One missing page, three weeks of delay
The loan file is where this costs money. A bank returns it because one bank statement page is missing or a salary slip is out of date, and the buyer's sanction takes another three weeks. Nobody owned the chase, because the request was made verbally at the sales gallery and the reply went to an executive who was on leave.
Cost sheet revisions cause the other kind of damage. A buyer negotiates on the second revision, the executive sends the third, and at signing the family produces a printout of the first with a different floor rise on it. Without a version history and a record of what was sent to whom and when, the argument is one person's memory against another's at the worst possible moment.
A checklist that will not let a stage close quietly
Each stage carries the documents it needs. Token received opens KYC and address proof, the income documents for the loan file, and the signed cost sheet. Anything outstanding is visible on the deal rather than in somebody's head, and the request goes to the buyer over WhatsApp from the same record, with the file they return attaching to that conversation.
Cost sheets carry version history, so the current one is unambiguous and what was sent on which date is a matter of record. Documents with a date on them, including the sanction letter, the allotment letter and the agreement deadline, are surfaced as tasks before they lapse. Access follows role, so files stay with the account when an executive leaves.
More on the capability itself: Quotes and Invoices. More on this industry: CRM for real estate teams.
From token to registration without a chase
The token amount lands on a Tuesday. The checklist opens the same day.
- 1KYC, income proof and the signed cost sheet appear as outstanding items on the deal, each with an owner.
- 2Requests go out over WhatsApp from the record, and the returned scans attach against the buyer rather than sitting in a chat.
- 3The sanction letter is filed with its validity date, which raises a task before it expires and while the agreement is still being prepared.
One price, one plan: ₹899/user/month + GST on annual billing. The Free Forever plan carries one user and 200 leads with no card and no expiry, which is enough to run this workflow on your own data before anyone signs anything.
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Import a list, run the workflow above, and see what it looks like with your names on it. Setup takes 15 to 30 minutes.