Capabilities · Operational platforms

Property sales — stock, reservation and instalments

Selling a unit is a funnel with inventory. An apartment has a status, a price, a finish option and a queue of interested buyers. Sales reserves the unit for a window. After the contract come instalments, annexes and handover. We do not act as an estate agent — we build the system for the sales and reservation process.

Stock · reservation · contract

Where unit sales break

The apartment list lives in a spreadsheet. Two desks reserve the same unit. The buyer gets a different price than the current list. The reservation agreement is in mail, instalments in finance, the annex with legal. The development status in the sales meeting does not match what the rep sees. A second stairwell or a second phase and the spreadsheet stops being the source of truth.

Modules

What sits in this process

Unit stock

The unit: floor area, floor, aspect, price, finish option, status (free, reserved, under contract, completed, withdrawn). Filters for the rep and a stock report for leadership come from the same list.

Unit reservation

A timed hold for an agreed window, a reservation agreement, release after the deadline. A second reservation of the same unit is impossible or needs an explicit permission — not a line added in a spreadsheet.

Sales funnel

Lead, viewing, offer, reservation, developer or preliminary contract, completion. Contact and document history sit on the unit and on the client.

Payment schedule

Deposit, instalments, finish supplements, contractual penalties in the agreed model. A payment binds to the unit and the contract. Finance does not rebuild transfers from mail.

Annexes and handover

A change of area, finish or date. Handover protocol and a pass to the next stage (for example management or finance). The annex does not live outside the system.

Client and partner panel

The client sees the offer, the schedule and the files. A sales office or a development partner — their pool and their reservations, without a view of the whole development if that is the agreed scope.

Integrations

Deposit and instalment payments — status on the contract.
Mailing of contracts, payment notices and handover documents.
Reports: stock sold, free / reserved / under contract, instalment inflow, the rep’s funnel.
Export to accounting — the same unit and contract ID.

Directed solutions

A developer or a development sales desk — one stock, many reps.
Apartment and house sales with a finish option.
Sales with a partner — a separate desk and visibility without a second spreadsheet.

Example first stage

One development or one stairwell: stock → timed reservation → deposit confirmation → status in the pool. Acceptance: two reps cannot reserve the same unit, the client gets the current price list, finance sees the deposit on the contract. Annexes, handover and a client panel — the next stage.

Related areas

Describe your business need — we will propose the right technology and the next work stages. Contact: [email protected]

Go to contact View all capabilities