Overview
Track unavailable demand, preserve customer preferences, and activate the right people when inventory changes.
Prerequisites
Permissions required
Steps (4)
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1
Create a waitlist scope
Go to HomeBridge → Waitlists and create a waitlist for a project, unit type, or limited inventory pool.
Tips
Validation
Success criteria
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2
Capture preferences and sequencing
Record customer preference details such as block, floor, unit type, fallback preference, and any priority flags.
Tips
Validation
- Each waitlist entry contains enough detail to support future allocation or invitation decisions.
Success criteria
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3
Monitor availability changes
When stock or availability changes, review the waitlist order and identify which customers should be invited into the reservation workflow.
Tips
Validation
Success criteria
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4
Convert entry to reservation invitation
Move the selected waitlist record into a reservation invitation or reservation request and confirm the relationship history is preserved.
Tips
Validation
Success criteria
- The waitlist record converts cleanly into a reservation path without losing customer preference data.
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.