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Manage Offers

7. Financial Management

Overview The Manage Offers tab allows you to create promotional offers that can be applied to uni...

Updated 1 week ago by Admin

Manage Discount

7. Financial Management

Overview The Manage Discount tab lets you set the maximum discount percentage that each user role...

Updated 1 week ago by Admin

Price Change

7. Financial Management

Overview The Price Change tool allows you to bulk update prices for units across a project by a p...

Updated 1 week ago by Admin

Penalties & Client Benefits

7. Financial Management

Penalties Overview The Penalties tab shows all late payment penalties charged to clients — either...

Updated 1 week ago by Admin

Collection

7. Financial Management

Overview The Collection tab shows all payments that have been collected (paid) or refunded across...

Updated 1 week ago by Admin

Delayed Payments & Extra Delayed Payments

7. Financial Management

Overview The system automatically moves overdue installments between tabs based on grace periods ...

Updated 1 week ago by Admin

Payments

7. Financial Management

Overview The Payments tab shows all installments that are due to be collected across all units in...

Updated 1 week ago by Admin

Inventory Upload

6. Inventory

Overview The Inventory Upload section allows you to bulk import units via an Excel/CSV template, ...

Updated 1 week ago by Admin

Inventory Settings

6. Inventory

Full Reference Setting Description Segment Positions Positions used in segments and upload (e.g.,...

Updated 1 week ago by Admin

Units Action Filter

6. Inventory

Overview The Units Action Filter lets you monitor and filter all actions taken on units across th...

Updated 1 week ago by Admin

Discard Show Units

6. Inventory

Overview Discard Show Units is a bulk action that cancels all pending "View to Client" assignment...

Updated 1 week ago by Admin

Projects

6. Inventory

Overview The Projects tab is where you manage all real estate projects. Each project contains bui...

Updated 1 week ago by Admin

Units Management

6. Inventory

Overview Units Management is the admin view of all available and hidden units. It is primarily us...

Updated 1 week ago by Admin

Units Table

6. Inventory

Overview The Units Table shows the same units as the Units tab but in a table/list format instead...

Updated 1 week ago by Admin

Units

6. Inventory

Overview The Units tab is the main view for browsing and selling available units. Units are displ...

Updated 1 week ago by Admin

Broker Settings

5. Brokerage

Broker Settings Access via Settings → Broker Settings: Setting Description Broker Contract Upload...

Updated 1 week ago by Admin

Broker Contract

5. Brokerage

Overview The Broker Contract feature allows you to create contract templates that can be auto-fil...

Updated 1 week ago by Admin

Upload Brokers

5. Brokerage

Overview The Upload Brokers feature allows you to bulk import broker companies via Excel. It is a...

Updated 1 week ago by Admin

Brokers Emails

5. Brokerage

Overview The Send Mail tab allows you to send bulk emails to broker companies. How to Send a Brok...

Updated 1 week ago by Admin

Activities Management

5. Brokerage

Overview The Activities Management tab lets you log and track activities with broker companies — ...

Updated 1 week ago by Admin