Property Transaction Management MicroERP

Track the status and disposition of transaction booking money.

• Record payer, recipient and booking reference
• Match receipts to agreed conditions
• Coordinate approved adjustment or refund events

Allocate brokerage work with clear ownership.

• Assign territory or portfolio responsibility
• Route inquiries and shared opportunities
• Resolve reassignment and commission ownership disputes

Manage saleable units received from property developers.

• Import unit availability and current prices
• Track project-specific reservation rules
• Reconcile bookings with developer confirmation

Manage a single brief covering multiple possible purchases.

• Track portfolio criteria and shortlisted units
• Compare reviewed commercial assumptions
• Record phased acquisition decisions

Coordinate follow-up across a customer's considered properties.

• Record objections and visit feedback
• Compare shortlisted options and next steps
• Close inactive searches or record purchase outcome

Match customer needs to appropriate property options.

• Capture budget, location and timing preferences
• Record mandatory and flexible criteria
• Shortlist suitable listings with reasons

Maintain the evidence and commercial eligibility for developer partnerships.

• Track partner agreements and approval status
• Maintain project fee and lead-protection rules
• Review renewal and disputed lead attribution

Record who the agency represents in a transaction.

• Identify parties and representation terms
• Flag competing mandates or interests
• Record disclosure and approved handling decision

Reconcile commission sharing across collaborating brokers.

• Record written sharing terms and participants
• Link contribution and closing evidence
• Approve payable shares and dispute resolution

Establish when and how brokerage fees are earned.

• Apply accepted mandate fee terms
• Link entitlement to transaction milestones
• Resolve cancellation or fee-condition exceptions

Track externally handled transaction documentation and appointments.

• Coordinate reviewed document readiness
• Record appointment and professional responsibilities
• Archive completion references and pending actions

Close failed transactions and reconcile resulting obligations.

• Record cancellation reason and authority
• Track booking-money and fee decisions
• Release listing holds and partner commitments

Coordinate the steps between accepted terms and closing.

• Define transaction-specific conditions and dates
• Assign document and payment dependencies
• Escalate delays before scheduled completion

Coordinate review of owner-provided property documents.

• Request document checklist for the transaction
• Track specialist review and unresolved questions
• Restrict claims to reviewed evidence

Track consented referrals to external financing providers.

• Record customer consent and required documents
• Follow provider response and pending conditions
• Update transaction dependencies without credit decisions

Coordinate rental transaction terms through occupancy handover.

• Compare rent, deposit and occupancy terms
• Track owner and tenant approvals
• Record executed lease reference and brokerage entitlement

Preserve the sequence and conditions of property negotiations.

• Capture offer amount and conditions
• Record counteroffers and response expiry
• Mark accepted terms and unresolved dependencies

Manage renewal negotiations when the mandate includes them.

• Identify lease renewal opportunities
• Coordinate revised owner and tenant terms
• Record renewed mandate and fee entitlement

Prevent conflicting holds on an available property or unit.

• Record reservation party and expiry
• Check competing offers or allocations
• Release or convert holds with approval

Surface unresolved transaction dependencies before commitment.

• Review missing documents and conditional terms
• Assign specialist or owner actions
• Require explicit decision on unresolved risks