property PM

Partner Referred

1

Holloway Family

Surry Hills · RUM-1041

Strong · 3.6%
$52,000 · 3.6% of value
via Lawson Brokers

Site Visit Booked

1

Singh Holdings

Newcastle · RUM-1026

Strong · 5.9%
$65,000 · 5.9% of value

Site Visit Complete

1

Patel Estate

Sutherland · RUM-1027

Strong · 3.7%
$32,000 · 3.7% of value
via McGrath Sutherland

Scope Recommended

1

K. Bennett

Northern Beaches · RUM-1028

Strong · 3.3%
$48,000 · 3.3% of value
via LJ Hooker Brookvale

Builder Review

1

Harbour 22 Strata

Bondi · RUM-1029

Strong · 2.6%
$38,000 · 2.6% of value

Finance Pre-Check

1

Romano Family

Inner West · RUM-1030

Strong · 7.5%
$82,000 · 7.5% of value
via Cobden & Hayson

Quote Sent

1

Lee Property Co.

Surry Hills · RUM-1031

Strong · 7.6%
$110,000 · 7.6% of value
via Built Form Builders
Aging

Quote Approved

2

Davies Rentals

Penrith · RUM-1032

Strong · 2.8%
$18,000 · 2.8% of value
via First National PM

M. Hayes

Northern Beaches · RUM-1033

Strong · 6.5%
$130,000 · 6.5% of value
via LJ Hooker Brookvale

In Build

2

Brennan Investments

Newcastle · RUM-1034

Strong · 5.9%
$65,000 · 5.9% of value
via Built Form Builders

Whitelaw Family

Manly · RUM-1035

Strong · 4.8%
$95,000 · 4.8% of value
via Ray White Manly
AgingStalled

Settlement Pending

2

Tan Holdings

Parramatta · RUM-1036

Strong · 2.5%
$22,000 · 2.5% of value
via Belle Property PM
Settlement soon

Carmichael Trust

Sutherland · RUM-1037

Strong · 3.7%
$32,000 · 3.7% of value
via Lawson Legal
Settlement soon

Settled

3

Okafor Family

Inner West · RUM-1038

Strong · 7.1%
$78,000 · 7.1% of value
via Cobden & Hayson

Greenstone Co.

Bondi · RUM-1039

Strong · 6.2%
$90,000 · 6.2% of value
via Bayside Supply Co

Wallace Investments

Penrith · RUM-1040

Strong · 2.8%
$18,000 · 2.8% of value
via First National PM