Real Estate Agency POS

For real estate agencies and property managers: sale and lease commissions typed as the agreed amount, property management fees, valuation reports, listing and marketing packages, tenancy contract registration and admin fees, with the client, the property and the agent on the invoice, and a Deals board.

Steps

  1. Pick a tab (Sales commission, Leasing commission, Property management, Valuation & advisory, Listing & marketing, Contracts & admin fees) and tap the service.
  2. Type the client and the property; for a lease also the lease start and end and the contract number, for management the period. Enter the agreed commission (for example 2.5% of the price or 5% of the year's rent), then tap Add.
  3. VAT is added on the agency's own fee only. The price, the rent and the deposit belong to the seller and the landlord and never go on the agency's invoice.
  4. Bill a landlord "On account" for the month's management fees, then open "Deals" to move each sale, lease or managed property: New, Viewing / offer, Contract signed, Closed / handed over (or Cancelled).

Tips

  • Keep the office's and each agent's broker licence (FAL or RERA), each client's title deed and each client contract in Documents with expiry dates.
  • Open the Real estate dashboard to see the commissions and fees by stream, the deals closed and the best clients.

In the app, press F1 or ? on this screen to open this guide next to your work.

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