Overview
Move from reservation intent to a formal customer-property link with traceable hold, allocation, and assignment steps.
Prerequisites
- At least one reservation is already approved or eligible for hold/allocation
Permissions required
Steps (4)
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1
Create a unit hold
Open the reservation record, choose Hold Unit, set duration, hold reason, and who created the hold.
Tips
Validation
- The held unit is protected from duplicate conflicting holds.
Success criteria
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2
Review allocation preferences
If final assignment is not immediate, open the allocation workflow and capture or review preferred block, floor, unit type, and fallback priorities.
Tips
Validation
Success criteria
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3
Record the allocation decision
Approve or adjust the allocation choice, preserve the decision history, and mark the record ready for assignment.
Tips
Validation
Success criteria
- The chosen unit is visible as the approved outcome in the allocation timeline.
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4
Create the assigned property record
Complete the assignment step to link the customer to the final property, record assignment date, and define ownership or occupancy state.
Tips
Validation
Success criteria
- A formal customer-property record exists and the relationship status moves to assigned.
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.