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Real Estate Sales With TRealty CRM

Store Property Unit Details
Supports Project/ Property/ Unit hierarchy.
  • Link to Escrow account if required.
  • Supports multiple property types like Residential, Commercial, etc.
  • Security driven access to sensitive fields like Rate per sq ft.
  • Manage selective release – release premium units last.
Upload documents
  • Store images /photos of layout.
  • Store floor plans for units.
Update construction milestones
  • Default Payment plan linked to a property.
  • Support for Construction linked payment plan.
First Sale – opportunity management
  • Web enquiry to lead in CRM.
  • Check unit availability based on criteria.
  • Sell floors or units.
  • Generate payment plan.
  • Support temporary booking and auto-reversal.
  • Generate receipt for Booking advance.
  • Generate contract.
  • Maintain availability status
    1. Status like Available, Reserved, Booked, confirmed etc.
    2. Automatic online update of status - so avoid double booking.
Post Sale revisions
Changes to Buyer or unit purchased or both,
  • Reallocation of different unit.
  • Transfer unit - one buyer to another.
  • Buyback.
  • Resale.
  • Changes to Unit details – Area, number of parkings, additional investors.
  • Contract edits/modifications/deletions with security.
Receivable Management
Receivable Followup,
  • Produce ageing report.
  • Dynamic ageing if linked to construction milestones.
  • By Customer by property.
  • Auto emails for followup.
Collection Management,
  • Bulk or individual payments.
  • Register PDC details.
  • Issue Receipts.
  • Allocation of bulk receipts.
  • Pay Commissions to Agents.
  • Pay Premium to Owners.
  • Adjustments to Installments.
Broker Management
Maintain Contact details, addresses,
  • Brokerage Contract renewal followup.
Upload documents,
  • Store contract copies.
  • Upload availability list centrally for email.
Broker Commission Management,
  • Calculate commissions payable.
Feedback and Complaint Management
  • Link to call centre.
  • Auto pickup of call and customer info.
  • Holding statement by customer visible.
  • Create service tickets.
  • Notification and Escalation management.
  • 360 degree view of customer.
Integrated Marketing Campaign Management
  • Campaigns linked with property launch.
  • Link leads to campaigns for ROI Reports.
  • Integration to Call Centre /support for CTI.
  • Support for Outbound call distribution to agents.
  • Mass mailing/merging with standard templates.
FORMS LIBRARY
  • Deal Sheet
  • Payment Schedule
  • Property Sales Agreement
  • Booking Agreement
  • Resale Acknowledgement Letter
  • Acknowledgement Letter
  • Release Letter
  • Clearance Letter
  • Receipt.
REPORTS IN ADDITION TO STANDARD REPORTS
  • Reservation Summary/Expiry Report
  • Booking Summary/Expiry Report
  • Cheque Details
  • Collection Report
  • Consultant wise Sales Report (Graph)
  • Receivables Report
  • Unit wise Installments Details
  • Property wise sales overview
  • Resale Frequency
  • Unit Availability
  • Sales report (Original sales, Resale)
  • Agency Commission Report
  • Agency wise Sales Report (Graph)
  • Staff Commission report
  • Report of Resale Acknowledgements, Cancellations, Buyback.
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