About the Client
A small-scale real estate developer from Maharashtra with a large land bank and high growth potential. Despite having the assets, they were unable to convert them into sales and profitability due to a lack of internal systems.
The Problem
The client was launching projects without proper planning. As a result:
- Sales suffered due to a lack of strategy and clarity
- Construction costs and investments ballooned without proper control
- Compliance and documentation were incomplete or disorganized
- There were no clear employee or supplier policies in place
- Contracts, agreements, and project scopes were either missing or unclear
- Critical documents like Development Agreements (D.A) and Power of Attorney (P.A) were not properly executed
- Sale deeds were sometimes incomplete, affecting customer trust
This created internal confusion and raised concerns among customers, consultants, and vendors.
What We Did
We worked closely with the client over several months to build a foundation for sustainable growth. Our approach was divided into three focus areas — team, process, and compliance.
Here’s what we implemented:
1. Team Setup & Training
- Helped the client recruit a dedicated accounts team
- Connected them with legal consultants for contract and compliance vetting
- Trained their internal staff — including accounts, sales, legal, and liasoning teams — on the importance of documentation, filing systems, and role clarity
2. Process Documentation & Structure
- Introduced systems for acknowledging and tracking booking amounts (refundable tokens, advances, etc.)
- Created clear documentation flows for agreements, authority letters, and sale deeds
- Set up supplier and employee policy templates for clarity and accountability
3. Project Planning & Financial Analysis
- Worked with the architect and sales team to prepare proper RERA registration documentation
- Defined project phases with clear scope, amenities, cost planning, and revenue forecasts
- Developed a simple, easy-to-follow cash flow model to track expenses and incoming payments
- Guided the team to launch only after completing pre-launch due diligence and budgeting
The Result
With systems and people in place, the client’s business took a solid turn:
- Projects are now launched in a well-planned, phased manner
- All approvals, contracts, and sale deeds are legally compliant and properly documented
- Customer confidence has increased due to transparent processes
- The internal team knows their roles and follows standard documentation practices
- The client has now started launching bigger projects confidently, without chaos or compliance risks
What You Can Learn
Even if you have land and vision, a real estate business can’t grow without the right team and structured systems. Putting your legal, financial, and project planning in place ensures your growth is not only faster — but also smoother and safer.
If you want to organize your real estate business before your next big launch, reach out to our team — we’re here to help you set it up right.
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