Platform Documentation

Detailed function specifications for mobile app and admin system

Mobile App Functions

Authentication & Profile

User Registration

New agents can register with email, phone, and personal details. Includes KYC document upload (ID front/back) for verification.

Secure Login

Email/password authentication with forgot password functionality and secure session management.

Profile Management

View and edit personal information, contact details, agent code, and profile picture. Track agent tier status (Bronze, Silver, Gold, Platinum).

KYC Document Upload

Upload identification documents for verification. Track KYC status (pending, approved, rejected) with real-time updates.

Property Management

Property Browsing

Browse available properties with advanced filtering by price range, location, property type, and features. View high-quality images and detailed descriptions.

Property Search

Search properties by keywords, location, or specific criteria. Save search preferences and get notifications for new matching properties.

Property Details View

Access comprehensive property information including price, specifications, location details, amenities, and virtual tour options.

Favorites Management

Save properties to favorites list for quick access. Organize and categorize saved properties for different clients.

Property Sharing

Share property details with clients via WhatsApp, email, or social media. Generate shareable links with agent tracking.

Map & Location Services

Interactive Map View

View properties on an interactive map with clustering for dense areas. Filter by location radius and property types.

Location-Based Search

Find properties near specific locations, landmarks, or addresses. GPS integration for current location-based searches.

Nearby Amenities

View nearby schools, hospitals, shopping centers, and transportation hubs for each property location.

Route Planning

Get directions to property locations with estimated travel time. Plan efficient routes for multiple property viewings.

Appointment Management

Schedule Appointments

Book property viewing appointments with clients. Select date, time, and add client contact information and special requirements.

Appointment Calendar

View all scheduled appointments in calendar format. Daily, weekly, and monthly views with appointment details and client information.

Client Management

Store and manage client contact information, preferences, and appointment history. Track client interactions and follow-ups.

Appointment Notifications

Receive push notifications for upcoming appointments, cancellations, and rescheduling requests. Email and SMS reminders.

Appointment Status Tracking

Update appointment status (scheduled, completed, cancelled, no-show) and add notes about client interactions.

Sales Pipeline Management

Lead Tracking

Track potential clients through the sales pipeline from initial viewing to final sale. Manage lead status and progression.

Sales Stage Management

Move deals through stages: Property Viewing → Booking → Loan Approval → S&P Signing → Commission Earned.

Client Communication Log

Record all client interactions, phone calls, emails, and meeting notes. Maintain comprehensive communication history.

Follow-up Reminders

Set and receive reminders for client follow-ups, document submissions, and important deadlines.

Deal Progress Tracking

Monitor the progress of each potential sale with visual indicators and milestone tracking.

Commission & Earnings

Commission Calculator

Calculate potential commissions based on property value and commission rates. Factor in agent tier bonuses.

Earnings Dashboard

View total earnings, pending commissions, and payment history. Track monthly and yearly performance metrics.

Commission Status Tracking

Monitor commission status (pending, approved, paid) for each completed sale with detailed breakdown.

Payment History

Access complete payment history with transaction IDs, payment dates, and amounts. Download payment statements.

Performance Analytics

View sales performance metrics, conversion rates, and earnings trends with visual charts and graphs.

AI Assistant Integration

Voice Assistant

AI-powered voice assistant for hands-free appointment scheduling and property inquiries. Natural language processing for easy interaction.

Chat Support

24/7 AI chat support for answering property questions, scheduling assistance, and general platform guidance.

Calendar Integration

AI assistant can check availability and schedule appointments directly into agent's calendar system.

Smart Recommendations

AI-powered property recommendations based on client preferences and historical data.

Communication Tools

In-App Messaging

Direct messaging with clients and admin team. Send property details, appointment confirmations, and updates.

WhatsApp Integration

Quick sharing of property details and appointment information via WhatsApp with pre-formatted messages.

Email Integration

Send professional emails with property brochures, appointment confirmations, and follow-up messages.

Push Notifications

Real-time notifications for new properties, appointment updates, commission approvals, and important announcements.

Admin Management System Functions

Dashboard & Analytics

Executive Dashboard

Comprehensive overview of platform performance including total agents, properties, appointments, and revenue metrics with real-time updates.

Sales Analytics

Detailed sales performance analytics with charts showing monthly trends, conversion rates, and revenue growth patterns.

Agent Performance Metrics

Track individual agent performance including sales volume, commission earned, appointment completion rates, and client satisfaction scores.

Property Performance Tracking

Monitor property listing performance, view counts, appointment bookings, and time-to-sale metrics for each property.

Revenue Reporting

Generate comprehensive revenue reports with breakdowns by agent, property type, location, and time periods.

Agent Management

Agent Registration Approval

Review and approve new agent registrations. Verify submitted information and documentation before granting platform access.

KYC Document Verification

Review uploaded identification documents (ID front/back). Approve or reject KYC submissions with detailed feedback and reasons.

Agent Profile Management

View and edit agent profiles including personal information, contact details, agent codes, and tier assignments.

Agent Status Control

Manage agent account status (active, inactive, suspended). Control platform access and permissions for each agent.

Agent Tier System Management

Assign and manage agent tiers (Bronze, Silver, Gold, Platinum) based on performance criteria and sales achievements.

Agent Performance Monitoring

Track agent activities, sales performance, client interactions, and overall platform engagement with detailed analytics.

Commission Rate Management

Set and adjust commission rates for individual agents or agent tiers. Manage special commission arrangements and bonuses.

Property Management

Property Listing Management

Add, edit, and remove property listings. Manage property details, images, descriptions, pricing, and availability status.

Property Content Approval

Review and approve property listings submitted by agents. Ensure quality standards and accuracy of property information.

Property Image Management

Upload, organize, and manage property images. Set featured images and manage image galleries for each property.

Property Categorization

Organize properties by type, location, price range, and features. Create and manage property categories and tags.

Property Status Tracking

Monitor property status (available, under offer, sold, withdrawn) and track listing performance metrics.

Bulk Property Operations

Perform bulk operations on multiple properties including status updates, price changes, and category assignments.

Appointment Management

Appointment Overview Dashboard

View all scheduled appointments across all agents with filtering options by date, agent, property, and status.

Appointment Status Monitoring

Track appointment statuses (scheduled, completed, cancelled, no-show) and monitor completion rates by agent.

Sales Pipeline Management

Monitor deals through sales stages from viewing to commission earned. Track conversion rates and identify bottlenecks.

Client Interaction Tracking

View client communication history, appointment notes, and interaction logs across all agents.

Appointment Analytics

Generate reports on appointment trends, peak booking times, and agent scheduling efficiency.

Calendar Management

Manage system-wide calendar settings, availability rules, and appointment scheduling constraints.

Commission Management

Commission Calculation System

Automated commission calculation based on sale price, agent tier, and commission rates. Handle complex commission structures and bonuses.

Commission Approval Workflow

Review and approve commission payments. Verify sale completion and documentation before releasing payments.

Payment Processing

Process commission payments to agents via multiple payment methods (bank transfer, PayPal, check). Track payment status and history.

Commission Dispute Resolution

Handle commission disputes between agents and clients. Manage dispute resolution process and documentation.

Bulk Payout Processing

Process multiple commission payments simultaneously. Generate batch payment files and transaction records.

Commission Reporting

Generate detailed commission reports by agent, time period, and property type. Export reports for accounting and tax purposes.

Agent Tier Bonus Management

Manage tier-based commission bonuses (Bronze: 0%, Silver: +0.25%, Gold: +0.5%, Platinum: +1.0%).

Content Management

Platform Content Management

Manage website content including homepage banners, feature descriptions, and promotional materials.

News & Announcements

Create and publish platform announcements, news updates, and important notices for agents.

Training Material Management

Upload and organize training materials, guides, and resources for agent education and onboarding.

FAQ Management

Create and maintain frequently asked questions section with categorized answers for common agent queries.

Template Management

Manage email templates, document templates, and communication templates used throughout the platform.

User Management & Security

Admin User Management

Create and manage admin user accounts with different permission levels and access controls.

Role-Based Access Control

Define and assign roles with specific permissions for different admin functions and data access levels.

Security Monitoring

Monitor platform security including login attempts, suspicious activities, and data access logs.

Data Backup Management

Manage automated data backups, restore points, and data recovery procedures for platform continuity.

Audit Trail Management

Track all admin actions, data changes, and system modifications with comprehensive audit logs.

System Configuration

Platform Settings Management

Configure global platform settings including commission rates, agent tier requirements, and system parameters.

Notification Management

Configure system notifications, email templates, and push notification settings for different user actions.

Integration Management

Manage third-party integrations including payment gateways, mapping services, and communication tools.

API Management

Monitor API usage, manage API keys, and configure external service integrations for platform functionality.

Performance Monitoring

Monitor platform performance metrics including response times, server load, and user activity patterns.

Reporting & Export

Custom Report Builder

Create custom reports with flexible filtering options, date ranges, and data visualization charts.

Data Export Functions

Export data in multiple formats (CSV, Excel, PDF) for external analysis and record keeping.

Scheduled Reports

Set up automated report generation and delivery via email for regular business intelligence updates.

Financial Reporting

Generate comprehensive financial reports including revenue, commissions, and payment summaries for accounting purposes.

Compliance Reporting

Generate reports required for regulatory compliance and business auditing purposes.

Documentation Summary

36
Mobile App Functions
51
Admin System Functions
17
Total Categories
87
Total Functions