Money & Partners: real estate guides
Articles from the Propto CRM team on money & partners.
Articles
A Weekly Collections Rhythm for Real Estate Developers
Build a weekly collections routine for developers: payment schedules, balances, reminders, escalation, demand notes and a shared review with sales.
4 min read · Propto CRM team · 31 Oct 2026A Channel Partner Commission Policy That Avoids Disputes
How to write a channel partner commission policy for real estate: lead protection, levels, incentive requests, payout triggers, statements and dispute handling.
4 min read · Propto CRM team · 31 Oct 2026Real Estate Payment Collection: Building a Reliable Process
Build a reliable real estate payment collection process: schedule, reminders, receipts, approvals and reporting.
4 min read · Propto CRM team · 31 Oct 2026Instalment Reminders That Do Not Annoy Buyers
How to design instalment reminders for property buyers: timing, tone, channel and escalation.
4 min read · Propto CRM team · 31 Oct 2026KYC Approval Workflow for Property Buyers
A KYC approval workflow for property buyers: collect, verify, approve, protect documents and keep an audit trail.
4 min read · Propto CRM team · 31 Oct 2026Handling Overdue Payments: Escalation Steps
Escalation steps for overdue property payments: reminder, call, manager, formal notice and policy-based penalty.
4 min read · Propto CRM team · 31 Oct 2026Reconciling Cheques and Bank Transfers Against Bookings
How to reconcile cheques and bank transfers against property bookings without losing track of any rupee.
4 min read · Propto CRM team · 31 Oct 2026Commission Statements Partners Can Trust
Best practices for commission statements: clear periods, itemised bookings, bonuses and payout status.
4 min read · Propto CRM team · 31 Oct 2026Wallet Deposit Approvals: Controls That Prevent Mistakes
Controls for wallet and deposit approvals: proof, dual review, rejection reasons and audit logs.
4 min read · Propto CRM team · 31 Oct 2026Writing a Late-Payment Penalty Policy
How to write a late-payment penalty policy that is firm, fair and consistently applied.
4 min read · Propto CRM team · 31 Oct 2026Why You Need a Remaining Payments Tracker
Why a remaining payments tracker belongs next to every booking and what it should show.
4 min read · Propto CRM team · 31 Oct 2026A Collections Dashboard Owners Check Every Morning
What a collections dashboard should show owners: outstanding, overdue, confirmed bookings and the after-booking journey.
4 min read · Propto CRM team · 31 Oct 2026Agreement 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 2026Designing a Channel Partner Program
How to design a channel partner program for real estate: eligibility, onboarding, lead protection, commissions and communication.
4 min read · Propto CRM team · 31 Oct 2026Broker Commission Structures: Single-Level vs Multi-Level
Compare broker commission structures in real estate: flat, tiered and multi-level referral commissions, with pros and cons.
4 min read · Propto CRM team · 31 Oct 2026Lead Protection Policy for Brokers
How to write a lead protection policy for brokers: duration, proof, conflicts and renewal.
4 min read · Propto CRM team · 31 Oct 2026What a Partner Portal Should Show
What a partner portal should show: leads, bookings, brokerage, disputes and payout status, without exposing other data.
4 min read · Propto CRM team · 31 Oct 2026Handling Incentive Requests Fairly
How to handle agent incentive requests: eligibility, evidence, approval and payout in a transparent process.
4 min read · Propto CRM team · 31 Oct 2026Agent Ranks and Badges That Motivate
How agent ranks and badges motivate sales teams: thresholds, naming, rewards and fairness.
4 min read · Propto CRM team · 31 Oct 2026Managing a Referral Tree
How to manage a referral tree of partners and agents: levels, counts, commissions and cleanup.
4 min read · Propto CRM team · 31 Oct 2026Partner Payout Statuses Explained
What partner payout statuses mean: pending, confirmed, released, rejected and failed, and how to communicate them.
4 min read · Propto CRM team · 31 Oct 2026Resolving Partner Disputes
How to resolve partner disputes: record, review, decide and communicate, with an audit trail.
4 min read · Propto CRM team · 31 Oct 2026Onboarding New Channel Partners
How to onboard new channel partners: pipeline stages, KYC, agreement, training and first lead.
4 min read · Propto CRM team · 31 Oct 2026