Real Estate Reports

For LiraDocs in Kenya, you can implement custom Real Estate Reports to track and manage key information related to real estate transactions, such as critical dates, closing dates, and matter details. Below are the recommended Real Estate Reports tailored for the Kenyan real estate market:

Real Estate Reports in LiraDocs (Kenya)

1. Real Estate – Full List Report
   • Purpose: Generate a comprehensive report based on the matter opening date (or other relevant dates) that includes important property information such as the property address, purchase price, and other key details.
   • Useful For: Tracking the full scope of your real estate matters, including both residential and commercial properties.
2. Real Estate – Realtor Report
   • Purpose: Generate a list of all realtor contacts and their contact information saved in LiraDocs.
   • Useful For: Managing your network of realtors and ensuring that you have up-to-date contact information for all involved parties in a transaction.
3. Real Estate – My Realtor Report
   • Purpose: List the realtors who have provided matters along with the total value of the matters they are involved in.
   • Useful For: Monitoring realtors who bring in business and understanding their contribution to your firm’s revenue.
4. Real Estate Closing Report
   • Purpose: Display a list of upcoming closings within a specified period, showing the client’s name, property address, date/time/location of closing.
   • Useful For: Keeping track of all closings and ensuring that all parties are prepared for the closing events.
5. Real Estate – Critical Dates Report
   • Purpose: Provide a list of important real estate dates such as attorney review, inspection, mortgage commitment, etc., based on matter status and other filtering options.
   • Useful For: Managing key milestones and ensuring that all deadlines are met in a timely manner.

How to Customize and Use Real Estate Reports in LiraDocs:

• Custom Filters: Apply custom filters such as date ranges, matter status, property type, or transaction type to generate more specific reports.
• Export Options: Reports can be printed or saved to your desktop for offline use or further analysis.
• Automated Reporting: Set up automated reports to be sent to relevant parties (e.g., attorneys, realtors, clients) to stay informed on matter progress.

Example of Real Estate Reports for Kenyan Market:

1. Full List Report Example:
   • Track all active real estate matters and sort by purchase price, property type (land, residential, commercial), and key dates such as agreement of sale or transfer duty payment.
2. Critical Dates Report Example:
   • Include dates specific to Kenyan real estate transactions, such as Land Registration, Stamp Duty Payment, or Transfer Duty deadlines.
3. Closing Report Example:
   • Include the client’s name, property address, and dates of closing, which can also integrate local calendar considerations such as public holidays and working hours for closings.

By setting up Real Estate Reports in LiraDocs, you can ensure a smooth flow of critical transaction details and maintain clear communication with all involved parties, making real estate management in Kenya more efficient.