Overview
Attach and organize customer-facing and internal documents across the full property relationship lifecycle.
Prerequisites
Permissions required
Downloads & Templates
Steps (4)
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1
Open document settings
Go to HomeBridge → Settings → Documents and connect the right document classes for brochures, reservation letters, allocation letters, and payment proofs.
Tips
Validation
Success criteria
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2
Map document types to record types
Link brochures to enquiries, letters to reservations or assignments, and proofs to payment-related records.
Tips
Validation
- Each document type resolves to the correct HomeBridge record category.
Success criteria
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3
Test upload and retrieval
Upload a brochure and a sample proof file, then confirm both internal users and eligible customers can access the correct file view.
Tips
Validation
Success criteria
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4
Enable visibility controls
Mark which files are customer-visible, internal-only, or restricted to a scoped workflow stage.
Tips
Validation
Success criteria
- Documents appear only to the intended users at the intended stage of the journey.
About this guide
HomeBridge gives real-estate teams a single workspace to manage the customer-to-property journey from early interest to formal assignment. Capture project and unit enquiries, brochure requests, callback requests, consultation requests, and waitlists from one controlled system.
Once a customer is ready, HomeBridge manages reservation workflows, hold windows, allocation preferences, and final assignment. Teams can preserve every transition in history, expose clear statuses to customers, and coordinate internal review without losing context.
HomeBridge also owns the customer-facing commercial meaning of payment within the property relationship. It shows payment plans, schedule items, proof uploads, clarification requests, confirmation states, next actions, and property account visibility, while connecting to lower-level finance and document systems as needed.