Overview
Review allocation preferences, record decisions, and create formal customer-property links with full history.
Problem
The handoff from reservation to assignment often gets lost between teams. Customers end up “reserved” without a clear assigned-property record or historical trace.
Solution
HomeBridge provides allocation workflows, assignment records, reserved-but-unassigned visibility, and final customer-property linkage in one lifecycle.
How it works
Use allocation preference requests, allocation decisions, and assignment history to move customers from reserved intent to formal property assignment. Ownership or occupancy state can be recorded, and teams can preserve the full trail of how the final decision was reached.
Who is this for
Expected outcomes
- Clear visibility from reserved-but-unassigned to formally assigned
- Reduced confusion across sales, allocation, and customer teams
- Historical traceability for reallocation or assignment changes
Key metrics
Reserved-but-unassigned backlog
60 count
8 count
Assignment completion cycle time
14 days
3 days
Assignment record accuracy
80 %
99 %
Gallery
Downloads & templates
Case studies
CrestHarbor shortens assignment handoff
The company reduced its reserved-but-unassigned backlog by giving allocation and customer teams one assignment record system.
Security impact
- Assignment records, property links, allocation history, ownership/occupancy state · PII: customer and business contact information
Compliance
- GDPR
- SOC2
- Audit trail controls