Cases

What is a Case?

A Case is the central entity in Core. It represents an assignment that a broker company undertakes to help a client sell (or in some scenarios, purchase) a property.

Think of a Case as a container for everything related to a single real estate transaction: the property details, the people involved, documents, activities, financials, and the current status of the sale process.

Case Types

There are two main types of cases in Core:

Type Description
Sale A single property being sold, such as a house, apartment, cabin, or plot of land. This is the most common case type.
Project A new development with multiple units for sale. A Project contains one or more Project Steps, which in turn contains several Project Units, which is in turn a form of Sale.

Key Concepts

Ownership and Access

Every Case belongs to:

  • An Office (the branch handling the sale)
  • A Broker Company (the parent company)

Case Lifecycle

A Case moves through several stages, primarily but not limited to:

  1. Created – The case is registered in the system
  2. Activated – The assignment is formally started (Journal created)
  3. Sold – A buyer has been found and the sale is agreed
  4. Ready – Settlement is complete and the case can be closed
  5. Lost – The assignment was terminated without a sale

A Case connects to many other entities in Core:

  • Contacts – Sellers, buyers, and other parties involved in the transaction
  • Activities – Viewings, meetings, and tasks
  • Documents – Contracts, disclosures, and marketing materials
  • Economy – Invoices, costs, and commission calculations
  • Publications – Listings on property portals and marketing channels

Working with Cases via the API

The Cases API allows you to:

  • Retrieve case details and status
  • Search for cases using various filters
  • Access related data such as roles, activities, and housing association information

See the underlying pages for detailed endpoint documentation.

AI Assistant (Beta)

Table of contents