Real Estate in Biznsbook: An Overview
Real Estate (REMS) is Biznsbook’s full-lifecycle property system: sell units on installment plans, manage leasing and rent collection, run handovers and property operations, market vacant units on a public listings portal, and give owners and tenants optional self-service portals — from lead to possession and beyond.
What you can do
- Control unit inventory — ownership entities, projects, phases, statuses, and pricing
- Run an installment engine with flexible plan types and schedules
- Collect money with guest payment links (no buyer or tenant login)
- Manage leases, rent schedules, late fees, reminders, and deposits
- Operate handovers, inspections, snagging, maintenance, and utilities
- Publish vacant units on a public listings portal and review online applications
- Report with rent roll, aged receivables, installment status, and property lifecycle
- Optionally invite users to owner and tenant portals
Two main journeys
Sale: Lead → Customer → Booking → Installments → Handover / Possession
Lease: Tenant → Lease → Activate → Rent schedule → Collect → Renew / End
You don’t need every feature on day one. Many teams start with projects and units, then add bookings or leases as inventory fills.
How Real Estate fits with other modules
| Module | Relationship |
|---|---|
| Accounting | Journals for installments, rent, chargebacks, and disbursements |
| CRM | Optional sync of REMS leads and contacts on create and convert |
| Communication Center | Payment links, rent reminders, applicant emails |
| Documents | Contract templates and the compliance library |
| Business Automation | Triggers on booking, payment, lease, listing, and related events |
| Data Import | Bulk load of projects, phases, units, leads, and customers |
| HRMS | Employee-linked lead assignment and agent auto-assign |
| Taxation | Optional tax on REM charges |
Real Estate vs. CRM leads
Property inquiry and booking work live under Real Estate. General B2B sales pipelines live under CRM. A company can license both; when both are enabled, creating or converting a REMS lead can sync a matching CRM lead and contact automatically.
:::info Lead Management is a separate license A Lead Management (lead-only) SKU gives you REMS leads, follow-ups, and site visits. Full projects, bookings, leasing, and portals require the Real Estate module. :::
Before you start
| You'll need | Why |
|---|---|
| Real Estate module enabled | Shows the Real Estate menu |
| View real estate (and create/edit as needed) | Browse and change records |
| Accounting (recommended) | GL posting on installment and rent receipts |
| Communication Center (optional) | Payment links and reminder emails |