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