
Real estate CRM · booking, SPA and Oqood
The buyer signed in March. Oqood is still “in progress”.
Between the booking and the Oqood certificate the deal passes legal, finance, the buyer and DLD. Each step is an email. We set up the SPA from the booking data, signing for every buyer and signatory, and a tracker for Oqood and escrow, so anyone can see where a sale is.
Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks
The problem
Where a booking goes quiet.
The process map
From the booking to the Oqood certificate.
Booking B-1204, two buyers, standard plan with one approved change.
- 01Sales adminGenerates the SPAFrom the booking: buyers, shares, unit, area, price, plan and the approved change.On: Salesforce document
- 02LegalApproves the deviationThe changed plan goes to legal in Slack with the clause it affects.On: Slack
- 03BuyersSign from anywhereEach buyer gets their own envelope in order, the developer signs last.On: E-signature
- 04RegistrationRegisters in OqoodYour team registers the sale with DLD and records the date and certificate on the booking.On: Oqood tracker
- 05FinanceConfirms escrowPayments are matched to the project’s escrow account and the booking moves to collections.On: ERP
The screens
The booking, the envelope and the Oqood steps.
Drawn by us with invented buyers. E-signature works with DocuSign, Adobe Acrobat Sign or UAE Pass signing where it fits.
Illustration, sample data
Salesforce · BookingRecord
B-1204 · Rania K. and Sami K.
- ✓ Booked
- ✓ KYC
- ✓ SPA
- Signed
- Oqood
- Collections
Details
- Price
- AED 1,960,000
- Plan
- 60/40, change approved
- SPA version
- v2, generated 12 Oct
- Escrow
- Tower B escrow account
Sales admin
Every booking shows its stage, the SPA version and the approved changes.
Illustration, sample data
E-signature · EnvelopeSPA B-1204 v2
Signing order set from the booking
Signer Role Status Rania K. Buyer 1 Signed 12 Oct Sami K. Buyer 2 Viewed, not signed Layla A. For the developer Waiting Buyers and the developer
Signers come from the booking. Status writes back to Salesforce as it changes.
Illustration, sample data
Salesforce · Oqood trackerRecord
Oqood registration · B-1204
- Open: SPA signed by all parties
- Open: Registration fee received
- Open: Submitted to DLD
- Open: Certificate number recorded
- Open: Certificate sent to buyers
Registration team
The steps your team takes with DLD, ticked and dated on the booking.
Every use case
Every booking and SPA use case we set up.
Pick the ones you need. Most teams start with three or four.
Before and after
What changes for the team.
Example
Sales administration head at a Dubai developer
Today: Oqood status is a weekly email thread with the registration team.
After: Each booking shows its Oqood step and date. The buyer sees the same status in their portal.
Example
Legal counsel at a Sharjah developer
Today: SPAs are typed from booking forms and need re-signing when a share or unit number is wrong.
After: The SPA is generated from the booking, and approved changes are the only edits.
FAQ
What teams ask first.
- What is Oqood?
- Oqood is Dubai Land Department’s interim register for off-plan sales. The developer registers each sale after the SPA is signed, and the buyer gets an Oqood certificate until the title deed is issued at completion.
- Does Salesforce register the sale in Oqood?
- No. Your registration team registers it with DLD. The CRM tracks each step, the fee and the certificate number, so sales, finance and the buyer see the same status.
- Which e-signature tool do you use?
- The one you have. DocuSign and Adobe Acrobat Sign both connect to Salesforce. Mindcat Sign is our own option hosted in the UAE.
- Do you handle escrow?
- Your bank holds the escrow account (Dubai Law No. 8 of 2007 requires one for off-plan projects). We put the account on each booking and match payments to it through your ERP.
The brief · one email
Tell us how this stage runs today.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.