All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

Real Estate ERP
Start now
More

Features

Industries

Reference

More

ERP for Real Estate · Available now

Manage leases from review through rent collection.

ERP for Real Estate runs the property work from unit and tenant records through lease approval, monthly rent charges and collection. Property Manager prepares each agreement, and Property Reviewer decides activation after checks on the reviewer's active staff identity, lease dates, rent and competing Active or Notice agreements.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewLease Preparation
Real Estate ERP · Leases

Lease Preparation

review waits for the property manager

New lea
Leases in view
6
Total monthly rent
3,910
Draft
6
IdUnitTenantStarts atEnds atMonthly rent
LEASE-2026-018Birch Court, Unit 204Amira Haddad28 Oct04 Nov720
SR-2026-114Birch Court, Unit 204Daniel Okafor17 Oct25 Oct720
BOOK-2026-042Juniper House, Unit 406Mei Tan31 Oct06 Nov880
UNIT-204Stonebridge Lofts, Unit 511Amira Haddad16 Oct21 Oct770
CHG-2026-301Birch Court, Unit 204Amira Haddad27 Oct30 Oct150
6 of 6 records
LEASE-2026-018Leases · LSS-70397
Draft
UnitBirch Court, Unit 204
TenantAmira Haddad
Starts at28 Oct
Ends at04 Nov
Monthly rent720
Authorize lease activationLSS-70397 · LEASE-2026-018

Property Reviewer decides eligible lease activation after the workflow checks identity, terms and competing agreements.

Waiting for Property Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
12
Saved views
15
Roles with set permissions
5
Reports and dashboards
8
Features

Your property operations workspace

Every feature works on the same records. Pick one to see the screen your team works in.

Portfolio and parties

Identify the unit and the tenant or buyer before preparing an agreement or service request.

  • Unit identity
  • Party identity
  • Agreement context
  • Units
  • Parties
  • Leases
  • Unit bookings
  • Service requests
Explore portfolio and parties
OverviewTenant Directory
Real Estate ERP · Portfolio and parties

Tenant Directory

Parties

New
IdNameEmailPhoneParty type
LEASE-2026-018Amira Haddadamira.haddad@example.net+1 202 555 0141Tenant
SR-2026-114Elliot Mercerelliot.mercer@example.net+1 202 555 0142Tenant
BOOK-2026-042Priya Shahpriya.shah@example.net+1 202 555 0143Tenant
UNIT-204Luis Ortegaluis.ortega@example.net+1 202 555 0144Tenant
CHG-2026-301Sana Qureshisana.qureshi@example.net+1 202 555 0145Tenant
6 of 6 records
LEASE-2026-018Parties · PRT-34119
Tenant
NameAmira Haddad
Emailamira.haddad@example.net
Phone+1 202 555 0141
Example screen with sample data
Process

Follow the lease into collection

Lease to rent collection ships ready to use. One step needs a named approval before the work moves on: Authorize lease activation (Property Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare lease

    Select the unit and tenant and prepare the agreed dates and amounts.

    LEASE-2026-018LSS-70397 · Property Manager
    Prepare leaseBy Property Manager

  2. Submit lease for review

    Present the agreement to the property reviewer.

    LEASE-2026-018LSS-70397 · Property Reviewer
    Submit lease for reviewBy Property Reviewer

  3. Authorize lease activation

    Review eligible terms and competing lease dates before activation.

    LEASE-2026-018LSS-70397 · Property Reviewer
    Authorize lease activationBy Property Reviewer
    ApprovalProperty Reviewer decides eligible lease activation after the workflow checks identity, terms and competing agreements.

  4. Schedule rent

    Inspect the monthly rent periods created from the activated lease.

    LEASE-2026-018LSS-70397 · Finance Officer
    Schedule rentBy Finance Officer

  5. Record tenant receipt

    Capture the payment and check its confirmation evidence.

    LEASE-2026-018LSS-70397 · Finance Officer
    Record tenant receiptBy Finance Officer

  6. Review lease position

    Review end dates and reconcile the tenant payment position.

    LEASE-2026-018LSS-70397 · Property Manager
    Review lease positionBy Property Manager

Start with Lease review and activation

Inside a record

Connect units with their agreements

Open any lea to see its charges, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Unit, Tenant, Starts at and Ends at.

  2. 2
    Charges

    Each line is linked to this lea.

  3. 3
    Who works on it

    Property Reviewer, Property Manager and Finance Officer, each with their own permissions.

  4. 4
    Process stages

    Prepare lease and Authorize lease activation, with the role that acts.

  5. 5
    Approvals

    Authorize lease activation, with who decides.

Lease PreparationLEASE-2026-018
Real Estate ERP · Leases

LEASE-2026-018

Birch Court, Unit 204 · Draft

Log activity
1
Record details
UnitBirch Court, Unit 204
TenantAmira Haddad
Starts at28 Oct
Ends at04 Nov
2
Charges

LEASE-2026-018

IdLeaseCharge type
LEASE-2026-018Stonebridge 511, Ortega leaseRent
SR-2026-114Cedar Grove 7, Qureshi leaseUtility
BOOK-2026-042Maple Quay 02, Okafor leaseService
Charges
6
Total amount
2,590
3

Who works on it

  • Property ReviewerView Charges, development projects, Leases, Parties, People…
  • Property ManagerManage development projects, Leases, Parties, service requests…
  • Finance OfficerManage Charges, Receipts
4

Process stages

  • Prepare leaseProperty Manager
  • Authorize lease activationProperty Reviewer
5

Approvals

  • Authorize lease activationProperty Reviewer
    Approved
Example screen with sample data
Approvals

Review the lease before activation

OverviewApprovals
Real Estate ERP · Overview

Approvals

Signed in as Property Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • LSS-47466LEASE-2026-018
    Cedar Grove, Townhome 7Requested by Property Reviewer
    Review1dActions
  • LSS-22448SR-2026-114
    Cedar Grove, Townhome 7Requested by Property Reviewer
    Review1dActions
  • LSS-76556BOOK-2026-042
    Birch Court, Unit 204Requested by Property Reviewer
    Review5dActions
  • LSS-27175UNIT-204
    Eastfield Commons, Unit 18Requested by Property Reviewer
    Review5dActions

Who approves what

DecisionApprover
Authorize lease activationReview eligible terms and competing lease dates before activation.Property Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Real Estate ERP to the work that is theirs. Pick a role to see what it starts with.

Property Reviewer

Reviews evidence and authorizes eligible domain outcomes.

This is the first screen this role sees.

OverviewLease Schedule

Lease Schedule

Leases · Property Reviewer

Active3
LEASE-2026-018Willow Terrace, Unit 3A
440
01 Nov
BOOK-2026-042Juniper House, Unit 406
260
22 Oct
CHG-2026-301Willow Terrace, Unit 3A
140
13 Oct
Add
Notice3
SR-2026-114Birch Court, Unit 204
150
21 Oct
UNIT-204Maple Quay, Retail 02
390
22 Oct
RCPT-2026-208Willow Terrace, Unit 3A
310
04 Nov
Add
Example screen with sample data

Roles and permissions

Reports

Explain the portfolio and tenant balance

Explain unit positions, tenant balances and the work awaiting attention.

Overview
Real Estate ERP · Overview

Real Estate ERP dashboard

This quarter

Service requests in view
6
Open
2
Assigned
2
In progress
2

Leases by status

How far records got this quarter

StageReachedStep
Draft46
Review2043%
Active840%
Notice338%

Monthly rent by status

Sample totals per stage

2.0k0
-5000Draft
-6000Review
2.0kActive
-3000Notice
-5000Ended
Example screen with sample data
  1. 01Unit Status by Property

    Which units are Available, Reserved, Occupied or Maintenance within each property?

  2. 02Lease End Dates

    Which agreements have reached their end date, and what action should Property Manager take?

  3. 03Rent Charge Calendar

    Which monthly rent periods have charges, and when are those amounts due?

  4. 04Tenant Charge Balances

    What remains on Posted charges after eligible allocations funded by Confirmed receipts?

  5. 05Unallocated Tenant Receipts

    Which Confirmed payments still have money available to match to a charge?

  6. 06Service Work by Assignee

    Which requests are Open or Assigned, and which are still in progress for each staff member?

  7. 07Buyer Booking Register

    Which reservations have reached Contracted, Completed or Cancelled, and what deposit amount belongs to each case?

  8. 08Development Submission Outcomes

    What result and reason were recorded against a project submission, and who submitted it?

All reports and dashboards

Who it's for

Start with your property operation

See how Real Estate ERP fits your kind of team.

Residential leasing portfolios

Coordinate apartment lease dates, tenant collection and unit service work.

Commercial unit management

Coordinate office or retail agreements with dated charges and real tenant payment evidence.

Developers with unit bookings

Combine buyer reservations with lease-linked development scope and attributed project results.

Controls

Check the terms and payment evidence

Each stage of lease to rent collection names the role that acts and the status it records, so a change is never anonymous.

OverviewLease to rent collection
Real Estate ERP · Process

Lease to rent collection

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
12
Submit lease for review
Property Reviewer, Property Manager
StatusDraft → Review
RecordsUnits
Authorize lease activationApproval
Property Reviewer
StatusReview → Active
RecordsPeople, Units, Leases
Record tenant receipt
Finance Officer
StatusPending → Confirmed
RecordsReceipts
Lease to rent collection
  1. Start
    Submit lease for reviewDraft → Review
    Units
  2. Approval
    Authorize lease activationReview → Active
    People
  3. Step
    Record tenant receiptPending → Confirmed
    Receipts
  4. Step
    Coordinate service workOpen → Assigned → in progress → Completed
    Service requests
  5. Step
    Track bookings and developmentReserved → Contracted → Completed
    Development project evidence
Example screen with sample data

See each stage in detail

AI agent

Proto assistance for property work

Prepare lease reviews and collection checks while the operating team retains decisions.

It can

  • Property Manager: Prepare the selected lease's unit, tenant, dates and rent for review, including competing Active or Notice agreements on the same unit.
  • Property Reviewer: Organize the agreement information and active staff identity checks needed for the lease activation decision.
  • Finance Officer: Explain the tenant's Posted charges and eligible allocations from Confirmed receipts, with unallocated money shown separately.
  • Property Coordinator: Prepare the assigned service queue or summarize buyer reservations needing an outcome update.

Stays with a person

  • Property Reviewer remains responsible for approving or rejecting lease activation.
  • Finance Officer needs payment evidence before confirming money.
  • The assistant must use the acting person's permissions and the configured decision path.
  • Review the target records before making a change.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Real Estate ERP
  • Bank or payment service
  • Accounting system
  • Document storage and signing
  • Tenant communications
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 12 tables
12tables
  • Portfolio and parties5
  • Lease operations5
  • Charges and receipts5
  • Service work5
  • Unit bookings3
  • Development projects4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the operating scope

    Property Manager chooses a representative property with current agreements and identifiable units. Include buyer bookings and lease-linked development work where those processes belong in the first operating cycle.

  2. Prepare identities and references

    Reconcile the unit and party register, then link each staff identity to the correct account. Check Property Reviewer access and configure Admin’s agreed identity, allocation and evidence-reading responsibilities.

  3. Rehearse the lease decision

    Prepare an eligible agreement and an overlapping request for the same unit. Property Reviewer checks the terms and decides activation. Inspect the resulting unit position and monthly rent periods, then repeat the action to check for duplicate billing.

  4. Reconcile collection

    Finance Officer reviews a charge and an evidenced tenant payment. Rehearse the configured allocation handoff with a partial amount, then review a reversed payment and its existing allocations before accepting the revised balance.

  5. Add property work

    Configure the team’s service and booking screens. Resolve the personal service list to the signed-in staff member. Follow a repair to completion and a buyer reservation to its actual outcome, reviewing unit condition and payment evidence separately.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Real Estate ERP.

All questions
How do I get started?

Click Get started, then use Proto to configure ERP for Real Estate for your business. Pilot a property with an eligible lease, an overlapping request, a partial tenant payment and an assigned service issue. Confirm the reviewer identity and allocation handoff before expanding. Follow get started.

What does ERP for Real Estate cover?

It connects units and parties to lease terms, activation review, monthly rent charges and tenant payments. The team also follows service work, buyer bookings and lease-linked development projects. Business Overview shows the lease portfolio, status distribution, renewal watch and work queue.

Who approves a lease?

Property Reviewer uses Lease Desk to decide a lease in Review. Activation checks the reviewer's active staff identity, the lease dates and rent, and competing Active or Notice agreements for the same unit. After approval, inspect the lease, unit position and monthly rent charges together.

How do we handle a lease that starts in the future?

Successful activation sets the unit Reserved for a future start or Occupied as applicable. Property Manager checks the lease dates and unit position together. Agree who reviews the unit at the start-date handoff and rehearse that procedure during setup.

Will repeating activation bill the same rent period again?

The activation workflow protects an existing lease period from duplicate rent-charge creation. During the pilot, repeat the action and compare the resulting monthly periods with the original agreement. Finance Officer checks the amounts and charge states before collection.

How are partial tenant payments handled?

A receipt allocation links part of a Confirmed payment to a charge. Finance Officer reconciles the remaining charge and unallocated money. For example, allocating a 1,500 payment to a 2,000 charge leaves 500 on the charge. Configure Admin's allocation maintenance access and rehearse that handoff before live collection.

How do we check a booking deposit?

The booking records its deposit amount alongside the buyer and unit. Finance Officer checks the actual payment evidence through the agreed collection process. If the buyer cancels, review the commercial outcome and any required money handling separately.

How does development capture work?

Property Coordinator captures the project name, parcel reference, dates and budget against the operational lease. Set up and rehearse processing on project creation with Property Manager, including date-order and duplicate-project checks. Review the resulting feedback and attributed evidence through the agreed access path.

Which outside systems can we connect?

Set up connections to the customer's chosen bank or payment service, accounting system, document and signing service, and tenant communication service. Agree record ownership, access and reconciliation for each connection during implementation.

How is ERP for Real Estate priced?

Ordinary manual work and metered machine activity follow the platform rate card. Implementation is scoped separately. Review pricing before agreeing the pilot's imports, connections and agent activity.

Set up Real Estate ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appERP for Real Estate

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.