The Real Estate Module is the core operational system inside Homex CRM designed specifically for property-based businesses. It centralizes property listings, owners, agents, buyers, tenants, approvals, contracts, payments, and reporting into one structured workflow.
This module allows real estate teams to manage the full lifecycle of a property — from listing creation to deal closure and financial reporting — while maintaining full transparency across sales and rental operations.
It combines:
- Property Management
- Client & Owner Management
- Deal Tracking
- Contract & Payment Control
- Team & Approval Workflows
- Performance Reporting
All data is connected in one system, eliminating spreadsheets and disconnected tools.
Who Is It For
The Real Estate Module is built for:
- Real Estate Agents – Individual agents managing their own listings, clients, and commissions.
- Real Estate Agencies – Small to mid-sized teams that require collaboration, approval workflows, and deal visibility.
- Brokerage Teams – Multi-agent environments managing buy/sell/rent pipelines with structured reporting.
- Developers – Companies managing property inventory, large-scale projects, and staged sales.
Core Workflow Overview
Property → Client → Deal → Contract → Payment
1️⃣ Property – A property is created with full metadata: Property Code, Transaction Type (Sale/Rental), Status, Location, Type & Style, Price & Reservation Payment, Owner info, Technical/Legal details, Latitude/Longitude, Availability Date, Commission & Contract Payment data. Filterable by Status, Transaction Type, Price range, City/State, Online availability.
2️⃣ Client – Clients enter as Buyers, Tenants, Investors, or Companies. They submit Buy or Rental Requests linked directly to a property, tracked by Request Number, Status, Expected Buy Date, Contract & Invoice references.
3️⃣ Deal – Begins when a request moves forward. Statuses: New, Pending, Approved, Pending Sale, Closed Sale, Sold, Rented, Cancelled, Withdrawn, Expired, Temp Off Market, Backup.
4️⃣ Contract – Once approved: contract generated, amount defined, lease terms recorded, expiration tracked. Linked to Property, Client, Owner, Agent, Payment record.
5️⃣ Payment – Includes invoice generation, payment tracking, commission calculation, financial dashboards. Tracks: Sale Income, Rental Income, Reservation Payments, Maintenance Fees, Contract Payments.
