Real Estate — Overview
The Real Estate add-on: brokerage and portfolio operations spanning property catalog, client directory, agreements, and financial, legal, marketing and maintenance services.
Module Overview
The Real Estate add-on (package id real-estate, domain REALESTATE) is a wired, purchasable package gated by a tenant entitlement and per-user Real Estate roles. It covers brokerage and portfolio operations — broker/agent roles, a property & unit catalog, a client & investor directory, agreement/listing templates, and a services & valuation catalog spanning financial, legal, marketing and property-management services.
At a glance
- Domain: REALESTATE
- URL prefix:
/realestate/… - Governance screens: Roles, Staff (Administration & Access)
- Screens: 18 across 6 sidebar groups
Screen previews
A quick look at the screens. Use the toggle in the corner of each preview to switch between the dark and light themes.
Property listings with status and agent
Buyer leads with scoring and matching
Digital contracts with e-signature status
The Six Sidebar Groups
Administration & Access
Roles and Staff — admin-only governance screens that seed and assign the 4 default Real Estate roles.
Operational Setup
Property & Units Catalog, Client & Investor Directory, Agreements & Listing Templates, Services & Valuation Catalog — the master data every role-holder maintains.
Financial & Insurance Services
Mortgage Advisory, Property Insurance, Rent Guarantee — financing and risk-coverage tracking for the portfolio.
Legal & Appraisal
Property Valuation, Legal Advisory & Contracts, Residency & Citizenship Process — certified valuations and legal/regulatory matters.
Property Marketing
Virtual Tour & Drone Filming, Home Staging, Featured Listing Packages — listing media and paid placement tracking.
Property Management & Maintenance
Periodic Maintenance & Repair, Deep Cleaning & Pest Control, Utility & Deposit Management — the operational upkeep side of the portfolio.
Capabilities
Real Estate ships with 5 out-of-the-box capabilities. The approver capability carries listing sign-off authority.
| Capability | Purpose | Approver |
|---|---|---|
| realestate:property:manage | Create and edit property/unit type entries in the portfolio catalog | |
| realestate:client:manage | Create and edit owner, tenant, buyer and investor directory records | |
| realestate:agreement:manage | Create and edit authorization, deposit, lease and listing templates | |
| realestate:service:manage | Create and edit the financial, legal, marketing and property-management services catalog | |
| realestate:listing:approve | Give final approval before a listing or portfolio entry is published | Yes |
All 18 Screens
| Screen | Group | URL |
|---|---|---|
| Roles | Administration & Access | /realestate/roles |
| Staff | Administration & Access | /realestate/staff |
| Property & Units Catalog | Operational Setup | /realestate/property-catalog |
| Client & Investor Directory | Operational Setup | /realestate/clients |
| Agreements & Listing Templates | Operational Setup | /realestate/agreements |
| Services & Valuation Catalog | Operational Setup | /realestate/services |
| Mortgage Advisory | Financial & Insurance Services | /realestate/mortgage-advisory |
| Property Insurance | Financial & Insurance Services | /realestate/property-insurance |
| Rent Guarantee | Financial & Insurance Services | /realestate/rent-guarantee |
| Property Valuation | Legal & Appraisal | /realestate/property-valuation |
| Legal Advisory & Contracts | Legal & Appraisal | /realestate/legal-advisory |
| Residency & Citizenship Process | Legal & Appraisal | /realestate/residency-citizenship |
| Virtual Tour & Drone Filming | Property Marketing | /realestate/virtual-tour-drone |
| Home Staging | Property Marketing | /realestate/home-staging |
| Featured Listing Packages | Property Marketing | /realestate/featured-listings |
| Periodic Maintenance & Repair | Property Management & Maintenance | /realestate/periodic-maintenance |
| Deep Cleaning & Pest Control | Property Management & Maintenance | /realestate/deep-cleaning-pest |
| Utility & Deposit Management | Property Management & Maintenance | /realestate/utility-deposit |
Secure Client & Property Data Sharing
Beyond listings, leads, contracts and the specialist sub-groups, the add-on protects the files they rely on: encrypted, role-based access to client and deal documents, sensitive-data masking, watermarking and audit trails, secure mobile access, and OTP-protected, approved sharing with buyers, lenders and notaries. See Secure Client & Property Data Sharing.
Pages in this section
Frequently Asked Questions
server/data/tenants/<tenantId>/realestate-setup/*.json (roles live separately in roles/roles.json).