Individual Developer — User Guide

Your project pipeline dashboard for managing developments, units, and buyer interests.

---

Overview

The Individual Developer role is for independent property developers who are selling units in a development project (e.g., a condo tower, housing subdivision, or commercial development). You manage projects, track individual unit sales, and monitor buyer interest from first inquiry to final payment.

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

---

Getting Started

Follow these steps to get your Individual Developer account set up and ready to manage your development projects.

Step 1: Sign Up

Navigate to the estateTT sign-up page and select "Individual Developer" as your role. Enter your email address, create a password, and provide your basic information. You'll receive a confirmation email to verify your account.

Step 2: Complete Your Profile

After logging in, navigate to Settings > Profile to add your name, photo, and contact details. A complete profile builds trust with buyers and ensures the platform has accurate information about you.

Step 3: Set Up Payment Preferences

Navigate to Settings > Payment Preferences to connect Stripe or Payoneer to receive payments. This ensures you can receive payments for your unit sales without delays.

Step 4: Create Your First Project

Navigate to Projects to create your first development project. Add the project name, location, description, and pricing. Then add your unit inventory with unit numbers, sizes, and prices.

---

Sidebar Navigation

Note: Analytics requires the analytics feature to be enabled in your subscription.

---

Overview

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

Overview is your home screen showing key metrics at a glance: Total active projects, Total units across all projects, Units sold (auto-updated by the platform), Revenue collected, and Verification status.

What You Can Do

• View total active projects — see how many development projects you currently have active. This helps you understand your current workload and project portfolio.

• Track total units — see the total number of units across all your projects. This helps you understand your overall inventory capacity.

• Monitor units sold — see units sold (auto-updated by the platform). This helps you track your sales performance without manual counting.

• Review revenue collected — see total revenue collected from unit sales. This helps you understand your financial performance.

Using Overview Effectively

• Check Overview regularly to stay informed about your project portfolio
• Use units sold count to track your sales progress over time
• Monitor revenue collected to understand your financial performance
• Review verification status to ensure your account is in good standing

---

Sales Pipeline

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

Sales Pipeline is where you track all buyer interests organized by deal stage: New Leads (Initial buyer inquiry), Contacted (You have reached out to the buyer), Negotiating (Active discussion about price or terms), Pending Approval (Awaiting internal or mortgage approval), LOI Signed (Letter of Intent signed), Contract Signed (Purchase agreement signed), and Closed (Deal closed — unit is sold).

To move a buyer through stages: Click on the interest card and drag it to the next column, or use the Move/Advance button.

To close a deal: Click on the interest card, click Close Deal, enter the final price, buyer name, and closing date, then click Confirm.

The platform automatically marks the unit as Sold, updates your Units Sold count, and drops competing interests.

What You Can Do

• Track buyer interests — see all buyer interests organized by deal stage. This helps you understand where each buyer is in the purchase process.

• Move buyers through stages — click and drag interest cards to move buyers through stages. This helps you track progress and identify bottlenecks.

• Close deals — click Close Deal on the interest card to finalize the sale. This automatically marks the unit as Sold and updates your metrics.

Using Sales Pipeline Effectively

• Regularly move buyers through stages to keep your pipeline current
• Use the pipeline to identify which buyers need follow-up
• Close deals promptly when terms are agreed to finalize sales
• Review pipeline data to understand your sales conversion rates

---

Projects

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

Projects is where you create and manage your development projects. Add new projects with name, location, description, and pricing. Add unit inventory — each unit has a number, size, and price. Edit, publish, or unpublish projects. View individual units and their status: Available, Reserved, Sold, or Held.

The Units Sold count is automatically maintained by the platform — do not edit this field manually.

What You Can Do

• Create new projects — add new projects with name, location, description, and pricing. This helps you showcase your development projects to potential buyers.

• Add unit inventory — add unit inventory with unit numbers, sizes, and prices. This helps you manage your available units for sale.

• Edit projects — edit existing projects to update information. This ensures your project details remain accurate and current.

• View unit status — view individual units and their status: Available, Reserved, Sold, or Held. This helps you understand your inventory availability.

Using Projects Effectively

• Keep project information up to date to attract qualified buyers
• Use unit inventory management to track available units accurately
• Publish projects when ready to attract buyer interest
• Monitor unit status to understand sales progress and inventory levels

---

Showings

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

Showings is where you schedule and manage property showings for your development projects. Book showing appointments with prospective buyers, view upcoming and past showings, and track which units were shown and buyer interest level.

What You Can Do

• Book showing appointments — schedule showings with prospective buyers. This helps you arrange viewings for interested buyers.

• View upcoming showings — see all your scheduled showings. This helps you plan your schedule and prepare for visits.

• Track buyer interest — track which units were shown and buyer interest level. This helps you understand which properties are generating the most interest.

Using Showings Effectively

• Schedule showings promptly after receiving buyer inquiries
• Prepare project information and unit details before showings
• Track buyer interest to identify which units are most popular
• Follow up with buyers after showings to maintain momentum

---

Calendar

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

Calendar is where you manage your schedule: Property showings, Client meetings, Project milestones, and Set your availability.

What You Can Do

• Schedule property showings — add property showings to your calendar. This helps you organize your viewing schedule.

• Book client meetings — schedule meetings with clients and partners. This ensures you have dedicated time for important discussions.

• Track project milestones — add project milestones to your calendar. This helps you stay on top of development timelines.

• Set availability — set your availability to prevent scheduling conflicts. This ensures you're only booked when available.

Using Calendar Effectively

• Check Calendar regularly to prepare for upcoming appointments
• Use Calendar to avoid double-booking showings and meetings
• Set availability to manage your schedule effectively
• Track project milestones to ensure development stays on schedule

---

Assessments

Go to: Assessments in the sidebar (the shield check icon)

Assessments is where you view and manage property assessments. Track assessment requests, review assessment reports, and link assessments to specific projects or units.

What You Can Do

• Track assessment requests — see the status of assessment requests. This helps you understand when to expect completed reports.

• Review assessment reports — access completed assessment reports. This helps you understand property values and conditions.

• Link assessments to projects — link assessments to specific projects or units. This helps you organize assessments by project.

Using Assessments Effectively

• Order assessments early in the development process to avoid delays
• Review assessment reports carefully to understand property values
• Link assessments to projects for easy reference
• Use assessment data to inform pricing and marketing strategies

---

Services

Go to: Services in the sidebar (the wrench icon)

Services is where you manage services related to your development projects. View available services, request services for your projects, and track service provider performance.

What You Can Do

• View available services — see services available through the platform. This helps you find the services you need for your projects.

• Request services — request services for your projects. This helps you get the support you need for development and sales.

• Track service performance — monitor service provider performance. This helps you ensure quality service delivery.

Using Services Effectively

• Browse services early to understand available options
• Request services proactively to avoid project delays
• Track service performance to ensure quality
• Use services strategically to enhance your development projects

---

Finance

Go to: Finance in the sidebar (the landmark icon)

Finance is where you track payment milestones for your pre-construction units. See project name and unit number, milestone name (e.g., "Deposit", "Foundation Complete", "Handover"), amount due and due date, payment status: Pending, Paid, Processing, Overdue, Cancelled, or Refunded, and SOLD badge for payments on closed units.

To record a payment: Click Record Payment on the payment row and enter the payment method and reference number.

To export your ledger: Click Export or Download to get a CSV of all transactions.

Important: The platform tracks payment milestones and statuses — it does not process or release funds. Payment collection is handled directly between you and your buyer.

What You Can Do

• View payment milestones — see payment milestones for your pre-construction units. This helps you understand payment schedules and due dates.

• Track payment status — monitor payment status: Pending, Paid, Processing, Overdue, Cancelled, or Refunded. This helps you stay on top of collections.

• Record payments — click Record Payment on the payment row to log payments manually. This helps you keep accurate records.

• Export ledger — click Export or Download to get a CSV of all transactions. This helps you with accounting and financial reporting.

Using Finance Effectively

• Monitor payment status regularly to identify overdue payments
• Follow up on overdue payments promptly to maintain cash flow
• Use the ledger to track all payment transactions accurately
• Export data regularly for accounting and tax purposes
• Communicate payment schedules clearly to buyers to avoid confusion

---

Analytics

Go to: Analytics in the sidebar (the bar chart icon — requires analytics feature enabled)

Analytics is where you track your development performance. See project-level sales metrics, lead conversion rates, revenue trends, and unit inventory status.

What You Can Do

• View sales metrics — see project-level sales metrics. This helps you understand which projects are performing best.

• Track conversion rates — monitor lead conversion rates. This helps you understand how effectively you're converting leads to sales.

• Analyze revenue trends — review revenue trends over time. This helps you identify patterns in your sales performance.

• Monitor inventory status — see unit inventory status across projects. This helps you understand your available inventory and sales progress.

Using Analytics Effectively

• Review analytics regularly to understand your sales performance
• Use conversion rate data to improve your sales process
• Analyze revenue trends to identify growth opportunities
• Monitor inventory status to optimize unit availability
• Use analytics data to inform pricing and marketing strategies

---

Documents

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

Documents is where you upload and organize project materials: Brochures and floor plans, Title documents, Marketing materials, and Organize by project.

What You Can Do

• Upload project materials — upload brochures, floor plans, title documents, and marketing materials. This helps you provide comprehensive information to buyers.

• Organize by project — organize documents by project for easy reference. This helps you find the right documents quickly.

• Share documents — share documents with buyers and partners. This facilitates smooth transactions and communication.

Using Documents Effectively

• Upload documents promptly after receiving them to ensure they're available
• Keep documents organized by project to avoid confusion
• Use descriptive file names to make documents easy to find
• Share documents securely only with authorized parties
• Review documents regularly to ensure they're up to date and accurate

---

Messages

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

Messages is where you communicate with buyers and other parties. Respond to buyer inquiries about your projects, follow up with interested buyers, and receive notifications when a buyer accepts your quote.

What You Can Do

• Respond to buyer inquiries — communicate with buyers about your projects. This helps you answer questions and provide information.

• Follow up with interested buyers — maintain communication with interested buyers. This helps you move deals forward.

• Receive notifications — get notifications when a buyer accepts your quote. This helps you stay informed about deal progress.

Using Messages Effectively

• Respond to messages promptly to demonstrate responsiveness
• Use Messages to keep all buyer communication in one place
• Review conversation history to reference previous discussions
• Set notifications to ensure you don't miss important updates
• Use clear and concise messages to facilitate effective communication

---

Settings

Go to: Settings in the sidebar (the gear icon)

Settings is where you manage your account: Profile (your name, photo, and contact details), Security (change your password and enable two-factor authentication), Notifications (configure email and SMS alerts), and Subscription (view your plan limits and billing).

What You Can Do

• Profile — update your name, photo, and contact details. Keep your profile up to date to ensure buyers have accurate information about you.

• Security — change your password and enable two-factor authentication. Protect your account with strong security measures to prevent unauthorized access.

• Notifications — configure email and SMS alerts. Choose which events trigger notifications and how you receive them.

• Subscription — view your plan limits and billing. This helps you understand your subscription features and costs.

Using Settings Effectively

• Keep your profile information up to date to ensure accurate communication
• Enable two-factor authentication for enhanced account security
• Configure notification preferences to receive alerts without being overwhelmed
• Review subscription details to understand your plan limits
• Update settings regularly to ensure they match your current needs

---

Workflow: Closing a Unit Sale

1. A buyer submits interest — it appears in your Sales Pipeline under "New Leads"
2. Contact the buyer — move the card to "Contacted" once you reach out
3. Negotiate — discuss price and terms, move the card through stages
4. Sign the contract — once terms are agreed, move to "Contract Signed"
5. Close the deal — click Close Deal on the card, enter the closing details
6. Platform updates automatically — unit marked as Sold, Units Sold count increments, competing interests dropped
7. Track payments — use Finance to monitor milestone payment statuses

---

Troubleshooting

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

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

Cannot close a deal: You need sufficient permissions. Contact support if you believe this is an error.

---

Need Help?

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