Real estate CRM blog
Practical, example-led guides for developers, mandate companies and brokers on leads, sales, collections, partners, teams and AI.
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Agreement Stages: From Draft to Stamped
The stages of a property agreement from draft to stamped and how to track them for every buyer.
4 min read · Propto CRM team · 31 Oct 2026Registry Tracking Checklist for Developers
A registry tracking checklist: documents, verification, dates, bank requirements and possession handoff.
4 min read · Propto CRM team · 31 Oct 2026Tracking Approval and Compliance Deadlines
How to track approvals and compliance deadlines for projects: lapsed, 30, 60 and 90-day buckets and responsible owners.
4 min read · Propto CRM team · 31 Oct 2026Document Templates: Allotment Letters, Receipts, Demand Notes
How to use document templates for allotment letters, agreements, receipts and demand notes with placeholders.
4 min read · Propto CRM team · 31 Oct 2026Keeping a Disputes and Legal Notices Register
Why keep a disputes and legal notices register: parties, stage, next hearing, papers and responsibility.
4 min read · Propto CRM team · 31 Oct 2026Bank Loan Follow-Up: Closing the Gap After Booking
How to follow up bank loans after booking: documents, sanction, disbursement and registry coordination.
4 min read · Propto CRM team · 31 Oct 2026Possession Handover Checklist for Builders
A possession handover checklist for builders: dues cleared, snags closed, documents ready, inspection and keys.
4 min read · Propto CRM team · 31 Oct 2026Managing Land and Title Records
How to manage land and title records for projects: ownership documents, approvals, renewals and links to the compliance board.
4 min read · Propto CRM team · 31 Oct 2026Why Every Booking Deserves Its Own Legal File
Why each confirmed booking should open its own legal file with agreement stage, registry status and outstanding dues.
4 min read · Propto CRM team · 31 Oct 2026Protecting Buyer KYC Documents
How to protect buyer KYC documents: access control, protected storage, audit trail and retention rules.
4 min read · Propto CRM team · 31 Oct 2026Planned vs Actual: Tracking Construction Progress
How to track construction progress as planned versus actual: phases, percentages, approved updates and days behind.
4 min read · Propto CRM team · 31 Oct 2026A Daily Site Update Process That Works
How to run a daily site update process: who posts, what to include, how to review and what to do when updates are missed.
4 min read · Propto CRM team · 31 Oct 2026