Platform Features

One Platform. Three Audiences. Everything You Need.

Whether you're a developer managing projects, a bank processing Home Loans, or a home buyer seeking financing — GetKredit has the tools you need. Every feature is designed around real workflows across India's Real Estate Ecosystem.

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Project Management

Create, configure, and control your entire Project Portfolio

4-step project wizard

Project Information → Construction → Configuration → Documents. Every field your admin team needs, in the right order.

Google Maps integration

Pin your project location on the map; latitude, longitude, and address auto-fill.

RERA compliance built in

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

Tower & unit inventory

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

Payment plan linked to milestones

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

Construction update tracking

Milestone-by-milestone progress per tower. Your sales team always has current site status.

Document management

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

Role-based access

Admin creates and manages; Sales Managers and Executives see only what is intended for them.

Project Wizard Steps

1

Project Information

Name, type, location, SPOC

2

Construction & RERA

Land area, FSI, RERA numbers

3

Configuration

Towers, floors, unit types, parking

4

Documents

Legal, technical, marketing materials

Lead Lifecycle

Interested

Meeting Done

Site Visit

Negotiation / Unit Hold

Booking Created

Booking Confirmed → Customer

Unit Hold Protection

Soft-block a unit at negotiation so no other customer, GK team member, or developer can access it until the deal closes or falls through.

Lead Management

Every lead, every activity, every next step — tracked

Full lifecycle stages

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

Unit hold at negotiation

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

Multiple meetings & site visits

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

Co-owner KYC

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

Lead filters & transfer

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

Booking workflow

Select project, tower, and unit; system calculates price breakdown; upload booking documents; submit for Admin approval.

Customer Management

Post-booking relationships managed the right way

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 Management

All demand letters and demands raised for each unit managed through the platform.

Document Management

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

Query Management with Banks

Structured query flow between your customers, GetKredit, and the bank 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

From bank selection to disbursement — end to end

Approved Project Finance (APF)

Bank / FI database management

Curated database of empanelled banks 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 profiling

Structured call logging with CIBIL checks, income verification, and asset validation.

FI matching

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

Loan stage tracking

Submission → 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

Call Status (Picked / Not Picked), Call Remark, Reason (dropdown), and Additional Remark (mandatory decision-driving field).

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

Total Calls Assigned vs Done Is your SM making calls?

Effective vs Non-Effective Are calls driving decisions?

On-Time vs Delayed Is the team on schedule?

Recovery Conversions Not Interested → Interested

File Logins Loan processes initiated

Auto Follow-Up Logic

High Intent → 12 hours. Current Concern → targeted follow-up. Future Potential → milestone-based. Low Priority → weekly tracking.

MIS & Reporting

Know your numbers — always

Role-Specific Dashboards

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

Calendar-First Experience

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

Real-Time Metrics

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

Basic Reports In-Platform

Data reports generated directly in GetKredit for everyday use.

Advanced Reporting & Integrations

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

Team Management

Your team, your targets, your way

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 your broker network. Drive more referrals.

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

No booking goes through without your sign-off. Every booking request, unit change, lead transfer, and cancellation flows through a structured approval process.

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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