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- Real Estate + CRM + Accounting
- Implementation
How a Real Estate + CRM + Accounting rollout works
Start with one property operating cycle and prove the review and evidence handoffs.
Set the boundary
Name the organization, property operation, provider and finance source for the first cycle. Agree who owns each external fact.
Load people and parties
Add the organization, linked team members and active counterparties. Review eligibility notes and access with real role accounts.
Prepare and review
Enter one instruction with its mandate, requested amount, owner and counterparty. Have a separate reviewer decide the current revision.
Connect the outcome
Submit authorized scope through the provider, retain its reference and reconcile actual execution evidence, including a partial or rejected event.
Review the property period
Submit a statement under the instruction, check its property, period end, collected rent and ledger reference, and verify the receipt under the parent instruction before completion.
Test exceptions
Rehearse a lost acknowledgment, duplicate event, stale revision and correction of executed scope.
What the customer provides
Provide the organization details, team members and user identities, counterparty contacts and eligibility context, an instruction mandate, provider connection details and a source for property rent and ledger references. Name the people who can independently review instructions and statements. Bring one known completed case and one known exception so the team can compare the resulting records with source evidence.
Changing it afterwards
Add new counterparties and property periods only after the first operating cycle reconciles. When an instruction changes, advance its revision and seek a new review. For an executed effect, retain the original evidence and use a reviewed compensating action. Keep the provider and finance identity mappings current as organizations or systems change.
Set up Real Estate + CRM + Accounting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.