Empower Your Business with Property Crm Systems in Loan Agreements

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hello everyone in this video we'll be doing a preview of business automation and digitalization tools offered by focus softnet for real estate businesses real estate businesses such as property development companies facility management or service oriented companies construction project management companies and also real estate agencies at focus we believe customer relationships documentation management as well as workflow automations are a core for these businesses certainly knowing your customer and keeping up with the technology are cornerstones or key fundamental differentiators against competition and helps them create an edge in the cigar focus softner brings in central real estate management system centra rems is an online cloud-based easy to deploy and fully configurable real estate crm platform centra rems caters to the business needs of real estate property development companies within the framework of marketing sales service and asset management as an agile crm platform centra rdms offers a 360 degree view of all the business aspects and provides a complete control over the operations the solution landscape encompasses through modules such as sales and leasing which hosts wide range of data pertaining to data entry elements pertaining to elements such as property information purchaser information the demographic information of a purchaser the information related to pipeline sales funnel asset availability legalization documentation contract management digital signatures all these are the aspects which are covered under sales and easing module of central rems further centra rems also hosts fm which is computer aided facility management system which enables property development companies which would intend to provide services to its tenants or property owners the service element as value-added services through an organized framework of ppm or service level agreements vpns such as planned preventive maintenance and build on the maintenances as well along the way centra rems also provides visibility or a value-added services in the form of owners association which is a web-based community which helps a property development company to manage functions such as providing visibility of service tickets to tenants providing visibility of due date of renewals booking of facilities events etc the key features include property units opportunity management lease contracts booking registration documentation management as well as reports and bi the ecosystem moves around the four corners particularly sales and leasing rental internet management facility management and mobile app or customer self-service access which can be available to the tenants or to the unit owners to access as css users for various facilities in this video we would be looking at a process life cycle or a very simple process life cycle of a sales system workflow which is hosted on our ems platform of centra the sequence of events could be possibly like this as you can see on the screen it would the journey would start from rems inquiry wherein a sales executive would be publishing an inquiry on the rems platform subsequently you would have the steps or the sequence of events as part of workflow as part of your activities for the day you would be updating the stages in terms of open inquiry in progress possibly bookings update closed inquiry all these details we will go through such kind of stage updates similarly within the framework of central rdms there is a approval process there is a approval hierarchy which can be defined and all how a notification would be sent to the respective manager or to the real estate manager upon action or call for action notifications which can be sent from uh the the platform itself subsequently when the person is acting on this particular piece of information how it will be informing back to the next person for the subsequent process of the information further there is a bookings update eventually a contract or a sales agreement and before contract or sales agreement there can be prelims or prerequisites which have to be done in the form of nric in the form of legal letters or side letters for example stamp duty all these are problems which have to be fulfilled as part of workflow automation and similarly uh they have to be attached on the on the system only then a contract or a sale agreement can be created that can be possibly viewed on similarly we could also look at the cross module integration that is once a unit is being booked and once a unit is being registered as occupied it would go back to the unit status update so let's dive into the platform itself for a quick sneak preview of the platform and along the way witness the user experience of the platform as well so i've logged in in this context i have logged in as one of this login by name alex tan who's a sales executive for rems database and the moment he logs in he can possibly have visibility of data elements or data metrics such as enquiries under his portfolio against various properties this is for example these are the various properties which he is holding and these are the open enquiries which is holding at the moment similarly is able to see a sales funnel which are which is giving a brief outline of the open the in progress as well as the converted to booking so you can have this visibility against various sub metrics or various data elements and you can have the visibility against various type of graph charts also further we can also see the bookings which has been done by him so far for that particular period so like for example there are three different type of bookings which has been confirmed by this particular sales staff so this is an example of getting to know where you stand the moment you log in onto the platform so dashboards or dashlets are one of the important elements which centra rdms brings in so that every user the moment they log in they can get to know their state of affairs as well as call for action notifications as on the platform itself when they log in so in this example he's not having any notifications if somebody else is there he can if he is having a call for action notification then they would be required to take the next level action apart from they being notified of the email as well so moving on as a sales executive i might possibly have transactions or daily activities such as calendar update daily activities such as visit update daily activities such as unit viewing appointments all those can be managed by alex on the screen itself and while alex is doing that alex is able to define tasks as well as scheduled tasks along with various team members further alex is also able to have reminders and notifications for himself as well as for the people who he report to possibly the manager so for example if if there is a meeting which he needs to call for along with the manager he can invite the manager from the center rdms platform itself so it's an organizer which helps alex to manage his routine activities on a daily basis further the moment he logs into the platform possibly his interest would be to go into the units or have a visibility of the units and start doing the activities or pursue the open units from the platform so the moment he logs into the pms units we would have a landing page in such a way that it outlines with clarity as which are the units which are in vacant which are the units which are occupied the units which are under offer the units which are in the renovation as well as the units which are booked so this way alex can have a clear understanding also he can have functions such as filter like filter on area filter on type of usage type for example commercial or a shop or an office type or an apartment similarly he can have user experience is so seamless that he can have ascending descending uh parameters being worked upon also so in a way alex can perform his activities from the kanban view itself or he can click on possibly the list view and over here he can have a visibility in a columnar manner as you can see there are unit statuses which is booked under offer vacant renovation etc etc so along with this along with the information it is also giving unit type area floor usage type facing number of bedrooms etc etc so for instance if alex wants to move with a transaction he can possibly have transactions being started from here by clicking on the unit and he goes to the next step which is possibly booking or possibly booking or bms inquiry or a contract depends again on the role or the security accesses given to alex in this example he also can create a contract depending on the property development company whether a sales executive can create a contract or sales executive's role is to create an enquiry convert into a booking and the rest will be followed by the real estate manager or the account stream depends again on the workflow definition adopted by a particular company so in this example we can possibly get into the action and demonstrate a booking transaction which can be performed by a user alex so on new he can see possibly the information related to the booking date for instance he can enter the booking date to be let's say 10th of september then he can have the update of a purchaser which is nothing but the information of the buyer with all the demographic details age details incoming information uh the race information the district where he's coming from or she's coming from all these personal information can be updated by lx and can can can be kept on updated during the course of time as well so for instance i'm using one purchaser by name mr wong and assume that alex is giving a discount of about 10 000 instead of a percentage i'm using a dollar value for a 1.2 million uh unit for instance so subsequently assuming that there is no agent over here he is doing it directly he moves on to the next stage possibly the booking tab over here he can possibly see information such as booking amount agreement amount amount etc this can be categorized further in this generic example we have two parameters one is a booking amount it's a five percent because it's a constructed unit for instance for a non-constructed unit and remaining 95 percent at a later stage so apart from the discount so i'm just using a due date this due date is supposed to be let's say for example i'm keeping it like this for the sake of demo but over here you have facilities or options to have an installment plan you have facilities or options to have a stage based plan also which can be defined depending on the type of requirement a company or a property requires for further there can be provisions of additional charges which could be legalization solicitor transportation or stamp duty all these charges which could be standard can also be updated by lx in the tab over here so these are all prefixes or prelims which can be attached over here so once that is being done there can be further more information related to the documentation aspect which is nric passport bank information attached subsequent documents is the document checklist is being in progress or in deferred stage whatever is that you can select that so can we raise the contract or can we not raise the contract all these are the information which can be selected by user and the document repository or attachments can be done from the system or from a common onedrive or a dropbox link as well from a global repository so if to this extent i'm just keeping it simple and let's say i would want to save this particular unit booking number is 20206 the reason i have referred this is because there is a workflow which i would want to talk about in the next session so once the transaction is saved by lx it would possibly move on to the next level which is possibly in this example it is super user this depends again on the comprehensive process of workflow and approval hierarchy which is being established on the platform so as you can see on the screen there is a booking approval which has been initiated from lx and it will invoke a message to the next user which is super user as an email as well as an alert on the platform so when the next user logs in to the platform or rather before the login of the platform he would possibly get a notification by email as like this in this notification the following booking has been assigned to you for your approval if you can refer to the enquiry uh the reference is mr wong vk 22020 iphone 06 so this is how a notification will be sent across to the real estate manager or the next inline hierarchy for a call for action now once this particular person or this particular user gets a notification he can log into the platform and do the respective call for action so here you go when when the next person logs in you can possibly see a notification as like this in this you can have the notification such as bk202006 as this particular notification which which has the details of in progress in document checklist with the discounted rate etc so at this point of time the approver can possibly go into the system and do the approval with the remark let's say approved and save the transaction save the transaction in a way it will complete the transaction or the sequence of approval by the real estate manager or the admin user for the booking which has been raised by alex eventually once the documentation or the checklist is being updated the same will move on to the next level which is possibly the sales agreement or a contract further there can be various other data entry elements that can be recorded on this rems platform starting from enquiry wherein the listing of enquiry update can be updated by alex along with information related to unit view possibly updating the preferred date for a unit view by the prospective buyer as well as information of time for this particular buyer so that a schedule can be generated from the platform itself in in such a way that it lets down all the properties to be viewed or planned to be viewed on a particular day as you can see on the screen this can be a representation of a unique viewing schedule obtained from our ems platform other than that there can be rems bookings i think this email which i have just presented talked about moving on the next thing which rdms brings in on to the platform is the digital signatures the ability of this platform to do documentation and signing digitally through a sign easy app which is available on android as well as ios the key features for sign easy documentation app is it signs the document you can sign the documents on the move there is a multi-level authorizations there is a push documentation for documents for signature as well as pulling the documents for signature from signatures can be available on the rms platform itself further on the kefm landscape is like this wherein you have a start of a service request a service provider model the technician getting into action the call center getting the update of the survey as well as enabling an end of service request focus offline usps the investment friendly model sas impromise sas on cloud second of being second of it being localized as per asia pack secretary feed for singapore malaysia philippines and so on similarly the localized business development implementation and support for comprehensive hand holding experience fourth being modular and scalable the modules of focus softnet product line is quite extensive you can hop on with the journey from the pain area perspective and grow along with the business and add on to the modules and scale them up gradually in the due course of time global strengths sops industry best practices from all over the world consider the fact that focus of it being a multinational company with presence across 19 countries around the world we bring in the best practices and customers can leverage on the experiences of focus on it further the customer engagement and the service enablements for more information please get in touch with the localized local offices and for further more information you can have a look at comprehensive demo or specific demo requirements you can book a demo today thank you