Key Functionality

  • Management of client entities (real estate agencies);
  • Management of user accounts for the company and client entities;
  • User permissions based on the user's role (different data is accessible for users with roles like "Secretary," "Lawyer," or "Technical Support");
  • Different dashboards for each role in the system;
  • Users of client entities create deals;
  • After creation, a deal goes through several states - each state has an assigned employee who processes the deal in that state;
  • A change history is continuously recorded for each deal;
  • Email notifications for important actions in the system (e.g., creating a new deal, a new request for a deal, etc.);
  • Ability to upload / download files needed for legal actions;
  • The system is integrated with external systems:
    • Land Registry
      • During a deal, the user can send a query to the Land Registry of the Czech Republic, which responds with a deed of ownership;
      • Received data is automatically saved in the deal and can be downloaded as a PDF;
      • Full-text suggester for cadastral territories;
      • Each query to the land registry incurs a fee and is recorded in the deal history;
    • Bank - checking the status of the bank account. The system communicates with the bank and obtains statements of transactions on a specific account;
    • External CRM system for brokers;
    • Web application for external storage.