Before You Start with Real Estate
Real Estate appears in the main menu once the module is licensed. What
you can see and change still depends on permissions assigned to your
user under Settings → Users & roles.
| License | What you get |
|---|
| Lead Management only | REMS Leads — pipeline, follow-ups, site visits (and convert to customer when you later add full REMS) |
| Real Estate (full) | Complete REMS — leads plus projects, units, bookings, installments, leasing, handovers, and portals |
If you see Leads but not Projects or Bookings, confirm which
module is enabled in Management → Licensed modules.
Tenant portal login is controlled by your company administrator. It
is off by default; ask an administrator if tenants should log in.
| Permission | Typical use |
|---|
| View real estate | Browse leads, projects, bookings, reports, and links |
| Create records | New leads, bookings, customers, leases, and listings |
| Edit records | Updates, payment links, listing lifecycle, applications |
| Delete records | Deletes where the screens allow them |
| Add Installments REMS | Extra tabs on the installment payment screen |
| Company Management | Owner portal company-wide administration |
Open Real Estate in the top navigation. The sidebar has eight
sections (Overview through Reports). Listings and applications are
not sidebar items — open them from unit actions or the screens
listed at the end of this page.
| Menu item | Purpose |
|---|
| REMS overview | KPIs and quick links (Disbursements, Owner Portal, Common Areas) |
| Leads Dashboard | Lead pipeline metrics |
| Menu item | Purpose |
|---|
| Agent Workspace | Kanban pipeline by lead status with SLA breach flags |
| Commission Rules | Broker % by project or company-wide |
| Commissions | Booking commission board — Approve → Paid; co-broker splits |
| All Leads | Lead list, follow-up, conversion |
| Customers | Buyers/homeowners (KYC, portal invite) |
| Menu item | Purpose |
|---|
| Ownership Entities | Beneficial owners linked to projects |
| Projects | Developments (residential, commercial, mixed, society) |
| Phases | Blocks/phases within a project |
| Units | Apartments, villas, plots, shops, and similar stock |
| Unit Availability | Floor layout, timeline, cards, upcoming vacancies |
| Menu item | Purpose |
|---|
| All Bookings | Booking lifecycle and actions |
| Payment Schedules | Generated installment due dates |
| Installments | Record and view installment payments |
| Utility Charges | Metered utility billing for occupied units |
| Payment Links | Generate and send tokenized installment pay URLs |
| Menu item | Purpose |
|---|
| Tenants | Rental tenant master and portal invites |
| Leases | Create, activate, renew, terminate; deposit actions; rent calendar |
| Rent Dashboard | Expected / collected / overdue KPIs |
| Rent Reminders | Multi-stage email, SMS, and portal reminder settings |
| Menu item | Purpose |
|---|
| Handovers | Possession workflow; optional owner portal invite |
| Inspections | Schedule and conduct inspections; create snag lists |
| Snagging lists | Defect punch lists per unit |
| Maintenance | Maintenance requests and work orders |
| Maintenance Charges | Tenant chargebacks with approval |
| Menu item | Purpose |
|---|
| Document library | REMS-scoped document repository |
| Contract templates | Sale, lease, and handover templates |
| Compliance | Permits and certificates matrix per project |
| Utility connections | Per-unit meters and deposits |
| Menu item | Purpose |
|---|
| Rent Roll | Portfolio occupancy and rental income |
| Aged Receivables | Outstanding rent and charges |
| Installment Status | Sales installment tracking |
| Property Lifecycle | Unit and booking stage analytics |
| Screen | How to open |
|---|
| Listings | Unit → Publish / Manage listing, or Unit Availability → Publish Listing |
| Applications | Applications inbox (from listing/application links in the product) |
| Owner disbursements | REMS overview → Disbursements |
| Owner portal admin | REMS overview → Owner Portal |
| Common areas | REMS overview → Common Areas |
:::info Optional modules
Accounting is recommended for GL
posting. Communication Center improves payment links and reminders.
CRM syncs REMS leads when both modules are licensed.
:::