Real estate developer portal: unit grid, holds and mortgages online
A developer sells 4 residential complexes. Buyers can't see real availability, holds live in spreadsheets, and agents and the sales team work with different data.
24 h
online apartment hold without visiting the office
- complexes in one unit grid
- 4
- portals: buyer, agent, sales team
- 3
- to a mortgage estimate per unit
- 1 click
Studio concept project: how we would solve this task. Not a client engagement — brand names are fictional.
Solution
A portal with a live unit grid from the CRM, floor plans, online holds with a deposit, a mortgage calculator and accounts for buyers and agents.
Before
Weekly PDF price lists, holds in Excel, agents are the last to learn a unit is sold.
Three decisions behind the result
Unit grid from the CRM, not a PDF
Unit statuses update from the CRM instantly — the site never sells something already sold.
Holds with a deposit
A unit is reserved for the buyer for 24 hours after a small deposit; the manager gets a hot lead.
Agent account
Agents hold units on behalf of clients and see their commission and deal status — no calls to sales.
After
A light interface with large floor plans and a color-coded unit grid: availability is clear in a second.
Outcome
Buyers choose and hold units themselves; the sales team sees the funnel for every building.
Technology
- Next.js
- CRM integration
- Headless CMS
- Online payments
- Mortgage calculator
- Role accounts
Who did what
What AI did
Unit and view descriptions, similar-unit suggestions, answers to common buyer questions.
What people did
Hold and payment logic, CRM and bank integration, unit grid UX, legal copy.
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