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Creating a booking is the formal transition from sales negotiation to a confirmed real estate purchase. The BrokerOS Booking Engine validates agreed commercials, reserves inventory units, records token deposits, and collects mandatory KYC documents.

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The Booking Creation Flow

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Booking Application Particulars

When drafting a new booking, the sales executive inputs structured transaction details:

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Applicant Details

  • Primary Applicant: Full legal name, contact phone number, email, and permanent residential address.
  • Co-Applicants: Secondary buyer details for joint purchases or co-signed mortgage applications.

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Commercials & Payment Particulars

  • Agreed Purchase Consideration: Final agreed price including base unit rate and applicable premiums.
  • Booking Token Deposit: Initial earnest money deposit received to secure the reservation.
  • Payment Mode: Supported payment methods including CHEQUE, NEFT, RTGS, UPI, DEMAND_DRAFT, or CASH.
  • Payment Reference: Bank UTR number, cheque number, or transaction identifier.

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Unit & Parking Details

  • Allocated Unit: Project, tower, floor, and unit identifier.
  • Parking Allocation: Assigned parking slot or garage identification.
  • Financing Assistance: Flag indicating if the buyer requires home loan facilitation from the post-sales team.

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Mandatory KYC Document Checklist

To comply with regulatory standards and identity verification guidelines, customer documents are categorized and tracked upon upload:

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Booking Confirmation & Acknowledgement

Once initial terms and token payments are recorded:
  • Unique Booking Reference: BrokerOS assigns a permanent booking number (such as BKG-1727938491000).
  • Unit Reservation: The unit status flips from AVAILABLE to RESERVED, preventing concurrent pitches across the sales floor.
  • Transition to Post-Sales: Calling markBookingDone advances the booking to CONFIRMED, triggers post-sales agent assignment, and locks lead progress to BOOKING (DONE).