Lots
Lots is the inventory workspace for the parcels Wamule Development offers and manages. It provides the core facts staff need before discussing a parcel with a buyer, creating a reservation, reviewing an application, or confirming that a lot has been sold.
The lot record is the authoritative inventory record. A buyer's preferred-lot field, conversation note, application selection, or Dashboard card does not override the current lot and reservation information.
Information to review
A lot record may include:
- housing project or development;
- parcel or lot number;
- dimensions and calculated or recorded size;
- zoning or intended-use information;
- lot-size category;
- base price and approved pricing context;
- core status: Available, Reserved, or Sold;
- active reservation context;
- linked buyer, application, customer, or contract context where supported; and
- activity or history related to changes.
Before communicating details, confirm that the record belongs to the correct project and that the parcel number is not being confused with a similarly numbered lot in another project.
Core lot statuses
Available
Available means the lot can be considered for a buyer according to current records. It does not guarantee that the lot will remain available while the buyer decides.
Before promising availability:
- check for active reservation context;
- confirm the page is current;
- review any linked application or operational warning; and
- follow the approved process for placing a hold.
Reserved
Reserved means an operational hold has been recorded. Review:
- the linked buyer or lead;
- reservation start and expiry dates;
- deposit-readiness context;
- proof or missing-information status;
- current reservation activity; and
- whether the reservation is active, expired, released, or converted according to the implemented workflow.
Reserved does not prove that a payment was received or reconciled.
Sold
Sold indicates that the lot is no longer available for normal sales discussion. The supporting customer, contract, and financial process should be complete or clearly documented according to Wamule's business rules.
Do not mark a lot Sold simply because an application was approved, a deposit was promised, or a contract draft exists.
Verifying availability before speaking to a buyer
Use this sequence:
- Open the lot record directly.
- Confirm the project and parcel number.
- Review the core status.
- Review active reservation context and expiry.
- Check linked application or customer context where relevant.
- Confirm any price or plan information against the approved source.
- Record the buyer discussion in the lead.
- Create a reservation only through the approved process.
When several staff members are speaking with buyers, this sequence reduces the risk of contradictory availability statements.
Reservation conflicts
A conflict may exist when:
- a lot appears Available but an active reservation is shown;
- a lot appears Reserved but no current reservation context can be found;
- two active buyer records refer to the same lot;
- an application selects a lot that has become unavailable;
- a reservation expired but the lot status did not return to the expected state; or
- a sold lot appears in an active sales workflow.
Do not resolve a conflict by changing the core status without investigation.
- Review the lot history.
- Review all linked reservations.
- Check related leads and applications.
- Confirm the approved business outcome.
- Make the accountable correction.
- Add a reason or activity where supported.
- Verify that lists, applications, and buyer follow-ups now reflect the outcome.
Pricing and lot information
Staff should communicate only approved information. Before quoting:
- confirm the lot's base price;
- check whether fees, financing, or installment-plan details come from a separate approved configuration;
- avoid calculating a final customer obligation from memory;
- explain when a price is subject to contract, fee, or plan confirmation; and
- record any buyer-specific discussion in the lead or application context.
A display value in Lots should not be silently overridden in a message to the buyer.
Example: buyer requests an unavailable lot
A fictional buyer, Kemar Training, asks for Lot 9. The lead still lists Lot 9 as preferred, but the Lots page shows Sold.
- Staff open the Lot 9 record and confirm the project and Sold status.
- Staff review the lead to understand what was previously discussed.
- Staff search for verified Available lots that meet the buyer's request.
- Staff contact Kemar and explain that Lot 9 is no longer available without disclosing another customer's details.
- The activity records the alternatives discussed.
- The preferred lot is updated only after the buyer selects an alternative.
- Any linked application is reviewed according to the application process.
Inventory review
A manager should periodically review:
- available, reserved, and sold totals by project;
- reservations nearing or past expiry;
- lots with missing dimensions, price, zoning, or size information;
- unavailable lots still selected by active applications or leads;
- status changes without sufficient context; and
- differences between Lots, Reports, and related records.
Common mistakes
- Promising a lot based on the lead's preferred-lot field.
- Ignoring active reservation context because the core status says Available.
- Treating Reserved as proof of deposit payment.
- Marking Sold before the approved contract and financial milestone.
- Editing a lot status to resolve a Dashboard alert without checking linked records.
- Quoting a price from memory or an old message.
- Disclosing another buyer's identity when explaining why a lot is unavailable.