Real Estate Development Company System
Real estate developers who buy land, develop it, and sell its units.
The full project journey from opportunity and feasibility study to acquisition, development, marketing, sales, and title transfer, with documented investment decisions.
No credit card required — your project is set up with the full system in under a minute
This is the system board as you'll receive it: workflow columns and starter cards showing the first steps
How does work flow in this system?
Every potential project enters as a card in “Opportunity” with the land or property details, its location, and its initial price, then moves to “Study”, where the financial and zoning feasibility is prepared and attached to the card. If management approves the investment, the card moves to “Acquisition” for the purchase and title-transfer procedures, then “Development” through the design, permitting, and execution stages with the contractor, then “Marketing” with campaign launches and reservation intake, and finally “Sales & Title Transfer”, where contracts and deed transfers are documented until the project closes with all its units sold.
The Forum is the investment decision room: every major opportunity is raised there with its study, cost, and expected return, and the decision to proceed or decline is documented with its reasons — a reference when reviewing portfolio performance years later. Dues manages buyers' payments: the installments of each reserved unit, what has been paid and what remains, and the contractor's payments due at completion milestones. Chat is for daily coordination between development, sales, and finance, and Announcements is for major management decisions such as launching a new project or approving sale prices.
The development manager leads the card from “Study” to the end of “Development”, coordinating with the consultant and the contractor; the sales team takes over at “Marketing” and manages reservations and contracts, posting every buyer payment in Dues; and finance reviews feasibility at the start and matches collections against the contractor's payment milestones at the end. At every move between columns, the stage's documents are attached to the card, so the project file stays complete in one place.
Who does what?
The operational roles in this system and each role's responsibility in daily work — assign them to your team as-is or adapt them to your reality.
Development Manager
Leads the project from study to the end of execution: coordinates consultants and contractors, moves the card through “Acquisition” and “Development”, and submits progress reports to management.
Sales Manager
Takes over the project at “Marketing”: approves the pricing plan, manages reservations and contracts in “Sales & Title Transfer”, and tracks the sell-out of units.
Finance
Reviews feasibility at the “Study” stage, posts buyer payments and contractor dues in Dues, and matches title transfers against completed payment.
Projects Coordinator
Tracks project permits and documents and uploads them as attachments to the card, and coordinates title-transfer appointments with the notary and buyers.
What's prepared for you from day one?
System units
- Tasks — A kanban board with workflow columns and execution cards
- Chat — The team's fast daily coordination channel
- Forum — Documented discussions in organized sections — decisions and knowledge that never get lost
- Announcements — The official voice of management — circulars and alerts that reach everyone
- Dues — Internal money with strict privacy — dues, advances, and expenses
Forum sections (4)
- Investment DecisionsRaising major opportunities with their studies, costs, and expected returns, and documenting management's decision to proceed or decline with reasons.
- Feasibility Studies & LandMarket and zoning studies for opportunities under review — district prices, demand rates, and permitting constraints.
- Contractor & Consultant TrackingAssessing contractor and consultant performance on current projects, and discussing change orders before approving them.
- Marketing & Sales StrategyProject launch plans, pricing policies, and offers — what is approved is documented for the sales team to work by.
«Working Rules for This System» — Pinned in the forum
1) No opportunity is assessed verbally: every opportunity is a card in “Opportunity” with its initial details the day it is presented. 2) No move to “Acquisition” without a study attached to the card and a documented decision in the “Investment Decisions” section. 3) Each stage's documents are attached to the project card before it moves to the next column. 4) A buyer payment is never received without being posted in Dues on the same day. 5) Change orders with the contractor are discussed in the Forum and approved before execution. 6) Each project's progress report in “Development” is updated on its card weekly.
Welcome announcement: «Welcome to the Development System»
From today, every project — from a land opportunity to the last title transfer — is managed as a card on this board, every investment decision is documented in the Forum before execution, and buyer and contractor payments sit in Dues. First step: register the offered opportunities and active projects in their correct columns. Official announcements such as project launches and price approvals reach you here.
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