A key part of housing is obviously getting people from the applicant to either a tenancy or sale.
To achieve this all applicants start as leads, you’ll use your process to decide if they are going to take things further….at this stage we move to the opportunity. From here we continue the process to a tenancy or outright sale this could include affordability checks for an assured shorthold tenancy, or the legal process for an outright sale. Either way this system structure allows you to report on key stages because your using out of the box functionality.
More importantly, if a customer calls asking for an update you have one record in the system and one version of the truth.