People
| Term | Meaning in EasyHaus |
|---|---|
| Organization | Your company's workspace. All data belongs to exactly one organization. |
| Member | A person on your team: owner, admin, manager or viewer. Every member uses a manager seat. |
| Client | An investor record in your CRM, a person or a legal entity. An active client uses a client seat. |
| Portal user | A login that gives a client access to the portal. One client can have several portal users, such as two directors of a company. |
| Group | A named set of clients, used for market visibility, announcements and document sharing. |
Assets and offerings
| Term | Meaning in EasyHaus |
|---|---|
| Property | A real estate asset: land, an apartment, a building, a hotel and so on. |
| Fraction | The unit of ownership of a property. You decide how many fractions each property has. |
| Market | A catalogue in the portal with its own visibility: everyone, selected groups or selected clients. |
| Listing | A property offered inside a market, with its price, caps, dates, fees and required documents. Also called an offering. |
Orders and ownership
| Term | Meaning in EasyHaus |
|---|---|
| Order | A client's commitment to buy a number of fractions of a listing. Also called a subscription. |
| Allocation | The number of fractions you approve for an order, never more than requested. |
| Payment record | A record you enter when funds arrive. Payments happen outside EasyHaus. |
| Settlement | Issuing the allocated fractions to the client, which writes the ledger and the holding. |
| Holding | How many fractions a client currently owns in a property. One row of the cap table. |
| Ledger | The append-only record of every fraction movement: issue, transfer, redemption and adjustment. |
Value and money
| Term | Meaning in EasyHaus |
|---|---|
| Valuation | A dated value you record for a property. The latest one is the current valuation. |
| NAV per fraction | Net asset value of one fraction: the latest valuation divided by the total fractions. |
| Distribution | A payout run for a property: a gross amount, deductions, and a net amount split among the holders. |
| Statement | A PDF for a client covering holdings, movements and distributions for a quarter or year. |
| Seat | A billable unit: $49 a month per team member and $29 a month per active client. |