Real Estate Management — Setup, navigation and lifecycle
Install the module, use its exact staff/client/broker/public routes, configure settings and understand lifecycle dependencies.
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
Open guide →GuideInstall 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
Open guide →GuideVerify 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
Open guide →GuideUnderstand 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
Open guide →GuideUnderstand the Requests & Applications menu
Understand the Requests & Applications menuOpen Buy Requests, Rent Requests, Tenant Onboarding and Onboarding workspace.Admin Area → Requests & Applications
Open guide →GuideOpen Maintenance & Jobs
Open Maintenance & JobsUse the maintenance hub registered as a direct sidebar link.Admin Area → Maintenance & Jobs
Open guide →GuideOpen Real Estate reports
Open Real Estate reportsUse the Reports parent and child menu.Admin Area → Reports → Reports
Open guide →GuideOpen 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
Open guide →GuideUse the module guide screen
Use the module guide screenReview the supplied in-CRM orientation page.Admin Area → Settings → Module Guide
Open guide →GuideUnderstand 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
Open guide →GuideConfigure 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
Open guide →GuideEnable 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
Open guide →GuideUnderstand 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
Open guide →GuideUnderstand 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
Open guide →GuideUnderstand 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
Open guide →GuideDeactivate 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
Open guide →GuideUnderstand 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
Open guide →GuideRun 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 guide →