Real Estate Agencies: Deal Pipeline to Ejari Completion

How an agency runs a rental in TenancyDesk, from the client's first documents to registration.

1. Bring in the client's documents

Upload the tenant's documents on the deal's Documents tab, or invite the client to their portal to upload them. For an Emirates ID, a passport, a residence visa, a tenancy contract or a title deed, press Extract with AI on the document's row, review every field, and press Apply. Nothing is written until you apply it.

2. See where every deal is

Every deal moves through six steps: Enquiry → KYC → Documentation → Payment → Registration → Completed. When a deal cannot move, it names what stands in the way under Blockers. Agents see their own deals, Team Leads their team's, Managers and Admins every deal.

3. Commission

Enter the commission on the deal, or leave it empty to use your company rate (Settings → Commission). The deal's Overview shows the agent's share and the company's share from the agent's split. The commission you collect is recorded as a payment on the deal's Payments tab, with the same statuses as any other payment.

4. Registration readiness

For a Dubai deal, the Ejari tab lists Missing Fields, Missing Documents and Validation Issues; when nothing is missing it reads All requirements met - ready to export and submit. Abu Dhabi deals have a Tawtheeq tab, and other emirates a tab named after their own system. TenancyDesk prepares; you file on the authority's own system.

5. Agent performance

Reports → Team shows, per agent: Active, Completed, Cancelled, Conversion, Avg Days and Commission (period). Deal counts and conversion are all-time; only commission follows the period you select. There is no document-collection or first-time-approval measure — judge those by reading the agent's deals.

Next steps

1. Turn on WhatsApp for client updates (see the WhatsApp guide).
2. Show the team Extract with AI and Apply on a real document.
3. Set your company commission rate in Settings → Commission.