Overview
Track every major event, preserve internal reasoning, and measure the funnel from interest to assignment.
Prerequisites
Permissions required
Steps (4)
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1
Open the customer-property timeline
From a reservation, assignment, or property account, open the timeline view to inspect interest, hold, payment, and clarification events in order.
Tips
Validation
Success criteria
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2
Add internal notes and review rationale
Attach notes, reviewer comments, and escalation details so future operators understand why decisions were made.
Tips
Validation
- Notes are visible to the right internal roles and hidden from customers where required.
Success criteria
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3
Use reports to monitor funnel health
Go to Reports and review metrics such as total interests, reservation conversion rate, assigned-property count, proofs pending review, and open clarifications.
Tips
Validation
Success criteria
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4
Act on bottlenecks
Use the reports to identify slow approval cycles, frequent clarification loops, or unassigned reservations, then adjust operations accordingly.
Tips
Validation
Success criteria
- Teams can identify stage bottlenecks and trace the full customer-property history without leaving 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.