Overview
Manage waitlists, reservation eligibility, commitment-fee state, pending fee/proof, reminders, expiry, temporary holds, and customer next actions.
Prerequisites
Permissions required
Steps (4)
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1
Create or review waitlist demand
Use waitlist records when a customer is waiting for matching property inventory.
Tips
Validation
Success criteria
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2
Move qualified demand into reservation
Create or review the reservation, capture eligibility and commitment-fee state, then advance it through review, pending fee/proof, approval, decline, expiry, or cancellation.
Tips
Validation
- Confirm the expected HomeBridge state is visible and authorized before continuing.
Success criteria
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3
Use a temporary hold where required
Apply the hold workflow when inventory needs temporary protection during the reservation process.
Tips
Validation
Success criteria
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4
Monitor automation
Verify waitlist processing, reservation reminders, reservation expiry, and hold expiry are handled by the declared background workers.
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.