3 Core Platform Capabilities
3.1 Property & Real Estate Management
- Properties management (listings, details, attributes)
- Buildings and building management
- Estates and area management
- Developments tracking
- Resources management
- Tenancies and leasing management
3.2 Business Operations
- Businesses and company management
- Contacts management
- Appointments scheduling
- User management and authentication
- Departments and organizational structure
3.3 Document & Communication
- Document templates and management
- Attachments handling
- Email management and SMTP integration
- Text messages (SMS) distribution
- Notifications system
- External message handling
- WOPI integration (Office Online integration)
- Watermarks and document branding
- HotDocs integration
3.4 Transactional Features
- Instructions management (property instructions/contracts)
- Offers management
- Referrals tracking
- Requirements management (property requirements/searches)
- Phases management
- Tenancy management
3.5 Marketing & Lead Management
- Marketing lists management
- Web enquiries and web form submissions
- Referrals processing
- Call-back lists
- Consent and preferences management
- Dotmailer CRM integration
3.6 Data & Analytics
- Dashboard creation and management
- Grid management (customizable data grids)
- Latest views tracking
- User feed generation
- Grids for reporting and data visualization
- Metadata management
3.7 External Integrations & Services
- DocuSign integration (eSignature)
- SAP integration
- Thirdfort integration (KYC/AML compliance)
- Fixflo integration
- Azure Service Bus integration
- Dotmailer email marketing
- External address services
- Exchange rate management
- Elasticsearch integration (search)
3.8 Background Processing (WebJobs)
- Email distribution processing
- Elasticsearch indexing and search updates
- Feed Centre (data feed processing)
- Notifications processing
- Text message queuing and delivery
- Instructions processing
- User feed generation
- Tenancy data updates (SAP integration)
- Document processing (CDD/Compliance updates)
- Marketing list sync
- Portal document visibility management
- Claims recalculation
- Lync/Teams contact info integration
- Website links feed generation
- Soft opt-in processing
- CDD validity checking
- Azure Service Bus document handling
3.9 System Features
- Portal document visibility control
- Character groups and categorical data
- Business events tracking
- Activity logging
- Cache management
- Output caching for API performance
- Configuration management
- Questionnaires/form surveys
- Fire safety documentation
- Typing Framework configuration
- Timezone management
- Translations/localization
- Web warmup endpoints
3.10 Reporting & Analysis
- Reports generation
- Qube reporting integration
- Publication events tracking
The system is built on .NET Framework 4.8 with SQL Server backend, featuring comprehensive REST API endpoints, Elasticsearch for search capabilities, and multiple Azure WebJobs for background processing and integrations.