Sales Wizard is a multi-step form interface that guides real estate salespersons through sequential steps to complete property reservations with validated input fields and real-time inventory checks.
Definition
A wizard (also called a setup assistant or multi-step form) is a user interface design pattern that breaks complex processes into sequential, manageable steps. In the context of Philippine real estate, Sales Wizard eliminates data entry errors during reservation agreement submission by enforcing field validation rules and confirming unit availability before agents proceed.
Core Features
- Multi-step navigation — Divides the reservation process into logical phases: client selection, property/unit selection, payment computation, and document generation
- Real-time inventory validation — Checks unit availability against live property listings data before allowing reservation
- Input field validation — Enforces required fields, format rules (e.g., valid email, mobile number format), and business logic constraints
- Progress indicators — Shows agents their current step and remaining steps to completion
- Error prevention — Blocks form submission until all required information passes validation
- Auto-computation — Calculates reservation fees, equity schedules, and payment breakdowns based on selected unit and payment terms
Use Cases
You can use Sales Wizard for:
- Pre-selling reservations — Reserve condominium or house-and-lot units during launch periods when inventory moves fast
- Spot cash and deferred payment transactions — Configure payment schedules with automatic amortization computation
- Agent-assisted bookings — Complete client reservations during site visits or property expos
- Bulk processing — Process multiple reservations sequentially with consistent data quality
We designed Sales Wizard to minimize back-office rejection rates caused by incomplete or incorrectly formatted buyer information sheets.
Integration
Within the iRealtee platform, Sales Wizard connects to:
- Property Management — Pulls real-time unit availability and pricing
- Sales Management — Creates sale records upon successful reservation
- CRM Sales Pipeline — Updates client status from prospect to reserved
- Commission Management — Triggers commission computation based on sale configuration
- Sales Document Management — Generates reservation agreements and payment schedules
Sales Wizard integrates with multi-step forms infrastructure to provide consistent UX across the platform.
Related Terms
References
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