OneDesk for Real Estate Finance Work Management
How does OneDesk help my Finance team?
Manage Property Finances, Transactions, and Investor Reporting
Manage Property P&L Questions and Transaction Tickets
Real estate finance handles commission queries, closing cost questions, or earnest money inquiries. Track these as tickets in OneDesk via email or agent portal. Create custom views separating commission issues from closing questions. Set SLAs for processing commission payments. Report on common agent finance questions.
Investor Portal for Property Financial Reporting
Manage tasks related to real estate finance, like processing commission payments, tracking closing costs, or managing earnest money deposits. Use subtasks for verifying sales data, calculating commissions, and issuing payments. Set dependencies linking deal closure to commission processing. Schedule payment dates.
Track Time Spent on Property Transactions
Real estate finance teams track time spent processing commissions, managing property accounting, or handling closings. Log hours against specific financial tasks using OneDesk timesheets. Understand the time involved in different transaction-related financial processes. Improve efficiency.
Track Tasks for Property Transactions and Reporting
Automate real estate finance tasks. Set up workflows for commission processing, automatically routing for verification and approval upon deal closure notification. Trigger notifications for earnest money deposit deadlines. Automate parts of closing cost reconciliation.
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