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Velaxe
HomeBridge — Customer Property Journey, Reservations, Allocation & Payment Workflow | Velaxe

HomeBridge

Manage customer-property relationships and interests

Manage customer-property enquiries and requests, interest state, qualification, follow-up, timeline activity, and downstream case/work synchronization.

15 min Beginner Sales Operations, Customer Operations Updated Apr 5, 2026
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Overview

Manage customer-property enquiries and requests, interest state, qualification, follow-up, timeline activity, and downstream case/work synchronization.

Prerequisites

  • The identity provider binding is active
  • Relevant project/property references can be resolved

Permissions required

view manage tasks.view

Steps (4)

Estimated: 15 min
  1. 1

    Open Relationships or Interests

    Sales Operations 3 min Back to top

    Use HomeBridge relationship and interest views to create customer-property context and record the relevant enquiry or request type.

    Tips

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    Validation

    —

    Success criteria

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  2. 2

    Capture property context

    Sales Operations 4 min Back to top

    Associate the customer reference with the relevant project, listing, unit type, or unit reference used by the journey.

    Tips

    —

    Validation

    • Confirm the expected HomeBridge state is visible and authorized before continuing.

    Success criteria

    —

  3. 3

    Advance the interest workflow

    Customer Operations 4 min Back to top

    Acknowledge, follow up, qualify, or close the interest while HomeBridge records timeline activity and publishes customer-property context changes.

    Tips

    • Use the HomeBridge timeline, status views, and provider probe results to verify the workflow context.

    Validation

    —

    Success criteria

    —

  4. 4

    Verify downstream work

    Customer Operations 4 min Back to top

    Confirm any configured case/work synchronization and notification planning reflect the updated customer-property state.

    Tips

    —

    Validation

    —

    Success criteria

    • The HomeBridge record, related context, and downstream automation reflect the completed step.

About this guide

HomeBridge is the customer-property journey engine for real-estate operations. It connects customer identity, project context, property inventory, finance, documents, communications, human work, and customer-facing read models around one governed commercial lifecycle.

Teams can manage project and unit enquiries, brochure/callback/consultation requests, interest follow-up and qualification, waitlists, reservations, eligibility state, commitment-fee requirements, temporary holds, allocation preferences and decisions, assigned properties, ownership and occupancy state, property accounts, payment plans and schedule items, proof submissions, clarification requests, payment confirmations, documents and versions, tasks, timelines, analytics, reports, exports, and operational next actions from one application.

HomeBridge plans communication through In-App, Email, SMS, WhatsApp, Voice and Push channel concepts and dispatches through the configured notification provider. It integrates with workspace-selected providers for identity and profiles, projects and updates, property catalog data, payment processing, file storage, and notification delivery, and also supports case/problem synchronization, audience-provider workflows, EventEnvelope-based domain events, trusted RCP and Handler operations, Bridge v2 connections, and ContextResolver actions.