Their properties, together
A personal view of linked properties across estates, with the relevant agreement and payment schedule for each purchase.
FOR ESTATE & PROPERTY COMPANIES
PropertyDesk
Every property connected.
Every payment accounted for.
Link each buyer to their properties, purchase agreements, payment schedules and conversations, then continue the record into estate services and recurring fees.
Estate developers and property companies managing multiple properties, buyer payment plans and ongoing estate services.
BUYER ACCESS PORTAL
Give buyers a clearer view
of their property journey.
Connect your buyer portal with your staff workflow, so buyers can follow the records and updates relevant to their own purchases.
Payments they can follow
Access to confirmed payments, available receipts and statements, remaining installments and agreed estate-service charges.
Updates without the chase
Published construction or estate updates, document requests and a way to raise a question about the right property.
Buyer portal access is part of the PropertyDesk offering. Features, permissions and rollout are defined in your implementation, so buyers can access their own authorized records and approved updates.
Discuss buyer access ↗A WORKFLOW YOUR TEAM CAN FOLLOW
Agree the purchase
Link estate, plot, size, price and an outright or installment agreement.
Track the payments
Record the actual received date, issue receipts and retain traceable corrections.
Continue the relationship
Share property progress, assign follow-ups and manage agreed estate fees.
THE WORKSPACE YOUR TEAM CAN BUILD ON
From the first plot
to ongoing estate services.
Scope the complete relationship: inventory and sales, finance and documents, progress updates and life in the estate.
Estate & plot inventory
Organize estates, phases, plot sizes and listed prices. Link allocations to purchase agreements and keep each buyer’s properties distinct.
Agreements & finance
Define outright or installment terms, confirm received payments, retain correction reasons and prepare receipts and account statements.
Construction & follow-ups
Keep dated observations, approved buyer updates and unresolved requests connected to the relevant estate or property.
Ongoing estate services
Scope recurring service charges, owner or tenant payer records, service invoices and balances separately from the property purchase.
Illustrative offering: final features, integrations, access and delivery milestones are defined in your proposal.
WORKSPACE SCREENSHOT · FICTIONAL RECORDS
One buyer, with a separate record for every property
One customer owns plots in two estates. Each property retains its own agreement and balance. A conversation is linked to the relevant property when known, with staff clarifying ambiguous requests.
This screenshot illustrates a workspace with fictional records. We configure the workflow and features for your organization. For a complete walkthrough, request a guided demo.
Request a guided demo ↗DELIVERY & SUPPORT
Configure. Test.
Train. Launch.
We agree on estate and plot records, sizes and prices, payment-plan rules, receipt content, customer-service processes and recurring estate-fee schedules.
Your implementation
A defined project covering configuration, agreed data imports and integrations, acceptance testing, staff training and launch.
Your ongoing plan
Hosting, backups, maintenance and support are agreed separately where applicable. Responsibilities are documented for client-hosted deployments.
Your proposal
Pricing and timing follow discovery. Workflows, users, data, providers and support coverage determine the scope; recurring charges are identified before work begins.
START A CONVERSATION
Tell us about
your organization.
Request a guided demonstration or discuss a project. Send a short inquiry here. We aim to respond to the email you provide within two business days.
For general questions, use the chat button. To reach our team from an AI conversation, select its menu and choose “Switch to a human.”
Mailing addressP.O. Box 822La Plata, MD 20646
United States