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Real Estate

Real Estate overview

Updated in 5.20.43

Zyntra Real Estate runs an agency: its listings for sale and for rent, the people who want to buy or rent, the leases and their rent, the owners and their statements. This screen counts all of it for a period.

Where

Real Estate › Overview

Who

Anyone who may view Real Estate Properties (their own, their team's or every record).

Switch it on

1
The super administrator opens Setup › Modules and presses Switch on on the Real Estate row. The product is then named Zyntra Real Estate.
2
The Real Estate menu appears, with its rights on Setup › Roles. Give each role the rights it needs (below).
3
Open Setup › Settings under Real Estate once: the area unit, the default commission, the lease rules and whether new listings wait for approval. See Real Estate reports and setup.

With the module off, its menu, screens, rights and Flowrica's questions are gone. Nothing is deleted. While it is on, every customer page has a Real estate tab with the properties that customer owns.

Read the overview

Choose the Period: This month, Last month, This year, the last 3, 6 or 12 months, or All time. The cards count For sale now, For rent now, Sold in the period, Let in the period, Waiting for approval and Average days on market. Below them the charts show Listings by status, Listings by type, Listings by governorate, the requests by status and by property type, and Top areas by listings. Each figure opens the list it counts.

The Real Estate overview: the period's figures and charts

Who may do what

RightWhat it allows
Real Estate PropertiesSee listings (own, team or all), create, edit and delete them; Approve lets a person approve new listings.
Real Estate RequestsBuy and rent requests, their contracts and invoices.
Real Estate AgentsThe agents and outside brokers.
Real Estate TenantsThe tenants and their renter profiles.
Real Estate MaintenanceManage: maintenance requests and their cost.
Real Estate Owner StatementsThe owners' statements.
Real Estate ReportsThe Real Estate reports.
Real Estate SettingsManage: the settings, plans and agencies.

What Flowrica does here

Ask Flowrica Which properties are vacant? (she understands a type such as apartment or villa, a governorate or district, and rent or sale), Who is late on rent? or Which leases end soon? Each answer shows only what you may see, with links to the records. Say rent request and her Make a rent request asks which property, which client, from when and for how many periods; she fills the form and nothing is saved until you press Save. You can undo it for a minute.

Questions

Where is “Real Estate overview” in Zyntra OS?

Real Estate › Overview

Who can use “Real Estate overview”?

Anyone who may view Real Estate Properties (their own, their team's or every record).