Real Estate Document
A real estate document is a letter issued to a buyer about a unit: an allocation, a possession, a no due certificate, a parking allotment. It carries the terms printed on the letter, an image and a barcode.
What it is for
The letter is printed from the Real Estate Document (Form) report. The Document Type decides which extra fields show and which default terms are filled:
| Document Type | What changes |
|---|---|
| Possession | Term Condition is filled with the Possesion Term & Condition of Real Estate Setting |
| Any other type | Term Condition is filled with the Allocation Term & Condition |
| No Due Certificate, No Due Certificate With Development | Till Date shows |
| Parking | Parking No, Basement 1, Basement 2 and Ground Floor show |
The one rule people get wrong: issuing the letter changes nothing on the agreement. The Allocation and Possession ticks on the Sales Agreement are not set by it.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Process Number | The number | Required; unique |
| Process Date | The date | Required |
| Customer, Name, Tax Zone | The buyer | Customer required |
| Image | A picture or scan | |
| Barcode | A code printed on the letter as a barcode | Saved as a barcode image |
| Document Type | The kind of letter | Pick from the list |
| Reference no | A reference | |
| Till Date | The date dues are cleared to | No due certificates |
| Parking No, Basement 1, Basement 2, Ground Floor | The parking allotted | Parking letters |
| Property, Unit No, Name | The unit | |
| Term Condition, Header, Footer | The letter's terms | |
| Serial Information lines | Serial Number, Assign To, Line Text | Items handed over |
How to configure it
Set the Possesion and Allocation terms on Real Estate Setting.
Scenarios
- Handing over keys. A Possession document for the buyer and unit.
- A buyer selling on needs proof nothing is owed. A No Due Certificate with Till Date today.
What it is connected to
- Real Estate Setting supplies the default terms.
- Lists and reports prints it.
If something looks wrong
- Save refuses and marks Process Number. The number is already used.
- Till Date or the parking fields are missing. They show only for the matching Document Type.