The post-booking journey is where most CRMs end and most relationships fray. Customers wait months for clarity on demand letters, payment receipts, bank loan formalities, construction milestones. Brokers chase you for ladder commissions. Cancellations turn into disputes. Farvision stitches all of it onto one record — owned by your customer care team, visible to your customer on a white-labelled app, posted to your finance ledger automatically.
The first seven days after booking define the next thirty-six months of the relationship. Farvision orchestrates onboarding as a checklist with owners and deadlines — welcome call, KYC document collection, customer app login, dedicated relationship manager assignment, project orientation pack. The customer never wonders what happens next; the customer care team never wonders who's owning what.
The agreement is the moment booking becomes contract. Farvision generates the agreement from a template that's already locale-aware (RERA-compliant in India, DLD-aware in the GCC), pre-filled with unit, pricing, scheme and payment plan. Both parties e-sign, stamp duty calculations show up on the spot, and the entire sequence is captured in an audit trail your CFO can hand to a Big-4 reviewer without flinching.
Two payment-plan philosophies dominate real estate. **Time-linked** plans bill at fixed dates regardless of construction; the customer pays on a calendar. **Construction-linked** plans only bill when a construction milestone is certified — slab cast, plastering complete, OC issued. Most CRMs handle one. Farvision handles both, switches between them on a per-customer basis, and triggers demand letters automatically the moment the trigger condition fires — a date or a site-team certification.
Most customers fund 70-80% of the purchase via a home loan. The loan journey runs in parallel to your demand cycle and can derail it if formalities slip — sanction-letter-not-shared, NOC-not-issued, disbursement-not-claimed. Farvision tracks every loan from application to final disbursement, flags blockers to both your customer care team and the customer's app, and keeps the bank-coordinator in your team in sync.
The cheapest collection happens before the customer becomes delinquent. Auto-reminders 7-, 3- and 1-day before due. Payment links inside the SMS and WhatsApp. Friendly tone for first-time slips, escalating cadence for repeat offenders. When delinquency does crystallise — 30, 60, 90 days past due — Farvision routes the case into a defaulter workflow with legal-team visibility, cancellation pre-work, and refund-schedule modelling.
Some cancellations are inevitable — life changes, financing falls through, the customer changes their mind. The bad part isn't the cancellation, it's the friction afterward — disputes over forfeit clauses, ad-hoc refund schedules, channel commission already paid out, inventory stuck in administrative limbo. Farvision encodes the policy: reasons captured, refund schedule modelled per agreement clause, channel commission auto-recovered, inventory atomically released back to live.
Now we're past booking, the brokerage commitment becomes a money flow. Farvision's ladder commission engine releases tranches against actual customer collections — 25% on agreement, 25% on first slab, 25% on milestone five, 25% on possession. Brokers see the schedule on their app, your finance team sees the AP exposure, and if the customer cancels, the system auto-recovers paid brokerage per the partner agreement. The relationship that drove the booking now drives itself, without WhatsApp escalations.
Most of what your customer experiences for the next three years is a phone screen. Farvision's white-labelled customer app shows them exactly where their unit is in construction (with site photos, drone footage, milestone certifications), every payment they've made, every demand letter they've received, every snag they've raised, every NOC the bank has requested. The app is also where they discover that referring a friend earns them money — closing the loop your CRM started with. Branded as your firm — splash, colours, sender name, app store listing.
Demand fires on calendar dates. Customer pays whether or not construction has progressed. Predictable cash flow for the developer; predictable obligation for the customer.
Demand fires only when site team certifies a milestone — slab cast, plaster done, OC issued. Customer only pays for progress made. Trust-builder for under-construction inventory.
Customer commits to the unit · token paid · inventory atomically blocked.
AR sub-ledger opened in customer's name · channel partner liability booked in AP · audit trail timestamped.
Time-linked date passed, or site team certifies a construction milestone · demand letter goes out.
Customer's ledger debited · GST/HSN-coded invoice generated · IRN obtained from GSTN portal · letterhead PDF dispatched.
Receipt comes via UPI / NEFT / RTGS / direct debit · captured in the customer app or via bank file.
Receipt auto-applied to oldest dues · RERA-compliant 70/30 escrow split · TDS reconciled · interest accrual halted on the cleared milestone.
Construction-linked plan triggers a disbursement claim · bank releases tranche to developer.
Customer's AR auto-reduced · trustee account routes the funds per RERA escrow rules · loan-tag applied to the receipt · audit trail to bank reference.
Final defect resolved · OC obtained · physical handover scheduled · customer accepts on app.
Performance obligation satisfied · revenue debited from balance-sheet liabilities, credited to P&L · cost of construction matched · auditor-ready disclosures.
Reason captured · forfeit/refund modelled per agreement · inventory atomically released back to live.
Customer ledger reversed with audit reference · refund schedule loaded into AP for treasury · paid brokerage flagged for recovery from channel partner.
The construction-linked demand engine alone changed our cash forecasting. The site team certifies a slab on Tuesday, the demand letter goes out at 9 a.m. Wednesday, the customer pays inside 7 days, the brokerage tranche releases automatically, and our finance team didn't touch any of it. Three years ago we were doing all of that on email and Excel.— Customer Care Director, Top-15 Indian developer
30 minutes. We'll walk a customer from booking through onboarding, sales agreement, construction-linked demand, bank loan tracking, and ladder commission release — on a live system. Bring your customer care head, your collections head, your finance team — they all get to see what they need.