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- Real Estate + CRM + Accounting
- Who it's for
- Property management teams
Property management teams
A property management team often handles requests involving tenants, managers and service providers. Each instruction can name the organization, counterparty, owner, amount and supporting mandate. Review happens before the provider receives authorized scope. The team can follow the provider's evidence and the operation receipt back to the original request.
How Real Estate + CRM + Accounting is set up for you
Request ownership
Assign each instruction to a team member, then use My instructions and the status list to see work that needs preparation or follow-up.
Independent decisions
An Independent Reviewer checks the current revision and records an approval, rejection or return with a reason.
External outcomes
Provider Coordinator matches execution events and fees to the authorized identity. Unknown results stay in reconciliation.
Property period work
Finance Reviewer checks a property statement's period end, collected rent and ledger reference against supporting evidence.
A property management team often handles requests involving tenants, managers and service providers. Each instruction can name the organization, counterparty, owner, amount and supporting mandate. Review happens before the provider receives authorized scope. The team can follow the provider's evidence and the operation receipt back to the original request.
Start with one organization, one provider connection and a small set of active counterparties. Choose an instruction that includes a clear mandate, requested amount and external result. Rehearse a returned review, a partial provider event and an uncertain receipt before expanding the operating cycle. This gives the manager a concrete way to see whether the exception queue leads people to the right source record.
Set the owner of the provider connection and the owner of collected rent facts during setup. Keep the same source identity through submission, evidence and reconciliation. When a property statement follows, tie it to the instruction and review its submitted revision independently. The source system's acknowledgment and ledger reference remain the authority for external facts.
[Review the operating flow](/real-estate-crm-accounting/processes/instruction-review) and [plan setup](/real-estate-crm-accounting/implementation).
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.
- Finance Reviewer
- Reviews property statements against source evidence and the parent instruction.
- Provider Coordinator
- Submits authorized instructions and matches provider acknowledgments to the original identity.
- Operations Manager
- Oversees instruction owners, unresolved exceptions and correction decisions.
Set up Real Estate + CRM + Accounting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.