Projects
Group developments, towers, communities, locations, developer details, handover dates, statuses, and marketing attachments.
Projects, Properties & Units
The inventory backbone for real estate operations
Model your inventory exactly as real estate teams work: Project → Property → Unit. Keep availability, owners, prices, views, statuses, portal references, deal history, and bulk imports connected to the leads, opportunities, offers, MOUs, leases, and reports that depend on them.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
The Units Workspace
Every sellable or rentable unit, ready for deals.
Unit number, property, project, type, view, floor, size, price, owner, and status stay visible in one inventory register — so sales, leasing, and management stop working from separate spreadsheets.
ProjectPropertyUnitOwnerStatus
app.irm365.com/master/units
01Inventory Hierarchy
Structure inventory as Project → Property → Unit
A project is the development, a property is the building or sub-development, and a unit is the exact apartment, villa, shop, or office that gets sold or leased. This hierarchy powers dropdowns, contracts, sales offers, MOUs, reports, and portal mapping across IRM365.
- Create projects with developer, location, type, handover date, status, and attachments
- Create properties under projects with type, address, floors, amenities, and status
- Create units with type, view, floor, size, rooms, parking, asking price, owner, and status
- Use statuses like Available, Reserved, Sold, Occupied, and Maintenance to drive availability
app.irm365.com/master/units/UNIT-1502
02Imports & Setup
Load large inventories without rebuilding by hand
Projects, properties, and units support spreadsheet imports for migrations and bulk onboarding. Because inventory is hierarchical, IRM365 validates parent records, reference data, required columns, and duplicate unit numbers before records are created.
- Download templates, fill one record per row, upload, then review success and failure summaries
- Import in order: locations/reference data, projects, properties, then units
- Validate required columns, parent references, unit types, views, and duplicates
- Retry failed rows after fixing data without duplicating successful imports
app.irm365.com/master/units/import
03Ownership & Deal History
Preserve ownership and every deal that touched a unit
When ownership changes, teams use Change Ownership instead of overwriting the owner field. IRM365 stores previous owner, new owner, transfer date, reason, supporting documents, and audit history — while the unit detail keeps every related offer, MOU, contract, and maintenance note visible.
- Track current owner as a customer record, or leave own-stock units unassigned
- Maintain full ownership history for transfers, sales, inheritance, and due diligence
- See deal history across offers, MOUs, and contracts linked to the unit
- Keep portal references and availability context aligned with real internal inventory
app.irm365.com/master/units/UNIT-1502/ownership
Capabilities
Everything inside the inventory model
A live source of truth for availability, ownership, and deal context — not a static listing database.
Properties
Represent buildings or sub-developments under each project with type, floors, amenities, address, status, and units.
Units
Track unit number, type, view, floor, size, bedrooms, bathrooms, parking, price, owner, and availability.
Ownership history
Change ownership through a dedicated action so previous owner, new owner, date, notes, documents, and audit history are preserved.
Spreadsheet import
Import projects first, then properties, then units using templates with validation, duplicate checks, and row-level failure summaries.
Deal linkage
Units connect to lead preferences, opportunities, sales offers, MOUs, lease contracts, invoices, and reports.
FAQ
Frequently asked questions
Inventory follows a project → property → unit hierarchy. Projects hold properties, properties hold units, and each unit carries its own status, type, view, and pricing details.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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