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- Real Estate + CRM + Accounting
- Who it's for
- Property finance review teams
Property finance review teams
A finance review team can use the property statement to keep the property, period end, collected rent and ledger reference together. The statement links to the parent instruction and organization. Its submitted revision gives the Finance Reviewer a stable scope to compare with the supporting evidence before deciding.
How Real Estate + CRM + Accounting is set up for you
Submitted period scope
The preparer records the property and period details, then submits the revision for review.
Independent finance decision
The reviewer compares figures and references with the source evidence and records the decision and reason.
Traceable completion
An operation receipt under the parent instruction and the decision date support the handoff from approved scope to verified effect.
Correction history
Earlier decisions and execution evidence stay available when a revised statement or compensating action is needed.
A finance review team can use the property statement to keep the property, period end, collected rent and ledger reference together. The statement links to the parent instruction and organization. Its submitted revision gives the Finance Reviewer a stable scope to compare with the supporting evidence before deciding.
Choose one property and operating period with a known source for collected rent and the ledger reference. Enter a statement under its parent instruction, attach the source evidence and ask a separate Finance Reviewer to decide. Rehearse an incorrect period end and a changed rent figure after approval. Each difference should lead to a reasoned rejection or a new review of the changed revision.
Before expanding to other periods, agree who owns the source ledger and who can verify its references. The property statement coordinates review and reconciliation; completion follows confirmed source authority and the actual effect recorded by the connected system. Give the Operations Analyst a clear path for an uncertain receipt so the same domain action is not repeated by guesswork.
[Follow the statement review](/real-estate-crm-accounting/processes/property-statement-review) and [prepare the first cycle](/real-estate-crm-accounting/get-started).
Features to start with
Property statements
Review a property operating statement against its instruction and supporting evidence.
Instructions
Prepare property operation requests with an owner, counterparty, amount and revision before provider submission.
Provider execution
Match provider events to authorized instructions before confirming an operating outcome.
Roles on the team
- Operations Analyst
- Prepares instructions, checks counterparties and resolves operating exceptions.
- Finance Reviewer
- Reviews property statements against source evidence and the parent instruction.
- 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.