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Overview The Send Mail tab allows you to send bulk emails to broker companies. How to Send a Broker Email Go to Brokerage Module → Send Mail. Fill in the Message field. Choose recipients: Upload Emails — upload a file with one email per row. OR use the Broker ...

Overview The Upload Brokers feature allows you to bulk import broker companies via Excel. It is accessed via Setup → Broker Upload. Two Upload Templates When you open the upload page, two templates are available: Template Purpose Broker Template For adding new...

Overview The Broker Contract feature allows you to create contract templates that can be auto-filled with broker company data and downloaded as a Word document. How It Works Contracts are built using Document Words — placeholder codes that the system replaces ...

Broker Settings Access via Settings → Broker Settings: Setting Description Broker Contract Upload the default contract file template. Can't Add Duplicated CIL When ON, prevents duplicate CILs from being added. Can't Add Duplicated CIL to the Same Broker CILs W...

Overview The Units tab is the main view for browsing and selling available units. Units are displayed as cards with photos and key details. Who Sees What User Role What They See Salesman Available units only (not sold/held/reserved by others). Operations / Fin...

Overview The Units Table shows the same units as the Units tab but in a table/list format instead of cards. Useful for quick scanning, sorting, and bulk operations. Who Sees What Same visibility rules as the Units tab: Salesmen see available units only. Operat...

Overview The Projects tab is where you manage all real estate projects. Each project contains buildings, each building contains segments, and each segment generates units. Hierarchy: Project → Building → Building Segment → Units Projects List Projects are disp...

Overview Units Management is the admin view of all available and hidden units. It is primarily used by Operations, Financial teams, and Top Management to hide or unhide units — controlling which units are visible in the sales Units tab. 💡 A hidden unit will no...

Overview Discard Show Units is a bulk action that cancels all pending "View to Client" assignments at once. When to Use It When salesmen have shown units to clients (via the View to Client button), those units appear in the clients' interface. If you want to c...

Overview The Units Action Filter lets you monitor and filter all actions taken on units across the sales pipeline — from View to Client through to Delivery. What You Can See Which units have been shown, held, reserved, contracted, or delivered. Who took the ac...

Overview The Inventory Upload section allows you to bulk import units via an Excel/CSV template, and to reprice existing units in bulk. How to Access Go to Setup → Inventory Upload. Two Templates Available Template Purpose Inventory Template Bulk upload new un...

Full Reference Setting Description Segment Positions Positions used in segments and upload (e.g., Open Air, Sunny Side). Segment View View types (e.g., Pool View, Panorama, CityScape). Finishing Finishing types (e.g., Fully Finished, Core & Shell). Phase Proje...

Overview The Payments tab shows all installments that are due to be collected across all units in all projects. This is the main daily working screen for the finance team. What You See Column Description # Installment number. Type Payment type (e.g., Down Paym...

Overview The system automatically moves overdue installments between tabs based on grace periods configured in Finance Settings. How the Flow Works Payments tab ↓ (after Delay Payment Grace Period days) Delayed Payments tab ↓ (after Extra Delay Payment...

Overview The Collection tab shows all payments that have been collected (paid) or refunded across all units and projects. What You See Column Description Type Payment type (e.g., Quarterly, Monthly, Reservation Fees). Amount Amount collected or refunded. Clien...

Penalties Overview The Penalties tab shows all late payment penalties charged to clients — either automatically (via Finance Settings) or manually when marking a payment difference as a penalty during collection. What You See Column Description Client Client n...

Overview The Price Change tool allows you to bulk update prices for units across a project by a percentage — increasing or decreasing all selected units' prices at once. How It Works Go to Financial Module → Price Change. Use the Filters to select which units ...

Overview The Manage Discount tab lets you set the maximum discount percentage that each user role can give when selling a unit. This prevents salesmen from offering discounts beyond their authority. How It Works Each role in the system has a Limit % field. The...