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HomeBridge — Customer Property Journey, Reservations, Allocation & Payment Workflow | Velaxe

HomeBridge

Allocate and assign properties

Capture allocation preferences and decisions, create assigned-property ownership/occupancy state, and preserve assignment, reallocation, and cancellation history.

18 min Intermediate Allocation Team, Property Operations Updated Apr 5, 2026
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Allocate and assign properties
Capture allocation preferences and decisions, create assigned-property ownership/occupancy state, and preserve assignment, reallocation, and cancellation history.

Overview

Capture allocation preferences and decisions, create assigned-property ownership/occupancy state, and preserve assignment, reallocation, and cancellation history.

Prerequisites

  • The property-catalog provider binding is active

Permissions required

view manage tasks.manage

Steps (4)

Estimated: 18 min
  1. 1

    Review the reservation and allocation preference

    Allocation Team 4 min Back to top

    Open the reservation context and inspect the customer preference and available property references.

    Tips

    —

    Validation

    • Confirm the expected HomeBridge state is visible and authorized before continuing.

    Success criteria

    —

  2. 2

    Select unit context from the property provider

    Allocation Team 5 min Back to top

    Resolve the product/unit option value and record the allocation selection for the customer.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Approve or decline the allocation decision

    Allocation Lead 4 min Back to top

    Use the governed allocation actions; HomeBridge persists the decision and publishes context changes.

    Tips

    —

    Validation

    —

    Success criteria

    • The HomeBridge record, related context, and downstream automation reflect the completed step.
  4. 4

    Create or update assigned-property state

    Property Operations 5 min Back to top

    Finalize the property assignment, maintain ownership and occupancy state on the assigned property, and use assignment history for later reallocation or cancellation events.

    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.