iEstate

Property Management System on Cloud

iEstate Product Positioning - Overview

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Ma

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iEstate caters to the real estate requirements in a market where there are few products and major ERPs

lack out-of-the-box features to address business needs

iEstate is envisioned as a standalone system or integrated with CX( CRM) and back end ERP modules like Finance, Procurement and Projects. Release 1 is

integrated with Oracle ERP Cloud with future product releases planned for other major ERPs

Other customer-centric data from applications like Leasing/Sales portals, CRM, Social & Marketing can be

integrated with iEstate

Target

Customer

Segments

Property developers • Buy and sell properties

• Lease /Rental management

Leasing Companies

(Residential, Commercial/Malls)

• Lease and Sublease

• Manage or outsource

Contractor Management – Available in R1

Graphical Master Plan and Portals –Available in R1

Asset & Facility Management – Future Release

Mobile App-Leasing &sales –Future Release

MAJOR MODULES

Property Sales, Post Sales, Leasing –Residential, Commercial & Mall Management – Available in R1

PROPRIETARY AND CONFIDENTIAL

Master Developer

• Construct from ground up

• Land Bank Management

• Joint development/SPV

Valforma - PROPRIETARY AND CONFIDENTIAL

iEstate Product Positioning - Overview

Property Sales, Post Sales, Leasing & Mall Management

Contractor Management

Asset & Facility Management – Envisioned in Future Release

GIS/Graphical Master Plan and Portals

Valforma - PROPRIETARY AND CONFIDENTIAL

Salient Features and Functionalities – Property Management

• CRM and Social Driven Sales Management • Property Master & Availability • Manage Release/ Un-release of Units/

Property for sale (with time limits) • Property-Advance Booking/ Waitlist Mgmt. • Property Registration Process • Title Transfer/ Cancellation with approvals • Price list management with history • Fixed or Area based price calculation • Quoting with Approvals and history • Admin/ Cancellation integrated with AR • Sales Commissions - Salesmen and Brokers/

Agents • Collections, PDI- Pre delivery Inspection • Payment schedules and milestone billing • Information on Finance/ Mortgage options • GIS based Graphic master plans, integrated to

update the status and availability • Portals for sales and leasing*

Property Sales

• Property Master & Availability • Manage Release/ Un-release of Units/

Property for Lease (with time limits) • Preleasing and Offer management • Leasing and Billing • Customer Invoice Generation • Lease Termination & Extension • Fixed and Variable rent, Common Area

charges , Service Charges/ Billing- Utilities • Flexible Payment schedules • Price list management with history • Admin/ Cancellation fees computation • Sales Commissions - Salesmen and Brokers/

Agents • Collections, Snagging - Fit out • Information on Finance/ Mortgage options • Integration with Beacon based mobile apps • GIS based Unit availability

Property Leasing

• Contract Creation with workflow approval

• Initiate Advance Payment to Contractors

• Capture the % completed

• Enter the Progressive Payment information to determine the amount payable per certificate. The full contract is captured as PO in the Purchasing Module and the same is referred in the Extension to enter the completion/ certification information;

• Automatic Retention deduction;

• Automatic Advance Payment recovery/ amortization

• Ability to enter other transactions such as Consultants' Overtime Payment, Penalties

• Payment Certificate for variations/ Change Orders can be processed only after recording the same as amendment to original PO

Contractor Management & Billing

* Indicate future release

Valforma - PROPRIETARY AND CONFIDENTIAL

Solution Covers Real Estate & Property Business Functions

Enterprise Marketing Social Engagement and Monitoring Sales and CRM

- Lead Management

- Brand Marketing

- Social marketing

- Facebook /Twitter Analysis

- Sentiment Analysis

- Social Analysis

- Customer Management

- Opportunity Management

- Partner/Brokers Management

- Integration with GIS to provide

GMP interface.

Sales Administration Customer Service

- Collections

- Contracts/Leasing

- Sales Purchase Agreements

- Legal /Admin Services

- Broker/Agents/Sales - Incentives and Commission

- Facticity Management

- Soft Services

- Call center

- Customer Portal

Finance & Procurement Projects Management & Cost Control Human Resources

- Finance

- Procurement

- Manage Project Progress & Budget

Control

- Sub Contractor Management

- Core HR & Self Service

- Payroll

Social/Customer

Interactions/CRM

Operations

Support /Shared

Services

& Social

Valforma - PROPRIETARY AND CONFIDENTIAL

Competitive Products/Analysis

Features Competitors IEstate

SAAS Enabled

Mobility

Rent Adjustments

Property Sales

Supports multiple currencies, languages, GAAP, and local taxation requirements

Built-in integration

GIS /3D

Customer Portal

Legend High Medium Low

Valforma - PROPRIETARY AND CONFIDENTIAL 7

iEstate is a property Management solution which caters to the following aspects of the real estate

business which are not covered by the Oracle Stack. For ex

- Collections

- Contracts/Leasing

- Sales Purchase Agreements

- Legal /Admin Services

- Broker/Agents/Sales - Incentives and Commission

Business Benefits

This product is SAAS Enabled ,Mobile – friendly, GMAP enabled and has built-in-integration with Oracle

SRM, Oracle Sales Cloud, Service Cloud, Oracle Financials, Oracle Projects and HCM.

Due to the above integrations, it becomes a comprehensive end-to-end solution for a real estate business.

Oracle Gaps

Valforma - PROPRIETARY AND CONFIDENTIAL

Oracle Integration Touchpoints

iEstate

Oracle Finance Cloud Oracle Marketing Cloud Oracle Project Cloud Oracle CRM(Sales, Service) Cloud

Oracle Social Cloud Oracle Procurement Cloud

Integrates seamlessly with Sales, Services, Inventory and Finance modules of Oracle Fusion Solution.

Valforma - PROPRIETARY AND CONFIDENTIAL

Oracle Solution Mapping

Enterprise Marketing Social Engagement and Monitoring Sales and CRM

Sales Administration Customer Service

Finance & Procurement Projects Management & Cost Control Human Resources

Social/Customer

Interactions/CRM

Operations

Support /Shared

Services

& Social

9

Data Flow and Solution Architecture - iEstate

Social

SRM

Sales

OPPORTUNITY

Service

Marketing

CAMPAIGN

Financials-ERP

INVOICE

Property Sales /

Leasing

iEstate

Call Center

Feedback, Leads

Leads,Contacts

Order/

Booking

Invoice

Customer service

CALL

10

Valforma - PROPRIETARY AND CONFIDENTIAL

Check

Availability

Of Property with

Price List

Review Property/

Payment Plan

Leads from

Campaign Lead followup

Evaluate and List

Capture Additional

Customer Info

View Property

Floor/Unit plan Property

Booking/Blocking

Initiate Prelease /

Contacts Process

Property Flow- Sales Executive

Payment

Plan

Prelease /Contracts

GMaP