Overview
Connect email, SMS, and WhatsApp flows to customer-property events so customers always know the next step.
Prerequisites
Permissions required
Steps (4)
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1
Connect your sending channels
Go to HomeBridge → Settings → Integrations and connect EmailHub for email plus PulseGate for SMS and WhatsApp delivery.
Tips
Validation
Success criteria
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2
Select workflow events
Choose which HomeBridge events should send communications, such as brochure delivered, reservation submitted, clarification requested, reservation expired, or assignment completed.
Tips
Validation
Success criteria
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3
Map message templates
Insert project, unit, customer, reservation, and payment-plan variables into your message templates so each communication feels contextual and accurate.
Tips
Validation
- Test messages render the right property, status, and next-step details.
Success criteria
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4
Run end-to-end tests
Trigger a test brochure email and a test clarification reminder, then confirm delivery states sync back into HomeBridge.
Tips
Validation
Success criteria
- Customers receive the right message at the right stage and delivery state is visible inside HomeBridge.
About this guide
HomeBridge gives real-estate teams a single workspace to manage the customer-to-property journey from early interest to formal assignment. Capture project and unit enquiries, brochure requests, callback requests, consultation requests, and waitlists from one controlled system.
Once a customer is ready, HomeBridge manages reservation workflows, hold windows, allocation preferences, and final assignment. Teams can preserve every transition in history, expose clear statuses to customers, and coordinate internal review without losing context.
HomeBridge also owns the customer-facing commercial meaning of payment within the property relationship. It shows payment plans, schedule items, proof uploads, clarification requests, confirmation states, next actions, and property account visibility, while connecting to lower-level finance and document systems as needed.