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Sales & Clients

Client Management

From booking to possession, every client in order.

Booking a unit against a payment plan creates the complete installment schedule instantly. Each client has a Statement of Account and status history, and the team can handle transfers, daily late-payment surcharge, waivers and refunds — all reported.

Hand signing booking documents at a desk

Key capabilities

  • 01

    Auto-generated schedules

    Book a unit against a plan and the installment schedule is created for you.

  • 02

    Statement of Account

    A clear, always-current SOA with complete status history for every client.

  • 03

    Surcharge, waivers & refunds

    Daily late-payment surcharge, with controlled waivers, refunds and transfers.

What’s included

  • Book a unit against a payment plan
  • Auto-generated installment schedule
  • Statement of Account
  • Client status history
  • Transfers
  • Daily late-payment surcharge
  • Waivers and refunds
  • Client reports

Who uses it

  • Property Manager
  • Sales Team
  • Accounts Team
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