How Agents Reserve a New-Development Unit in Housing Market CRM
Tutorial 137 of 181 · 1 min 00 s
New developments in Housing Market CRM lists the off-plan projects developers have opened to agents. You can see each project's live availability, reserve a unit for your buyer, and earn the developer's commission when it sells. It is free on every plan. This tutorial finds a project, opens its units, reserves one for a buyer from your contacts, and follows the reservation under My reservations.
In this tutorial you will learn
- Where to find new developments
- How to read a project's units and commission
- How to reserve a unit for your buyer
- What the developer sees, and what happens next
Follow along: the steps
- Open your Housing Market CRM account.
- Open Properties in the left menu.
- Click New developments in the left menu.
- Each project shows its commission and what is still available.
- Click View units.
- Availability updates every minute.
- Choose an available unit.
- The developer approves it. Until then it is a hold.
- They see your buyer's name — not their email or phone.
- Choose your buyer, then Request reservation.
- Open My reservations.
- The countdown shows how long the developer has left.