RealEstatePro – Real Estate Suite for AX
About Dynamic Netsoft 3 Key competence in Real Estate industry – Employees Recruited from major Real Estate companies in India and Saudi Arabia who brings wealth of experience from this industry Silver Certified Partner for Microsoft Dynamics AX 60+ permanent professional in India, Saudi Arabia and Canada supporting our customers and partners in different regions Local presence in India, Saudi Arabia and Canada Sustainability – Ever growing and Profitable since incorporation
RealEstatePro – Real Estate Suite for AX 4 RealEstatePro is a solution for owners and managers of properties to enable them to manage the key activities of leasing, renting and selling the property to customers Is seamlessly built into the Microsoft Dynamics AX and utilizes the standard features of Dynamics AX as well as extensive additional features specifically designed to support the downstream business Certified for Microsoft Dynamics (CfMD) Proven, Tested and Recommended software for Microsoft Dynamics AX The solution can be viewed as a twofold delivery – As a set of additional forms, reports and work processes specifically made for the Real Estate industry – As a set of best practices how to utilize Dynamics AX for the Real Estate industry and designed to meet your unique business and industry needs and ready-to-deploy for your industry
Statement of Direction Vertical focus RealEstatePro will continue to be focused towards companies dealing with Property Management, development and Sales. RealEstatePro will continue to be focused towards companies into Real Estate Brokerage. RealEstatePro will continue to provide innovation by providing a complete Mobility solution Microsoft Technology RealEstatePro will continue to be built on Microsoft Dynamics (AX) platform and surrounding technologies. Geography RealEstatePro will continue to be translated into more languages, starting with the user interface and later user’s guides and help files.
Statement of Direction - Roadmap
Our Customers
Our Partners
Microsoft Dynamics AX 2012 RealEstatePro Reaching to Verticals Microsoft Dynamics AX Business Process Coverage ERPFoundation
RealEstatePro RealEstatePro – Real Estate Suite for AX Property Management Sales Management
RealEstatePro RealEstatePro – Property Management
Property Management - Features Definition of Unit Types, Buildings, floors, Units, etc. Set up multiple leases per tenant, multiple units per lease, etc Merging and de-merging of units for the Agreements Tenant portal to enable Tenants to create Maintenance request, Lease termination request, etc Alert by / SMS for Payment and Contract Renewal reminders Track unit area, lease insurance, deposits, property addresses, property types, or unit types Property search & recording inquiry and full integration with AX CRM Quotation, Reservation & Reservation payments Invoicing, Payments, Revenue recognition, Utility Invoices and cost allocation to tenants Rent revision / appraisal process Agreement Renewal / Closure Transactions Powerful BI Reports Integration to Microsoft Dynamics AX Service Management
Property management- Overall flow
Property Management SYSTEM Property Management – Area Page
Property Management SYSTEM Building Master
Property Management SYSTEM Building Master – Block Details
Property Management SYSTEM Building Master – Floor Details
Unit Master
Property Management SYSTEM Unit Master – Rental Breakup
Unit - Furnishing
Property Management SYSTEM Unit - Amenities
Property Management SYSTEM Property Inquiry
Property Management SYSTEM Property Inquiry
Lead Creation – Prospect Inquiry
Rental Quotation
Reservation Property search to Reservation Lead to Reservation Quotation to reservation Reservation payment Reservation cancellation – with/without refund Reservation extension Reservation to Rent Agreement
Reservation from Leads
Reservation From Property Search
Reservation
Reservation payment
Reservation –Extend & Amend Reservation
Property Management SYSTEM Rental Agreement with Single Unit or Multiple Units Prepaid Contract or Regular Contract Agreement duration – Yearly, Semi-annual, Monthly, Daily, etc. Furnishing details Rental Breakup Rent Increment Rental Agreement Details
Rental Agreement
Property Management SYSTEM Rental Agreement
Property Management SYSTEM Rental Agreement - Lines
Rental Agreement – Rent revision
Property Management SYSTEM Rental Invoice
Invoice Rent component wise invoicing, unit wise invoicing, consolidated invoices for multiple units. Creation of Invoice for each agreement or periodic process to generate invoices for all agreements Cancellation / Re-issue of invoice Credit note against each invoice Revenue recognition
Utility invoices
Utility Invoices Utility invoices can be raised for individual unit or across all the rented units Equal distribution Lumpsum Based on area Consumption Manual
Utility Invoices
Property Management SYSTEM Rental Payments
Property Management SYSTEM Rental Payments
Property Management SYSTEM Inquiries – payment transactions
Property Management SYSTEM Inquiries – payment transactions
Agreement renewal
Agreement Closure
Agreement closure Invoice reversal if agreement is closed early Invoice generation if agreement is extended after agreement end date. Calculation method during closure can be of following Pro-rated Daily rent Whole month Inspection process Recovery amount Final Settlement
Rent Appraisal
Appraisal of Rent can be based on unit, Unit type, Property, Amenities etc. Approval process to activate the appraised rates. Appraisal history tracking Rent Appraisal
Dynamic Netsoft Vertical Solutions for AX Dynamic Netsoft Real Estate – Sales Management
Real Estate Sales– Area Page
Real Estate Sales - Set up – Price List & Template
Set up – Specification master
Set up – Specification template
Set up – Inspection checklist
Set up – Document checklist
Property Inquiry
Selection criteria
Inquiry to Lead
Inquiry to Quotations
Sales Quotations
Sales Quotation Report
Inquiry to Reservation
Reservation
Reservation – Sales pricelist
Reservation – Cancellation
Reservation – Reservation payment
Building details
Building details – Sales pricelist & Specifications
Block and Floor
Units creation
Units – Price list and Major Specifications
Sales Agreement
Sales Agreement – Payment schedule
Change order
Change order – Specification changes
Change order – payment schedule
Sales agreement cancellation
Sale Agreement - Invoicing
Sale Agreement - Payment
Work completion
Work completion – Send
Change order cancellation
Unit handover – Unit specification
Unit handover – Document checklist
Unit handover – Handover process
Unit handover – report
Q & A