Overview
Set up the early-stage customer journey so prospects can submit interest and your team can track follow-up cleanly.
Prerequisites
- At least one project or property listing already exists
- Customer-facing forms or entry points are enabled
Permissions required
Steps (4)
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1
Open the interest intake setup
Go to HomeBridge → Interests or Enquiries and choose the entry type you want to enable: interest, brochure request, callback, consultation, or unit enquiry.
Tips
Validation
- The correct intake type is selected for the workflow you want to launch.
Success criteria
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2
Map project and unit context
Attach each intake flow to the correct project, unit type, or specific property so requests land in the right queue.
Tips
- Use project-specific brochure or callback flows if different teams handle different inventory.
Validation
- New requests show project or unit references correctly in the preview.
Success criteria
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3
Enable follow-up fields and statuses
Turn on fields such as preferred contact time, enquiry source, priority, and qualification status so staff can manage the lead properly after capture.
Tips
Validation
Success criteria
- Each new request arrives with enough context for qualification and follow-up.
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4
Submit a test request
Create a sample brochure or callback request and confirm it appears in the correct queue with the correct status.
Tips
Validation
Success criteria
- The request appears in HomeBridge with the expected project link, owner, and intake status.
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.