1C: Realtor. Real Estate Sales Management 8

Product "1C:Enterprise 8. Realtor. Real Estate Sales Management "is intended for companies whose activities are related to the provision of services in the field of the purchase and sale of real estate objects or with the sale of their own real estate objects. The solution takes into account the specifics of both primary and secondary real estate markets and is intended for such companies as:

• real estate companies;
• real estate agencies;
• construction and development companies.

The ability to work in the managed application mode provides a remote connection to the information base via the Internet, which increases the speed of information registration and the efficiency of generating reporting data.

2022: Subsystems "1C: Realtor. Managing Real Estate Sales 8 "

In order to manage the activities related to the sale of real estate objects, a set of subsystems has been developed in the configuration.

Subsystem Real Estate Base Management

• maintaining a database of real estate objects of all types: residential, suburban, elite, commercial;
• a wide range of characteristics for all categories of real estate: apartment, room, house, land, room;
• formation of apartments for new buildings, storage and comparison of versions of apartments;
• keeping the history of changes in the parameters of real estate objects (areas, number of premises, etc.);
• registration and storage of the history according to the terms of sale of objects;
• accounting of different types of prices, formation of a price list;
• the ability to assign arbitrary properties to real estate objects with their further use in reports;
• binding to objects of arbitrary files - photos, scanned documents, etc.;
• Displaying the current status of objects: open for sale, sale postponed, reservation, sold, etc.;
• recording of data on BTI measurements;
• registration of copyright holders of primary real estate and their shares.

CRM Subsystem - Customer Relationship Management

• taking into account the interests (requests) of customers of various types (purchase, sale, rent): registration of interest parameters, search for suitable options, status control;
• planning and registration of contacts with clients: meetings, phone calls, etc., linking contacts to transactions;
• Registration of customer circulation sources, analysis of advertising activities effectiveness;
• accounting and analysis of transaction environment: transaction participants, influencers, competitors;
• placement of advertisements for real estate on various Internet sites: Cian.ru, Avito, Hand to hand, Yandex.Real estate, Realty.dmir.ru, ГдеЭтотДом.РУ;
• possibility of manual and automatic uploading of announcements;
• Set up an automatic upload schedule separately for each site.
• Sales process management for each transaction type, process execution monitoring and analysis
• building a sales funnel;
• analysis of managers "performance;
• the ability to differentiate access rights.

Subsystem Real Estate Transaction Management

• registration of transactions in the primary and secondary markets for the sale, purchase and lease of real estate;
• the ability to classify transactions by type, the list of which can be customized for each company individually;
• management of transactions both for the sale of own properties and transactions in which the company acts as an intermediary between the buyer and the seller;
• accounting of real estate transactions in accordance with the requirements of the 214-FZ "On participation in shared construction of apartment buildings and other real estate objects";
• monitoring the status of various procedures and tasks related to the transaction (for example, monitoring the stages of state registration of the contract). A universal mechanism is used that allows you to create arbitrary status types, assign them a list of possible values, record the history of status changes for any document or reference book, and display status information in reports;
• Online display of all transaction documents
• possibility of conclusion of contracts of various types and additional agreements to contracts;
• the possibility of concluding contracts for primary real estate using a bill of exchange;
• the possibility of concluding purchase and sale agreements using mortgages;
• the ability to assign arbitrary properties to transactions and contracts with their further use in reports;
• provision of additional services not stipulated by the contract, with the possibility of binding to the transaction;
• binding to transactions and contracts of arbitrary files;
• registration of additional agreements for primary real estate contracts based on the results of BTI measurements;
• change in the status of real estate objects when conducting documents: reservation, VIP reservation, contract, sold, etc.;
• automatic calculation and recording of payment schedules for transactions including interest on installments;
• possibility of assigning discounts for the purchase of real estate objects;
• Register multiple buyers for a transaction that determines the percentage of ownership under the contract
• the possibility of termination of the transaction unilaterally or by mutual agreement with the calculation of the amount of return to the client;
• registration of certificates of transfer of the object to the buyer;
• automatic generation of primary document forms based on arbitrary Microsoft Word templates.

Subsystem Transaction and Financial Result Settlement Management

• maintaining settlements with clients in the context of contracts and transactions;
• maintaining settlements in rubles, currency and conventional units;
• Payment Receipt Plan Analysis
• The system calculates the late payment penalty amount.
• analysis of sales by real estate objects and services rendered;
• the ability to record arbitrary transaction expenses;
• accounting of income and expenses and final calculation of financial results on transactions;
• Posting real estate transactions in accounting and tax accounting (for delivery based on the Production Plant Management configuration).

Configuration "Realtor. Real Estate Sales Management "for" 1C: Trade Management, "according to the typical configuration underlying, involves operating in managed application mode.

In addition to the industry functionality for managing real estate sales, the configuration "Realtor. Real Estate Sales Management "for" 1C: Trade Management "provides the capabilities set forth in the standard" Trade Management "configuration version 11.0^[1]

(data current as of July 2022)

Notes