From launch-day automation to seamless unit reservations, government registrations, broker management, digital SPAs, and revenue recognition, the developer built a connected sales operation managing US$2B+ in project value on Property-xRM and Microsoft Dynamics 365.
Sales ran initial launches without a system; registrations were tracked manually.
SPA and government registrations were separate manual steps, creating a compliance risk on every deal.
No structured broker management, creating issues in commissions and unit management.
Sales and financial processes were not fully connected, making it difficult to link transactions with complete revenue recognition through Oracle Fusion.
2023
Residential Sales
Dynamics 365 Sales
DLD Integration, Broker Portal, Oracle Fusion, ClickDimensions, Zapier, DocumentCore Pack
Metadata deployed Property-xRM on Dynamics 365 to connect the developer’s residential sales operations across launch registration, unit reservations, government registration, broker management, and financial processes. The solution brought previously separate sales activities into a structured workflow designed to support high-volume project launches and end-to-end transaction visibility.
Lead-to-reservation sales flow with real-time unit block and release capabilities, helping sales teams manage high-volume launches, VIPs, brokers, and walk-in customers.
Government portal integration, SPA generation, and digital signatures using Adobe, connecting critical registration and documentation steps within the sales process.
Broker Portal extended on Property-xRM, covering broker registration through milestone-based payouts and creating a structured workflow for broker and commission management.
Oracle Fusion integration for complete revenue recognition, connecting residential sales transactions with financial processes for greater visibility from sale through revenue recognition.
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