Booking Documents Kept Against the Booking
Booking forms, KYC, allotment letters, agreements and loan papers are stored against the booking they belong to. The project record holds its RERA registration number and approvals.
Papers stay with the booking
Documents for a sale usually arrive in several places: a salesperson’s phone, an email inbox and a file at the site office. Here they are attached to the booking record. Whoever opens that booking sees the same set. Search starts from the buyer, not from a mailbox.
What is stored
Who works with them
CRM and accounts executives manage bookings after the token, so they add and check most of these papers. Salespeople see the booking for their own buyers. Owners and sales heads can open a booking when a question reaches them. What each role may open is agreed during implementation.
What it does not do
- It does not draft the agreement or the allotment letter
- It does not check whether a document is legally valid
- It does not make a project RERA compliant
- It records the number and papers that your team enters
- Retention and sharing rules are decided by the client
Frequently asked questions
Which documents can be attached to a booking?
Booking forms, KYC, allotment letters, agreements and loan papers. Any other paper the office wants kept is added to the list at set-up.
Is the RERA number kept on each booking?
No. It is held once on the project record, and bookings in that project sit under it. Your team enters the number and approvals.
Does it generate the agreement for sale?
No. The agreement is prepared as it is today. The signed copy is stored against the booking so that it can be found from one record.
Can old booking files be loaded?
Bookings and payment status are imported from Excel before go-live. How existing scanned papers are attached is decided with the office before launch.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
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