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Overview

Welcome to Pluto Systems documentation. This site helps your team use the Pluto platform to manage new home sales and related operations.

What is Pluto?​

Pluto is a specialized platform for real estate developers and homebuilders. It focuses on contract management, inventory tracking, sales deal workflows, and communication with purchasers, realtors, lawyers, sales staff, and management. The platform is grounded in integrated construction data and supports end‑to‑end digital workflows.

Core applications​

Pluto includes several applications that work together:

  • Sales App (Sales Staff): Primary workspace for managing sales deals, contracts, unit status, approvals, and day‑to‑day tasks.
  • Workbench (Sales & Construction Staff): Project setup and administration; streamlined entry and maintenance of construction data.
  • Mobile Sales App (Sales Staff): Mobile-friendly access to essential sales tasks.
  • Client Portal (Purchasers & Realtors): Secure portal to view unit information and files, update personal details, and review/sign sales documents.
  • Customer Connect (Prospective Customers & Realtors): Self‑serve registration, FINTRAC ID verification, unit reservations with deposits, and simple hooks for website integration.
  • Signing Service (Purchasers & Realtors): Lightweight document signing from any device.

Who this documentation is for​

  • Sales leadership and coordinators configuring workflows and approvals
  • Sales agents working deals and contracts
  • Project and construction admins maintaining product and pricing data
  • Operations teams managing templates, communications, and compliance

How this documentation is organized​

Quick start​

  1. Configure Customer Connect for registrations, identity verification, and reservations → Customer Connect Setup & Configuration
  2. Prepare contract and form templates, and validate merge fields → Merge System
  3. Enable and test the signing workflow with sample documents → Signing Service Process
Notes on terminology

This documentation uses the following terms consistently: “unit” (lot/home), “deal” (sales transaction), “purchaser” (buyer), and “realtor” (agent). Role‑specific guidance is labeled in headings where relevant.

Future development

For roadmap items under consideration, see Future Development.