Standard definitions used across Grenty documentation and systems.

A

Account (CRM)

Zoho CRM module that stores agency/brokerage company information. Maps to Companies collection in Portal.

Active Contract

Final stage of Deal pipeline. Indicates signed contract + confirmed payment. Service is live.

B

Bidirectional Sync

Core architecture principle: any creation/update in Portal reflects in CRM and vice versa.

Broker

Licensed real estate professional who can operate independently. Has a license number. Can manage Realtors, Owners, and Renters. Sees all properties in their agency.

Brokerage Firm

Optional company entity for Brokers. Has its own License ID. Multiple Realtors can belong to one firm.

C

Claim

Internal CRM ticket (legajo) that groups all notifications and actions for a single rent default case. Maximum 1 claim per rent/deal.

Claim Notification