DealDesk

COLLECTIONS & LEDGER

Milestone billing and real estate collections

Connect bookings, payment schedules, customer ledgers, demand notes, and collection workflows in one real estate revenue process.

DCollection workspace

DEALDESK WORKFLOW

Payment plan visibility

In progress
01

Demand note prepared

02

Receipt reconciliation

03

Ledger review

Milestone linkedFinance ready

THE OUTCOME

Turn the work after a booking into a controlled, visible collection process.

  1. 01

    Milestone payment schedules

  2. 02

    Demand notes, receipts, and ledger workflows

  3. 03

    Booking-linked collection visibility

  4. 04

    Finance and account controls

WHO USES THIS

The workflow changes by role, not by record.

The same connected deal context can support different responsibilities across the team, with access matched to the work each person needs to complete.

01

Finance team

Review payment schedules, demands, receipts and ledger activity with appropriate controls.

02

Collections team

Identify the customer and amount context needed for an accurate follow-up.

03

Sales leader

Understand collection progress without maintaining a separate commercial version of the booking.

PRACTICAL USE CASES

When teams use this workflow.

  • Reviewing amounts due against a construction-stage schedule
  • Following up on an unpaid or part-paid demand
  • Giving sales and finance a shared customer collection picture

COMMON QUESTIONS

What is the difference between a booking record and a customer ledger?

The booking captures the commercial commitment; the ledger records the financial activity and status that follows it.

Can the workflow support milestone collections?

DealDesk includes milestone schedule, demand-note, receipt and ledger workflows. Confirm the required project rules during implementation.

CONNECTED BY DESIGN

One feature, connected to the records around the deal.

This capability works with the lead, property, booking, customer, broker, and operational records that surround a real estate deal. Teams retain context instead of rebuilding it across tools.

WHAT HAPPENS NEXT

Map this workflow to the records your team uses today.

A tailored demo starts with the operating question you need to solve, then shows the relevant DealDesk workflow.