EOI Module — Overview
Overview
EOI stands for Expression of Interest. It lets the company collect a client's intent to buy a unit in a project — even before the project has a finalized master plan or units ready for sale.
Why Use EOI
Companies often announce a new project (pre-launch) before they have:
- A finalized master plan
- Units priced and available in the system
- A formal selling plan
In this case, the company collects an EOI amount from interested clients to register their intent. Once the project is ready, the company has an ordered list of interested clients and can start allocating units based on registration priority.
The Serial — Priority Order
Every EOI is automatically assigned a Serial Number at the time of registration. This serial determines the order in which clients get to choose a unit once the project is ready.
| Rule | Description |
|---|---|
| Lower Serial = Higher Priority | The client who registered first (lowest serial) gets the first opportunity to choose and reserve a unit. |
| Sequential Allocation | Once units become available, the company works through clients in serial order. |
| Skipping | If a client (based on their turn) doesn't like any available unit, they are refunded and the turn moves to the next client in serial order. |
EOI Lifecycle
| Status | Description |
|---|---|
| Pending | EOI has been created but the amount has not yet been collected. |
| Collected | The EOI amount has been collected and confirmed in the system. |
| Reserved | The client has reserved a unit — moves into the standard Unit Sales Pipeline starting at Hold. |
| Refunded | The client withdrew or didn't reserve a unit — the EOI amount is returned. |
Pending → Collected → Reserved (→ Selling Pipeline)
→ Refunded
Where EOI Actions Can Be Performed
| Location | Description |
|---|---|
| Client Profile → View Client EOIs | All EOIs related to this specific client, with actions available directly. |
| Financial Module → EOI Management | A central list of all EOIs across all clients and projects, with filters and bulk actions. |
Module Pages
| Page | Description |
|---|---|
| Creating a New EOI | The Add New EOI form and related configuration settings. |
| EOI Management | The central EOI list, columns, and filters. |
| Collect Action | How to record collection of the EOI amount. |
| Reserve & Selling Pipeline | How a unit is reserved and how it enters the Hold stage. |
| Refund Action | Refund policies and how they vary by company. |