Real Estate Setting
Real Estate Setting: the one record per legal entity that names the special payment categories, journals and switches the Real Estate screens read.
Property
Property: a building, tower or housing scheme, the project it belongs to, and the categories, floors and buildings its units use.
Real Estate Unit
Real Estate Unit: one apartment, shop, plot or office of a property, with its classification, size, use, price, additional charges and reservations.
Units
Units: generate many units of a property at once from number ranges, for example every flat of every floor.
Payment Category
Payment Category: the kinds of money a buyer pays on a unit, each with its tax group and account.
Property Category
Property Category: the top level of how units are classified, for example residential or commercial.
Property Type
Property Type: the second level of unit classification, for example apartment, villa or shop.
Property Sub Type
Property Sub Type: the finest level of unit classification, for example corner or park-facing.
Amenities
Amenities: the list of facilities a unit can offer, such as a gym or a lift.
Stage
Stage: the construction milestones a stage-based payment can be tied to.
Pricing Period
Pricing Period: the date ranges unit prices are valid for.
Pricing Profile
Pricing Profile: the unit prices and discounts of one pricing period, written per unit, per property type or per sub type.
Sales Channel
Sales Channel: A sales channel is the route a sale came through: direct, through a dealer, through an agent, online.
Sales Team
Sales Team: A sales team is a group of sales people who sell units together.
Sales Person
Sales Person: the people who sell units, with their identity number and contacts.
Agent
Agent: An agent is an outside person or firm that brings buyers.
Dealer
Dealer: the property dealers who sell units, with their addresses and contacts.
Document Type
Document Type: the kinds of letters a buyer can request, used by templates and document requests.
Document Template
Document Template: the header and footer text of a letter, for one document type.
Notice Template
Notice Template: the wording of overdue notices, by how many days a payment is late.
Sales Agreement Request
Sales Agreement Request: a booking request for a unit, with the agreed price, first payment and who sold it.
Sales Agreement
Sales Agreement: the sale of one unit to a buyer, its price, discounts, additional charges, payment plan, owners and nominees.
Billing Proposal (IR)
Billing Proposal (IR): pick the instalments and charges a buyer is paying now and how the money comes in, ready to be collected in Receivables.
Sales Agreement Periodic Invoices
Sales Agreement Periodic Invoices: raise customer invoices in Receivables for every instalment and charge that has fallen due.
Maintenance Pricing Agreement
Maintenance Pricing Agreement: the maintenance charges billed to owners, by property, unit class and period, monthly to yearly.
Maintenance Billing Proposal
Maintenance Billing Proposal: bill one unit's maintenance charges up to a date; Save posts a customer invoice.
Bulk Maintenance Billing Proposal
Bulk Maintenance Billing Proposal: bill maintenance for every sold unit of a property in one run.
Ownership Transfer
Ownership Transfer: move a sold unit from one buyer to another, with the documents checked, the transfer fees and the new owners.
Unit To Unit Transfer
Unit To Unit Transfer: move a buyer and the money paid from one unit to another, or move paid money onto other agreements; posts on Save.
Unit Refund
Unit Refund: cancel a sale and work out what is paid back, as a plain refund or a buy back; the payment itself is made in Receivables.
Real Estate Document
Real Estate Document: issue an allocation letter, possession letter, no due certificate or parking allotment to a buyer, with its terms and a barcode.
Document Request
Document Request: log a buyer's request for a letter, against a document type and an agreement.
Lists, reports and board
Every real estate list, printed form and board tile, with where it sits on the menu and the criteria it asks for.