Overview
Expose the commercial payment journey to customers while keeping internal review and confirmation steps structured.
Prerequisites
- A property account or assigned property record already exists
- PayStream integration is connected if billing truth is external
Permissions required
Steps (4)
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1
Create or link the property payment plan
Open the property account in HomeBridge and attach a customer payment plan or map the account to the connected billing system.
Tips
Validation
Success criteria
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2
Define visible schedule items
Configure installments, milestone billing records, due dates, expected amounts, and customer-visible schedule statuses such as due, pending review, paid, or overdue.
Tips
Validation
- Customers can see the correct next due item and amount in the property summary.
Success criteria
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3
Enable proof upload and review states
Turn on proof submission for the schedule item or billing record, then define the available states such as submitted, under review, clarification requested, accepted, or rejected.
Tips
Validation
Success criteria
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4
Configure clarification and confirmation flow
Allow reviewers to request corrected references, new uploads, or missing details, then complete the confirmation step when the proof is resolved.
Tips
Validation
Success criteria
- A customer can upload proof, receive clarification if needed, and see the updated confirmation state clearly.
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.