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RealEstatePro-Real Estate Suite for D365
- 1. www.dnetsoft.com gain competitive advantage through technology
- 2. www.dnetsoft.com RealEstatePro – Real Estate Suite for D365
- 4. www.dnetsoft.com Analytics Utility Billing Property Management - Features Property Creation Information Mgmt Presales Mgmt Quotation Reservation Mgmt Rent & Lease Agreement Agreement Execution Functions i Rent Appraisal
- 5. www.dnetsoft.com Property Acquisition Management Property Acquisition (Land, building, etc.) tracking Generation of Plots/Blocks in Land and allotment for Lease/Sale/Construction Property creation • Maintain properties by using up to four hierarchies such as Property group, Property, Floors and Individual units • Hierarchy helps to quickly identify which unit is occupied and which is available. Property information management • Manage the furnishings provided to the units and link to the Fixed Assets. • Define and maintain rent values, standard charges and rates which will be applicable for the agreements. • Maintain unlimited Unit types such as apartments, villas, office shops, kiosks etc. Property Management - Features
- 6. www.dnetsoft.com Presales management • Search for availability of properties based on customer specifications and unit availability using a friendly interface. • Use AX Sales & Marketing for Lead & opportunity management and analysis with this integrated suite. • Perform opportunity management, reservation analysis, and measure rental revenues against targets. Quotation • Generating a property rent quotation for the prospect/customer, which contains the property and unit information along with pricing details. • Ability to amend quotation during negotiation with customer and such negotiation can be tracked in the system. • Update of quotation with statuses: created, confirmed, cancelled, and lost based on the sales stage Property Management - Features
- 7. www.dnetsoft.com Reservations management • Receive customer payments against reservations made and settle against the agreement once signed. • Cancel reservations if needed and refund the payments received after deducting cancellation charges. • Convert reservations into agreements once the deal is firmed up. • Handle reservation extensions and changes using a configured workflow setup. Rent and lease agreements • Create agreements with parameters such as duration, applicable calendar, payment terms, invoicing frequency, and activity association and so on. • Modify agreement value and rent components based on various parameters to suit the specific customer requirements. • Mall Management - Generation of Invoices based on Customer Revenue or Sales, Managing advertisement units, Agreement based on No. of Days with Lump sum invoice. • Enable workflows and manage approvals by users based on the defined hierarchy. Amend agreements with reasons and re-trigger the workflow process for a better control mechanism. Property Management - Features
- 8. www.dnetsoft.com Agreement execution functions • Generate invoices on a periodic basis, receive payments and settle invoices to ensure seamless reconciliation • Monthly unearned and accrued revenue calculation • View of the revenue based on the components that the agreement comprises of. • Renew an agreement for a defined period of time with modified terms and conditions (Rent increments) • Close an agreement prior to the agreed end date or after the end date with additional rent levied or as per the agreed rates. • Post invoices for recovery claims on furniture or any other repairs or damages that may have been incurred during the course of the agreement. Property Management - Features
- 9. www.dnetsoft.com Rent appraisal • Periodically appraise rent and associated components to match the market conditions and based on business demands. • Maintain a history of rent appraisals done over a period of time. Utility Billing • Periodic recording or Utility invoices for individual Units • Billing based on consumption, fixed price, proportionate, etc. Budget and Forecasting • Set budgets for multiple years for Units by Percentage or by Unit Area • Ability to generate forecasted revenue and collection over years • Enabling budget control and Converting to Finance Budget Property Management - Features
- 10. www.dnetsoft.com Tenant Portal • Tenant can raise Service request for maintenance • Enable tenant to make request for agreement renewal / closure Analytics • User customizable reports giving users the ability to pick information to be displayed on reports • Ability to inquire and generate reports on all historical data including as-of records of accounts receivables and unearned revenue. • Dashboard on occupancy, vacancy, collections, gross revenue, rent per unit area. Property Management - Features
- 11. www.dnetsoft.com Property Management – Area Page
- 13. www.dnetsoft.com Property Master – Unit Details
- 18. www.dnetsoft.com Manage Invoices & Payments
- 24. www.dnetsoft.com Real Estate Sales – Area Page
- 26. www.dnetsoft.com Specification & Pricing Templates
- 27. www.dnetsoft.com Inspection & Document Checklist
- 31. www.dnetsoft.com Sales Agreement – Payment Schedule
- 35. www.dnetsoft.com Agreement Specification Completion & Inspection
- 39. www.dnetsoft.com • Dashboard Reports are available in PowerBI and can be added to the AX Role Center • SSRS Reports with Charts • Built-in Cube for RealEstatePro where the user can create reports in Excel RealEstatePro Property management Dashboard
- 45. www.dnetsoft.com Thank You… gain competitive advantage through technology
Editor's Notes
- *Maintain properties by using up to four hierarchies such as Property group, Property, Floors and Individual units *Hierarchy helps to quickly identify which unit is occupied and which is available.
- *Manage the furnishings provided to the units and link to the Fixed Assets. *Define and maintain rent values, standard charges and rates which will be applicable for the agreements. *Maintain unlimited Unit types such as apartments, villas, office shops, kiosks etc.
- *Search for availability of properties based on customer specifications and unit availability, property wise, area, rent, amenities etc. *Use AX Sales & Marketing for Lead & opportunity management and analysis with this integrated suite.
- *Generating a property rent quotation for the prospect/customer, which contains the property and unit information along with pricing details. *Ability to amend quotation during negotiation with customer and such negotiation can be tracked in the system. *Update of quotation with statuses: created, confirmed, cancelled, and lost based on the sales stage
- *Receive customer payments against reservations made and settle against the agreement once signed. *Cancel reservations if needed and refund the payments received after deducting cancellation charges. *Convert reservations into agreements once the deal is firmed up. *Handle reservation extensions and changes using a configured workflow setup.
- *Create agreements with parameters such as duration, applicable calendar, payment terms, invoicing frequency, and activity association and so on. *Modify agreement value and rent components based on various parameters to suit the specific customer requirements.
- *Generate invoices on a periodic basis, receive payments and settle invoices to ensure seamless reconciliation *Monthly unearned and accrued revenue calculation *View of the revenue based on the components that the agreement comprises of.
- *Periodic recording or Utility invoices for individual Units *Billing based on consumption, fixed price, proportionate, etc.
- *Renew an agreement for a defined period of time with modified terms and conditions (Rent increments)
- *Close an agreement prior to the agreed end date or after the end date with additional rent levied or as per the agreed rates. *Post invoices for recovery claims on furniture or any other repairs or damages that may have been incurred during the course of the agreement.
- *Set budgets for multiple years for Units by Percentage or by Unit Area *Ability to generate forecasted revenue and collection over years
- *Maintain properties by using up to four hierarchies such as Property group, Property, Floors and units *Hierarchy helps to quickly identify which unit is occupied and which is available
- *Templates can be created to define pricelists and specifications of a saleable property. *Retrieve a template at the property unit level to ease data entry. *Modify the retrieved values for any specific business scenario
- * Construction stages and sub stages can be defined for the properties which are under construction. Payment schedule in Sales Agreement can be defined based on construction stage completion.
- *Generating a property Sales quotation for the prospect/customer, which contains the property and unit information along with pricing details. *Ability to amend quotation during negotiation with customer and such negotiation can be tracked in the system.
- *Standard statutory information pertaining to the agreement can be entered and maintained. *Modify agreement value and sale price elements based on various parameters to suit the specific customer requirements. *Enable workflows and manage approvals by users based on the defined hierarchy. *Finalize the agreement once approval is obtained
- Payment Schedule can be defined for the agreements based on different criteria which includes fixed milestone based or stage completion etc. Create a billing schedule with prospective dates for raising invoices. Billing schedules may be created on an amount basis or on a percentage basis.
- *Create change orders given by a customer with the specifications requested in the change order, the associated price and the billing schedule can be maintained to each change order
- *Cancel a change order or the whole agreement for such a case and accordingly refund or recover money from the customer.
- *Construction stages can be recorded with percentage of completion on a periodical basis. On completion of 100%, system updates sales agreements and accordingly invoice proposals can be generated.
- Tracking of Work progress in the Units to report to Customers for the individual Units. Also, Inspection process can be done on completion of specifications defined in Sales Agreements.
- *Sales Agreement invoices can be generated based on Payments schedule defined in the Agreement.
- Tracking of Unit handover procedures and status which includes specification checklist, document checklist etc.
- * Cancel the Sales agreement for such a case and accordingly refund or recover money from the customer.