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- Real Estate + CRM + Accounting
- Process
- Verify provider execution
Verify provider execution
Provider submission and provider execution are separate facts. The team preserves the instruction's external identity, receives execution evidence and checks the source account, instrument, quantity and fees. Confirmation follows authoritative evidence for the required scope.
Step by step
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Submit instruction Provider Coordinator
Provider Coordinator sends the stable identity through the approved provider path and keeps the external reference.
- Submitted identity and external reference retained
- Updates Instructions, Operation receipts
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Verify execution Provider Coordinator
Provider Coordinator links each unique event to its parent instruction and compares identity, revision, quantity, price and fees.
- Unique provider events verified or rejected
- Updates Execution evidence, Instructions
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Confirm scope Operations Analyst
Operations Analyst compares verified evidence with the full required scope. A partial event leaves the instruction pending until the remaining scope is established.
- Instruction confirmed only for satisfied authoritative scope
- Updates Execution evidence, Instructions
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Reconcile outcome Operations Analyst
If transport or evidence is uncertain, the team reads the receipt and linked effects first, then records the discrepancy for review.
- Matching receipt completed or discrepancy recorded
- Updates Operation receipts, Execution evidence
Who does what
Roles and permissions- Provider Coordinator
- Submits and verifies; Operations Analyst confirms scope; Operations Manager investigates material differences.
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