Deposit Tracking and Reminders

Pre-construction purchases involve multiple deposits over months or years. The portfolio tracker keeps you and your clients on schedule.

Deposit schedule

When you add a unit, enter the deposit schedule provided by the developer. A typical schedule might look like:

On signing — $10,000 (5%)
30 days — $10,000 (5%)
90 days — $10,000 (5%)
180 days — $10,000 (5%)
Occupancy — Balance to 20%

For each deposit, enter:

Amount (dollar value or percentage)
Due date
Status (pending, paid, overdue)

Automatic reminders

The system sends reminders before each deposit is due:

14 days before — Email to you (the agent)
7 days before — Email to you and the client
On the due date — Final reminder if not yet marked as paid

Always confirm with the developer that a deposit has been received before marking it as paid. The reminder system is based on your records, not the developer system.

Marking deposits as paid

From the unit detail page, click the deposit entry and mark it as Paid. Add the payment date and any reference number for your records.

Overdue deposits

Overdue deposits are highlighted in red on the portfolio dashboard. An overdue alert also appears on your admin dashboard so you can take action immediately.

Deposit Tracking and Reminders