New Client Intake

Build your
EstateOS platform

Start by selecting your plan. MD Access, Buyer Portal, Agent Hub, Estates, and Banking are included in every build — everything else is optional and only appears if you switch it on.

12 sections~20 minutesSave and return anytime

Let's get your EstateOS workspace ready.

We only need a few essential details to create your client account and prepare your workspace. You can complete your property, finance, HR and other business information after your account has been created.

Required — needed to create your EstateOS accountOptional — provide now or configure later

Select Your EstateOS PlanRequired — Start Here

Choose the access plan that applies to this onboarding. This selection determines your billing terms and must be made before the rest of the form unlocks.

1 Month Free TrialFull platform access, no cost, 30 days

3 Months Free TrialExtended trial period, 90 days

1 Month Paid AccessMonthly subscription, billed upfront

1 Year Paid AccessAnnual subscription, billed upfront

Lifetime Platform LicenseOne-time license · terms and conditions apply

Select a plan above to unlock the rest of the form.

Platform ModulesStart Here▾

Start here. Select every module you want active at launch. Checking a module automatically opens its matching section further down this form — sections you don't need stay closed. MD Access, Buyer Portal, Agent Hub, Estate Portfolio, and Banking & Finance are core to every EstateOS build and are always included.

Sales PipelineLead tracking from inquiry to active buyer across all officesPayPath — Installment TrackingAll buyer payment plans, overdue alerts, forecastsBuyer PortalSelf-service portal: payments, documents, site progressAgent Hub — ReferNowAgent referral submissions, commission tracking, leaderboardDiaspora EstateBridgeMulti-currency diaspora landing page, international buyer flowBuild Your Home ConfiguratorBuyers configure specs and receive live cost estimatesFinanceOS — Full AccountingP&L, invoices, receipts, expense tracking, income ledgerPayroll & PayslipsStaff salary processing, PAYE/pension deductions, PDF payslipsHR SuiteStaff directory, recruitment, leave, performance, onboarding, org chart

Diaspora Currencies to Accept if EstateBridge selected

GBP — British PoundsUSD — US DollarsEUR — EurosCAD — Canadian DollarsAED — UAE DirhamsOtherSpecify in notes below

Dedicated Diaspora Contact Person if EstateBridge selected

Company & Brand IdentityRequired▾

This information will appear throughout your platform — on invoices, receipts, the buyer portal, and the diaspora page. Accuracy here is critical.

Legal Company Name *

Trading / Brand Name *

CAC Registration Number *

Company Tagline optional

Brand Primary Colour * hex code

Brand Accent Colour * hex code

Preferred Heading Font if any

Preferred Body Font if any

Company Logo — Upload PNG or SVG, all variants if available

If your logo file is large, upload to Google Drive and paste the link in the next field instead.

Google Drive Link for Logo/Brand Assets if not uploading above

Existing Website if any

Any format is fine — with or without www. or https://

Desired Portal Domain / Subdomain optional

Office & Contact DetailsRequired▾

Primary / Head Office

Full Address *

City *

State *

Main Business Phone *

WhatsApp Business Number optional

General Email Address *

Accounts / Finance Email optional

Instagram Handle optional

Facebook Page optional

X / Twitter optional

LinkedIn Page optional

MD & Leadership AccessRequired▾

Every person listed here will receive a platform login. The MD/CEO gets full Developer Admin access. Staff roles control exactly what each person can see and do.

MD / CEO — Developer Admin Access

Full Name *

Job Title *

Email Address *

Phone / WhatsApp *

Staff Member 1

Full Name

Department / Role Title

Phone

Access Level

External agents have their own separate access. Do not add them here — use Section 6.

Estate PortfolioOptional▾

Complete one block per estate. Include all estates you want live on launch day — you can add more after go-live through your Admin panel.

Estate 1

Estate Name *

Location / Area *

Plot Sizes Available (SQM) *

Price Per Plot Size (₦) *

Total Plots in Estate

Plots Already Sold

Current Status

Title Type

Google Maps Link / Coordinates optional

Estate Description marketing copy for buyer portal

Infrastructure Milestones — Completed comma-separated

Infrastructure Milestones — In Progress / Planned comma-separated

Site Photos / Drone Footage Google Drive link

Buyer Portal SetupOptional▾

If you have existing buyers, we will migrate all their data — payment history, balances, and schedules — into the platform before launch.

Do you have existing buyers to migrate? *

Yes — I will provide a spreadsheet Yes — I'll provide manually No — starting fresh

Buyer Data — Upload Spreadsheet Excel or CSV

Columns needed: Name · Phone · Email · Estate · Plot Number · Plot Size · Total Price · Amount Paid · Balance · Payment Dates

Buyer Data — Google Drive Link if not uploading above

Standard Installment Plan Structure *

Minimum Deposit Percentage

Maximum Installment Duration

Late Payment Policy optional

Agent Portal SetupOptional▾

Agents each get their own login — they can submit referrals, track commissions, and see live listings. No access to buyer data or company finances.

Do you have an existing agent network? *

Yes — I will provide a list No — starting fresh I'll add agents after launch

Approximate Number of Agents

Agent Data — Upload or Drive Link

Agent list needs: Name · Phone · Email · (existing agent code if any)

Commission Structure *

Who Approves Commission Payouts? *

Typical Payout Timeline

Agent Reward Tiers if any

Banking, Payments & Finance SetupOptional▾

Primary Bank Account

Bank Name *

Account Name *

Account Number *

Second Bank Account — if applicable

Bank Name

Account Name

Account Number

Diaspora / International Account — if applicable

Currency

Bank / Account Name

Wire Transfer Details IBAN, SWIFT, routing number

Paystack Account *

Paystack Business Email if existing

Fiscal Year Start Month

Pension Provider if using payroll module

Import Historical Transactions? optional

Yes — full history Yes — current year only No — start fresh from go-live

HR Suite — People & PayrollOptional▾

Covers Staff Directory, Recruitment, Onboarding, Leave, Performance, Disciplinary, Training, Org Chart, and HR Documents. Complete this only if the HR Suite module is active for your build.

Total Number of Employees to Onboard *

Staff Directory

Staff ID Format how employee IDs should look

If you already listed staff in Section 4 (Leadership & Staff Access), we'll reuse those records — no need to re-enter them here. Add any additional employees not already listed below.

Recruitment

Do you have open roles to list at launch?

Yes No

Open Roles title, type, location, salary range — one per line

Who Reviews & Approves Applicants? name + role

Onboarding

Onboarding Checklist

Use standard EstateOS checklist Custom checklist

Standard checklist: offer letter signed, ID/credentials verified, contract signed, bank details collected, equipment/access issued, platform account created, policy handbook acknowledged, H&S induction, 30-day KPIs agreed, pension/NHF enrolment.

Custom Onboarding Checklist if different from standard, one item per line

Leave Management

Leave Types & Annual Entitlement *

Who Approves Leave Requests? *

Performance Reviews

Review Cycle

Who Conducts Reviews?

Disciplinary Process

Escalation Process describe your existing policy, or leave blank to use a standard 3-step process

Training & Certifications

Mandatory Trainings / Certifications to Track e.g. sales training, safety certification

HR Documents

Existing HR Templates to Replicate offer letter, contract, handbook, disciplinary letter

HR Templates — Google Drive Link if not uploading above

Document Templates & MediaOptional▾

We will build branded PDF templates for all documents generated by your platform. Share your existing templates and we will replicate the format — or we'll design new ones using your brand identity.

Existing Document Templates — Upload allocation letter, receipt, contract, letterhead

Document Templates — Google Drive Link preferred for multiple files

Documents You Need Generated check all that apply

Allocation LetterPayment ReceiptSales InvoiceContract / Deed of AssignmentPayslipCompany Letterhead

Site Photos / Drone Footage — Drive Link for all estates combined

Do you have existing testimonials? buyer reviews, success stories

Timeline, Goals & Additional NotesOptional▾

Desired Go-Live Date target

Is there a launch event or deadline driving this?

What is your biggest operational pain point right now?

What does success look like 6 months after going live?

How did you hear about EstateOS?

Any additional context, questions, or special requirements

Your submission will be sent securely to Ehub Business Consult.
You will receive a confirmation email within 24 hours.

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