Payments and instalments
Real estate payment plan tracking — from the deposit to the keys.
VIDORO CRM tracks the money side of every property deal: the reservation, the agreed payment plan, each payment from due to confirmed starting with the deposit, taxes and fees and the instalment schedule, all the way to the handover of the keys.
- Every payment from due to confirmed
- History of every change
- Roles and permissions built in
01How it works
How VIDORO CRM tracks payments and instalments in a deal
In VIDORO CRM payments are not a separate spreadsheet: they take the last two phases of the deal timeline, the deposit and then the contract and instalments. Each phase has its own checklist, documents and owner, and its status is set by a real person with a name and a date.
Reservation of the chosen property
When the client has chosen a property, the deal in VIDORO CRM moves on to the deposit phase. The reservation of the property is the first item on its checklist, so the team sees that the property is reserved and that the deal has moved on to payments.
An agreed payment plan in the deal
The payment plan agreed with the client is recorded in the deposit phase of VIDORO CRM, next to the draft contract. A task such as “Send the payment plan to the client” is tied to the deal, the client and the phase, so it does not get lost among other work.
Every payment from due to confirmed
VIDORO CRM follows every payment of the deal from due to confirmed, starting with the deposit. The checklist item “Deposit paid and confirmed” shows where the deposit stands, and a “Deposit confirmed” notification reaches the team in the app, by email or in Telegram.
Taxes, fees and the final contract
The last phase in VIDORO CRM collects what comes after the deposit: taxes and fees and the signed final contract. Each item has its own status set by a real person, so the agent, the back office and the lawyer see what is already settled and what is still waiting.
Instalment schedule up to the keys
The instalment schedule stays in the contract and instalments phase of VIDORO CRM until the keys are handed over. The deal remains on the timeline all that time, so the team keeps the instalments in view after the contract is signed instead of moving them to a separate file.
Need the whole path of the deal, not only the payments? See all five phases of the deal timeline in VIDORO CRM
02Benefits
What your team gets from tracking payments in VIDORO CRM
Payments inside the deal
In VIDORO CRM the deposit, the payment plan and the instalments belong to the deal, next to the client, the chosen property and the contract. Nobody has to compare a spreadsheet with a chat to find out whether the deposit has arrived or which instalment comes next.
History of every change
VIDORO CRM keeps the full history of prices, dates and statuses: what it was, what it became and who changed it. The activity log records every change with its author, time, old value and new value, so a disputed price or payment date is easy to check.
The back office and the lawyer in the same deal
In VIDORO CRM the agent, the back office and the lawyer work in one deal instead of forwarding each other messages. Each of the seven roles has its own permissions and its own view of the data, so everyone sees the payments within what their role allows.
Tasks and notifications
Payment steps in VIDORO CRM run as tasks with due dates tied to the deal, the client and the phase, such as sending the payment plan or preparing the draft contract. Updates like “Deposit confirmed” reach the right person in the app, by email or in Telegram.
04FAQ
Questions about payments and instalments in VIDORO CRM
What is a real estate payment plan in a CRM?
In VIDORO CRM a real estate payment plan is the schedule of payments agreed with the client, recorded in the deposit phase of the deal next to the reservation and the draft contract. From there the team follows every payment from due to confirmed, starting with the deposit.
How do I know that a payment has been confirmed?
VIDORO CRM shows every payment of the deal with its status, from due to confirmed. When the deposit is confirmed, the checklist item of the deposit phase reflects it, and a “Deposit confirmed” notification reaches the team in the app, by email or in Telegram.
Where are taxes, fees and the instalment schedule kept?
VIDORO CRM keeps taxes and fees, the final contract and the instalment schedule in the last phase of the deal, contract and instalments. The phase has its own checklist and owner, and the deal stays on the timeline until the keys are handed over to the buyer.
Can I see who changed a price or a payment date?
Yes, VIDORO CRM keeps the full history of prices, dates and statuses: what it was, what it became and who changed it. The activity log records every change with its author, time, old value and new value, so a disputed figure is easy to check.
Who in the agency works with the payment plan?
In VIDORO CRM the agent, the back office and the lawyer work with the payment plan in the same deal. Each of the seven roles has its own permissions and its own view of the data, and the data of one company is never visible to another.
05Book a demo
See VIDORO on deals like yours
Leave a request and we’ll walk you through the deal timeline, documents and roles using a scenario close to how your team works.
- A live walkthrough of the product
- Your roles and process mapped onto the system
- No obligation