Overview
Inspect customer-property history, operational analytics, finance dashboard views, reports, CSV/customer-facing exports, audience segments, and customer next-action read models.
Prerequisites
Permissions required
Steps (4)
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1
Open Timeline or Activity Log
Review domain history and customer-property activity across interests, reservations, assignments, payments, documents, and workflow events.
Tips
Validation
Success criteria
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2
Use reports and finance dashboard
Inspect overview, collections, receivables, performance, risk, and reporting views, and use supported CSV/export surfaces for downstream analysis.
Tips
Validation
- Confirm the expected HomeBridge state is visible and authorized before continuing.
Success criteria
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3
Build or review audience segments
Use Audience Segments to define authorized customer audiences that HomeBridge can expose through audience.catalog, audience.categories, and audience.members.
Tips
Validation
Success criteria
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4
Verify customer next-action state
Use the customer read model and next-actions refresh to confirm customer state, assigned-property context, recent activity, exports, and next actions remain aligned.
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.