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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
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 |
Pages in this section
Frequently Asked Questions
What do I need to use the Real Estate add-on?
The tenant must have the real-estate package activated and your user must hold a Real Estate domain role. See Domain Roles & Capabilities.
Can a Real Estate user see other add-ons' data?
No. A Real Estate role exposes only REALESTATE and GLOBAL capabilities.
Where is this add-on's data stored?
Under the tenant's per-module folder on the server, at
server/data/tenants/<tenantId>/realestate-setup/*.json (roles live separately in roles/roles.json).Is it available out of the box?
Yes — real-estate is a wired package; a tenant admin activates it and the seeded roles install on first open of the Roles screen.
Does the add-on integrate with a real bank, notary, or ad-platform API?
No. Mortgage rates, valuation feeds, notary systems and ad-portal click/impression numbers are illustrative reference data or manually entered fields — there is no live external integration for any of them in this codebase. See the individual sub-group pages for the exact honest scope of each screen.