Real Estate Management

Open connected topic →

Real Estate Management module overview

Real Estate Management module overviewUnderstand the connected staff, client, broker, landlord, supplier and public workflows.Admin Area → Property Operations → Dashboard

Install and activate Real Estate Management

Install and activate Real Estate ManagementRun the supplied lifecycle installer and verify menus, tables, columns, options and templates.Admin Area → Setup → Modules → Real Estate Management → Activate

Verify Real Estate Management database readiness

Verify Real Estate Management database readinessConfirm required module tables and core columns exist before production use.Admin Area → Settings → Module Guide and controlled record tests

Understand the Property Operations menu

Understand the Property Operations menuOpen Dashboard, Properties, Property Status, Account Status, Approvals, Owners, staff, agents and brokers according to permission.Admin Area → Property Operations

Understand the Requests & Applications menu

Understand the Requests & Applications menuOpen Buy Requests, Rent Requests, Tenant Onboarding and Onboarding workspace.Admin Area → Requests & Applications

Open Maintenance & Jobs

Open Maintenance & JobsUse the maintenance hub registered as a direct sidebar link.Admin Area → Maintenance & Jobs

Open Real Estate reports

Open Real Estate reportsUse the Reports parent and child menu.Admin Area → Reports → Reports

Open Real Estate settings

Open Real Estate settingsUse General Settings, Permissions or Module Guide according to administrator/capability access.Admin Area → Settings → General Settings / Permissions / Module Guide

Use the module guide screen

Use the module guide screenReview the supplied in-CRM orientation page.Admin Area → Settings → Module Guide

Understand staff, client, broker and public route areas

Understand staff, client, broker and public route areasDistinguish admin controllers, client portal pages, broker portal authentication and token-based public pages.Admin Area / Client Portal / Broker Portal / public application or countersign link

Configure the Google Maps API key

Configure the Google Maps API keyStore the API key used for property maps, drawing, geometry, places and markers.Admin Area → Settings → General Settings → Google Map API Code

Enable or disable the broker portal setting

Enable or disable the broker portal settingControl whether the dedicated broker portal is shown/used.Admin Area → Settings → General Settings → Show Broker Portal

Understand module assets and page scoping

Understand module assets and page scopingKnow when real-estate CSS, JavaScript and Google Maps assets load.Open a Real Estate admin, client or broker page

Understand customer and contact synchronisation hooks

Understand customer and contact synchronisation hooksKnow how customer/contact changes support landlord and portal records.Admin Area → Customers → open/create customer or contact

Understand the payment-added property activity hook

Understand the payment-added property activity hookKnow when a CRM payment can add real-estate activity evidence.Admin Area → Sales → Payments → Record Payment

Deactivate Real Estate Management safely

Deactivate Real Estate Management safelyDisable the module only after checking portal, hook and automation dependencies.Admin Area → Setup → Modules → Real Estate Management → Deactivate

Understand Real Estate Management uninstall risk

Understand Real Estate Management uninstall riskDo not run uninstall without reviewing the supplied uninstall behaviour and preserving records/files.Admin Area → Setup → Modules → Real Estate Management → Uninstall

Run the Real Estate Management production-readiness checklist

Run the Real Estate Management production-readiness checklistVerify version, permissions, settings, maps, email, PDF, portal, workflows and finance links before release.Admin Area → Settings → Module Guide and each controlled workspace

Open connected topic →

Understand all Real Estate capability groups

Understand all Real Estate capability groupsReview every permission registered by the module.Admin Area → Setup → Roles → Permissions

Grant Real Estate dashboard access

Grant Real Estate dashboard accessAllow a role to open the Real Estate dashboard.Admin Area → Setup → Roles → Real Estate → Dashboard → View

Grant estate-agent view-own or view access

Grant estate-agent view-own or view accessControl whether users see only owned/company records or all accessible estate-agent records.Admin Area → Setup → Roles → Real Estate Agent

Grant estate-agent staff access

Grant estate-agent staff accessControl agent-staff listing, creation, editing and deletion.Admin Area → Setup → Roles → Real Estate Agent Staff

Grant property-owner access

Grant property-owner accessControl owner records by ownership or full scope.Admin Area → Setup → Roles → Property Owner

Grant business-broker access

Grant business-broker accessControl broker companies and owned/all records.Admin Area → Setup → Roles → Business Broker

Grant broker-request access

Grant broker-request accessControl property-to-broker request records.Admin Area → Setup → Roles → Request Broker

Grant property access

Grant property accessControl listing visibility and CRUD actions.Admin Area → Setup → Roles → Property

Grant property-approval access

Grant property-approval accessControl approval workspace visibility and approval action.Admin Area → Setup → Roles → Property Approval

Grant buy-request access

Grant buy-request accessControl buy-request visibility and CRUD actions.Admin Area → Setup → Roles → Buy Request

Grant rent-request access

Grant rent-request accessControl rent-request visibility and CRUD actions.Admin Area → Setup → Roles → Rent Request

Grant tenant access

Grant tenant accessControl tenant visibility and editing.Admin Area → Setup → Roles → Tenant

Grant report access

Grant report accessAllow the Real Estate report workspace.Admin Area → Setup → Roles → Real Estate Report → View

Grant permission-manager access

Grant permission-manager accessAllow authorised staff to view/create/edit/delete Real Estate permission records.Admin Area → Setup → Roles → Real Estate Permission

Use the Real Estate Permissions table

Use the Real Estate Permissions tableReview staff/role permission records exposed by the module.Admin Area → Settings → Permissions

Create or update a Real Estate permission assignment

Create or update a Real Estate permission assignmentSelect staff/role and supported feature capabilities.Admin Area → Settings → Permissions → Add/Edit

Delete a Real Estate permission assignment

Delete a Real Estate permission assignmentRemove an obsolete module-specific permission record.Admin Area → Settings → Permissions → Delete

Create a Real Estate role

Create a Real Estate roleAdd a role name and role type used by module plans/staff.Admin Area → Settings → General Settings → Roles → New Role

Edit a Real Estate role and propagate permissions

Edit a Real Estate role and propagate permissionsUpdate role values and choose whether linked staff permissions are updated.Admin Area → Settings → General Settings → Roles → Edit

Delete a Real Estate role

Delete a Real Estate roleRemove a role only after checking plans and staff links.Admin Area → Settings → General Settings → Roles → Delete

Create a Real Estate plan

Create a Real Estate planDefine company/freelance plan behaviour, role, rate and monthly listing limit.Admin Area → Settings → General Settings → Plans → New Plan

Edit or delete a Real Estate plan

Edit or delete a Real Estate planMaintain plan limits and role mapping or remove an unused plan.Admin Area → Settings → General Settings → Plans

Configure property numbering

Configure property numberingSet real_property_prefix and real_property_number.Admin Area → Settings → General Settings → Prefix Settings

Configure property-owner numbering

Configure property-owner numberingSet real_property_owner_prefix and real_property_owner_number.Admin Area → Settings → General Settings → Prefix Settings

Configure company numbering

Configure company numberingSet real_company_prefix and real_company_number.Admin Area → Settings → General Settings → Prefix Settings

Configure business-broker numbering

Configure business-broker numberingSet real_business_broker_prefix and real_business_broker_number.Admin Area → Settings → General Settings → Prefix Settings

Configure broker-staff numbering

Configure broker-staff numberingSet real_broker_staff_prefix and real_broker_staff_number.Admin Area → Settings → General Settings → Prefix Settings

Configure general staff-code numbering

Configure general staff-code numberingSet staff_code_prefix and staff_code_number used by module staff records.Admin Area → Settings → General Settings → Prefix Settings

Troubleshoot a hidden Real Estate menu

Troubleshoot a hidden Real Estate menuCompare activation, role capabilities, view-own ownership and company context.Admin Area → Setup → Roles and the intended Real Estate menu

Open connected topic →

Open the Real Estate Agents register

Open the Real Estate Agents registerReview estate-agent companies visible to the current user.Admin Area → Property Operations → Real Estate Agents

Create an estate-agent company

Create an estate-agent companyCreate a company with identity, contact, address, plan and administrator details.Admin Area → Property Operations → Real Estate Agents → New

Edit an estate-agent company

Edit an estate-agent companyUpdate company profile, addresses, plan and related staff settings.Admin Area → Property Operations → Real Estate Agents → open company → Edit

Delete an estate-agent company

Delete an estate-agent companyRemove an unused company after checking staff, properties, requests and files.Admin Area → Property Operations → Real Estate Agents → Delete

Upload or remove an estate-agent profile image

Upload or remove an estate-agent profile imageMaintain the company image used in supported views/PDFs.Admin Area → Property Operations → Real Estate Agents → open company

Manage estate-agent company addresses

Manage estate-agent company addressesMaintain primary, billing and shipping fields.Admin Area → Property Operations → Real Estate Agents → open company → Edit

Set estate-agent company social links

Set estate-agent company social linksStore Facebook, Instagram, WhatsApp and website links where exposed.Admin Area → Property Operations → Real Estate Agents → open company → Edit

Assign a plan to an estate-agent company

Assign a plan to an estate-agent companySelect the plan that determines role/rate/listing conditions.Admin Area → Property Operations → Real Estate Agents → open company → Plan

Open My Staff

Open My StaffReview construction/estate-agent staff when not inside a company-owned context.Admin Area → Property Operations → My Staff

Open company staff

Open company staffReview staff attached to a specific estate-agent company.Admin Area → Property Operations → Real Estate Agents → open company → Staff

Create an estate-agent staff member

Create an estate-agent staff memberAdd identity, login, role, department and company-linked metadata.Admin Area → Property Operations → My Staff / company → Add Staff

Edit an estate-agent staff member

Edit an estate-agent staff memberUpdate profile, role, departments, company and account settings.Admin Area → Property Operations → My Staff → open staff → Edit

Activate or deactivate estate-agent staff

Activate or deactivate estate-agent staffChange the staff active status through the supported status action.Admin Area → Property Operations → My Staff → Status

Mark estate-agent staff as public or private

Mark estate-agent staff as public or privateControl the mark_public flag used by supported public/company displays.Admin Area → Property Operations → My Staff → Public status

Set an approval manager

Set an approval managerChange is_approval_manager for the selected staff member.Admin Area → Property Operations → My Staff → Approval Manager

Require a staff member’s properties to be approved

Require a staff member’s properties to be approvedChange require_approvals for the selected staff member.Admin Area → Property Operations → My Staff → Require Approvals

Remove a staff profile image

Remove a staff profile imageDelete the stored staff image through the supported action.Admin Area → Property Operations → My Staff → open staff → Remove Image

Delete estate-agent staff

Delete estate-agent staffRemove a staff record only after transferring owned records and assignments.Admin Area → Property Operations → My Staff → Delete

Check estate-agent company email uniqueness

Check estate-agent company email uniquenessResolve a duplicate-email validation response on company save.Admin Area → Property Operations → Real Estate Agents → New/Edit

Check staff email uniqueness

Check staff email uniquenessResolve a duplicate staff email before saving.Admin Area → Property Operations → My Staff → New/Edit

Understand staff-in-company menu behaviour

Understand staff-in-company menu behaviourKnow why My Real Estate Agent replaces some all-company menus.Admin Area → Property Operations

Open connected topic →

Open the Business Brokers register

Open the Business Brokers registerReview broker companies and their staff.Admin Area → Property Operations → Business Brokers

Create a business-broker company

Create a business-broker companyAdd broker identity, addresses, contact data, plan/profile and access context.Admin Area → Property Operations → Business Brokers → New

Edit a business-broker company

Edit a business-broker companyUpdate profile, contact, address and related access details.Admin Area → Property Operations → Business Brokers → open broker → Edit

Delete a business-broker company

Delete a business-broker companyRemove an unused broker only after checking staff and property requests.Admin Area → Property Operations → Business Brokers → Delete

Open broker staff

Open broker staffReview staff within a broker company.Admin Area → Property Operations → Business Brokers → open broker → Staff

Create broker staff

Create broker staffAdd a broker portal user with identity, email, password and profile values.Admin Area → Property Operations → Business Brokers → open broker → Add Staff

Edit broker staff

Edit broker staffUpdate broker portal identity and account profile.Admin Area → Property Operations → Business Brokers → open broker → Staff → Edit

Remove broker staff or company profile images

Remove broker staff or company profile imagesUse the supplied image-removal actions.Admin Area → Property Operations → Business Brokers → open company/staff profile

Open the broker portal login

Open the broker portal loginAuthenticate through the module’s dedicated broker route.Broker Portal → Login

Register a broker portal account

Register a broker portal accountUse the public registration form when the broker portal and route permit registration.Broker Portal → Register

Validate broker registration email and CAPTCHA

Validate broker registration email and CAPTCHAResolve duplicate-email or reCAPTCHA validation before registration.Broker Portal → Register

Reset a broker portal password

Reset a broker portal passwordRequest and complete the broker reset-password flow.Broker Portal → Forgot Password → email link

Log out of the broker portal

Log out of the broker portalEnd the broker portal session through its logout action.Broker Portal → Account menu → Logout

Edit the broker portal profile

Edit the broker portal profileUpdate name, contact, social links, profile image and password fields.Broker Portal → Profile

Change broker portal language

Change broker portal languageSwitch to a registered language through the profile/menu action.Broker Portal → Language

Use broker portal notifications

Use broker portal notificationsReview, mark one/all read and open notification details.Broker Portal → Notifications

Use the broker portal dashboard

Use the broker portal dashboardReview the broker’s accessible summary data.Broker Portal → Dashboard

Manage broker portal company profile

Manage broker portal company profileEdit the broker’s own company record through the dedicated form.Broker Portal → Company Profile

Browse broker portal properties

Browse broker portal propertiesReview property listings visible to the broker.Broker Portal → Properties

Create or edit a broker portal property listing

Create or edit a broker portal property listingUse the broker property form and all supported attachments/rooms.Broker Portal → Properties → New/Edit

Delete a broker portal property listing

Delete a broker portal property listingRemove a broker-owned property after checking requests and files.Broker Portal → Properties → Delete

Manage broker portal property owners

Manage broker portal property ownersList, create, edit, status-change or delete owners within broker scope.Broker Portal → Property Owners

Create a broker portal buy or rent request

Create a broker portal buy or rent requestUse Requests or Rent Requests with the selected client/property data.Broker Portal → Requests / Rent Requests → New

Convert a broker request to contract

Convert a broker request to contractCreate a CRM contract from an eligible request.Broker Portal → Requests → open request → Convert to Contract

Convert a broker request to invoice

Convert a broker request to invoiceCreate a CRM invoice from an eligible request.Broker Portal → Requests → open request → Convert to Invoice

Use broker portal contracts

Use broker portal contractsCreate/edit, sign/un-sign, renew, copy, comment, attach, PDF and email contracts.Broker Portal → Contracts

Use broker portal invoices

Use broker portal invoicesCreate/edit, cancel/un-cancel, mark sent, email, PDF and manage attachments.Broker Portal → Invoices

Record a broker portal invoice payment

Record a broker portal invoice paymentUse the payment form with amount, mode, transaction ID and note.Broker Portal → Invoices → open invoice → Record Payment

Use broker portal payments

Use broker portal paymentsOpen payment records, PDFs and email actions.Broker Portal → Payments

Use broker portal dashboard reports

Use broker portal dashboard reportsReview buy/rent status, property type, listing status and operational reports.Broker Portal → Dashboard / Reports

Understand broker portal layout helper methods

Understand broker portal layout helper methodsDo not treat layout/data/view/title/disable-navigation methods as separate user pages.Broker Portal pages

Open connected topic →

Open Property Owners

Open Property OwnersReview owner records within the current access scope.Admin Area → Property Operations → Property Owners

Create a property owner

Create a property ownerAdd owner code, identity, contact, tax, address, profile and social details.Admin Area → Property Operations → Property Owners → New

Edit a property owner

Edit a property ownerUpdate owner identity, addresses and linked company/customer information.Admin Area → Property Operations → Property Owners → open owner → Edit

Change a property owner status

Change a property owner statusActivate/deactivate the owner through the supported status action.Admin Area → Property Operations → Property Owners → Status

Delete a property owner

Delete a property ownerRemove an owner only after reassigning properties and preserving evidence.Admin Area → Property Operations → Property Owners → Delete

Check whether a property owner already exists

Check whether a property owner already existsResolve owner duplicate checks before adding a new record.Admin Area → Property Operations → Property Owners → New/Edit

Load property-owner information into a form

Load property-owner information into a formSelect an owner and verify populated identity/contact data.Admin Area → Property Operations → Properties → New/Edit → Property Owner

Remove a property-owner profile image

Remove a property-owner profile imageDelete the stored owner image through the supported action.Admin Area → Property Operations → Property Owners → open owner → Remove Image

Open Landlords

Open LandlordsReview landlord customers exposed by the module.Admin Area → Property Operations → Property Owners / Customers landlord group

Create a landlord CRM customer

Create a landlord CRM customerCreate the customer/contact record required for landlord linking and portal use.Admin Area → Customers → New Customer

Verify landlord customer-group synchronisation

Verify landlord customer-group synchronisationConfirm customer/contact hooks maintain the intended landlord grouping/link.Admin Area → Customers → open landlord customer

Link properties to a CRM client

Link properties to a CRM clientSelect one or more properties and save the client/tenant/landlord relationship.Admin Area → Customers → open customer → Properties / Link Properties

Change the landlord on a property-client link

Change the landlord on a property-client linkMove an existing link to a new landlord client when supported.Admin Area → Customers → open customer → Linked Properties → Change Landlord

Remove a property-client link

Remove a property-client linkDelete only the relationship record, not the underlying property/customer.Admin Area → Customers → open customer → Linked Properties → Remove Link

Review landlord payout links

Review landlord payout linksSee which property/landlord relations feed payout records.Admin Area → Customers → open landlord → Landlord Payouts

Create or update a landlord payout

Create or update a landlord payoutRecord amount, property address, status, payment mode, transaction ID, paid date and admin notes.Admin Area → Customers → open landlord → Landlord Payouts → Add/Edit

Change a landlord payout status

Change a landlord payout statusMove the payout through the supported status action.Admin Area → Customers → open landlord → Landlord Payouts → Status

Review landlord payout history in the client portal

Review landlord payout history in the client portalAllow an authorised landlord contact to view linked payouts.Client Portal → Real Estate → Payouts

Open the landlord maintenance view

Open the landlord maintenance viewReview property maintenance jobs visible to the landlord.Landlord Portal/Client Portal → Maintenance

Open a landlord maintenance job report

Open a landlord maintenance job reportView the job report for an authorised linked property.Landlord Portal/Client Portal → Maintenance → open job report

Use property owner codes and numbering

Use property owner codes and numberingVerify the owner prefix/next number generates the intended code.Admin Area → Settings → Prefix Settings and Property Owners → New

Troubleshoot a missing landlord property

Troubleshoot a missing landlord propertyCheck owner/customer link, property owner fields, active status and portal contact.Admin Area → Customers → landlord → Linked Properties

Open connected topic →

Open the Properties register

Open the Properties registerReview property listings in the table/grid workspace.Admin Area → Property Operations → Properties

Create a property listing

Create a property listingOpen the full property form and complete required ownership, listing and address data.Admin Area → Property Operations → Properties → New Property

Edit a property listing

Edit a property listingUpdate an existing property without breaking owner, company, request or portal links.Admin Area → Property Operations → Properties → open property → Edit

Delete a property listing

Delete a property listingDelete only after checking requests, contracts, tenancy, maintenance, compliance and files.Admin Area → Property Operations → Properties → Delete

Review a property listing detail page

Review a property listing detail pageInspect all stored sections, media, owner, broker, map and actions.Admin Area → Property Operations → Properties → open property

Set the property code and commodity code

Set the property code and commodity codeUse generated/manual identifiers without collisions.Admin Area → Property Operations → Properties → New/Edit → Basic Details

Set listing type and transaction type

Set listing type and transaction typeChoose the supported property/listing classification used by filters and requests.Admin Area → Property Operations → Properties → New/Edit → Listing Details

Set listing privacy

Set listing privacyChoose the supported privacy value that controls eligible visibility.Admin Area → Property Operations → Properties → New/Edit → Listing Privacy

Assign the property owner

Assign the property ownerSelect an existing owner and verify loaded owner contact values.Admin Area → Property Operations → Properties → New/Edit → Property Owner

Assign the estate-agent company and staff

Assign the estate-agent company and staffLink the listing to the responsible company/staff context.Admin Area → Property Operations → Properties → New/Edit → Agent/Company

Set owner contact fields on the property

Set owner contact fields on the propertyRecord owner_name, owner_email and owner_phone where the listing form exposes them.Admin Area → Property Operations → Properties → New/Edit → Owner Details

Enter the property address

Enter the property addressComplete address, city and country values used by lists, PDFs, reports and maps.Admin Area → Property Operations → Properties → New/Edit → Address

Set latitude and longitude

Set latitude and longitudeStore map coordinates for marker and map views.Admin Area → Property Operations → Properties → New/Edit → Map

Use the property map drawing tools

Use the property map drawing toolsDraw or adjust supported map geometry for the listing.Admin Area → Property Operations → Properties → New/Edit → Map

Set beds and bathrooms

Set beds and bathroomsEnter beds, full baths and half baths.Admin Area → Property Operations → Properties → New/Edit → Rooms

Set property size and land values

Set property size and land valuesEnter total square feet/source, lot acres, front yard and garden square metres.Admin Area → Property Operations → Properties → New/Edit → Measurements

Set building dimensions and access

Set building dimensions and accessEnter door/eaves dimensions and accessibility features.Admin Area → Property Operations → Properties → New/Edit → Building Features

Set construction and structural details

Set construction and structural detailsRecord exterior construction, foundation, basement, ceiling, finishing and new-construction status.Admin Area → Property Operations → Properties → New/Edit → Construction

Set heating, air conditioning and fuel

Set heating, air conditioning and fuelRecord heating, heating_and_fuel, air_conditioning and gas-related values.Admin Area → Property Operations → Properties → New/Edit → Services

Set electrical service and energy efficiency

Set electrical service and energy efficiencyRecord electrical_Service, energy_efficiency and egenry_efficient values.Admin Area → Property Operations → Properties → New/Edit → Energy/Utilities

Set water, sewer and utilities

Set water, sewer and utilitiesChoose supported water/sewer/utilities values used by filters and details.Admin Area → Property Operations → Properties → New/Edit → Utilities

Set included utility charges

Set included utility chargesRecord gas, hydro and internet included flags/details.Admin Area → Property Operations → Properties → New/Edit → Included Services

Set appliances and equipment

Set appliances and equipmentRecord appliances_included, other_equipment, computer, cable_TV and related items.Admin Area → Property Operations → Properties → New/Edit → Equipment

Set kitchen, fireplace and grill details

Set kitchen, fireplace and grill detailsRecord kitchen, fireplace, fireplace_description and grill values.Admin Area → Property Operations → Properties → New/Edit → Interior Features

Set balcony, garage, parking and lift

Set balcony, garage, parking and liftRecord balcony, garage, garage-door/parking features, parking and lift.Admin Area → Property Operations → Properties → New/Edit → Access/Parking

Set pool details

Set pool detailsEnter pool dimensions and pool features.Admin Area → Property Operations → Properties → New/Edit → Outdoor Features

Set flooring and building features

Set flooring and building featuresRecord floor_covering and building_features.Admin Area → Property Operations → Properties → New/Edit → Features

Set lot features and other structures

Set lot features and other structuresRecord lot_features, other_structures, adjoining_property and easements.Admin Area → Property Operations → Properties → New/Edit → Land/Legal Details

Set disclosures and possession details

Set disclosures and possession detailsRecord disclosures and possession conditions.Admin Area → Property Operations → Properties → New/Edit → Legal/Availability

Set furnished and tenant capacity values

Set furnished and tenant capacity valuesRecord furnished status and number_of_tenants.Admin Area → Property Operations → Properties → New/Edit → Occupancy

Set schools, landmarks and hospitals

Set schools, landmarks and hospitalsChoose or add nearby school, landmark and hospital values.Admin Area → Property Operations → Properties → New/Edit → Nearby Places

Add a property group

Add a property groupCreate a new group from the property form when the quick-add action is available.Admin Area → Property Operations → Properties → New/Edit → Group → Add

Add a school, landmark or hospital option

Add a school, landmark or hospital optionUse the respective quick-add modal/action.Admin Area → Property Operations → Properties → New/Edit → Nearby Places → Add

Set property description content

Set property description contentEnter description and long_description for internal/public details.Admin Area → Property Operations → Properties → New/Edit → Description

Set listing price, rent and commission

Set listing price, rent and commissionComplete commercial values including commission and contract_payment where displayed.Admin Area → Property Operations → Properties → New/Edit → Commercial Details

Set annual income and expense values

Set annual income and expense valuesRecord annual schedule income, income type, expenses, operating expenses and net operating income/type.Admin Area → Property Operations → Properties → New/Edit → Investment Details

Set maintenance fee

Set maintenance feeRecord the maintenance_fee used in listing/commercial review.Admin Area → Property Operations → Properties → New/Edit → Commercial Details

Set ownership and front exposure

Set ownership and front exposureChoose ownership and front_exposure values.Admin Area → Property Operations → Properties → New/Edit → Property Details

Add room rows

Add room rowsUse the Add Room action and complete the generated row template.Admin Area → Property Operations → Properties → New/Edit → Rooms → Add Room

Upload property attachments

Upload property attachmentsAdd files through the supported listing attachment action.Admin Area → Property Operations → Properties → open property → Attachments

Upload alternate property attachment groups

Upload alternate property attachment groupsUse the additional attachment actions exposed by the view.Admin Area → Property Operations → Properties → open property → Media/Files

Preview a property file

Preview a property fileOpen a stored file through the authorised preview route.Admin Area → Property Operations → Properties → open property → Files → Preview

Delete a property attachment

Delete a property attachmentRemove only the selected property file.Admin Area → Property Operations → Properties → open property → Files → Delete

Upload or delete a property listing PDF file

Upload or delete a property listing PDF fileMaintain the listing’s dedicated PDF attachment.Admin Area → Property Operations → Properties → open property → Listing PDF

Send a property listing by email

Send a property listing by emailUse the detail-page email form with recipient, subject, content and PDF choice.Admin Area → Property Operations → Properties → open property → Send Email

Assign a property to brokers

Assign a property to brokersSelect broker company/staff recipients and commission.Admin Area → Property Operations → Properties → open property → Assign Broker

Review broker requests for a property

Review broker requests for a propertyOpen the property’s broker request table.Admin Area → Property Operations → Properties → open property → Broker Requests

Delete a broker request

Delete a broker requestRemove an obsolete property-broker request.Admin Area → Property Operations → Properties → open property → Broker Requests → Delete

Complete property media and exterior

Complete property media and exteriorEnter and verify the supported front exposure, front yard, garden, balcony, grill, pool dimensions, pool features, exterior construction, eaves height fields.Admin Area → Property Operations → Properties → New/Edit → Property Media And Exterior

Complete property interior and comfort

Complete property interior and comfortEnter and verify the supported air conditioning, heating, heating and fuel, fireplace, fireplace description, floor covering, ceiling type, furnished, kitchen fields.Admin Area → Property Operations → Properties → New/Edit → Property Interior And Comfort

Complete property access and parking

Complete property access and parkingEnter and verify the supported accessibility features, door height, door width, garage, garage door height, garage parking features, parking, lift fields.Admin Area → Property Operations → Properties → New/Edit → Property Access And Parking

Complete property utilities and services

Complete property utilities and servicesEnter and verify the supported electrical service, gas included, hydro included, internet, cable TV, water, sewer, utilities fields.Admin Area → Property Operations → Properties → New/Edit → Property Utilities And Services

Complete property investment figures

Complete property investment figuresEnter and verify the supported annual schedule income, annual income type, annual expenses, operating expenses, net operating income, net operating income type, maintenance fee fields.Admin Area → Property Operations → Properties → New/Edit → Property Investment Figures

Complete property legal and land data

Complete property legal and land dataEnter and verify the supported ownership, easements, disclosures, possession, adjoining property, lot features, lot size acres, other structures fields.Admin Area → Property Operations → Properties → New/Edit → Property Legal And Land Data

Complete property equipment and construction

Complete property equipment and constructionEnter and verify the supported appliances included, other equipment, computer, foundation, basement, finishing, new construction, building features fields.Admin Area → Property Operations → Properties → New/Edit → Property Equipment And Construction

Open connected topic →

Switch between property table and map views

Switch between property table and map viewsUse the supported map switch and persist the selected state.Admin Area → Property Operations → Properties → Map/Table switch

Reload the property map

Reload the property mapRefresh markers/results after filters or record changes.Admin Area → Property Operations → Properties → Map → Reload

Search properties by text

Search properties by textUse the search box to find matching listing values.Admin Area → Property Operations → Properties → Search

Filter properties by transaction type

Filter properties by transaction typeSelect the sale/rent transaction filter.Admin Area → Property Operations → Properties → Filters → Transaction Type

Filter properties by listing type

Filter properties by listing typeSelect a listing type in the advanced filter.Admin Area → Property Operations → Properties → Filters → Listing Type

Filter properties by status

Filter properties by statusChoose a listing/property status.Admin Area → Property Operations → Properties → Filters → Status

Filter properties by minimum and maximum price

Filter properties by minimum and maximum priceEnter a valid numeric price range.Admin Area → Property Operations → Properties → Filters → Price

Filter properties by bedrooms and bathrooms

Filter properties by bedrooms and bathroomsSet min/max bedroom and bathroom criteria.Admin Area → Property Operations → Properties → Filters → Beds/Baths

Filter properties by land size and floors

Filter properties by land size and floorsUse land minimum/maximum and minimum total floors where shown.Admin Area → Property Operations → Properties → Filters → Size/Floors

Filter properties by property style

Filter properties by property styleChoose a stored property_style value.Admin Area → Property Operations → Properties → Filters → Property Style

Filter properties by accessibility features

Filter properties by accessibility featuresChoose the supported accessibility value.Admin Area → Property Operations → Properties → Filters → Accessibility

Filter properties by air conditioning and appliances

Filter properties by air conditioning and appliancesUse the service/equipment filter choices.Admin Area → Property Operations → Properties → Filters → Features

Filter properties by electrical service

Filter properties by electrical serviceSelect a supported electrical_service value.Admin Area → Property Operations → Properties → Filters → Electrical Service

Filter properties by garage

Filter properties by garageChoose the garage filter.Admin Area → Property Operations → Properties → Filters → Garage

Filter properties by security features

Filter properties by security featuresChoose security_features values.Admin Area → Property Operations → Properties → Filters → Security Features

Filter properties by sewer, water and utilities

Filter properties by sewer, water and utilitiesUse service filters to narrow results.Admin Area → Property Operations → Properties → Filters → Utilities

Reset property filters

Reset property filtersClear the active filter form and reload the full permitted list.Admin Area → Property Operations → Properties → Filters → Reset

Open a property from the client portal grid

Open a property from the client portal gridSelect a visible linked/public listing.Client Portal → Real Estate → Properties → open property

Switch the client portal property map

Switch the client portal property mapUse the portal map/table mode.Client Portal → Real Estate → Properties → Map/Table switch

Browse a company’s property grid

Browse a company’s property gridOpen listings linked to an estate-agent company.Client Portal → Real Estate → Company → Properties

Browse a staff member’s property grid

Browse a staff member’s property gridOpen listings linked to a visible staff/agent profile.Client Portal → Real Estate → Staff → Properties

Mark or unmark a property favourite

Mark or unmark a property favouriteUse the supported favourite action where exposed.Admin/client property listing → Favourite control

Understand saved-properties limitations

Understand saved-properties limitationsKnow that the supplied client menu registration does not expose a Saved Properties menu item.Client Portal → Real Estate

Understand My Rental Listings menu limitation

Understand My Rental Listings menu limitationKnow that the client menu item is not visibly registered in the supplied build.Client Portal → Real Estate

Troubleshoot an empty property map

Troubleshoot an empty property mapCheck API key, script load, coordinates, permissions, filters and browser console/network errors.Admin Area or Client Portal → Real Estate → Properties → Map

Troubleshoot a property missing from portal search

Troubleshoot a property missing from portal searchCheck privacy, status, owner/company/customer links and current contact access.Admin Area → Property Operations → Properties → open property

Open connected topic →

Open Property Status

Open Property StatusReview status information for accessible properties.Admin Area → Property Operations → Property Status

Create or update a Property Status record

Create or update a Property Status recordSelect property/owner/landlord values and save status evidence.Admin Area → Property Operations → Property Status → Add/Edit

Generate a Property Status PDF

Generate a Property Status PDFCreate the supported PDF for a status record.Admin Area → Property Operations → Property Status → open record → PDF

Open Account Status

Open Account StatusReview account/relationship status records linked to properties and clients.Admin Area → Property Operations → Account Status

Add notes to an account/status relation

Add notes to an account/status relationCreate a note against the supported relation.Admin Area → Property Operations → Account Status → open record → Add Note

Review account/status notes

Review account/status notesOpen existing notes for the selected relation.Admin Area → Property Operations → Account Status → open record → Notes

Open the Property Approvals workspace

Open the Property Approvals workspaceReview listings awaiting approval.Admin Area → Property Operations → Approvals

Approve an individual property

Approve an individual propertyUse the supported approval/status action on the pending listing.Admin Area → Property Operations → Approvals → open pending property → Approve

Reject or return an individual property

Reject or return an individual propertyChoose the supported non-approved status and record the required reason where prompted.Admin Area → Property Operations → Approvals → open pending property → Reject/Return

Change property approval status in bulk

Change property approval status in bulkSelect pending properties and apply one supported decision.Admin Area → Property Operations → Approvals → select records → Bulk Status

Set staff as an approval manager

Set staff as an approval managerEnable is_approval_manager for the responsible staff member.Admin Area → Property Operations → My Staff → Approval Manager

Require property approvals for staff

Require property approvals for staffEnable require_approvals for the selected staff member.Admin Area → Property Operations → My Staff → Require Approvals

Change a property listing status

Change a property listing statusUse the status action from the property detail/register.Admin Area → Property Operations → Properties → open property → Change Status

Mark a property as sold

Mark a property as soldApply the supported sold status and verify sale amount/date evidence.Admin Area → Property Operations → Properties → open property → Status → Sold

Mark a property as rented

Mark a property as rentedApply the supported rented status and verify tenancy/rent evidence.Admin Area → Property Operations → Properties → open property → Status → Rented

Mark a property temporarily off market

Mark a property temporarily off marketUse the displayed temporary-off-market status.Admin Area → Property Operations → Properties → open property → Status

Mark a property expired

Mark a property expiredUse the displayed expired status after reviewing listing dates.Admin Area → Property Operations → Properties → open property → Status → Expired

Delete a property-status entry with a reason

Delete a property-status entry with a reasonUse the status screen’s delete action and provide delete_reason when prompted.Admin Area → Property Operations → Property Status → Delete

Understand property status date effects

Understand property status date effectsKnow when date_sold, date_update and days-on-market values are written.Admin Area → Property Operations → Properties → Status

Troubleshoot a property stuck pending approval

Troubleshoot a property stuck pending approvalCheck staff require_approvals, approval-manager/capability, current status and pending table filters.Admin Area → Property Operations → Approvals

Open connected topic →

Open Buy Requests

Open Buy RequestsReview purchase-interest requests.Admin Area → Requests & Applications → Buy Requests

Create a buy request

Create a buy requestSelect customer, property, price, currency, inspection and notes.Admin Area → Requests & Applications → Buy Requests → New

Edit a buy request

Edit a buy requestUpdate an eligible request without breaking linked conversion records.Admin Area → Requests & Applications → Buy Requests → open request → Edit

Delete a buy request

Delete a buy requestRemove an unused request after checking contract/invoice conversions and PDFs/emails.Admin Area → Requests & Applications → Buy Requests → Delete

Open buy-request details

Open buy-request detailsReview customer, property, pricing, notes, status and actions.Admin Area → Requests & Applications → Buy Requests → open request

Load a property into a buy request

Load a property into a buy requestSelect a property and verify returned item data.Admin Area → Requests & Applications → Buy Requests → New/Edit → Property

Load customer billing data into a buy request

Load customer billing data into a buy requestSelect a customer and review populated address/currency values.Admin Area → Requests & Applications → Buy Requests → New/Edit → Customer

Calculate estimated request duration

Calculate estimated request durationUse the form calculation based on the selected values.Admin Area → Requests & Applications → Buy Requests → New/Edit

Change a buy-request status

Change a buy-request statusApply only a status shown by the request detail/register.Admin Area → Requests & Applications → Buy Requests → open request → Status

Generate a buy-request PDF

Generate a buy-request PDFCreate the request PDF from the saved record.Admin Area → Requests & Applications → Buy Requests → open request → PDF

Email a buy request

Email a buy requestSend the request PDF/message to selected recipients.Admin Area → Requests & Applications → Buy Requests → open request → Send Email

Convert a buy request to a contract

Convert a buy request to a contractCreate a core CRM contract from an eligible request.Admin Area → Requests & Applications → Buy Requests → open request → Convert to Contract

Convert a buy request to an invoice

Convert a buy request to an invoiceCreate a core CRM invoice from an eligible request.Admin Area → Requests & Applications → Buy Requests → open request → Convert to Invoice

Open the converted contract

Open the converted contractFollow the linked core contract and review content/value/status.Admin Area → Contracts → open linked contract

Open the converted invoice

Open the converted invoiceFollow the linked core invoice and review items/tax/status.Admin Area → Sales → Invoices → open linked invoice

Create a buy request from the client portal

Create a buy request from the client portalAllow a customer to submit the buy request form.Client Portal → Real Estate → Buy Application

Review a client buy request

Review a client buy requestOpen the request detail and PDF from the client portal.Client Portal → Real Estate → Buy Application / Requests → open request

Delete a client buy request

Delete a client buy requestUse the portal delete action only when the request state permits it.Client Portal → Real Estate → Buy Application → Delete

Change a client buy-request status

Change a client buy-request statusUse only portal-supported status actions.Client Portal → Real Estate → Buy Application → open request → Status

Troubleshoot failed buy-request conversion

Troubleshoot failed buy-request conversionCheck request status, customer/property IDs, core contract/invoice permissions and required data.Admin Area → Requests & Applications → Buy Requests → open request

Open connected topic →

Open Rent Requests

Open Rent RequestsReview rental-interest records.Admin Area → Requests & Applications → Rent Requests

Create a rent request

Create a rent requestSelect customer, property, rent/price, currency, term, inspection and notes.Admin Area → Requests & Applications → Rent Requests → New

Edit a rent request

Edit a rent requestUpdate an eligible rental request.Admin Area → Requests & Applications → Rent Requests → open request → Edit

Delete a rent request

Delete a rent requestRemove an unused rental request after checking application/onboarding/contracts/invoices.Admin Area → Requests & Applications → Rent Requests → Delete

Change a rent-request status

Change a rent-request statusApply a supported status from the request screen.Admin Area → Requests & Applications → Rent Requests → open request → Status

Generate and email a rent-request PDF

Generate and email a rent-request PDFCreate the PDF and send it through the supported request email form.Admin Area → Requests & Applications → Rent Requests → open request → PDF / Send Email

Convert a rent request to contract or invoice

Convert a rent request to contract or invoiceUse the shared conversion actions when eligible.Admin Area → Requests & Applications → Rent Requests → open request → Convert

Open a renter profile from a rent request

Open a renter profile from a rent requestReview the customer’s suitability/evidence data linked to the request.Admin Area → Requests & Applications → Rent Requests → open request → Renter Profile

Open My Renter Profile

Open My Renter ProfileMaintain the current client contact’s renter data.Client Portal → Real Estate → Renter Profile

Update renter identity and contact details

Update renter identity and contact detailsSave title, first/last name, email and phone.Client Portal → Real Estate → Renter Profile

Update renter employment details

Update renter employment detailsChoose employment_type/not_employed and supporting information.Client Portal → Real Estate → Renter Profile

Upload renter identity evidence

Upload renter identity evidenceUpload identity_document_file through the profile.Client Portal → Real Estate → Renter Profile

Upload renter income evidence

Upload renter income evidenceUpload income_source_file and maintain income sources.Client Portal → Real Estate → Renter Profile

Add an address-history record

Add an address-history recordEnter a previous/current address history row.Client Portal → Real Estate → Renter Profile → Address History → Add

Delete an address-history record

Delete an address-history recordRemove only an incorrect renter address record.Client Portal → Real Estate → Renter Profile → Address History → Delete

Add an income source

Add an income sourceEnter income_type, amount and income_frequency.Client Portal → Real Estate → Renter Profile → Income Sources → Add

Delete an income source

Delete an income sourceRemove an obsolete/incorrect income row.Client Portal → Real Estate → Renter Profile → Income Sources → Delete

Add an occupant or person

Add an occupant or personRecord another person who will live with the renter.Client Portal → Real Estate → Renter Profile → Occupants → Add

Delete an occupant

Delete an occupantRemove an occupant who should no longer be included.Client Portal → Real Estate → Renter Profile → Occupants → Delete

Record pets

Record petsComplete dogs, cats, other_pets and describe_your_pets.Client Portal → Real Estate → Renter Profile → Pets

Record emergency contact

Record emergency contactComplete emergency contact name, relationship, phone and email.Client Portal → Real Estate → Renter Profile → Emergency Contact

Introduce the renter

Introduce the renterEnter introduce_yourself and optional file.Client Portal → Real Estate → Renter Profile → About You

Create a rent request from the client portal

Create a rent request from the client portalSubmit a rental application/request for a visible property.Client Portal → Real Estate → Rental Application

Open client rent-request details and PDF

Open client rent-request details and PDFReview the current client’s request and generated PDF.Client Portal → Real Estate → Rental Application → open request

View agent/company/staff details from a property

View agent/company/staff details from a propertyOpen the linked agent, company or staff profile pages.Client Portal → Real Estate → Properties → open property → Agent/Company/Staff

Troubleshoot a missing renter-profile section

Troubleshoot a missing renter-profile sectionCheck client authentication, module menu registration and linked contact/customer record.Client Portal → Real Estate → Renter Profile

Open connected topic →

Open Real Estate contracts

Open Real Estate contractsReview core CRM contracts exposed in the broker workspace.Broker Portal → Contracts

Create a Real Estate contract

Create a Real Estate contractEnter client, subject, value, dates/content and linked project/property context.Broker Portal → Contracts → New Contract

Edit a Real Estate contract

Edit a Real Estate contractUpdate an eligible contract’s content, visibility and value.Broker Portal → Contracts → open contract → Edit

Load a contract template

Load a contract templateInsert a supported stored contract template.Broker Portal → Contracts → New/Edit → Template

Mark a contract signed or unsigned

Mark a contract signed or unsignedUse the supported status actions.Broker Portal → Contracts → open contract → Mark Signed / Unmark Signed

Clear a contract signature

Clear a contract signatureRemove the stored signature only when correction is authorised.Broker Portal → Contracts → open contract → Clear Signature

Generate a contract PDF

Generate a contract PDFCreate the PDF from the current saved contract.Broker Portal → Contracts → open contract → PDF

Email a contract

Email a contractSelect recipients, CC, custom content, attachments and attach-PDF.Broker Portal → Contracts → open contract → Send

Add, edit or remove contract comments

Add, edit or remove contract commentsMaintain the supported comment thread.Broker Portal → Contracts → open contract → Comments

Add or remove contract attachments

Add or remove contract attachmentsUpload internal/external attachments or delete a selected file.Broker Portal → Contracts → open contract → Attachments

Renew a contract — Contracts, invoices, payments and PDFs

Renew a contract — Contracts, invoices, payments and PDFsCreate a renewal entry with revised terms/dates.Broker Portal → Contracts → open contract → Renew

Delete a contract renewal

Delete a contract renewalRemove an incorrect renewal entry.Broker Portal → Contracts → open contract → Renewals → Delete

Copy a contract

Copy a contractCreate a new draft from an existing contract.Broker Portal → Contracts → open contract → Copy

Delete a contract

Delete a contractDelete only after reviewing signatures, requests, invoices, files and activity.Broker Portal → Contracts → open contract → Delete

Manage contract types

Manage contract typesCreate, list or delete contract types used by the workspace.Broker Portal → Contracts → Contract Types

Open Real Estate invoices

Open Real Estate invoicesReview core CRM invoices exposed in the broker workspace.Broker Portal → Invoices

Create a Real Estate invoice

Create a Real Estate invoiceEnter client, dates, number, currency, items, taxes, discounts, notes and payment modes.Broker Portal → Invoices → New Invoice

Edit a Real Estate invoice

Edit a Real Estate invoiceUpdate an eligible invoice and recalculate totals.Broker Portal → Invoices → open invoice → Edit

Validate an invoice number

Validate an invoice numberResolve duplicate/invalid numbering before save.Broker Portal → Invoices → New/Edit

Load invoice customer data

Load invoice customer dataSelect the client and verify billing/shipping/currency/project values.Broker Portal → Invoices → New/Edit → Customer

Load invoice relation data and merge data

Load invoice relation data and merge dataUse supported relation selectors and merge preview/action.Broker Portal → Invoices → New/Edit

Mark an invoice cancelled or restore it

Mark an invoice cancelled or restore itUse the supported cancel/un-cancel actions.Broker Portal → Invoices → open invoice → More

Mark an invoice sent

Mark an invoice sentSet the sent state through the supported action.Broker Portal → Invoices → open invoice → Mark Sent

Send an invoice email

Send an invoice emailSelect recipients, CC, custom template and attachments.Broker Portal → Invoices → open invoice → Send

Send an overdue notice

Send an overdue noticeTrigger the core invoice overdue-notice action.Broker Portal → Invoices → open overdue invoice → Send Overdue Notice

Generate an invoice PDF

Generate an invoice PDFCreate the current invoice PDF.Broker Portal → Invoices → open invoice → PDF

Upload or delete an invoice attachment

Upload or delete an invoice attachmentMaintain source files on the invoice.Broker Portal → Invoices → open invoice → Files

Toggle invoice file visibility

Toggle invoice file visibilityChoose whether a supported invoice file is client-visible.Broker Portal → Invoices → open invoice → Files → Visibility

Record an invoice payment — Contracts, invoices, payments and PDFs

Record an invoice payment — Contracts, invoices, payments and PDFsEnter amount, payment mode, transaction ID and note.Broker Portal → Invoices → open invoice → Record Payment

Delete an invoice payment

Delete an invoice paymentRemove an incorrect payment and recheck invoice status.Broker Portal → Invoices → open invoice → Payments → Delete

Open a payment and generate its PDF

Open a payment and generate its PDFReview payment evidence and create a receipt PDF.Broker Portal → Payments → open payment → PDF

Email a payment receipt

Email a payment receiptSend the supported payment PDF/message.Broker Portal → Payments → open payment → Send Email

Schedule an invoice email — Contracts, invoices, payments and PDFs

Schedule an invoice email — Contracts, invoices, payments and PDFsUse the schedule modal where displayed.Broker Portal → Invoices → open invoice → Schedule Email

Delete an invoice

Delete an invoiceDelete only when core status/payment rules permit it.Broker Portal → Invoices → open invoice → Delete

Troubleshoot a contract/invoice PDF or email

Troubleshoot a contract/invoice PDF or emailCheck source record, template, branding hook, global SMTP, attachments and application logs.Broker Portal → Contracts/Invoices → open record

Open connected topic →

Open Tenant Applications

Open Tenant ApplicationsReview submitted, approved, rejected and archived applications.Admin Area → Requests & Applications → Tenant Applications

Filter tenant applications

Filter tenant applicationsUse status, property and search filters.Admin Area → Requests & Applications → Tenant Applications

Open a tenant application

Open a tenant applicationReview applicant, property, income, occupancy, consent and evidence data.Admin Area → Requests & Applications → Tenant Applications → open application

Send a tenant application invitation

Send a tenant application invitationChoose property, recipient name/email, invite mode and personal message.Admin Area → Requests & Applications → Tenant Applications → Send Invite

Revoke a tenant application invitation

Revoke a tenant application invitationInvalidate an unused invitation.Admin Area → Requests & Applications → Tenant Applications → open invite → Revoke

Open the public application form

Open the public application formUse the tokenised link delivered by the invitation.Public invitation email/link → Apply

Complete applicant identity fields

Complete applicant identity fieldsEnter first/last name, email, phone, date of birth and nationality.Public Tenant Application → Applicant Details

Complete current address fields

Complete current address fieldsEnter address lines, city, postcode, country and years at address.Public Tenant Application → Current Address

Complete employment and income fields

Complete employment and income fieldsChoose employment status and enter employer, position and gross annual income.Public Tenant Application → Employment & Income

Complete previous-landlord fields

Complete previous-landlord fieldsEnter prior landlord name, email and phone when applicable.Public Tenant Application → Previous Landlord

Choose requested move-in date and term

Choose requested move-in date and termEnter requested_move_in_date and requested_term_months.Public Tenant Application → Tenancy Request

Declare pets

Declare petsSet pets_requested and describe pets where required.Public Tenant Application → Household

Declare smoker, benefits and children flags

Declare smoker, benefits and children flagsAnswer smoker_flag, benefits_recipient_flag and has_children_flag accurately.Public Tenant Application → Household

Enter number of occupants

Enter number of occupantsComplete number_of_occupants for the proposed tenancy.Public Tenant Application → Household

Enter the right-to-rent share code

Enter the right-to-rent share codeProvide right_to_rent_share_code when applicable.Public Tenant Application → Eligibility

Accept data-processing consent

Accept data-processing consentSelect consent_data_processing before submission when required.Public Tenant Application → Consents

Accept referencing and credit-check consents

Accept referencing and credit-check consentsSelect consent_referencing and consent_credit_check as applicable.Public Tenant Application → Consents

Choose marketing consent

Choose marketing consentSet consent_marketing independently of service/processing consent.Public Tenant Application → Consents

Submit the public tenant application

Submit the public tenant applicationReview all fields and submit once.Public Tenant Application → Review → Submit Application

Review a submitted application

Review a submitted applicationOpen the review workspace and add review_notes.Admin Area → Requests & Applications → Tenant Applications → open application → Review

Approve a tenant application

Approve a tenant applicationSelect the supported approve decision and verify downstream client/onboarding options.Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Approve

Reject a tenant application

Reject a tenant applicationSelect reject and provide a clear client_rejection_reason where required.Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Reject

Archive a tenant application

Archive a tenant applicationMove an application to archived when no longer active.Admin Area → Requests & Applications → Tenant Applications → Archive

Convert an approved application into the next workflow

Convert an approved application into the next workflowUse the supported approval bridge/onboarding action from the application workspace.Admin Area → Requests & Applications → Tenant Applications → approved application

Understand public application options

Understand public application optionsReview invite TTL, retention, public enablement, jurisdiction, deposit and e-sign defaults.Admin Area → Settings → General Settings / Tenant Onboarding configuration

Configure privacy and terms URLs

Configure privacy and terms URLsSet the public links displayed with consent text when supported.Admin Area → Settings → General Settings → Application Privacy/Terms URLs

Troubleshoot an invalid or expired application link

Troubleshoot an invalid or expired application linkCheck token, invite state, TTL, public-enable option and application status.Public application link and Admin Area → Tenant Applications

Troubleshoot a duplicate or incomplete application

Troubleshoot a duplicate or incomplete applicationCheck invitation/application linkage, required fields, CSRF and prior submission state.Admin Area → Requests & Applications → Tenant Applications

Open connected topic →

Open Tenant Onboarding

Open Tenant OnboardingReview tenant/onboarding records from the registered menu.Admin Area → Requests & Applications → Tenant Onboarding

Open the Onboarding workspace

Open the Onboarding workspaceStart or continue the structured onboarding process.Admin Area → Requests & Applications → Onboarding workspace

Create an onboarding record

Create an onboarding recordSelect property and tenant/client or invite recipient and save the initial draft.Admin Area → Requests & Applications → Onboarding workspace → New

Continue an onboarding draft

Continue an onboarding draftOpen the saved draft and resume at its current step.Admin Area → Requests & Applications → Onboarding workspace → Continue

Delete an onboarding draft

Delete an onboarding draftDelete only an unneeded draft through the supported action.Admin Area → Requests & Applications → Onboarding workspace → draft → Delete

Select the property context

Select the property contextChoose the exact property used for tenancy terms and parties.Onboarding workspace → Property Context

Select or create the tenant client context

Select or create the tenant client contextChoose tenant_client_id or use the supported quick-add tenant flow.Onboarding workspace → Parties / Tenant

Quick-add a tenant

Quick-add a tenantCreate the minimal customer/contact needed for onboarding.Admin Area → Requests & Applications → Tenant Onboarding → Quick Add Tenant

Confirm landlord and tenant parties

Confirm landlord and tenant partiesReview owner/landlord/tenant identities before generating agreements.Onboarding workspace → Parties

Add onboarding occupiers

Add onboarding occupiersRecord all additional occupiers linked to the tenancy.Onboarding workspace → Occupiers

Set tenancy start, end and move-in dates

Set tenancy start, end and move-in datesEnter tenancy_start_date, tenancy_end_date and move_in_date.Onboarding workspace → Tenancy Terms

Set rent amount and frequency

Set rent amount and frequencyEnter rent_amount and rent_frequency.Onboarding workspace → Financial Terms

Set deposit and holding-deposit amounts

Set deposit and holding-deposit amountsEnter deposit_amount and holding_deposit_amount.Onboarding workspace → Financial Terms

Choose the deposit scheme

Choose the deposit schemeSelect the supported deposit_scheme value.Onboarding workspace → Financial Terms

Choose an agreement template

Choose an agreement templateSelect agreement_template for the onboarding.Onboarding workspace → Agreement

Edit agreement body HTML

Edit agreement body HTMLReview/update agreement_body_html through the supported workflow form.Onboarding workspace → Agreement

Save and continue an onboarding step

Save and continue an onboarding stepUse real_to_save_and_continue or the displayed workflow action.Onboarding workspace → current step → Save & Continue

Understand onboarding workflow statuses

Understand onboarding workflow statusesUse only statuses implemented by the workflow.Onboarding workspace → Status

Move from draft to context selected

Move from draft to context selectedComplete and save the property/tenant context.Onboarding workspace → Context step

Move to parties confirmed

Move to parties confirmedVerify tenant, landlord and occupiers.Onboarding workspace → Parties step → Confirm

Move onboarding into progress

Move onboarding into progressStart the detailed terms/documents workflow.Onboarding workspace → Start/Continue Workflow

Mark onboarding ready for review

Mark onboarding ready for reviewComplete required context, parties, terms and agreement data.Onboarding workspace → Review → Ready for Review

Confirm the draft for tenant e-signature

Confirm the draft for tenant e-signatureApprove the agreement draft for the tenant-signing stage.Onboarding workspace → Agreement Review → Confirm for Tenant E-sign

Send the tenant e-signature request

Send the tenant e-signature requestUse the supported provider/invite action and verify recipient email.Onboarding workspace → Tenant Signature → Send

Record tenant signature completion

Record tenant signature completionVerify the tenant-signed state and stored evidence.Onboarding workspace → Tenant Signature

Open the landlord countersign link

Open the landlord countersign linkUse the tokenised Agreement Countersign URL.Landlord countersign email/link

Complete landlord countersignature

Complete landlord countersignatureReview agreement and submit the supported signature action.Public Agreement Countersign page

Verify a fully executed agreement

Verify a fully executed agreementReview both signature evidence, agreement output and workflow state.Onboarding workspace → Agreement / Audit

Approve or final-approve onboarding

Approve or final-approve onboardingUse the supported final decision after execution/review.Onboarding workspace → Final Review → Approve

Cancel or terminate onboarding

Cancel or terminate onboardingUse the supported terminal action with an operational record of the reason.Onboarding workspace → Actions → Cancel/Terminate

Upload onboarding documents

Upload onboarding documentsAttach required tenant/property/tenancy files.Onboarding workspace → Documents → Upload

Review onboarding document records

Review onboarding document recordsOpen files linked to the onboarding.Onboarding workspace → Documents

Send onboarding messages

Send onboarding messagesUse the supported messages/invite communication section.Onboarding workspace → Messages

Review onboarding audit history

Review onboarding audit historyUse the audit/workflow records to trace actions and status changes.Onboarding workspace → Audit/History

Understand onboarding invoices and downstream records

Understand onboarding invoices and downstream recordsReview any invoice/contract/customer/property records created by the workflow.Onboarding workspace → Linked Records

Troubleshoot a blocked onboarding transition

Troubleshoot a blocked onboarding transitionCheck current state, required fields, party/property links, CSRF, token and permission.Onboarding workspace → current step

Troubleshoot a missing tenant or landlord signature

Troubleshoot a missing tenant or landlord signatureCheck recipient, token, provider/configuration, email delivery and current state.Onboarding workspace → Signature step

Troubleshoot a duplicate onboarding record

Troubleshoot a duplicate onboarding recordSearch by property, tenant, application and status before creating another.Admin Area → Requests & Applications → Onboarding workspace

Open connected topic →

Open client maintenance requests

Open client maintenance requestsReview maintenance records linked to the current tenant’s properties.Client Portal → Real Estate → Maintenance

Submit a maintenance request

Submit a maintenance requestChoose property/address, subject and issue; upload photos when needed.Client Portal → Real Estate → Maintenance → New Request

Verify maintenance-request property access

Verify maintenance-request property accessConfirm the selected property belongs to/links with the current client.Client Portal → Real Estate → Maintenance → New Request

Upload maintenance photos

Upload maintenance photosAttach supported images to evidence the issue.Client Portal → Real Estate → Maintenance → New Request → Photos

Open the admin maintenance register

Open the admin maintenance registerReview all accessible maintenance requests.Admin Area → Maintenance & Jobs

Review maintenance-request details

Review maintenance-request detailsOpen subject, issue, property, tenant, photos, status and notes.Admin Area → Maintenance & Jobs → open request

Create or update a maintenance request in admin

Create or update a maintenance request in adminSet assignee, supplier, priority, status, cost and admin note.Admin Area → Maintenance & Jobs → open request → Edit

Set maintenance priority

Set maintenance priorityChoose the displayed priority based on urgency and risk.Admin Area → Maintenance & Jobs → open request → Priority

Assign maintenance to staff

Assign maintenance to staffSelect assigned_to for internal ownership.Admin Area → Maintenance & Jobs → open request → Assign Staff

Assign maintenance to a supplier

Assign maintenance to a supplierSelect supplier_id and create/allocate the work order when appropriate.Admin Area → Maintenance & Jobs → open request → Assign Supplier

Update maintenance status

Update maintenance statusUse a displayed status and record notes/evidence.Admin Area → Maintenance & Jobs → open request → Status

Record maintenance cost

Record maintenance costEnter the actual/estimated cost in the admin form.Admin Area → Maintenance & Jobs → open request → Cost

Generate a maintenance PDF

Generate a maintenance PDFCreate the supported maintenance record/work-order PDF.Admin Area → Maintenance & Jobs → open request → PDF

Email a maintenance request or work order

Email a maintenance request or work orderUse the supported send-email action.Admin Area → Maintenance & Jobs → open request → Send Email

Review maintenance from the landlord view

Review maintenance from the landlord viewAllow the linked landlord to see relevant jobs.Landlord Portal/Client Portal → Maintenance

Open a landlord maintenance job report — Maintenance requests and tenant feedback

Open a landlord maintenance job report — Maintenance requests and tenant feedbackReview work evidence for a linked job.Landlord Portal/Client Portal → Maintenance → Job Report

Submit tenant feedback

Submit tenant feedbackEnter rating, notes and optional attachment after completion.Client Portal → Real Estate → Maintenance → completed request → Feedback

Review tenant feedback

Review tenant feedbackOpen rating, notes and attachment in admin.Admin Area → Maintenance & Jobs → completed request → Tenant Feedback

Troubleshoot a missing maintenance request

Troubleshoot a missing maintenance requestCheck client-property link, request status, portal contact and access scope.Admin Area / Client Portal → Maintenance

Troubleshoot a maintenance email or PDF

Troubleshoot a maintenance email or PDFCheck record data, generated file, recipient, global SMTP and logs.Admin Area → Maintenance & Jobs → open request

Open connected topic →

Open the Suppliers and Jobs hub

Open the Suppliers and Jobs hubReview allocated supplier jobs and maintenance relationships.Admin Area → Maintenance & Jobs

Create or allocate a supplier job

Create or allocate a supplier jobSelect maintenance, property/address, tenant, supplier, title, description and amount.Admin Area → Maintenance & Jobs → Allocate Job

Understand automatic maintenance-job creation

Understand automatic maintenance-job creationKnow when a supplier assignment creates a realestate_jobs record.Admin Area → Maintenance & Jobs → assign supplier

Send the supplier work-order email

Send the supplier work-order emailAllow the allocation flow to email a generated work order.Admin Area → Maintenance & Jobs → Allocate/Resend Email

Update an allocated supplier job

Update an allocated supplier jobChange job/supplier/status/amount details through the supported admin action.Admin Area → Maintenance & Jobs → open job → Edit

Delete a supplier job

Delete a supplier jobRemove an incorrect job only after preserving work/invoice/evidence.Admin Area → Maintenance & Jobs → open job → Delete

Revoke a supplier job

Revoke a supplier jobWithdraw supplier access/assignment through the supported action.Admin Area → Maintenance & Jobs → open job → Revoke

Resend a supplier job email

Resend a supplier job emailSend the work-order message again without creating a duplicate job.Admin Area → Maintenance & Jobs → open job → Resend Email

Mark a supplier job status in admin

Mark a supplier job status in adminChoose a supported status from the job action.Admin Area → Maintenance & Jobs → open job → Status

Resend a supplier alert

Resend a supplier alertTrigger the supported alert for the selected job.Admin Area → Maintenance & Jobs → open job → Resend Alert

Generate a supplier job PDF

Generate a supplier job PDFCreate the job/work-order PDF.Admin Area → Maintenance & Jobs → open job → PDF

Review supplier notes

Review supplier notesLoad notes stored for the selected job.Admin Area → Maintenance & Jobs → open job → Supplier Notes

Open the supplier portal

Open the supplier portalAuthenticate through the supplier-facing dashboard link/account.Supplier Portal → Dashboard

Accept or acknowledge a supplier job

Accept or acknowledge a supplier jobChoose the supported accepted/acknowledged status.Supplier Portal → open job → Update Status

Mark a supplier job in progress

Mark a supplier job in progressChoose In Progress and add notes/evidence as required.Supplier Portal → open job → Update Status

Mark a supplier job completed

Mark a supplier job completedSelect Completed, add notes and upload up to 10 photos.Supplier Portal → open job → Update Status

Cancel or void a supplier job from the portal

Cancel or void a supplier job from the portalUse a supported Cancelled/Void status when allowed.Supplier Portal → open job → Update Status

Review supplier job status normalisation

Review supplier job status normalisationUnderstand accepted, allocated, in-progress, completed, cancelled and void values.Supplier Portal → open job → Status

Upload supplier completion photos

Upload supplier completion photosAttach supported photos during status update.Supplier Portal → open job → Complete → Photos

Add supplier completion notes

Add supplier completion notesEnter supplier_notes with the status update.Supplier Portal → open job → Update Status

Generate a supplier job report

Generate a supplier job reportOpen the supplier-facing job report.Supplier Portal → open job → Job Report

Print a supplier receipt

Print a supplier receiptUse the supplier portal print receipt action.Supplier Portal → open job → Print Receipt

Understand automatic supplier invoice creation

Understand automatic supplier invoice creationKnow what happens when a supplier completes a job.Supplier Portal → open job → Mark Completed

Open supplier invoices in admin

Open supplier invoices in adminReview invoices created from completed jobs.Admin Area → Customers/Property → Supplier Invoices

Mark a supplier invoice paid

Mark a supplier invoice paidEnter payment mode, transaction ID, comments and optional final amount.Admin Area → supplier invoice → Mark Paid

Pay a supplier through the payout action

Pay a supplier through the payout actionUse pay_supplier for the selected eligible supplier invoice/job.Admin Area → supplier payout/invoice → Pay Supplier

Change supplier payout status

Change supplier payout statusApply a supported status to the payout/invoice relationship.Admin Area → supplier payout → Change Status

Update a supplier invoice

Update a supplier invoiceSave corrections through the supported payout/invoice action.Admin Area → supplier invoice → Edit

Troubleshoot a supplier portal access failure

Troubleshoot a supplier portal access failureCheck supplier identity/link, job assignment/status and route/session.Supplier Portal → Dashboard

Troubleshoot duplicate supplier invoices

Troubleshoot duplicate supplier invoicesCheck for an existing invoice linked to the job before retrying completion.Admin Area → supplier invoices and job

Open connected topic →

Open the client Real Estate menu

Open the client Real Estate menuUse the client portal module entry and available children.Client Portal → Real Estate

Browse client portal properties

Browse client portal propertiesReview properties visible to the current customer/contact.Client Portal → Real Estate → Properties

Open a client property detail

Open a client property detailReview listing, media, map, agent/company and available actions.Client Portal → Real Estate → Properties → open property

Preview a client property file

Preview a client property fileOpen an authorised attachment.Client Portal → Real Estate → Properties → open property → Files

Delete a client-uploaded Real Estate attachment

Delete a client-uploaded Real Estate attachmentRemove a file only when the portal exposes the supported action and ownership allows it.Client Portal → Real Estate → relevant profile/request → Files → Delete

Use the client portal buy application

Use the client portal buy applicationCreate and review buy requests.Client Portal → Real Estate → Buy Application

Use the client portal rental application

Use the client portal rental applicationCreate and review rent requests.Client Portal → Real Estate → Rental Application

Use the client renter profile

Use the client renter profileMaintain identity, address, income, occupants, pets and files.Client Portal → Real Estate → Renter Profile

Open linked property status

Open linked property statusReview property/status information linked to the portal customer.Client Portal → Real Estate / Property & Compliance → Linked Property Status

Download a linked compliance certificate

Download a linked compliance certificateOpen a compliance certificate for a linked record.Client Portal → Property & Compliance → open linked property → Certificate

Open client supplier/maintenance information

Open client supplier/maintenance informationReview tenant-visible maintenance data and submit feedback.Client Portal → Real Estate → Maintenance

Open client payout information

Open client payout informationReview the current linked client/landlord payout records.Client Portal → Real Estate → Payouts

Open landlord maintenance

Open landlord maintenanceReview jobs for linked landlord properties.Landlord Portal/Client Portal → Maintenance

Open landlord job report

Open landlord job reportReview a single authorised maintenance job report.Landlord Portal/Client Portal → Maintenance → Job Report

Understand client portal menu omissions

Understand client portal menu omissionsDo not expect commented Saved Properties or My Rental Listings menu entries.Client Portal → Real Estate

Troubleshoot a portal property or certificate access denial

Troubleshoot a portal property or certificate access denialCheck current contact/customer, property link, record status/privacy and certificate relationship.Admin Area → Customers → client → linked properties and Client Portal

Open connected topic →

Open the Real Estate dashboard

Open the Real Estate dashboardReview operational counts/charts available to the current staff user.Admin Area → Property Operations → Dashboard

Filter the Real Estate dashboard by period

Filter the Real Estate dashboard by periodUse month/custom from/to fields where displayed.Admin Area → Property Operations → Dashboard → Date Filter

Review buy-request status analysis

Review buy-request status analysisCompare buy requests by status.Admin Area → Property Operations → Dashboard / Reports

Review rent-request status analysis

Review rent-request status analysisCompare rent requests by status.Admin Area → Property Operations → Dashboard / Reports

Review request analysis by property type

Review request analysis by property typeCompare requests grouped by stored property type.Admin Area → Reports → Reports → Request by Property Type

Review listing analysis by status

Review listing analysis by statusCompare property listings grouped by status.Admin Area → Reports → Reports → Listing Status

Run the rent-paid report

Run the rent-paid reportReview rental payment information.Admin Area → Reports → Reports → Rent Paid

Run the vacant rental-property report

Run the vacant rental-property reportReview rental listings identified as vacant.Admin Area → Reports → Reports → Vacant Rental Properties

Run the rental-unit report

Run the rental-unit reportReview rental units and related status/financial data.Admin Area → Reports → Reports → Unit Property Rental

Run the delinquent-tenants report

Run the delinquent-tenants reportReview tenant/payment records identified by the report logic.Admin Area → Reports → Reports → Delinquent Tenants

Run the leases-ending report

Run the leases-ending reportReview tenancies/contracts approaching their end date.Admin Area → Reports → Reports → Leases Ending

Run the vacant sale-property report

Run the vacant sale-property reportReview sale listings identified as vacant/available.Admin Area → Reports → Reports → Vacant Sale Properties

Run the sold-unit report

Run the sold-unit reportReview sold property units.Admin Area → Reports → Reports → Unit Property Sold

Run the top-city listing report

Run the top-city listing reportCompare listing volumes by city.Admin Area → Reports → Reports → Top Cities

Use Real Estate app search

Use Real Estate app searchSearch supported module records through CRM global search.Admin Area → Global Search

Open broker portal notifications

Open broker portal notificationsReview all broker notifications.Broker Portal → Notifications

Mark a broker notification read

Mark a broker notification readUse inline/desktop/read controls.Broker Portal → Notifications → notification

Poll broker notifications

Poll broker notificationsAllow the portal to check for new notification data.Broker Portal → Notifications

Review Real Estate activity

Review Real Estate activityOpen property/request/payment/activity records where exposed.Admin Area → relevant Real Estate record → Activity

Delete an incorrect property activity entry

Delete an incorrect property activity entryRemove only the selected activity record when the UI exposes it.Admin Area → relevant property/request → Activity → Delete

Troubleshoot an empty report or dashboard

Troubleshoot an empty report or dashboardCheck permission, filters, date/status data and source record scope.Admin Area → Dashboard / Reports

Open connected topic →

Review Real Estate email templates

Review Real Estate email templatesInspect module templates installed into the CRM email-template system.Admin Area → Setup → Email Templates → Real Estate

Use Real Estate merge fields

Use Real Estate merge fieldsInsert supported module/customer/property/request fields in templates.Admin Area → Setup → Email Templates → Real Estate template

Send property, request, contract, invoice, payment and maintenance emails

Send property, request, contract, invoice, payment and maintenance emailsUse the send action from the source record.Admin Area/Broker Portal → open source record → Send Email

Understand Real Estate global SMTP dependency

Understand Real Estate global SMTP dependencyConfigure mail through core CRM settings.Admin Area → Setup → Settings → Email

Use Real Estate PDF organisation text

Use Real Estate PDF organisation textUnderstand the hook that can alter organisation text in supported PDFs.Generate a supported Real Estate/core PDF

Use Real Estate PDF logo branding

Use Real Estate PDF logo brandingUnderstand the hook that can supply a Real Estate/company logo.Generate a supported Real Estate/core PDF

Generate a property-status PDF — Email, PDF branding and integrations

Generate a property-status PDF — Email, PDF branding and integrationsCreate status evidence from the saved status record.Admin Area → Property Operations → Property Status → PDF

Generate request PDFs

Generate request PDFsCreate buy/rent request output.Admin Area/Broker Portal/Client Portal → request → PDF

Generate contract, invoice and payment PDFs

Generate contract, invoice and payment PDFsUse the supported core-derived outputs in broker workflows.Broker Portal → open contract/invoice/payment → PDF

Generate maintenance and supplier-job PDFs

Generate maintenance and supplier-job PDFsUse admin/supplier actions to produce work evidence.Admin Area → Maintenance & Jobs → open request/job → PDF

Use Google Maps places/marker integration

Use Google Maps places/marker integrationSearch locations and display markers in property forms/maps.Admin Area → Property Operations → Properties → Map

Understand Google Maps region configuration

Understand Google Maps region configurationKnow the supplied scripts request region EG.Property map pages

Use optional Compliance Monitor links

Use optional Compliance Monitor linksOpen linked property status/certificate pages when the data/module is available.Client Portal → Property & Compliance

Use CRM customer-profile tabs

Use CRM customer-profile tabsOpen property links, landlord/supplier payouts and related module tabs.Admin Area → Customers → open customer

Use project, task and reminder links where exposed

Use project, task and reminder links where exposedOpen core CRM records linked from real-estate workflows.Admin Area → relevant property/request/contract/invoice

Understand module route compatibility and portal themes

Understand module route compatibility and portal themesUse the rendered links rather than constructing controller URLs manually.Admin/client/broker/public pages

Troubleshoot Real Estate email delivery

Troubleshoot Real Estate email deliveryCheck recipient, template, global SMTP, generated attachment and logs.Source record → Send Email and Setup → Settings → Email

Troubleshoot Real Estate PDF branding/output

Troubleshoot Real Estate PDF branding/outputCheck source data, template/hook context, image file and PDF engine logs.Source record → PDF

Troubleshoot Google Maps

Troubleshoot Google MapsCheck API key restrictions, billing/API enablement, page script/network errors and coordinates.Admin Area → Settings → Google Map API Code and property map

Open connected topic →

Apply least privilege to Real Estate Management

Apply least privilege to Real Estate ManagementGrant only required view-own/view/create/edit/delete/approval/report/permission capabilities.Admin Area → Setup → Roles

Protect public application tokens

Protect public application tokensTreat invite URLs as bearer links and revoke unused invitations.Admin Area → Tenant Applications → Invitations

Protect agreement countersign tokens

Protect agreement countersign tokensSend countersign links only to the intended landlord/signatory.Onboarding workspace → Landlord Countersign

Protect renter identity and income evidence

Protect renter identity and income evidenceRestrict access and retention of uploaded identity/income files.Client Renter Profile and Admin review

Protect property-owner and tenant contact details

Protect property-owner and tenant contact detailsAvoid exposing private owner/tenant fields in public descriptions or files.Property/owner/client records

Protect supplier job evidence

Protect supplier job evidenceRestrict job photos, notes, invoices and payment details.Maintenance & Jobs / Supplier Portal

Protect broker portal accounts

Protect broker portal accountsUse active unique emails, strong passwords and appropriate broker/company links.Broker Portal and Admin Business Brokers

Review Real Estate stored tables

Review Real Estate stored tablesUnderstand that separate tables store properties, owners, client links, requests, onboarding, maintenance, suppliers, invoices, payouts and notifications.Database-backed module workspaces

Review core table extensions

Review core table extensionsKnow that roles, staff and items receive module columns.Admin Area → relevant role/staff/property forms

Review property activity and audit evidence

Review property activity and audit evidenceUse module/core activity, onboarding audit and workflow records.Admin Area → source record → Activity/Audit

Review tenant application audit evidence

Review tenant application audit evidenceUse invite/application/audit rows to trace submission and decision.Admin Area → Tenant Applications → open application

Review onboarding audit and workflow evidence

Review onboarding audit and workflow evidenceTrace steps, status transitions, messages, documents and signatures.Onboarding workspace → Audit/History

Review supplier and payout audit evidence

Review supplier and payout audit evidenceReconcile job status/photos/notes with invoice and payment values.Admin Area → Maintenance & Jobs / Supplier Invoices/Payouts

Understand file-storage responsibilities

Understand file-storage responsibilitiesUse supported upload/preview/delete actions and secure web-server permissions.Property, profile, onboarding, maintenance and supplier file areas

Understand application retention setting

Understand application retention settingReview the seeded 180-day application-retention value against policy/law.Admin Area → Tenant Application settings

Understand public application consent separation

Understand public application consent separationKeep processing/referencing/credit and marketing choices distinct.Public Tenant Application → Consents

Understand no generic Real Estate REST API

Understand no generic Real Estate REST APIDo not expect a documented external REST API from the supplied module.Technical reference → supplied controllers/routes

Understand no Real Estate webhook framework

Understand no Real Estate webhook frameworkDo not expect inbound/outbound webhook configuration from this module.Technical reference → hooks/controllers

Understand no registered Real Estate cron hook

Understand no registered Real Estate cron hookDo not expect module background scheduling from the supplied realestate.php registration.CRM Cron and technical reference

Review backup and checkpoint files as excluded artefacts

Review backup and checkpoint files as excluded artefactsDo not present .bak, .checkpoint, debug logs or error_log files as user features.Deployment package review

Run a Real Estate security review

Run a Real Estate security reviewTest role boundaries, portal ownership, tokens, files, email, PDF and financial links.Controlled test environment across all roles

Open connected topic →

Troubleshoot Real Estate activation

Troubleshoot Real Estate activationCheck CRM 2.3.* compatibility, PHP/application logs, installer tables/columns/options and file permissions.Admin Area → Setup → Modules → Real Estate Management

Troubleshoot a 404 Real Estate page

Troubleshoot a 404 Real Estate pageUse the registered menu/link and verify module activation/controller file/route context.Admin/client/broker portal → intended menu

Troubleshoot a permission denied message

Troubleshoot a permission denied messageCheck capability, view-own ownership, company context and target-record ownership.Admin Area → Setup → Roles and source record

Troubleshoot a form validation error

Troubleshoot a form validation errorComplete displayed required fields and correct IDs, dates, amounts, emails and file restrictions.Relevant New/Edit form

Troubleshoot a duplicate email error

Troubleshoot a duplicate email errorSearch existing company, staff, broker or contact records before retrying.Relevant company/staff/register form

Troubleshoot a missing owner/company/broker selector option

Troubleshoot a missing owner/company/broker selector optionCheck record status, capability, company scope and ownership.Relevant property/request form

Troubleshoot a property attachment

Troubleshoot a property attachmentCheck file record, relation ID, folder, permission and storage path.Property → Files

Troubleshoot a request conversion

Troubleshoot a request conversionCheck customer/property, status, currency/price, target permissions and existing linked record.Buy/Rent Request → Convert

Troubleshoot client portal login or visibility

Troubleshoot client portal login or visibilityCheck active contact, customer link, property/request ownership and menu registration.Admin Area → Customers and Client Portal

Troubleshoot broker portal login

Troubleshoot broker portal loginCheck broker portal option, active broker staff, email/password and company link.Admin Business Brokers and Broker Portal

Troubleshoot public application or countersign link

Troubleshoot public application or countersign linkCheck token, record ID, expiry/revocation and current state.Admin application/onboarding record and public link

Troubleshoot onboarding workflow state

Troubleshoot onboarding workflow stateReview required context/parties/terms/documents/signatures and current workflow_status.Onboarding workspace

Troubleshoot supplier job allocation

Troubleshoot supplier job allocationCheck maintenance ID, property/address, supplier, email, existing job ID and amount.Maintenance & Jobs → Allocate Job

Troubleshoot supplier completion

Troubleshoot supplier completionCheck status value, notes/photos limit, supplier/job ownership and existing invoice.Supplier Portal → job

Troubleshoot supplier invoice payment

Troubleshoot supplier invoice paymentCheck invoice/job/status, final amount, payment mode, transaction ID and permissions.Admin supplier invoice → Mark Paid

Troubleshoot Real Estate reports

Troubleshoot Real Estate reportsCheck real_report access, period/status filters, ownership and source dates/values.Admin Area → Reports → Reports

Understand the absence of a module-specific cron scheduler

Understand the absence of a module-specific cron schedulerPlan only around user actions and core CRM services implemented by the code.CRM Cron / technical reference

Understand the absence of a generic API/webhook interface

Understand the absence of a generic API/webhook interfaceDo not promise third-party API or webhook automation not in the supplied code.Technical reference

Understand commented or hidden portal features

Understand commented or hidden portal featuresDo not document Saved Properties/My Rental Listings as visible menu items.Client Portal → Real Estate

Understand module version and migration details

Understand module version and migration detailsDocument visible module v1.0.0 and installer-managed schema without exposing migration scaffolding as user actions.Admin Area → Setup → Modules

Use the Agreement_countersign controller reference

Use the Agreement_countersign controller referenceMap the public countersign endpoint to the landlord-signature workflow.Onboarding workspace → Landlord Countersign link

Use the Apply controller reference

Use the Apply controller referenceMap the tokenised public application endpoint to the tenant-application workflow.Tenant Application invitation link

Use the Authentication_broker controller reference

Use the Authentication_broker controller referenceMap login, registration, password reset, logout and validation helpers to broker portal guides.Broker Portal

Use the Broker controller reference

Use the Broker controller referenceMap broker dashboard/profile/notifications/company/property/owner/request/contract/invoice/payment/report actions to their documented workspaces.Broker Portal

Use the Client controller reference

Use the Client controller referenceMap client properties, renter profile, history/income/occupants, applications and request actions.Client Portal → Real Estate

Use the Realestate controller reference

Use the Realestate controller referenceMap settings, roles/plans, companies/staff, owners, properties, approvals, requests, tenants, onboarding, reports and permissions.Admin Area → Real Estate menus

Use the Maintenance and supplier controller references

Use the Maintenance and supplier controller referencesMap client/admin/landlord/supplier requests, jobs, evidence, invoices and payment actions.Maintenance & Jobs and portals

Use the Realestate_portal reference

Use the Realestate_portal referenceMap client index, linked property status and compliance certificate actions.Client Portal → Real Estate / Property & Compliance

Run the Real Estate Management production verification checklist

Run the Real Estate Management production verification checklistTest every role/menu, CRUD/status/approval, portal, application, onboarding, maintenance, supplier, PDF/email/map/report and finance flow.Controlled staging environment