Company Developer — User Guide

Your multi-project development dashboard for managing projects, units, buyer interests, and team across your portfolio.

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Overview

The Company Developer role is for development firms managing multiple projects. You control the full development sales pipeline — from project creation and unit inventory to buyer interest tracking, pipeline management, and payment milestones. You also manage your team of managers, analysts, staff, and viewers.

When you log in, you land on your Dashboard. Use the sidebar on the left to navigate between sections.

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Getting Started

When you first sign up as a Company Developer on estateTT, follow these steps to get fully operational:

Step 1: Create Your Organization Profile

Your organization profile is your firm's identity on the platform. Navigate to Settings > Profile to complete your firm details. Enter your company name, tax identification number (if applicable), physical address, contact email, and phone number. Upload your company logo — this appears on your project listings, buyer communications, and marketing materials, so it should be high-resolution and professional. Write a company description highlighting your areas of expertise (e.g., luxury residential developments in Port of Spain, commercial projects in Chaguanas, mixed-use developments in the East-West Corridor) and your years of experience in the industry. A complete organization profile increases credibility with buyers and improves your visibility in search results.

Step 2: Set Up Your Payment Preferences

To collect milestone payments from pre-construction unit sales, you must configure your payment method. Go to Settings > Billing to connect your payment processor. estateTT supports Stripe and bank transfer for receiving payments. For Stripe, you will need to connect a business bank account — the platform guides you through the Stripe onboarding flow where you provide your banking details and business verification information. For bank transfers, enter your bank account details for direct deposits. Your payment credentials are encrypted at rest using AES-256 and stored securely. Configure your payment terms (e.g., deposit percentage, milestone schedules, late payment policies) so buyers understand the payment structure upfront. Set up your payment preferences early so there are no delays when your first unit is reserved.

Step 3: Create Your First Project

Navigate to Projects and click "Add Project" to create your first development. Fill in the project name, location (address, town, region), project type (residential, commercial, mixed-use), and a detailed description of the development. Upload project renderings, site plans, and marketing materials. Set the project status to "Active" when you are ready to start accepting buyer interests. For example, if you are developing a luxury condominium project in Port of Spain, include details about the number of units, amenities (pool, gym, parking), target completion date, and unique selling points. A well-documented project attracts serious buyers and reduces the number of preliminary questions.

Step 4: Add Unit Inventory

Once your project is created, add your unit inventory. Click on the project and select "Add Unit" for each unit type in your development. Enter the unit number, floor level, square footage, number of bedrooms and bathrooms, price, and unit status (Available, Reserved, Sold, Held). Upload floor plans and photos for each unit. Set pricing tiers if applicable (e.g., standard units, premium units, penthouses). For example, a 20-story condominium might have units ranging from 1-bedroom apartments on lower floors to 3-bedroom penthouses on upper floors, each with different pricing. Accurate unit inventory is essential for tracking sales performance and managing availability.

Step 5: Invite Your Team Members

If you have a team, navigate to Team and click "Invite Member" to add colleagues to your organization. Enter their email address, assign their role (Admin, Manager, Analyst, Staff, or Viewer), and click Send Invite. The invitee will receive an email with a secure link to join your organization. Check that their email is correct and that they accept the invite within 7 days before it expires. Assign roles based on responsibilities — Managers can close deals and view financials, Analysts can access analytics and reports, Staff can manage assigned units and upload documents, and Viewers have read-only access. Proper role assignment ensures your team has the tools they need without unnecessary permissions.

Best Practices for Onboarding

• Complete all five steps within your first week to avoid delays in receiving buyer interests or processing payments
• Use high-quality images and professional renderings for your projects — visual appeal significantly impacts buyer engagement
• Set realistic completion dates and communicate them clearly to buyers — missed deadlines damage credibility
• Establish clear internal workflows for deal approval, payment tracking, and team coordination
• Regularly review your project pipeline and unit inventory to ensure accuracy
• Train your team on the platform before inviting them — a brief walkthrough prevents confusion and errors

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Role Rank System

Company Developer uses a rank-based permission system that controls which sections of the dashboard you can access. Your rank is assigned by the organization admin (Rank 4) and can be changed at any time to reflect your evolving responsibilities within the firm.

What Each Rank Can Do

Rank 1 — Staff / Viewer: This is the entry-level rank for new team members or support staff. Staff can manage assigned units, upload documents, view all projects and documents, and communicate through messages. Viewers have read-only access to projects and documents without the ability to upload or modify. This rank is ideal for team members who need to access project information but do not require financial data, analytics, or management capabilities. For example, a project coordinator might start at Staff rank, managing showings and uploading marketing materials before being promoted.

Rank 2 — Analyst: At this rank, you gain access to financial data and analytics. You can view financial reports, access the Analytics dashboard to track project performance, view payment milestones, and export data for reporting. Analysts can also edit project details and manage units, giving them operational control while maintaining financial oversight. This rank is suited for team members who need data-driven insights to support decision-making and for those responsible for project performance tracking. For example, an analyst can review payment collection rates across projects, identify which milestones are frequently delayed, and recommend process improvements.

Rank 3 — Manager: Managers have access to everything in Rank 2 plus the Team, Assessments, and Services sections. In Team, they can view the organization roster, track individual member performance, and coordinate work distribution. In Assessments, they can review property assessment reports and link them to projects. In Services, they can request external services (valuations, notary, consulting) for projects. Managers can also invite new team members, though they cannot remove members or change roles. This rank is typically held by project leads or senior staff overseeing multiple projects. For example, a manager at a large development firm might notice that one project is falling behind on payment collection and assign additional staff to follow up with buyers.

Rank 4 — Admin: The admin has unrestricted access to every section, including Settings, where they can manage the organization's profile, configure security policies, set notification preferences, and manage billing and payment preferences. The admin can also promote or demote team members, invite new members, remove members from the organization, and update roles. This rank is held by the company principal or a designated senior administrator. Only one or a few trusted individuals should hold Rank 4 to maintain control over critical operations.

Using the Rank System Effectively

• If you feel your rank is limiting your work, discuss a promotion with your admin — provide specific examples of why you need the additional access
• Admins should regularly review rank assignments to ensure team members have the tools they need without unnecessary permissions
• Higher ranks come with greater responsibility — managers and admins should use their access to improve organizational performance, not just their own projects
• If you are demoted, you retain access to assigned projects and documents but lose access to team-wide tools and financial data

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Sidebar Navigation

You use the Company Developer sidebar with filtered access based on your rank. The sidebar is organized to follow your typical workflow — from daily operations (Dashboard, Messages) to project management (Projects, Pipeline, Showings) to business intelligence (Analytics, Financials).

Note: Finance and Analytics require Rank 2+. Assessments, Services, and Team require Rank 3+. Settings is Rank 4 (Admin) only. Messages shows badges for unread items. Pipeline shows badges for pending actions.

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Overview

Go to: Overview in the sidebar (the grid layout icon)

Your home screen is the central hub for your daily activities. It provides a real-time snapshot of your development portfolio and highlights items requiring immediate attention.

Key Metrics Explained

• Total active projects across your portfolio — Shows the number of projects currently in "Active" status. This helps you track your development pipeline at a glance. Click on the number to jump directly to the Projects page filtered to active developments.

• Total units across all projects — Displays the aggregate count of all units across your entire portfolio. This metric gives you a sense of scale and helps you understand your total inventory position.

• Units sold (auto-updated by the platform) — Shows the total number of units that have been sold across all projects. This number updates automatically when deals are closed, giving you real-time sales performance visibility.

• Revenue collected — Displays the total amount of milestone payments received from buyers. This helps you track cash flow and payment collection performance across your portfolio.

• Team size — Shows the number of active team members in your organization. This helps you understand your resource capacity and plan for team growth.

• Verification status — Indicates whether your organization has completed the verification process. Verified organizations appear more trustworthy to buyers and may receive priority in search results.

What You Can Do

• View your portfolio at a glance — the Overview provides a consolidated view of all your key metrics in one place, allowing you to quickly assess the health of your development business without navigating to multiple pages.

• Access quick actions — use the quick-action buttons to create a new project, add a unit, schedule a showing, or send a message without navigating away from the Overview. This streamlines your workflow for common tasks.

• Review recent activity — the activity feed at the bottom of the Overview logs your recent actions (e.g., project created, unit updated, deal closed) for easy reference and audit purposes.

• Drill down into specific areas — click on any metric to navigate to the relevant detailed page (e.g., clicking on "Units sold" takes you to the Sales Pipeline, clicking on "Revenue collected" takes you to Finance).

Using Overview Effectively

• Review your Overview at the start of each day to prioritize tasks and identify urgent items
• Use the quick-action buttons to speed up common workflows — they save time compared to navigating through multiple pages
• Set personal benchmarks based on your metrics — aim to increase units sold or improve revenue collection month over month
• Share your Overview with team members during meetings to provide a high-level status update on the portfolio
• Check your verification status and complete the verification process if not already done — this improves buyer trust

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Sales Pipeline

Go to: Sales Pipeline in the sidebar (the briefcase icon)

The Sales Pipeline is your deal management hub where you track all buyer interests from initial inquiry through closing. It provides a visual kanban-style view of your sales funnel, organized by deal stage.

Deal Stages Explained

What You Can Do

• Track all buyer interests in one place — every buyer who expresses interest in any of your units appears in the Sales Pipeline as a card. Each card shows the buyer's name, the unit of interest, the project name, the current stage, and any notes or comments. This gives you complete visibility into your sales funnel across all projects.

• Move deals through stages — click on an interest card and drag it to the next column to advance the deal, or use the Move/Advance button. This updates the deal stage and triggers any relevant notifications to team members. For example, when you move a deal from "Negotiating" to "LOI Signed," the system may notify your finance team to prepare for the next milestone payment.

• Close deals and update inventory — when a deal reaches the final stage, click Close Deal on the card, enter the final price, buyer name, and closing date, then click Confirm. The platform automatically marks the unit as Sold, updates the Units Sold count in your Overview, and drops any competing interests for that unit. This ensures inventory accuracy and prevents double-sales.

• View deal details and history — click on any interest card to see the full history of that deal, including all stage transitions, notes added, messages exchanged, and documents shared. This is invaluable for understanding the context of a deal when handing it off to a colleague or reviewing past decisions.

• Filter and sort your pipeline — use the filter controls to show only deals in a specific project, deals in a specific stage, or deals assigned to a specific team member. Sort by date added, deal value, or last activity to prioritize your work.

Using Sales Pipeline Effectively

• Review your Sales Pipeline daily to identify stuck deals — if a deal has been in the same stage for more than a week, follow up with the buyer or your team to understand the delay
• Use stage transitions as triggers for internal workflows — for example, when a deal moves to "Pending Approval," automatically notify your finance team to begin mortgage processing
• Keep notes updated on each deal — document key discussions, buyer concerns, and commitments made so the context is preserved if the deal is reassigned
• Set realistic expectations with buyers — communicate clearly what each stage means and what documentation is required at each step
• Use the pipeline to forecast revenue — based on deals in advanced stages (LOI Signed, Contract Signed), estimate your expected closing timeline and cash flow
• Assign deals strategically — if you have a large pipeline, assign deals to team members based on their expertise or workload balance

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Projects

Go to: Projects in the sidebar (the building icon)

Projects is where you create and manage all your development projects. Each project represents a real estate development with its own unit inventory, pricing, and buyer pipeline.

What You Can Do

• Add new projects — click "Add Project" to create a new development. Fill in the project name, location (address, town, region), project type (residential, commercial, mixed-use), detailed description, target completion date, and pricing information. Upload project renderings, site plans, architectural drawings, and marketing materials. For example, if you are developing a luxury condominium in Port of Spain, include details about the number of floors, unit mix, amenities (pool, gym, parking), proximity to amenities, and unique selling points like ocean views or smart home features.

• Manage unit inventory — click on a project to view and manage its units. Add units with unit number, floor level, square footage, number of bedrooms and bathrooms, price, and status (Available, Reserved, Sold, Held). Upload floor plans and photos for each unit. Set pricing tiers if applicable (e.g., standard units, premium units with better views, penthouses). Accurate unit inventory is essential for tracking sales performance and preventing overselling.

• Edit project details — update any project information at any time. This is useful when project details change (e.g., completion date revised, amenities added, pricing adjusted). Edit history is tracked so you can review changes if needed. Keep project information current to maintain buyer trust and accuracy.

• Control project visibility — set project status to Active, Inactive, or Completed. Active projects appear in search results and accept buyer interests. Inactive projects are hidden from buyers but visible to your team. Completed projects are archived and no longer accept new interests. Use status controls to manage which projects are currently marketable.

• View project performance — see key metrics for each project including total units, units sold, revenue collected, and active buyer interests. This helps you identify which projects are performing well and which may need additional marketing or attention.

Using Projects Effectively

• Complete all project fields before setting status to Active — incomplete projects appear unprofessional and may deter serious buyers
• Use high-quality images and professional renderings — visual appeal significantly impacts buyer engagement and interest levels
• Set realistic completion dates and communicate changes promptly — missed deadlines damage credibility and buyer trust
• Organize units logically by floor, size, or price tier to help buyers navigate your inventory
• Review project performance weekly to identify trends and adjust marketing strategies accordingly
• Archive completed projects to keep your active portfolio focused and manageable
• Use project descriptions to highlight unique selling points that differentiate your development from competitors

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Showings

Go to: Showings in the sidebar (the eye icon)

Showings is your scheduling hub for property viewings and site visits. It helps you manage appointments with prospective buyers and track which units have been shown.

What You Can Do

• Book showing appointments — when a buyer expresses interest in viewing a unit, create a showing appointment. Specify the date, time, project, unit(s) to be shown, buyer contact information, and the attending team member. The system sends confirmation notifications to all parties. For example, if a buyer wants to view a 3-bedroom unit in your Port of Spain project on Saturday at 10 AM, create the event and the buyer receives an automated confirmation with the project address and your contact details.

• View upcoming and past showings — see all scheduled showings in a calendar or list view. Past showings are archived for reference. This helps you track your showing activity and identify which units are getting the most interest.

• Track which units were shown — each showing record includes the units viewed, buyer feedback, and follow-up notes. This data helps you understand which units are most popular and which may need pricing or marketing adjustments.

• Manage team availability — set your team's showing availability to prevent double-booking and ensure adequate coverage for scheduled appointments.

Using Showings Effectively

• Block out travel time between showings if visiting multiple projects
• Send confirmation reminders 24 hours before each showing
• Collect buyer feedback after each showing to understand their decision factors
• Track showing-to-conversion rates to measure sales team effectiveness
• Use showing data to identify which units need better marketing or pricing adjustments

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Calendar

Go to: Calendar in the sidebar (the calendar icon)

The Calendar is your team's scheduling hub for all appointments, showings, meetings, and deadlines. It integrates with your projects, showings, and team communications to provide a unified view of your commitments.

What You Can Do

• Schedule property showings — when a buyer requests a viewing, create a showing event directly from the unit detail page or from the Calendar. Specify the date, time, project, unit(s), attending parties, and any special instructions. The system sends confirmation notifications to all participants.

• Book client meetings — schedule consultations, contract signings, project update meetings, and any other client-facing appointments. Set the meeting type (in-person, phone, video), add an agenda or notes, and attach relevant documents.

• Set team availability — define working hours and blocked-out times for team members so clients and colleagues know when they are available. Set recurring availability (e.g., "Available Monday to Friday, 9 AM to 5 PM") and add exceptions for holidays or personal time.

• View your schedule in multiple formats — switch between day, week, and month views to get the right level of detail. The day view shows hourly blocks, the week view gives an overview of the week, and the month view helps with long-term planning.

Using Calendar Effectively

• Block out travel time between appointments across different projects
• Set reminders for upcoming events — the platform sends notifications before each appointment
• Review the Calendar at the end of each day to prepare for tomorrow
• Avoid double-booking by checking availability before committing to new appointments
• Use recurring events for regular activities (e.g., weekly team meetings, monthly project reviews)

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Documents

Go to: Documents in the sidebar (the file text icon)

Documents is your secure file storage and sharing center for project materials, contracts, agreements, and any other files related to your developments.

What You Can Do

• Upload project materials — drag and drop files or use the upload button to add documents to your library. Supported formats include PDF, DOCX, XLSX, JPG, and PNG. Each file can be tagged with a project name, unit number, or transaction ID for easy retrieval. Upload brochures, floor plans, title documents, architectural drawings, marketing materials, and legal agreements.

• Organize by project — create folders to group documents logically. Organize by project (e.g., "Port of Spain Condominium," "Chaguanas Commercial Complex"), by document type (e.g., "Brochures," "Floor Plans," "Legal Documents"), or by transaction phase. The platform supports nested folders for deeper organization.

• Share documents with buyers — when you need a buyer to review or sign a document, share it through Messages or generate a secure share link. The link expires after a configurable period (default: 7 days) and can be revoked at any time. Shared documents are logged for audit purposes.

• Version control — when you upload a new version of an existing document, the platform keeps the previous version in the document history so you can compare changes or revert if needed.

Using Documents Effectively

• Name files consistently using a convention like [ProjectName]_[DocumentType]_[Date].pdf
• Upload documents promptly after creation or receipt
• Use tags and folders together for maximum findability
• Review shared document logs to confirm buyers have accessed important files
• Delete documents only after the retention period required by your policies and regulations

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Messages

Go to: Messages in the sidebar (the message square icon — shows a badge when you have unread messages)

Messages is your communication channel for interacting with buyers, team members, and other parties. Every conversation is tied to a context (project, unit, or deal) for easy reference.

What You Can Do

• Respond to buyer inquiries — when a buyer contacts you about a project or unit, the message appears in your Messages inbox. Reply directly, attach documents or images, and reference specific projects or units within the conversation. For example, if a buyer asks about availability, reply with current status, attach the project brochure, and suggest a showing time.

• Coordinate with your team — communicate internally about deals, project updates, and task assignments. Messages supports group conversations for project-specific coordination.

• Maintain conversation history — every message is stored in the conversation history, which you can review at any time. This is invaluable for remembering past discussions and commitments.

• Search conversations — use the search bar to find specific messages by keyword, buyer name, or date.

Using Messages Effectively

• Respond to buyer messages within 2 hours during business hours
• Use clear, professional language and confirm understanding
• Attach relevant documents proactively
• Set expectations for next steps in each conversation
• Archive completed conversations to keep your inbox focused on active clients

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Finance

Go to: Finance in the sidebar (the landmark icon — Rank 2+ required)

Finance gives you visibility into payment milestones for your pre-construction units. Track which payments are due, which are overdue, and monitor your cash flow across all projects.

What You Can Do

• View payment milestones — see all milestone payments for each unit, including project name, unit number, milestone name (e.g., "Deposit," "Foundation Complete," "Handover"), amount due, due date, and payment status. Status options include Pending, Paid, Processing, Overdue, Cancelled, or Refunded.

• Record payments — when a buyer makes a payment, click Record Payment on the payment row to log it. Enter the payment amount, date, payment method, and any notes. The platform updates the payment status and your revenue totals automatically.

• Export your ledger — click Export or Download to get a CSV of your payment ledger for accounting purposes or record-keeping.

• View SOLD badges — payments on closed units display a SOLD badge for easy identification.

Using Finance Effectively

• Review Finance weekly to identify overdue payments and follow up promptly
• Use payment status data to forecast cash flow and plan project timelines
• Set up automated reminders for upcoming milestone payments
• Export your ledger monthly for reconciliation with your accounting system
• Note that the platform tracks payment milestones but does not process or release funds

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Analytics

Go to: Analytics in the sidebar (the bar chart icon — Rank 2+ and analytics feature required)

Analytics provides data-driven insights into your development performance, helping you understand what's working, what needs improvement, and where to focus your efforts.

What You Can Do

• Track project-level sales metrics — view sales performance by project, including units sold, revenue collected, average time to close, and conversion rates. Compare projects to identify which are performing well and which may need additional marketing or pricing adjustments.

• Monitor lead conversion rates — see how buyer interests convert to closed deals broken down by project, unit type, and time period. This tells you which types of units are most attractive to buyers and where your sales process may need optimization.

• Analyze revenue trends — view your revenue over time broken down by month, quarter, or year. Identify seasonal patterns and plan your workload and marketing accordingly.

• Review team performance — if you have multiple team members, see individual performance metrics including units sold, revenue generated, and deal conversion rates. This helps identify top performers and areas where training may be needed.

Using Analytics Effectively

• Review Analytics weekly to catch trends early before they become problems
• Set personal benchmarks — aim to improve one metric each month
• Compare performance across projects to identify best practices
• Use data to have informed conversations with your team about performance
• Export key charts for presentations or performance reviews

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Assessments

Go to: Assessments in the sidebar (the shield check icon — Rank 3+ required)

Assessments allows you to view and manage property assessments related to your development projects. This includes valuation reports, due diligence findings, and other professional assessments.

What You Can Do

• Track assessment requests — see all assessment requests for your projects, including the assessment type (valuation, due diligence, environmental), requested date, status, and assigned assessor. Track whether assessments are pending, in progress, completed, or cancelled.

• Review assessment reports — when an assessment is completed, view the full report including findings, recommendations, and any supporting documents. This information helps you understand property values, identify potential issues, and make informed decisions about your developments.

• Link assessments to projects or units — associate each assessment with a specific project or unit for easy reference and reporting. This creates a clear audit trail of all assessments performed on your portfolio.

Using Assessments Effectively

• Request assessments early in the development process to identify issues before they become costly
• Review assessment reports thoroughly and follow up on recommendations
• Keep a complete record of all assessments for compliance and due diligence purposes
• Use assessment findings to improve project planning and risk management

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Services

Go to: Services in the sidebar (the wrench icon — Rank 3+ required)

Services allows you to request and manage external services for your development projects, such as valuations, notary services, and consulting.

What You Can Do

• View available services — browse the marketplace of service providers available on the platform, including valuations, notary services, legal consultations, and other professional services relevant to real estate development.

• Request services for your projects — when you need a service, submit a request specifying the project, unit (if applicable), service type, required timeframe, and any special requirements. The platform matches your request with qualified service providers.

• Track service requests — monitor the status of your service requests (pending, accepted, in progress, completed, cancelled). View provider details, estimated completion dates, and any updates from the service provider.

• Review completed services — when a service is completed, access the deliverables (e.g., valuation report, notarized documents) and provide feedback on the service provider.

Using Services Effectively

• Submit service requests with clear requirements and realistic timelines
• Review provider profiles and ratings before accepting proposals
• Communicate promptly with service providers to avoid delays
• Provide feedback on completed services to help maintain quality standards
• Use completed services as reference for future similar requests

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Team

Go to: Team in the sidebar (the users icon — Rank 3+ required)

Team is where you manage everyone who works for your organization. You can invite new members, assign roles, track performance, and manage access.

What You Can Do

• Invite team members — click "Invite Member" to add a colleague to your organization. Enter their email address, assign their role (Admin, Manager, Analyst, Staff, or Viewer), and click Send Invite. The invitee will receive an email with a secure link to join your organization. Invite links expire after 7 days for security.

• Assign roles — choose the appropriate role based on the member's responsibilities. Admins have full access including Settings. Managers can access Assessments, Services, and Team, and can invite members. Analysts can access Finance and Analytics. Staff can manage assigned units and upload documents. Viewers have read-only access.

• Track individual performance — view each team member's performance metrics including units managed, deals closed, and activity levels. This helps you understand who is contributing most and where additional support may be needed.

• Remove or suspend team access — if a member leaves the organization or needs their access temporarily suspended, you can remove them or change their status. Suspended members cannot access the dashboard but their data is preserved.

Using Team Effectively

• Assign roles based on actual responsibilities — avoid giving unnecessary access
• Review team performance monthly to identify training needs
• Use role changes to reflect evolving responsibilities rather than creating new accounts
• Remove former employees promptly to maintain security
• Keep team size aligned with your workload — too many members can cause confusion

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Settings

Go to: Settings in the sidebar (the gear icon — Rank 4 Admin only)

Settings is where you manage your organization's account configuration, including profile, subscription, and verification documents.

What You Can Do

• Manage your profile — update your firm name, logo, contact details, address, and company description. Your profile information appears on project listings and buyer communications, so keep it accurate and professional. Upload a high-resolution logo that represents your brand effectively.

• Configure subscription — view your subscription plan, seat count, and payment method. Add or remove seats as your team grows or shrinks. Update payment method if your banking details change. View invoice history and download copies for your records.

• Manage verification documents — upload required documents for organization verification, including Certificate of Incorporation and VAT Registration Certificate (if VAT registered). Track document review status and manage VAT registration status.

Using Settings Effectively

• Review your profile quarterly to ensure all information remains current
• Keep your subscription information up to date to avoid payment failures
• Upload verification documents promptly after registration to complete the verification process
• Review invoice history monthly for accounting reconciliation

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Workflow: Closing a Unit Sale

1. A buyer submits interest — it appears in the Sales Pipeline under "New Leads"
2. Assign a team member — if needed, assign a sales agent to manage the deal
3. Progress the deal — move the card through stages as negotiations advance
4. Close the deal — click Close Deal on the card, enter the closing details
5. Platform updates automatically — unit marked as Sold, Units Sold increments, competing interests dropped
6. Track payments — use Finance to monitor milestone payment statuses

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Troubleshooting

Unit still showing in pipeline after closing: Refresh the page — the platform updates within seconds.

Payment not appearing in Finance: Use the Record Payment button on the payment row to log it.

Cannot close a deal: Only Admins and Managers can close deals. Contact your firm admin to have your role upgraded.

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Need Help?

Click the Help button on any page, or email support@estatett.com