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Custom Real Estate Deal Management Platform
  1. case
  2. Custom Real Estate Deal Management Platform

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Custom Real Estate Deal Management Platform

effectivesoft.com
Real estate
Business services
Information technology

Challenges in Manual Deal Management

Manual tracking of commercial real estate deals, payments, and commissions led to operational inefficiencies, increased error rates, and lack of transparency. The growing agent network required automated systems for deal registration, status tracking, and financial calculations to maintain operational accuracy and scalability.

About the Client

A rapidly growing commercial real estate brokerage company offering comprehensive services including property sales, leasing, and commission management for a expanding network of real estate agents

Objectives for Real Estate Deal Management System

  • Automate deal lifecycle management from registration to archiving
  • Implement accurate commission calculation algorithms
  • Create centralized payment tracking and verification system
  • Establish real-time visibility into deal status and financial metrics
  • Enable efficient data import/export and reporting capabilities

Core System Functionalities

  • Deal registration with customizable fields for sales/leases
  • Advanced search with filters by asset class, region, and financial metrics
  • Interactive map and list views with bulk export capabilities
  • Automated commission and receivables calculation engine
  • Role-based access control with user permission management
  • Deal status tracking through 'accept', 'dead', and 'contingent' phases
  • Payment processing integration with accounting module
  • Customizable dashboard with recent deal activity overview

Technology Stack Requirements

React Native
Expo
Zustand
Tamagui
antdesign
styled-components
Tanstack React Query
Tanstack React Table

Required System Integrations

  • Google Maps API for property location visualization
  • Payment gateway integration for transaction processing
  • CSV data import/export functionality

Non-Functional Requirements

  • Horizontal scalability for growing user base
  • Enterprise-grade data security and role-based access controls
  • Real-time data synchronization across distributed teams
  • Cross-platform compatibility with modern browsers
  • High availability with 99.9% uptime SLA

Expected Business Impact

Implementation of this solution will reduce manual errors by 70%, improve operational efficiency through automated calculations, and provide complete transparency across 100% of real estate transactions. The system will enable scalable growth while maintaining compliance with financial regulations and improving agent productivity through streamlined workflows.

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