Sales Process5 min readLevel: Intermediate

Token Management & Unit Blocking Rules for Developers

Policies and CRM controls for managing Expression of Interest (EOI), booking advance tokens, and cancellation refunds.

Key Takeaways

•Enforce mandatory document uploads (PAN Card, Aadhaar, Passport Photo) before marking a token confirmed.
•Automate refund request approvals to maintain developer credibility.
•Set maximum hold periods for EOI (Expression of Interest) tokens.

1. EOI & Launch Token Allocation Best Practices

During pre-launch phases, assign priority queue numbers linked directly to timestamped digital token payments.

Common questions regarding token management & unit blocking rules for developers

CRMs store primary applicant details alongside co-applicant records, linking joint PAN cards and addresses to the single unit file.

Sales Process

5 min readIntermediate

Streamlining token payment collection, instant digital receipts, unit locking, and inventory sync across sales desks.

Sales Process

6 min readAdvanced

Navigating post-booking documentation, builder-buyer agreements (BBA), loan sanctioning, and demand note milestones.

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