Does the CRM sign Contract F?

No. Contract F is signed as a smart contract through the DLD channels. Salesforce stores its reference, the dates and the conditions, and runs the steps that follow.

Are the fees on the deal exact?

They are a draft from DLD’s published fees, marked “confirm at the trustee office”. The office confirms the final amounts.

Does it file the REAR?

No. It adds up cash on each deal and tells your MLRO at AED 55,000. The MLRO decides and files on goAML, and the reference is stored on the deal.

An agent shows a buyer and a seller a tablet across a table in a Dubai office at sunset, the skyline behind them.

Real estate CRM for brokers · offers and transfer

Form F is signed. Now six people chase the NOC by phone.

Between the agreed price and the title deed sit the deposit cheque you hold in trust, the developer NOC, the mortgage, KYC, the trustee appointment and the fees. We set up Salesforce so each deal carries its offers, Contract F, deposit and every step to transfer, with a Slack channel for the people working it.

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Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

The problem

Where an agreed deal slips before transfer.

01Offers in chat threadsCounter-offers on WhatsApp, Form F versions by email, and nobody sure which price was accepted.

02A cheque you are responsible forThe brokerage holds the deposit cheque as trustee. Where it is, and when it is released, is on a sticky note.

03NOC, mortgage and valuation by phoneAdmin chases the developer, the bank and the valuer, and the agent hears about delays from the buyer.

04Fees that surprise the buyerThe buyer learns the transfer fee, trustee fee and deed fee at the trustee office.

The process map

One resale, from the first offer to the deed.

A cash sale of a 2-bed in Marina Gate 1.

01Buyer’s agentLogs each offerAmount, date, from whom and the answer, on the deal.On: Salesforce deal
02Buyer and sellerSign Contract FSigned as a smart contract; the reference, dates and conditions are stored.On: Salesforce deal
03FinanceLogs the deposit chequeBank, number, amount, who holds it and the release condition.On: Salesforce deal
04AdminGets the NOCThe developer e-NOC applied in Dubai REST, service charges cleared, status on the deal.On: Slack
05MLROChecks KYC and cashEach party checked; cash adds up on the deal and the MLRO is told at AED 55,000.On: Salesforce compliance
06AgentBooks the trusteeThe appointment, the fee estimate and the manager’s cheques on the checklist.On: Salesforce deal

Who does what, and on which screen. Your steps and names replace ours during setup.

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The screens

The deal, the board and the channel.

Example deals and figures. Fees are a draft until the trustee office confirms them.

A Salesforce deal: three offers and counter-offers with the accepted price; Contract F signed by both with a transfer date and cash finance; the deposit cheque held in trust with bank, number and release condition; a transfer checklist with the developer e-NOC applied and the trustee appointment booked; and a fee estimate (4% transfer fee, trustee fee and title deed) marked to confirm at the trustee office.

A Salesforce kanban of secondary sales by stage (Offer, Contract F, NOC, Mortgage, Transfer booked, Closed) with deal values, agents and status chips such as valuation low, NOC pending 9 days and transfer booked, and expected against collected commission for the quarter.

Every use case

Every transfer use case we set up.

Pick the ones you need. Most teams start with three or four.

01Offer logEvery offer and counter-offer with party, amount, date and answer.

02Contract F on the dealReference, price, dates, finance and special conditions from the signed contract.

03Deposit held in trustCheque details, holder, safe location and release condition, with a release task.

04Transfer checklistNOC, service charges, mortgage, valuation, trustee booking and manager’s cheques with owners and dates.

05Developer NOC trackingApplied, issued, and days waiting, with a Slack nudge when it stalls.

06Mortgage stageBank, pre-approval expiry, valuation date and result; a low valuation starts a renegotiation task.

07Fee estimateTransfer fee, trustee fee by price band and title deed from the DLD page, marked as a draft.

08KYC per partyIDs, screening date and source of funds for buyer, seller and companies.

09Cash running totalEach payment’s method, with the MLRO told at AED 55,000 in cash.

10Deal channels in SlackOne channel per deal for the agent, admin and finance.

11Buyer and seller updatesWhatsApp templates at each step, so nobody has to ask where the deal is.

Before and after

What changes for the team.

Example
Conveyancing admin at a 30-agent brokerage
Today: Twelve deals between Form F and transfer, tracked in a notebook and a WhatsApp group.
After: Each deal has its checklist and a Slack channel. The board shows which one waits on a NOC.
Example
Finance manager holding deposit cheques
Today: Cheques sit in a drawer with a list in Excel. An audit question takes a day.
After: Each cheque is logged on its deal with its release condition and released with a task.

Examples of the work, not client stories.

Around this stage

The next stage, and what plugs in.

Licences come from Salesforce today. We help you pick the plan and work with your Salesforce account team.

FAQ

What teams ask first.

Does the CRM sign Contract F?: No. Contract F is signed as a smart contract through the DLD channels. Salesforce stores its reference, the dates and the conditions, and runs the steps that follow.
Are the fees on the deal exact?: They are a draft from DLD’s published fees, marked “confirm at the trustee office”. The office confirms the final amounts.
Does it file the REAR?: No. It adds up cash on each deal and tells your MLRO at AED 55,000. The MLRO decides and files on goAML, and the reference is stored on the deal.

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.