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How to Create a Developer Project in Housing Market CRM

Tutorial 133 of 181 · 58 s

Open the product

Developer projects in Housing Market CRM let a property developer build an off-plan launch — the project, its towers, unit types, units and prices — and open it to agents on Housing Market, who reserve units for their buyers. Every project starts as a free draft. This tutorial creates a project and sets the details that matter most: how long a reservation waits for your approval, the usual deposit, and the commission agents earn.

In this tutorial you will learn

  • Where developer projects live in the CRM
  • How to create a project as a free draft
  • How the reservation hold time works
  • How to set the agent commission and open the project to agents

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Properties in the left menu.
  3. Click Developer projects in the left menu.
  4. Every project starts as a free draft.
  5. Click New project.
  6. Give it a name.
  7. Then Create the draft.
  8. Here is a project with its details filled in.
  9. The hold time: how long a reservation waits for you.
  10. The commission agents earn on a sale.
  11. Tick this to open it to agents.
  12. Click Save details.