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ERP ATLASAPPNEURALOperationsP2Reference
Real Estate Agencies ERP
A property brokerage that receives seller or landlord mandates, markets inventory, qualifies buyers or tenants, coordinates visits and closes commission-bearing transactions.
Micro-ERP configurations9
Conditional common pool configurations23
LifecycleReference
ERP composition
Micro-ERPs in this ERP 32
Explore every Micro-ERP linked to Real Estate Agencies ERP. Open a record to see its applications and extensions.
Micro-ERP
Customer & Opportunity Management MicroERP
Qualified customer/opportunity and documented sales handover
Micro-ERPHelpdesk & Support MicroERP
Resolved case or controlled warranty/remedy outcome
Micro-ERPPricing & Promotions MicroERP
Approved effective price/promotion policy and accountable exceptions
Micro-ERPProject Management MicroERP
Accepted deliverables and reconciled engagement
Micro-ERPProperty Facility Operations MicroERP
Completed property facility obligation and resident/owner service evidence
Micro-ERPProperty Lease Management MicroERP
Accountable tenancy, rent/deposit/owner settlement and mandate lifecycle
About this erp
Purpose and scope
A property brokerage that receives seller or landlord mandates, markets inventory, qualifies buyers or tenants, coordinates visits and closes commission-bearing transactions.
- Source
- reviewed-functional-microerps
- Source version
- reviewed-functional-microerps-2026-11-03
- Readiness
- Reviewed scope definition. Application implementation, migration and live availability are not verified by this catalogue import.
- Operating model
- A property brokerage that receives seller or landlord mandates, markets inventory, qualifies buyers or tenants, coordinates visits and closes commission-bearing transactions.
- Feature modules
- 46
- Primary workflow
- Compose canonical functional MicroERPs; preserve each module operating trigger.
- Dependencies
- Shared Platform and applicable functional MicroERPs
- Enablement
- Apply each source operating trigger and user permissions; list membership is not automatic enablement.
- Direct functional MicroERPs
- 9
- Conditional common-pool MicroERPs
- 23
- Source assignments
- [{"key": "property-seller-mandates", "owner": "property-brokerage", "assignmentId": "ERP-31-M001", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-listing-management"}, {"key": "property-listing-register", "owner": "property-brokerage", "assignmentId": "ERP-31-M002", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-listing-management"}, {"key": "property-document-review", "owner": "property-brokerage", "assignmentId": "ERP-31-M003", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-buyer-requirements", "owner": "property-brokerage", "assignmentId": "ERP-31-M004", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-lead-qualification", "owner": "property-brokerage", "assignmentId": "ERP-31-M005", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-listing-management"}, {"key": "property-broker-assignment", "owner": "property-brokerage", "assignmentId": "ERP-31-M006", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-media-packs", "owner": "property-brokerage", "assignmentId": "ERP-31-M007", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-listing-management"}, {"key": "property-portal-syndication", "owner": "property-brokerage", "assignmentId": "ERP-31-M008", "necessity": "Conditional", "appliesWhen": "The agency publishes listings to external property portals or its own listing site.", "functionalProduct": "property-listing-management"}, {"key": "property-visit-scheduling", "owner": "property-brokerage", "assignmentId": "ERP-31-M009", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-listing-management"}, {"key": "property-key-custody", "owner": "property-management", "assignmentId": "ERP-31-M010", "necessity": "Conditional", "appliesWhen": "The agency holds physical keys or manages controlled property access.", "functionalProduct": "property-facility-operations"}, {"key": "property-comparables", "owner": "property-brokerage", "assignmentId": "ERP-31-M011", "necessity": "Advanced", "appliesWhen": "Sufficient reliable local transaction or listing evidence supports comparative pricing.", "functionalProduct": "property-listing-management"}, {"key": "property-offer-negotiation", "owner": "property-brokerage", "assignmentId": "ERP-31-M012", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-reservations", "owner": "property-brokerage", "assignmentId": "ERP-31-M013", "necessity": "Conditional", "appliesWhen": "Sellers or developers permit temporary property or unit reservations.", "functionalProduct": "property-transaction-management"}, {"key": "property-booking-amounts", "owner": "property-brokerage", "assignmentId": "ERP-31-M014", "necessity": "Conditional", "appliesWhen": "The agency tracks booking amounts paid to the seller, developer or authorized recipient.", "functionalProduct": "property-transaction-management"}, {"key": "property-deal-milestones", "owner": "property-brokerage", "assignmentId": "ERP-31-M015", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-conveyance-coordination", "owner": "property-brokerage", "assignmentId": "ERP-31-M016", "necessity": "Conditional", "appliesWhen": "The agency assists with conveyance or registration coordination through authorized professionals.", "functionalProduct": "property-transaction-management"}, {"key": "property-commission-entitlement", "owner": "property-brokerage", "assignmentId": "ERP-31-M017", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-cobroker-settlement", "owner": "property-brokerage", "assignmentId": "ERP-31-M018", "necessity": "Conditional", "appliesWhen": "Deals involve co-brokers, referral agents or channel partners.", "functionalProduct": "property-transaction-management"}, {"key": "property-builder-inventory", "owner": "property-brokerage", "assignmentId": "ERP-31-M019", "necessity": "Conditional", "appliesWhen": "The agency sells new-build inventory on behalf of developers.", "functionalProduct": "property-transaction-management"}, {"key": "property-project-launches", "owner": "property-brokerage", "assignmentId": "ERP-31-M020", "necessity": "Conditional", "appliesWhen": "The agency handles project launches or concentrated developer sales campaigns.", "functionalProduct": "property-listing-management"}, {"key": "property-finance-referrals", "owner": "property-brokerage", "assignmentId": "ERP-31-M021", "necessity": "Conditional", "appliesWhen": "Buyers request assistance connecting with authorized finance providers.", "functionalProduct": "property-transaction-management"}, {"key": "property-lease-brokerage", "owner": "property-brokerage", "assignmentId": "ERP-31-M022", "necessity": "Conditional", "appliesWhen": "The agency brokers rental or leasing transactions.", "functionalProduct": "property-transaction-management"}, {"key": "property-tenant-screening", "owner": "property-management", "assignmentId": "ERP-31-M023", "necessity": "Conditional", "appliesWhen": "Landlords authorize the agency to coordinate tenant application screening.", "functionalProduct": "property-lease-management"}, {"key": "property-handover-inspection", "owner": "property-management", "assignmentId": "ERP-31-M024", "necessity": "Conditional", "appliesWhen": "The agency coordinates possession or tenancy handovers.", "functionalProduct": "property-facility-operations"}, {"key": "property-listing-refresh", "owner": "property-brokerage", "assignmentId": "ERP-31-M025", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-listing-management"}, {"key": "property-deal-cancellation", "owner": "property-brokerage", "assignmentId": "ERP-31-M026", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-buyer-followup", "owner": "property-brokerage", "assignmentId": "ERP-31-M027", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-owner-reporting", "owner": "property-brokerage", "assignmentId": "ERP-31-M028", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-listing-management"}, {"key": "property-bulk-investor-search", "owner": "property-brokerage", "assignmentId": "ERP-31-M029", "necessity": "Conditional", "appliesWhen": "Customers commission multi-property or portfolio acquisition searches.", "functionalProduct": "property-transaction-management"}, {"key": "property-channel-empanelment", "owner": "property-brokerage", "assignmentId": "ERP-31-M030", "necessity": "Conditional", "appliesWhen": "The brokerage works under developer channel-partner programmes.", "functionalProduct": "property-transaction-management"}, {"key": "property-lead-protection", "owner": "property-brokerage", "assignmentId": "ERP-31-M031", "necessity": "Conditional", "appliesWhen": "Developer or co-broker agreements use time-limited lead registration rules.", "functionalProduct": "property-listing-management"}, {"key": "property-open-house", "owner": "property-brokerage", "assignmentId": "ERP-31-M032", "necessity": "Conditional", "appliesWhen": "The agency conducts open houses or grouped site-visit events.", "functionalProduct": "property-listing-management"}, {"key": "property-transaction-risk-review", "owner": "property-brokerage", "assignmentId": "ERP-31-M033", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-client-conflict-check", "owner": "property-brokerage", "assignmentId": "ERP-31-M034", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "property-transaction-management"}, {"key": "property-referral-attribution", "owner": "property-brokerage", "assignmentId": "ERP-31-M035", "necessity": "Conditional", "appliesWhen": "The agency uses compensated referral or introducer arrangements.", "functionalProduct": "property-listing-management"}, {"key": "property-rental-renewal-brokerage", "owner": "property-brokerage", "assignmentId": "ERP-31-M036", "necessity": "Conditional", "appliesWhen": "The brokerage mandate includes lease renewal negotiation.", "functionalProduct": "property-transaction-management"}, {"key": "commercial-feasibility-review", "owner": "crm-and-customers", "assignmentId": "ERP-31-M037", "necessity": "Conditional", "appliesWhen": "The brokerage evaluates exclusive mandates or paid advisory assignments before committing resources.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "quotation-estimating", "owner": "sales-and-billing", "assignmentId": "ERP-31-M038", "necessity": "Conditional", "appliesWhen": "Brokerage engagements require a formal fee proposal or advisory-service quotation.", "functionalProduct": "quotation-management"}, {"key": "customer-pricing-agreements", "owner": "crm-and-customers", "assignmentId": "ERP-31-M039", "necessity": "Conditional", "appliesWhen": "Repeat customers have negotiated rates, volume commitments or contract service terms.", "functionalProduct": "pricing-and-promotions"}, {"key": "customer-work-portal", "owner": "project-management", "assignmentId": "ERP-31-M040", "necessity": "Conditional", "appliesWhen": "Customers need a self-service view of active orders, projects or service work.", "functionalProduct": "project-management"}, {"key": "customer-complaints", "owner": "service-operations", "assignmentId": "ERP-31-M041", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "helpdesk-and-support"}, {"key": "industry-data-bridge", "owner": "shared-platform", "assignmentId": "ERP-31-M042", "necessity": "Conditional", "appliesWhen": "The deployment connects to customer, vendor, device or specialist software systems.", "functionalProduct": "shared-platform"}, {"key": "partner-work-referrals", "owner": "crm-and-customers", "assignmentId": "ERP-31-M043", "necessity": "Conditional", "appliesWhen": "The business uses subcontracted referrals or a partner delivery network.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "capacity-planning", "owner": "project-management", "assignmentId": "ERP-31-M044", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "project-management"}, {"key": "work-dispatch", "owner": "project-management", "assignmentId": "ERP-31-M045", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Real Estate Agencies.", "functionalProduct": "project-management"}, {"key": "service-sla-escalation", "owner": "service-operations", "assignmentId": "ERP-31-M046", "necessity": "Conditional", "appliesWhen": "Customers have agreed response or resolution commitments.", "functionalProduct": "helpdesk-and-support"}]
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