Notes from the build.

What shipped, what licensees told us, and where the system is headed.

  1. ComplianceOperations and compliance, every page in the demoEvery page, dialog and write of the first three phases now works in the demo agency. What that covers, area by area, and what comes after it.
  2. PlatformWhy the demo moved into the browserIn two days the demo agency moved twice: first into a branch inside every service, then out of the server altogether. What we got wrong the first time, and why the second answer holds.
  3. ProductThe property is the fileWhy Briesa files the transaction under the property, and every other system does it the other way round.
  4. TrustReconciled by the month, not by the miracleWhat we learned building sales and rentals trust accounting to the NSW rules, and why the audit pack should be an export.

Operations and compliance, every page in the demo

Compliance

Every page, dialog and write of the first three phases now works in the demo agency. What that covers, area by area, and what comes after it.

Topics

6 posts

All posts
  • Compliance1

    The policies, checklists, registers and audit pack an agency keeps, and the releases that built them.

  • Platform1

    How Briesa is built underneath: the workspace, the demo and the decisions behind them.

  • Product1

    How the system is modelled, and why the property is the file.

  • Trust1

    Sales and rentals trust accounting, built to the NSW rules.

  • Company1

    Why we build the way we do, and why New South Wales comes first.

  • Pricing1

    How Briesa is priced, and why it is priced per agency rather than per seat.

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Documentation

Briesa Docs

Setting the agency up, deciding who sees what, and bringing your properties across.

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Now reading · Product

The property is the file

· 1 min read

Why Briesa files the transaction under the property, and every other system does it the other way round.

Open any agency system on the market and the root record is the deal. A listing is created, worked and closed; a tenancy is created, worked and ended. The address is a field on each of them, spelled slightly differently each time.

That is backwards, and it costs you the only asset an agency accumulates for free: memory. A house that sold in 2019, was rented for four years and is back on market now is one property with one history. In most systems it is three unrelated records, and the fourth agent to touch it starts from nothing.

Briesa makes the property the root entity. Sales campaigns and management periods are engagements attached to it, each with a start, an agreement and an end. The parties, the documents, the trust movements and the register entries hang off the engagement, and the engagement hangs off the property. Close the campaign and the file stays.

It sounds like a modelling detail. In practice it is the difference between opening an address and knowing everything, and opening an address and knowing what happened since March.

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