01Market
Real Estate
Who buys
- Real estate funds
- Developers
- Builders
- Real estate agencies
- Banks
02The problem
What holds the decision back
Sales, contracts and receipts show different numbers in sales, collections and finance. A sold unit may still appear available to sales; a paid instalment may remain open in collections. Records, dates and balance criteria differ between systems and spreadsheets. To answer a question about the portfolio or delinquency, you need to check which record is current before deciding.
03Application
How we apply it
We start with portfolio sources and the rules for units, contracts, instalments and receipts. The assessment shows where records differ and which indicators need correcting first. The plan defines checks, access rules and owners. If the work also identifies potential uses for AI or new applications, those tracks are assessed separately, with human decisions and approvals.
04Domain
The data we know
- Developments and units
- Contracts and buyers
- Instalments, payments and outstanding balance
- Open portfolio and delinquency
05Delivery
What arrives
Deliverables depend on the tracks engaged and the approved scope. You do not need to engage all three services.
- Map of units, contracts, instalments and receipts in the sources within scope
- Balance and delinquency indicators with defined sources, calculations and owners
- Documented query and checking routines, with human review and approval
- AI experiments in selected teams, with objectives, limits and metrics
- Standard for maintaining applications and reusing queries, according to the project
- Documentation, tests and owners for the tools delivered
06Services
How the services apply
Data Architecture and Governance
Sales, collections and finance may show different statuses for the same unit or contract. Outstanding balances, overdue instalments and receipts need checking before entering reports.
We map sources, define indicator rules and check discrepancies. Numbers within scope reach the selected tools with known sources, owners and defined access.
AI Culture and Operations
Sales and customer service repeat queries about units, contracts and pending issues. Finance and credit teams check documents and prepare analyses using criteria that are not always documented.
We develop AI use in these routines and document criteria and exceptions. Where work can be delegated, agents can assist queries and checks; credit, negotiation and approval remain with the people responsible.
Vibe Coding and AI-Based Products
Portfolio queries, document checks and customer service get separate tools. Each new application repeats connections and rules, while fixing one depends on its creator.
We define a standard for the team to maintain these applications. Where it fits, we build a reusable foundation for queries and documents, with permitted sources, tests and human review for higher-risk uses.