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- Real Estate ERP
- Who it's for
- Developers with unit bookings
Developers with unit bookings
A developer operating leased units alongside buyer reservations needs a clear record of the space and the party involved. ERP for Real Estate captures the booking date, deposit amount and actual outcome for each buyer reservation. Development project records attach the planned scope to an operational lease, with project feedback and attributed evidence supporting the submission review.
How Real Estate ERP is set up for you
Follow the buyer's position
Property Coordinator selects the existing buyer and unit before recording the reservation. Property Manager reads relevant leases and other bookings before commercial commitment. Keep the real agreement evidence available when the team records Contracted or a completed outcome.
Capture project scope
Property Coordinator records a recognizable project name and parcel reference with the construction start, target completion and budget. Property Manager checks the operational lease link and reviews the dates against the intended work before submission.
Inspect attributed results
Agree and test the capture workflow during setup. Inspect the actual project feedback and evidence outcome with the submitting person. Configure the chosen evidence-reading access and retain the earlier attributed context when another attempt needs investigation.
A developer operating leased units alongside buyer reservations needs a clear record of the space and the party involved. ERP for Real Estate captures the booking date, deposit amount and actual outcome for each buyer reservation. Development project records attach the planned scope to an operational lease, with project feedback and attributed evidence supporting the submission review.
Choose a booking case and a development project with a genuine operational lease link. Rehearse a buyer who contracts and a buyer who cancels, reviewing the deposit's payment evidence separately with Finance Officer. Check the existing buyer identity so the operating conversation follows the same party throughout.
Prepare the project dates and budget, then rehearse eligible scope and a target date before the construction start. Include the described same-lease duplicate condition and inspect the actual reason on a rejected attempt. Complete the workflow and access setup before relying on the evidence handoff. Agree any document and accounting connections with their operating owners.
Review [unit bookings](/erp-for-real-estate/modules/unit-bookings) and [development capture and evidence](/erp-for-real-estate/processes/development-capture-and-evidence).
Features to start with
Portfolio and parties
Identify the unit and the tenant or buyer before preparing an agreement or service request.
Unit bookings
Track the buyer reservation against the selected unit and retain the actual booking outcome.
Lease operations
Prepare the agreement and give Property Reviewer the terms needed for the activation decision.
Roles on the team
- Property Reviewer
- Reviews evidence and authorizes eligible domain outcomes.
- Property Manager
- Owns property operations setup, planning and assigned operational work.
- Finance Officer
- Prepares authorized financial drafts and reconciles confirmed receipts for this app.
- Property Coordinator
- Captures assigned property operations work and evidence.
- Admin
- Maintains staff identities and controlled receipt allocation access under the agreed setup responsibilities.
Set up Real Estate ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.