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General Settings
Overview General Settings is where the system-wide configuration lives — company identity, commun...
Locations Setup
Overview Locations is where you define the location hierarchy used across the Broker CRM — when a...
Resale — Resale Units Table & History
Overview The Resale section has two additional views beyond the card view — the Resale Units Tabl...
Resale — Resale Units
Overview The Resale Units section is where all resale properties submitted by owners are listed a...
Primary Units — Project Units History
Overview The Project Units History tab provides a complete audit log of all actions taken on all ...
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Broker CRM
Manage developer relationships, property owners, and resale listings — send leads to developers, ...
Onboarding Process
A step-by-step guide for implementation and training — from Sales handoff and kickoff through ser...
Roles & Users
Control who can access what across the entire CRM — build roles with granular permissions, place ...
Contracting
Build reservation forms, unit contracts, and broker contracts using dynamic placeholder codes tha...
4. Client
Client Module — View and manage client profiles, track unit sales from show to delivery, handle c...
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