Loading...

How may I assist you?

Integrated Real Estate Solutions

How estatixX Works

How estatixX Works

From Setup to Go-Live in Nine Structured Steps

estatixX gives authorised users a clear path from configuring the organisation to reviewing performance and governing the business.

1. Set Up the Organisation

Configure the corporate profile, branches, departments, roles, bank accounts, payment options and other approved system settings.

2. Set Up the Property Portfolio

Create estates and maintain the estate inventory and allocation information.

3. Onboard Clients

Receive or enter applications, review client records and activate approved subscribers.

4. Configure Commercial Terms

Establish subscription settings, payment options, invoices and collection reminders.

5. Record Transactions

Issue invoices and receipts, record expenditure and manage approved vouchers and refunds.

6. Coordinate Teams

Maintain staff records, allocate tasks, manage projects and prepare payroll schedules.

7. Manage Sales Networks

Register and manage independent marketers, their customer bases and activity reporting.

8. Keep Stakeholders Informed

Use supported notifications, memos, meetings, chat and remote-session functions.

9. Review and Govern

Use reports, dashboards, role controls and system logs to support accountability.

Your property business already has the information. estatixX gives your teams a structured place to manage it.

One connected operating environment for managing property, people, money,
clients, projects and sales networks.