Overview
Use property accounts, payment plans, schedule items, billing records, proofs, clarifications, confirmations, receivables, and reconciliation in property context.
Prerequisites
- The Payment Processing provider binding is active
- Required payment-provider operations are authorized
Permissions required
Steps (4)
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1
Open the property account
Start from the assigned property and review the related property-account and payment-plan state.
Tips
Validation
Success criteria
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2
Review plan and schedule items
Inspect payment-plan status, schedule items, billing records, balances, and due-state projections.
Tips
Validation
- Confirm the expected HomeBridge state is visible and authorized before continuing.
Success criteria
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3
Process proof and clarification workflow
Use secure proof upload, clarification request/response, and confirmation state to manage customer evidence and finance review.
Tips
Validation
Success criteria
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4
Verify payment events and reconciliation
Confirm PayStream events and the ten-minute finance reconciliation worker update HomeBridge confirmation, timeline, receivables, and next-action 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.