Homebuyer Management CRM

From lead to
homeowner.

CRM is a full-cycle homebuyer management system — tracking every applicant from first contact through counseling, pre-qualification, lending, construction, and closing.

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Process Coverage

Every step of the journey, tracked.

Eight stages from first contact to keys in hand — every applicant's progress visible at a glance.

Built for every part of the process.

Every tool a housing counseling organization needs — from intake to closing, in one secure system.

Customer Journey Tracking

Full lifecycle tracking for every applicant — from lead registration through counseling, pre-qualification, lending review, construction, and final closing. Timeline view per customer.

8-stage pipelineTimelineStatus history
Application Management

Handles both general intake applications and home purchase applications with separate pipelines, document uploads, status tracking, approval workflows, and PDF generation via FPDF.

Dual pipelinePDF exportDoc uploads
Counseling & Coaching

Coach and counselor dashboards for managing assigned customers, class registrations, session notes, and coaching progress. Includes class scheduling and attendance tracking.

Coach dashboardClassesNotes
Communications & Messaging

Built-in chat system, SMS via Textbelt, PHPMailer email, and a full communications log per customer. QR codes for fast customer lookup. Staff can send bulk status reminders.

ChatSMSEmailComms log
Lot Inventory & Construction

A dedicated construction manager dashboard for tracking lot inventory, lot status, and customer-lot assignments. Manages the construction phase from approval to completion.

Lot inventoryConstruction mgrStatus notes
Security & Compliance

Role-based access control with 8 distinct roles. Session security, CSRF protection, brute-force lockout, security audit logging, and consent management for data compliance.

8 rolesCSRFAudit logConsent
Bilingual Support

Customer-facing pages support English and Spanish with a language toggle. Helps serve the South Texas community — no barriers to accessing homebuyer resources.

EnglishEspañolToggle UI
Admin & Analytics

Admin dashboard with full system statistics, user management, activity logs, time tracking, fast-track lead tools, incomplete application alerts, and a security audit report.

System statsActivity logFast-track leads

Inside the admin dashboard.

A live simulation of the CRM admin view — customers, pipeline stages, and activity feed updating in real time.

localhost/CRM/admin_dashboard.php
Main
Overview
Customers
Applications
Fast Track Leads
Operations
Counseling
Lot Inventory
Communications
Admin
User Management
Security Audit
IB
Ismael Barco
Administrator

Admin Overview

System Online
Total Customers
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Active Applications
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In pipeline
Pending Review
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Needs attention
Closed This Month
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Recent Customers
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Live Activity

Every team member has their own view.

Eight specialized dashboards — each role sees exactly what they need to do their job.

Admin

Full system access, stats, user management, and audit logs.

→ Admin Dashboard
Lead

Manages incoming leads and fast-track registrations.

→ Lead Dashboard
Coach / Counselor

Classes, sessions, and assigned customer progress.

→ Coach Dashboard
Staff

General staff operations and customer support view.

→ Staff Dashboard
EDS

Document submission and customer file management.

→ EDS Dashboard
CJ (Customer Journey)

End-to-end journey tracking and milestone monitoring.

→ CJ Dashboard
Lending Manager

Loan pipeline, financial pre-qual, and lending approvals.

→ Lending Dashboard
Construction Manager

Lot inventory, construction status, and build tracking.

→ Construction Dashboard

Ready to open the CRM?

Sign in to access the full homebuyer management system — or register as a new customer to start your application.