Properties
The root record: one file per address, its parties, and everything ever filed against it.
Open the sectionBriesa documentation
How the system works, section by section, in the order you would meet it.
Briesa is one system for a NSW agency. The property is the root record; every sales campaign and every management period is an engagement attached to it, and the trust movements, the documents and the register entries hang off the engagement.
These pages follow that shape. Start here covers setting the agency up, deciding who sees what and bringing your properties across; the modules take the property file, selling, managing, trust and compliance in turn; the platform pages cover reporting, the plans, your address and how releases work.
Every page says who wrote it, when it was last updated and which version of Briesa it describes.
The short version
- One record per property, created once and never replaced. Engagements come and go around it.
- Two trust accounts, sales and rentals, as separate ledgers with separate reconciliations.
- Access levels decide what a person can see; accreditations decide what they can sign.
- The registers, and the log under all of it.
Nine sections, in three groups.
Read them in order the first time. After that each section stands on its own, and every page links on to the one after it.
- 01
Start here
Setting the agency up, deciding who sees what, and bringing your properties across.
- 02
Modules
The work itself: the property file, a sale, a management, the trust accounts and the registers.
- 03
Platform
Reporting across the agency, the plans and their limits, your address, and what shipped when.
Start here
Three pages, read once, before anything else.
Setting up the agency
Name, jurisdiction, plan and licence details - and what each of them decides later.
ReadTeams and access
The five levels, what each one sees, and why engagements belong to a team rather than a person.
ReadBringing your data across
What carries from your current system, what does not, and the order to do it in.
Read
Common tasks
The four things people most often arrive trying to do, each pointed at the page that does it.
Set up the agency
Name, jurisdiction, plan and licence details, and the teams your people work in.
Bring your data across
What carries from your current system, what does not, and the order to do it in.
Reconcile the trust account
Receipting, disbursements, and the month prepared as you go rather than assembled on the first.
Keep the registers
The seven registers, the accreditations that gate signing, and the audit pack as an export.
The modules
Each module is a section of its own, and every one of them works on the same property file.
Selling
A sales campaign from the appraisal to the settled file, as an engagement on the property.
Open the sectionManaging
The rent roll: management periods, tenancies, inspections and maintenance, on the same properties.
Open the sectionManagement periods
Opening one, what it holds, and how it ends.
Tenancies
Leases, rent reviews, arrears and what happens at the end of a term.
Inspections
Routine inspections, entry notices, and keeping the report where the next person will look.
Maintenance
Repairs from reported to invoiced, against the property rather than an inbox.
Trust
Both accounts, every movement against its property, and a reconciliation that prepares itself.
Open the sectionReceipting
Taking money in so that the reconciliation and the file can never disagree.
Disbursements
Paying money out, the authority behind it, and what settlement does.
Reconciliation
The month prepared as you go, rather than assembled on the first.
The audit pack
What the annual audit asks for, and why it should be an export.
Compliance
The seven registers, the accreditations that gate signing, and the log under all of it.
Open the sectionThe registers
Seven registers, each entry against its property and its engagement.
Accreditations
Licence classes, what they gate, and being told before one lapses.
Identity checks
Verifying who you are dealing with, recorded where it is provable.
The audit log
Every write, who made it, and what the record was before.
The platform
Reporting
What the agency looks like across every team, read from the records the work already produced.
Open the sectionPlatform
Plans and their limits, your address, and what Briesa talks to.
Open the sectionRelease notes
Every section
Nine sections, each with its own pages, all under one address. Start at the beginning, or open the one you need.
Start at the beginning