Stock Workflow

Builders have the privilege to add stock at the project level while the brokers may source from builders or can add stock at a unit level that is not affiliated to a builder.

Nomenclature: Property listings are created in a way that it accommodates to a listing formula.

• Consider a project by a builder which comprises a certain number of blocks and units in each of them.
• Most units may follow a pattern of configurations depending on the position and area.
• In order to replicate the units that have similar configuration, we recommend the best practice to begin with furnishing the list of models (consolidated list of all unit configurations) that can be replicated across floors and/or blocks.
• To access the stock page, click on the ‘Stock’ Icon on the left pane.
• Upon clicking you’ll be getting the repository of models from all properties you have updated before when the screen loads which will show you All,Owned,Shared(which you get from Gain & Grant access).
• Click on the ‘New Stock’ button from the top right of the dashboard to create stocks.

• Complete the property attributions by detailing if it is a residential or a commercial property, and the type of property (vide Apartment, Villa, Row House, or a Plot).
• Further, specify the name of the project, RERA ID of the property, and the current status of the property for possession.
• Also, pin the location on the maps.
• Click on the Submit button after all the details are furnished.

• Upon selecting the ‘Secondary’ stock, you will notice the change in specifications to be prompted if it is for sale or for rent.
• The attributions of the property shall be specified in the same screen such as the configuration, area, and the facing direction.

• Commercial Property listings feature is being developed and the information to be specified include if the space is a standalone unit or a part of a small set of establishments in a building or a full scale commercial property (such as malls or trade/business centres).

• In the left pane, select stock and under ‘All stock’ you will find different folders to be added. This also shows the unit view of properties.
• In the top right-hand side there’s a tab near the search bar named ‘new stock’ which when clicked could let you add new properties in the list.
• In the sample, you can find DRA Infinity containing 4 units. This page shows the unit-wise availability of the properties.

• If you click on the projects on the top right-hand side, it shows the project-wise availability of the properties.

• If you click on one of the projects, for E.g.DRA Infinique it displays several factors such as overview, project types and formulas, gallery, amenities, approval forms, bankers, neighbourhood, SEO details to be filled in.

• The overview shows the project details briefly. It also provides information such as how many people have viewed the project, how many have wishlisted to buy one, the number of people asked for a call back and the number of units sold.

• In the next section you can find different models for the project along with details such as builder and project name, project type, base price, EMI details, etc. It also shows how many units are available and the sold out list.
• Editing option is available on the right side.

• It also lets you invite users to collaborate. You can create the profile and share it with fellow brokers, builders and bankers to have clarity.
• By clicking on the add project type we find two options Eg: villa and row house, we also can add the preferred details and start adding the units differently.

By clicking on one single unit we could find the details on the right side and click all details

• Project Name
• Project Type
• Final Price
• EMI
• Availability of stocks
• Sold out
• Created By
• Created On

Details:

By clicking on Go to details , We can over view the availability of stocks,mark on plan site,mark on floor plan, SEO details, slug Urn

This shows the sample property details, along with the editing and viewing rights provided for the stakeholders. You can choose 2 or more blocks of the same type and add custom pricing along with discount prices for the property.

This section shows the interested people options on the property with the floor image and other property details.

Adding unit:

Click on ‘Add new project’ to add a new unit with details. You can also select from one of the existing projects.

Built availability-> You can Build and manage the units according to your requirements

Mark on site plan

If you click on the site plan you can upload the project site plan and mark the right site where your project has been located.

Right Side upload Image option is available, the image should be PNG, JPG, JPEG upto 8MB

In this sample section, the property details are displayed across the stakeholders to have visibility on the availability of the properties. It makes work easier for the brokers to keep themselves updated on the available list.

It also provides the list of amenities, approval and the users across the platform for references.

In the project types and formula section, you will have clarity on the type of property - apartments, villas, row houses and show information when one selects on them based on the requirements.

In the project type, add the type of house - 2, 3 BHK and their facing. Provide their price point with square feet details and price per square feet.

Next is the gallery section, where all the images of the property - both interior and exterior are provided, which provides clarity for all the stakeholders. The stakeholders with editing permissions can even add new images or remove images, if any alterations are done.

In the next section, project images show the images of the properties with clear interiors and exteriors that would be present on the actual building. A project map to provide the layout of the entire project. Floor map provides the number of houses in each floor, how they are placed, the layouts, etc. The videos provide a clear virtual experience on the exterior and interior of the properties.

Next on the selection is the list of amenities present in the properties. With the help of the edit button in the top-right corner, you can add/remove the amenities based on the current status.

Next is the approval forms section, where the bank approvals are present for the clients. You can even add other banker details based on the approvals received

Add banker details, when the list of bankers get increased.

You will also get the interest rates determined by each bank and gets easier for the client’s to choose the one that best suits them.

With the bankers added, you can also identify which bank provides the approval form and which one doesn’t. Upload the approval form once it gets the nod from the banker’s end using add banker option.

Next is the Neighbourhood

It shows the most prominent places near the location of the property. Nearby locations in the vicinity can be added by their types, supermarkets, educational institutions, malls, hospitals, bus station, railway station, airport, etc. along with the distances or time taken to reach them

Leads:

Select the leads on the left pane, you will get the lead counts along with their details. You will get the names of the leads, their email id, contact number, what they are interested in - brochure, enquiry, site visit, call back, etc. It also provides the date of the lead enquiry and their current status on whether they are opened, closed or in progress. You can also initiate calls directly from the system or send texts or emails from the CRM-like software in place.

When you click on the vertical alignment in the top-right section, it provides the status of the leads - number of viewers, wishlisted the property, number of people requested for a call back.