Questions, answered

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.