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- Real Estate + CRM + Accounting
- Who it's for
- Multi-entity property operators
Multi-entity property operators
An operator supporting several legal or operating organizations needs a clear boundary around each request. Organizations have their own code, time zone and currency. Counterparties, team members, instructions and property statements link back to an organization. That structure helps a reviewer check whether a similarly named provider is the right party for the request.
How Real Estate + CRM + Accounting is set up for you
Organization context
The owner and reviewer see which organization raised an instruction and which counterparty belongs to it.
Local working time
Each organization and team member has a time zone, supporting a consistent reading of requests and decisions.
Shared exception discipline
Operation receipts keep the key, expected revision and reason for a failed or uncertain attempt.
Period evidence
Property statements carry their organization, property, period end, collected rent and source ledger reference.
An operator supporting several legal or operating organizations needs a clear boundary around each request. Organizations have their own code, time zone and currency. Counterparties, team members, instructions and property statements link back to an organization. That structure helps a reviewer check whether a similarly named provider is the right party for the request.
Begin with one organization and verify its team members and active counterparties. Take an instruction through review, provider submission and evidence matching. Add a second organization only after checking that its counterparties and staff are distinguished in the working lists. A similar name in both organizations makes a useful rehearsal case.
Agree who maintains each organization's reference records and who has authority to review its instructions. If an external provider or ledger serves several entities, configure its identity mapping explicitly. The internal organization link should match the source system's actual account or entity identity at the point of submission and confirmation.
[See organizations and people](/real-estate-crm-accounting/modules/organizations-and-people) and [review the data model](/real-estate-crm-accounting/data-model).
Features to start with
Organizations and people
Keep operating organizations, team members and counterparties attached to the property work they own.
Instructions
Prepare property operation requests with an owner, counterparty, amount and revision before provider submission.
Property statements
Review a property operating statement against its instruction and supporting evidence.
Roles on the team
- Operations Analyst
- Prepares instructions, checks counterparties and resolves operating exceptions.
- Independent Reviewer
- Decides whether the exact instruction revision can be authorized.
- Provider Coordinator
- Submits authorized instructions and matches provider acknowledgments to the original identity.
- Operations Manager
- Oversees instruction owners, unresolved exceptions and correction decisions.
- Admin
- Maintains organizations, user links and reference data.
Set up Real Estate + CRM + Accounting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.