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- Real Estate ERP
- Who it's for
- Residential leasing portfolios
Residential leasing portfolios
Residential property teams need to know which apartment an agreement covers and when that tenant's term ends. ERP for Real Estate connects the unit and tenant identity with the lease terms, dated charges and payment records. Property Manager follows the agreement while Finance Officer explains the collection position from confirmed money and its allocations.
How Real Estate ERP is set up for you
Review the apartment term
Property Manager prepares the start and end dates with the monthly rent. Property Reviewer considers eligible activation using the agreement and competing Active or Notice leases. Inspect the future-start case alongside a lease already in effect so the unit's position stays understandable.
Explain an unpaid amount
Finance Officer compares Posted charges with allocations from Confirmed receipts for the same tenant. Keep Pending and Reversed payments visible in the review. Agree the allocation owner's access during setup and reconcile a partial payment before widening the collection scope.
Keep repairs in context
Property Coordinator records the tenant's issue against the existing unit and assigns the intended staff member. Check the actual completion date and discuss the unit's condition with Property Manager before its next operating handoff.
Residential property teams need to know which apartment an agreement covers and when that tenant's term ends. ERP for Real Estate connects the unit and tenant identity with the lease terms, dated charges and payment records. Property Manager follows the agreement while Finance Officer explains the collection position from confirmed money and its allocations.
Pilot an apartment property with an eligible lease and an overlapping request. Include a partial tenant payment and a service issue that progresses to Completed with its actual date. Ask the team to explain the remaining tenant amount from the charge and receipt links, then rehearse a Reversed payment with the finance owner.
Use the real source agreements and payment references for the pilot. Agree any document or banking connection during implementation. Review approaching end dates with Property Manager and decide how the team will use Notice and Ended in its operating procedure. Reconcile duplicate unit or tenant identities before adding further work.
Follow [lease operations](/erp-for-real-estate/modules/lease-operations) and prepare [the first operating cycle](/erp-for-real-estate/get-started).
Features to start with
Lease operations
Prepare the agreement and give Property Reviewer the terms needed for the activation decision.
Charges and receipts
Explain dated rent charges and attribute confirmed tenant payments to the charges they settle.
Portfolio and parties
Identify the unit and the tenant or buyer before preparing an agreement or service request.
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.