System Workflows

9
Total Workflows
8
Categories
58
Total Steps
Authentication

User Authentication Flow

#1

Complete user registration, login, and password recovery process

1

User Registration

New user signs up with email, password, and personal details

Customer/Agent
Registration Form
Account created, verification email sent
2

Email Verification

User clicks verification link in email

System
Email Service
Account activated
3

Login

User enters credentials to access platform

Customer/Agent
Login Form
JWT token generated, user authenticated
4

Role Assignment

System determines user role (Customer/Agent/Admin)

System
Authorization Service
User redirected to appropriate dashboard

Alternative Flows

Forgot Password

  • User clicks "Forgot Password"
  • Enters email address
  • System sends reset link
  • User clicks link and sets new password
  • Password updated, user can login
Property Management

Property Search & Browse Flow

#2

How users discover and explore property listings

1

Browse Properties

User accesses property listing page

Customer/Agent
Properties Page
List of available properties displayed
2

Apply Filters

User filters by location, price, type, status

Customer/Agent
Filter System
Refined property list based on criteria
3

View Map

User switches to map view to see property locations

Customer/Agent
Map Integration
Properties displayed on interactive map
4

View Details

User clicks on property to see full details

Customer/Agent
Property Detail Page
Complete property information, images, and features shown
5

Save Favorite

User saves property to favorites for later

Customer/Agent
Favorites System
Property added to user's saved list
Appointments

Appointment Booking Flow

#3

Customer self-service appointment scheduling with agent confirmation

1

Select Property

Customer chooses property to view

Customer
Property Detail Page
Property selected for viewing
2

Book Appointment

Customer clicks "Book Viewing" button

Customer
Booking Form
Booking form displayed
3

Provide 2 Time Slots

Customer enters 2 preferred viewing times and contact details

Customer
Booking Form
Appointment request created with status: PENDING
4

Agent Notification

System notifies assigned agent of new appointment request

System
Notification Service
Agent receives notification
5

Agent Reviews Request

Agent checks availability and customer details

Agent/Admin
Admin Appointments Page
Agent decides to approve or reject
6

Agent Confirms Slot

Agent approves one of the 2 time slots

Agent/Admin
Admin Appointments Page
Status changed to: APPROVED, customer notified
7

Customer Confirmation

Customer receives confirmation with date, time, and agent details

System
Email/SMS Notification
Appointment confirmed in both calendars

Alternative Flows

Appointment Rejected

  • Agent reviews request
  • No availability for either slot
  • Agent clicks "Reject"
  • Status: REJECTED
  • Customer notified to book alternative times

Appointment Cancellation

  • Customer/Agent initiates cancellation
  • System updates status to: CANCELLED
  • Both parties notified
  • Appointment slot freed up
Sales Process

Complete Sales Pipeline Flow

#4

From property viewing to commission payment - full transaction journey

1

Property Viewing

Agent conducts property tour with customer

Agent
Mobile App
Status: VIEWING_SUCCESSFUL or VIEWING_FAILED
2

Customer Interest

Customer expresses interest in purchasing

Customer
Agent Mobile App
Status: BOOKING_CONFIRMED
3

Booking Deposit

Customer pays booking deposit to secure property

Customer
Payment System
Property reserved, other viewings paused
4

Loan Application

Customer applies for bank financing

Customer/Agent
Bank System
Loan application submitted
5

Loan Approval

Bank approves mortgage loan

Bank
Admin Panel
Status: LOAN_APPROVED, process continues
6

S&P Preparation

Legal team prepares Sale & Purchase Agreement

Legal Team
Document System
Status: PENDING_SNP
7

S&P Signing

Buyer and seller sign legal agreement

Customer/Seller
Legal Office
Status: SNP_SIGNED, sale completed
8

Commission Calculation

System automatically calculates agent commission

System
Commission Engine
Commission amount calculated based on sale price
9

Commission Confirmation

Admin verifies and approves commission payment

Admin
Admin Commission Page
Status: COMMISSION_CONFIRMED
10

Payment Processing

Commission transferred to agent account

System
Payment System
Agent receives commission, transaction complete

Alternative Flows

Loan Rejection

  • Bank rejects loan application
  • Status: LOAN_REJECTED
  • Customer can reapply or cancel booking
  • Booking deposit refunded
  • Property returns to market

Deal Falls Through

  • Customer cancels after booking
  • Booking deposit forfeited
  • Status: DEAL_CANCELLED
  • Property returns to available
  • Agent earns partial commission (if applicable)
Commission Management

Agent Commission Tracking Flow

#5

How agents track earnings and request withdrawals

1

Sale Completion

S&P agreement signed, sale finalized

System
Sales Pipeline
Commission calculation triggered
2

Commission Calculation

System calculates commission based on sale price and agent tier

System
Commission Engine
Commission amount determined
3

Commission Pending

Commission added to agent account as pending

System
Agent Commission Page
Status: PENDING_APPROVAL
4

Admin Review

Admin verifies sale documentation and commission amount

Admin
Admin Commission Page
Admin approves or requests correction
5

Commission Approved

Admin confirms commission for payment

Admin
Admin Commission Page
Status: APPROVED, available for withdrawal
6

Withdrawal Request

Agent requests to withdraw available commission

Agent
Agent Commission Page
Withdrawal request created
7

Admin Processes Withdrawal

Admin reviews and approves withdrawal request

Admin
Admin Withdrawals Page
Payment initiated
8

Payment Transfer

Commission transferred to agent bank account

System
Payment Gateway
Agent receives payment, balance updated
Admin Operations

Admin Property Management Flow

#6

How admins create and manage property listings

1

Add New Property

Admin clicks "Add Property" button

Admin
Admin Properties Page
Property creation form displayed
2

Enter Details

Admin fills in property information (location, price, type, features)

Admin
Property Form
All required fields completed
3

Upload Images

Admin uploads property photos and floor plans

Admin
Image Upload System
Images stored and linked to property
4

Set Status

Admin sets property status (Available, Reserved, Sold)

Admin
Status Manager
Property visibility controlled
5

Publish Listing

Admin saves and publishes property

Admin
Admin Properties Page
Property appears in customer/agent search
6

Monitor Performance

Admin tracks views, appointments, and sales metrics

Admin
Analytics Dashboard
Performance data available for decision making

Alternative Flows

Property Update

  • Admin selects existing property
  • Clicks "Edit" button
  • Updates information (price, status, images)
  • Saves changes
  • Updated listing reflects immediately

Property Archiving

  • Property sold or no longer available
  • Admin sets status to "Sold"
  • Property removed from active listings
  • Historical data retained for reporting
Admin Operations

Agent Management & KYC Flow

#7

How admins manage agent accounts, KYC verification, and tier assignments

1

Agent Registration

New agent signs up on platform

Agent
Registration Form
Account created, status: PENDING_VERIFICATION
2

KYC Submission

Agent submits identification documents (IC, license, bank details)

Agent
KYC Portal
Documents uploaded for admin review
3

Admin KYC Review

Admin verifies submitted documents

Admin
Admin Agents Page
Admin approves or requests resubmission
4

KYC Approval

Admin marks KYC as verified

Admin
Admin Agents Page
Status: KYC_VERIFIED, agent can start working
5

Tier Assignment

Admin assigns agent to performance tier (Bronze/Silver/Gold/Platinum)

Admin
Agent Tier System
Commission rates set based on tier
6

Performance Monitoring

Admin tracks agent sales, appointments, and customer feedback

Admin
Admin Dashboard
Performance metrics visible
7

Tier Promotion

Agent meets criteria for higher tier

Admin
Agent Tier System
Agent promoted, commission rate increased

Alternative Flows

KYC Rejection

  • Admin finds issues with documents
  • Status: KYC_REJECTED
  • Agent notified with rejection reason
  • Agent resubmits corrected documents
  • Admin reviews again

Agent Suspension

  • Agent violates policies or underperforms
  • Admin suspends account
  • Status: SUSPENDED
  • Agent cannot access system
  • Admin can reactivate after review
Marketing

Perks & Benefits Management Flow

#8

How customers discover and redeem promotional offers

1

Admin Creates Perk

Admin adds new promotional offer

Admin
Admin Perks Page
Perk created with details (title, value, eligibility, expiry)
2

Perk Published

Admin activates perk for customer viewing

Admin
Perks System
Perk appears in customer/agent perks page
3

Customer Browses Perks

Customer views available perks and benefits

Customer
Perks Page
List of applicable perks displayed
4

Perk Selection

Customer chooses perk to apply to property purchase

Customer
Booking Process
Perk linked to transaction
5

Eligibility Check

System verifies customer meets perk requirements

System
Eligibility Engine
Perk approved or denied
6

Perk Applied

Discount/benefit applied to transaction

System
Sales Pipeline
Customer receives benefit, transaction updated
Lead Management

Customer-to-Agent Assignment Flow

#9

How customers are assigned to agents for commission tracking

1

Customer First Contact

Customer interacts with platform or agent

Customer
Mobile App / Website
Customer record created in system
2

First-Touch Detection

System identifies which agent first engaged customer

System
Lead Management
Timestamp and agent ID recorded
3

Automatic Assignment

Customer automatically assigned to first-touch agent

System
Assignment Engine
Agent becomes customer owner
4

Assignment Lock (24h)

Assignment locked after 24 hours to protect agent commission

System
Assignment Engine
Assignment becomes permanent
5

Admin Override (if needed)

Admin can reassign within 24-hour window

Admin
Admin Agents Page
Customer reassigned to different agent

Alternative Flows

Manual Admin Assignment

  • Customer enters system without agent contact
  • Customer goes to admin pool
  • Admin reviews customer profile
  • Admin assigns to suitable agent
  • Agent notified of new lead

Reassignment Request

  • Current agent requests reassignment
  • Agent provides reason
  • Admin reviews request
  • Admin approves and assigns new agent
  • Both agents notified