Grenty USA - Workflows Documentation v3.0
💡 Key Principle: Everything is bidirectional. What is created/updated in the Portal is reflected in CRM and vice versa.
🔗 Collections ↔ Modules Mapping
| Portal Collection |
↔ |
CRM Module |
Note |
| 📨 Invitations |
↔ |
🎯 Leads |
Invitations → Leads |
| 👤 Contacts |
↔ |
👥 Contacts |
Realtors, Renters, Owners |
| 🏢 Companies |
↔ |
🏢 Accounts |
Agencies + Brokers |
| 🏠 Properties |
↔ |
🏠 Properties |
1:1 |
| 🚪 Units |
↔ |
🚪 Properties (subform) |
Subform within Properties |
| 💼 Deals |
↔ |
💼 Deals |
1:1 |
| 📦 Products |
↔ |
📦 Products (Books) |
Generated at RPSA stage |
| 🧾 Invoices |
↔ |
🧾 Invoices (Books) |
Billing |
| 📋 Claim Forms |
↔ |
📋 Claims Notification |
"File a Claim" form |
| 📁 Files |
— |
— |
Attached documents |
| — |
❌ |
🔒 Claims |
CRM internal only (case files) |
| — |
❌ |
🔒 Risk |
CRM internal only (analysis tickets) |
🚪 System Entry Points
1. Web (self-service - main path)
grenty.us/role-selection → Role selection → Specific onboarding
2. Portal (invitation)
Invitation email → Portal link → Onboarding by role
3. CRM (internal operator)
Operator creates invitation in CRM → Sync to Portal → Email → Normal registration
👥 Roles and Capabilities
| Role |
What they enter during onboarding |
What they can invite |
Restrictions |
| Broker |
Personal info + License + Agency (optional) + Properties |
Realtors, Renters, Owners |
None |
| Realtor |
Personal info + Broker/Agency |
Renters, Owners |
⚠️ Requires Broker |
| Owner |
Personal info + Property |
Renters, Broker/Realtor |
— |
| Renter |
Personal info + Property + Contract (if coming alone) |
Co-Renters |
— |
Business Rules
| Rule |
Description |
| Realtor without Broker |
❌ Cannot operate |
| Broker without Realtors |
✅ Can operate alone |
| Broker without Agency |
✅ Operates with their license |
| Broker as PM |
✅ Manages other Owners' properties |
| Owner signature only |
✅ Without full onboarding |