Records
Listings, properties and document status
Each listing is a record with its owner, terms, price history, document verification status, viewing history and current state.
Why it matters here A listing whose documents have not been verified is not really stock, and treating it as stock is how deals die late.
In practice Nine deals blocked on document verification, the oldest thirty-four days with token money held.
Relationships
Owners, buyers and requirements
Owners and buyers are records with their properties, requirements, budgets, viewing history and communications.
Why it matters here A buyer requirement with a budget is the dealer’s real inventory and the thing most likely to be lost to inattention.
In practice Thirty-eight buyer requirements unmatched with no contact in three weeks.
Work
Viewings, negotiation, token and registration
Each stage is work with a date, an owner and a state, from first viewing to registration and handover.
Why it matters here The deal lives between the token and the registry, and that period is where dealers stop tracking.
In practice Twenty-three deals with tokens taken, each showing the stage and condition it waits on.
Workflows
Document verification, dues and clearances
Title chain, dues, approvals and clearances are checklist steps with owners and states against the listing and the deal.
Why it matters here These are the conditions the transaction depends on, and checking them early is the highest-value thing a dealer can do.
In practice A verification checklist completed at listing intake rather than after a token is taken.
People
Dealers, associates and referrers
The team and referral sources are modelled once, and every listing, requirement and deal shows who owns it.
Why it matters here Dealing is relationship-driven and the relationships are usually personal, which makes them fragile.
In practice Listings and requirements by dealer, so a departure is a reassignment.
Control
Commission terms on both sides
Commission terms per party are recorded at engagement, with one permission model and one audit trail across records.
Why it matters here Dual-side commission agreed verbally is the most common source of dispute at completion.
In practice Forty-two lakh of commission due across eleven registered deals, calculable from recorded terms.
Communication
What was agreed and when
Conversations, offers and term changes attach to the listing, requirement or deal they concern.
Why it matters here Almost every dispute in resale is about what was said, and none of it is currently written down.
In practice An owner’s agreement to include fittings, recorded on the listing rather than remembered.
Locations
Localities, societies and projects
Areas, societies and projects are locations with their own listings, transaction history and clearance requirements.
Why it matters here Dealers work areas, and society-level requirements repeat across every transaction in them.
In practice Society clearance requirements known from the last transaction in the same building.
Reports and analytics
Pipeline, conversion and commission reporting
Deals by stage, time to registration, failure reasons, listing age, requirement matching and commission earned come from the operational records.
Why it matters here A dealer usually knows how many deals closed and nothing about why the others did not.
In practice Deal failure reasons by stage, which is the only way to reduce them.
Verity AI
Ask the deal book a question
Verity AI answers from your own listing, requirement, deal and commission records, respects permissions, and can create assigned follow-ups.
Why it matters here The questions worth asking are about conditions outstanding and requirements going cold.
In practice "Which deals are blocked on documents?" returns nine with the outstanding item and its age.