Broker CRM
Manage developer relationships, property owners, and resale listings — send leads to developers, browse primary units, and run the full selling pipeline from show to contract.
Broker CRM
Overview The Broker CRM is a dedicated set of modules designed for broker companies to manage the...
Network — Developers
Overview The Developers section is where you add and manage the developer companies you work with...
Network — Owners
Overview Owners are individuals or entities who own properties and want to sell or rent them. You...
Network — Sent CILs Log
Overview The Sent CILs Log tracks every CIL (Client Information Letter) you've sent to a develope...
Primary Units — Projects
Overview The Projects section lists all developer projects you have access to. Each project is or...
Primary Units — Unit Types & Selling
Overview Unit Types are the types of units within a project phase (e.g., Villa, Twin). Each unit ...
Primary Units — Project Units History
Overview The Project Units History tab provides a complete audit log of all actions taken on all ...
Resale — Resale Units
Overview The Resale Units section is where all resale properties submitted by owners are listed a...
Resale — Resale Units Table & History
Overview The Resale section has two additional views beyond the card view — the Resale Units Tabl...
Locations Setup
Overview Locations is where you define the location hierarchy used across the Broker CRM — when a...