User Guide

Overview

This is a multi-tenant real estate platform. Your agency sees only its own data (properties, clients, contracts, invoices). Log in at /app to use the Agency Panel.

Sections are grouped into Real Estate (properties, clients, contracts, etc.) and Financials (invoices, installments, exchange rates, expenses, loans, commissions). Settings and reports sit under their own areas.

Agency Panel

Log in at /app and choose your agency (or get redirected to it). You will see:

• Dashboard — Stats, charts, due installments, recent activity.
• Real Estate — Property categories, properties, units, clients, contracts, viewings, leads, tasks, favorites.
• Financials — Invoices, installments, exchange rates, expenses, loans, commissions, and reports.
• Settings — Company details, logo, invoice branding, team members, activity log, optional IP whitelist.

How Sections Connect

Understanding how data links together helps you use the system correctly.

Real Estate (Agency Panel)

Everything under this group is about listings, people, and rentals.

• Property Categories — e.g. House, Villa, Land. Used to group properties.
• Properties — Title, category, type, location, description, images, price, status. You can add units and manage key handovers.
• Property Units — Sub-units of a property (e.g. Unit 101).
• Clients — Name, phone, email, documents (e.g. ID). Optional KYC and OCR to extract data from ID/passport. Clients are linked to contracts and invoices.
• Contracts / Rentals — Link property + client, set start/end date and monthly amount. Generate installments from here. Contract reminders (e.g. email before end) can be sent if the client has an email.
• Viewings — Schedule and track property viewings.
• Leads — Potential clients; convert to client when ready.
• Tasks — Reminders and to-dos; assign to team members.
• Favorites — Properties marked as favorites (e.g. for quick access).

Financials

Money-related data and reports.

• Invoices — Create invoices for a client (and optional property). Set amount, currency, due date, status (draft/sent/paid), payment method. Print or download PDF; you can copy a signed link to send to the client.
• Installments — Often generated from a contract. Track paid/remaining amounts and due dates. Record payments and generate PDFs (installment plan, contract).
• Exchange Rates — Store USD/IQD rates so amounts can be shown in both currencies.
• Expenses — Log expenses with optional receipt.
• Loans — Track loans (e.g. agency or client loans).
• Commissions — Record and view commissions.
• Reports — Revenue, paid/due/overdue, aging report (invoices and installments by days overdue). Export to Excel.

Settings & Reports

Under Settings in the Agency Panel:

• Company — Name, address, phone, logo. Used on invoices and in the client portal.
• Invoices — Footer text, primary color, show logo on invoice.
• Security — Optional IP whitelist for the agency (only listed IPs can log in).
• Team — Invite and manage team members; assign roles (Owner, Manager, Agent, Accountant).
• Activity Log — Agency-scoped audit trail.

Reports is a separate page under Financials: choose a date range, see revenue and due/overdue amounts, aging report, and export to Excel (if you have permission).

Quick Tips

• Language — Use the menu (top right) to switch English / کوردی / العربية. The panel and docs support RTL for Kurdish and Arabic.
• Client portal — From a client record you can generate a secure link so the client can view their contracts and invoices without logging into the agency panel.
• Invoice — Use Print or Download PDF from the invoice list. "Copy signed link" gives you a time-limited link to share with the client for viewing/printing.
• Guided tour — If your agency has the onboarding tour enabled, you can start it from the dashboard or help section to learn the main sections.