Why This Configuration Matters
Property transactions involve many parties and sensitive documents. A shared pipeline provides reliable coordination while preserving professional independence, confidentiality, and legal responsibility.
Manage property transaction formalities securely, with auditable cases, documents, appointments, signatures, and approved information sharing across developers, brokers, and customers.

The notary or service provider keeps its users, professional credentials, legal working notes, templates, identity controls, and unrelated cases inside its own tenant. A controlled pipeline is created for each referring developer, broker, transaction, or authorized service category.
The referring tenant shares the minimum transaction, party, property, appointment, and document information authorized for the case. The provider returns checklist status, requests, appointment progress, approved documents, completion, and next steps.

Each tenant keeps its users, credentials, communication channels, internal notes, and private records isolated. Professional credentials, private notes, identity evidence, and unrelated matters stay restricted. Only approved records, stages, documents, tasks, and indicators are shared, with permissions, ownership, expiry, and audit history.

Identity and document-status checkpoints

Appointment coordination and reminders
Property transactions involve many parties and sensitive documents. A shared pipeline provides reliable coordination while preserving professional independence, confidentiality, and legal responsibility.

A broker or developer refers a transaction, the provider receives the approved case details, checks the required documents, requests missing items, coordinates the appointment, records authorized completion steps, and returns status and evidence to the referring pipeline.
Start with the pipeline stages, information ownership, sharing rules, service levels, and success measures agreed by the participating tenants. Configure the required modules, train each team for its role, and review performance without exposing unrelated tenant data.
Design Your Tenant Workflow