Platform Features

One Platform. Three Stakeholders. Everything You Need.

Whether you're a Developer managing projects, a Bank processing Home Loans, or a Home- buyer seeking financing — GetKredit is the tool you need. Every feature is designed around real workflows exhaustively forming the Real Estate Ecosystem.

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Project Management

Create, configure, and control your Project

4-step project wizard

Project Information → Construction → Configuration → Documentation. Structured onboarding workflows designed for Real Estate operations.

RERA-Compliant workflows

Promoter RERA number, project RERA number, revised RERA support, and RERA escrow bank account management.

Structured Inventory Management

Configure towers, floors, unit types (2 BHK, 3 BHK, etc.), saleable areas, parking, and lift details.

Construction status update and Payment Plan tracking

Define instalment schedules tower-wise or project-wise, tied to actual construction progress.

Document storage and management

Technical and approval documents, land title documents, legal documents, booking documents, and post-booking collateral — all in one place.

Role-Based Access Control

Maintain security and accountability with role-specific access. Give each team member visibility only into the information they need to perform their responsibilities.

Project Wizard Steps

1

Project Information

Name, type, location, SPOC

2

Construction & Compliance

Land area, FSI, RERA details

3

Inventory Configuration

Towers, floors, unit types, parking.

4

Documents

Legal, technical, marketing materials, booking and post booking documents.

Lead Lifecycle

Interested

Meeting Done

Site Visit

Negotiation / Unit Hold

Booking Created

Booking Confirmed → Dedicated Customer Interface

Unit Hold Protection

Soft-block a unit at negotiation to prevent double-allocation and confusion among sales executive and brokers.

Lead Management

Track Every Lead Journey from Enquiry to Booking

Full lifecycle stages

Interested → Meeting Done → Site Visit → Negotiation / Unit Hold → Booking Created → Booking Confirmed → Dedicated Customer Interface.

Unit hold at negotiation

Soft-block a unit so no other party can access it until the deal closes or is released.

Complete interaction timelines.

Log multiple interactions per lead with full timeline history and mandatory remarks.

Integrated co-applicant KYC and documentation workflow.

Add co-owners with full identity documentation (Aadhaar, PAN, Driving Licence, Passport), employment proof, and income proof.

Advanced lead filtering, reassignment and transfer workflow

Filter by geography, source, status, category, and resident status. Reassign leads between executives with full data transfer.

Booking workflow

Select project, tower, and unit; Automated booking workflows with pricing calculations, document uploads, and approval routing.

Customer Management

Post-booking relationships managed seamlessly

Customer Profiling

CIBIL score and other profiling captured at the customer stage.

Payment Plan Tracking

Amounts payable, paid, pending, and next due date — always current.

Demand and Collection Tracking

All demand letters and demands raised managed through the platform. Real-time tracking of collections vis-à-vis demands raised

Document Management

Booking form, allotment letter, BBA, TPA, and conveyance deed all managed within the portal.

Query Management with Banks

Structured query flow between your customers, GetKredit, and the financial institution handling their Home Loan.

Full & Final Settlement

Calculate final amount, apply discounts or charges, generate settlement statement, and mark as settled.

APF & Home Loan Management

Structured Financing Workflows from APF to Disbursement

Approved Project Finance (APF)

Detailed Bank / Financial Institution Database

Curated database of empanelled banks/ financial institutions with product profiles, interest rates, LTV ratios, CIBIL ranges, and APF history.

Due diligence coordination

Legal DD, Technical DD, and Regulatory DD (RERA) coordinated with empanelled consultants through the platform.

Multi-way query management

Any party can raise and respond to queries on APF documents directly in the platform.

APF issuance tracking

Unique APF code assigned; approved units, pricing, and developer details mapped; validity tracked with renewal alerts.

Home Loan Processing

Customer Calling and Eligibility Profiling

Structured call logging with CIBIL checks and income verification.

Financial Institution matching

Select the most suitable APF-approved bank for each customer's profile; DSA agreement management.

Loan stage tracking

Submission → Structuring → Sanction → Documentation → Disbursement, tracked per customer.

Post-disbursement tracking

Outstanding amounts, next demand eligibility, and ongoing follow-ups managed in the platform.

Calling Process & Performance

Structured calling. Zero missed conversions.

Assigned calling dates

Every customer assigned to a specific Sales Manager with an auto-set calling date.

Call logging

Track customer interactions, follow-up outcomes, intent levels, next actions and Additional Remark (mandatory decision driving field) through structured workflows.

Follow-up logic

System categorises intent (High / Medium / Low) and auto-assigns next calling date based on the Additional Remark.

TAT tracking

Turnaround Time measured per call; delayed calls tracked separately. Escalation triggers same-day notification.

Performance analysis

Total Calls Assigned vs Done vs Remaining; Effective vs Non-Effective; On-Time vs Delayed; root cause analysis for every non-effective call.

What Gets Measured

Calls Assigned vs Completed Is your SM making calls?

Effective vs Non-Effective Are calls driving decisions?

On-Time vs Delayed Follow-Ups Is the team on schedule?

Recovery Conversions Not Interested → Interested

File Logins Loan processes initiated

Auto Follow-Up Logic

Automated follow-up scheduling based on customer intent and interaction outcomes.

MIS & Reporting

Real-Time OperationalVisibility

Role-Specific Dashboards

Admin, Sales Manager, Sales Executive, Broker roles see the metrics relevant to them.

Calendar-First Experience

To-Dos and tasks displayed upon login so no follow-up is ever missed.

Real-Time Metrics

Leads, conversions, targets, brokerage activity — all displayed in real-time.

Operational Reports In-Platform

Data reports generated directly in the portal for everyday use.

Advanced Reporting & BI-ready Integrations

Data endpoints exposed for integration with Zoho Analytics or equivalent BI tools. Pull your GetKredit data into your existing analytics stack.

Team Management

Manage Teams, Targets, and Performance Centrally

Sales Executive management

Add, assign, and remove executives; full lead transfer on removal.

Performance tracking

Qualitative ratings (1–5 scale) and quantitative metrics tracked in real time.

Target setting

Set individual and team-level targets; tracked in real time; separate allocations for each role.

To-Do calendar

Assign tasks with priority levels (High / Medium / Low), reminders, and calendar view.

Broker Management

Manage and track broker-driven business efficiently.

Broker onboarding

Company-level and individual broker profiles; sub-broker management under each broker.

Lead tracking

See every lead sourced by each broker, with full status visibility.

Brokerage & incentive management

Track commissions, manage payouts, and give brokers visibility into their earnings.

Broker performance

Broker Admin can track individual broker targets and performance.

Approvals & Requests

Structured approval workflows across bookings, transfers, cancellations, and operational requests.

Approval queue with structured workflow
Approve, Reject, or To Be Reviewed
Mandatory remark on every decision
Requester visibility into status

Security & Compliance

Bank-grade security. RERA-compliant by design. Your data is protected at every layer.

OTP-based login for all users
Role-based access control
KYC & financial data encrypted
RERA-compliant documentation workflows
DSA agreement management with banks/FIs

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