Real Estate Agent (solo / small firm bundle)

Entity summary

Name	data_object	Description
Contacts	crm_contacts	People at customer or prospect organizations, carrying title, contact details, decision-maker flag, preferred channel, and opt-in state.
Contracts	legal_contracts	Contracts with counterparties or suppliers, covering type, value, key dates, governing law, and lifecycle from draft to terminated.
Disclosure Documents	disclosure_documents	State-mandated and brokerage-policy disclosure forms attached to transactions, such as agency, property condition, lead paint, and HOA documents.
Leads	crm_leads	Prospects captured before qualification, tracking source, score, status, assigned rep, and the contact and account they would convert into.
Real Estate Listings	real_estate_listings	Properties offered for sale or rent, with pricing, photos, descriptions, agent representation, and status from active to sold.
Real Estate Transactions	real_estate_transactions	Real estate deals from accepted offer through close, with parties, terms, contingencies, escrow timeline, and document compliance.
Tour Appointments	tour_appointments	Scheduled property showings with lock-box codes, access windows, agent attendance, and follow-up tracking.
Users	users	Platform users referenced as assignees, authors, approvers, and creators across records.

flowchart TD
  classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  legal_contracts["Contracts"]
  crm_leads["Leads"]
  crm_contacts["Contacts"]
  real_estate_listings["Real Estate Listings"]
  tour_appointments["Tour Appointments"]
  real_estate_transactions["Real Estate Transactions"]
  disclosure_documents["Disclosure Documents"]
  users["Users"]
  real_estate_listings -->|"generates"| real_estate_transactions
  real_estate_listings -->|"has tours"| tour_appointments
  real_estate_listings -->|"has listing agent"| users
  tour_appointments -->|"has showing agent"| users
  real_estate_transactions -->|"has listing-side agent"| users
  real_estate_transactions -->|"has buyer-side agent"| users
  disclosure_documents -->|"has preparer"| users
  real_estate_transactions -->|"requires disclosures"| disclosure_documents
  users -->|"owns"| legal_contracts
  users -->|"approved"| legal_contracts
  users -->|"drafted"| legal_contracts
  crm_contacts -->|"converted_from_lead"| crm_leads
  users -->|"owns"| crm_leads
  users -->|"owns"| crm_contacts
  class legal_contracts embedded_master;
  class crm_leads embedded_master;
  class crm_contacts embedded_master;
  class real_estate_listings embedded_master;
  class tour_appointments embedded_master;
  class real_estate_transactions embedded_master;
  class disclosure_documents embedded_master;
  class users consumer;