Guide & FAQ

On the sign-in page, Passwort vergessen? (forgotten password) leads to a form. If email delivery has been set up, you receive a link for a new password. Otherwise an administrator of your company sets a new password under Verwaltung → Benutzer (administration → users).

Each area has its own colour so that you always know where you are. Your company's colour remains the colour for buttons and links.

Yes. All pages adapt to small screens; the menu is then behind the Menü button. At the top right you switch between the light and dark colour scheme.

Clicking it shows a short explanation of the field. More detailed explanations are on the Begriffe erklärt page (terms explained).

Advisers see only projects released to them and only their own clients. All figures refer to this selection.

On the dashboard and on the start page, each due follow-up has an Erledigt button (done). Alternatively, on the client's page in the contact history.

How many cases that started in the period have reached which stage of the sales process, from prospect to sale.

In the defaults, Grundstücksanteil prüfen (check land share) leads to the purchase price allocation check. It shows whether the share differs significantly from an estimate based on the asset value method (Sachwertverfahren).

On the flat's page there are Abweichende Werte in € (different values in €), for example land share, real estate transfer tax, loan amounts or running costs. There they replace the percentages from the defaults.

Check the street with house number, postcode and town. If the map service cannot find the address, enter latitude and longitude under Lage → Koordinaten für die Lagekarte (coordinates for the location map), for example from OpenStreetMap, and save. Administrators reload the map with Karte neu erstellen (recreate map). The map is generated on the server; your clients do not load anything from other services.

On the project page, Exportieren (export) saves the project, defaults and flats as a file. The partner uses + Neues Projekt → Projekt importieren (import project).

Hidden projects are kept and appear in the project list under Ausgeblendet (hidden), archived ones under Archiv (archive). Both can be undone there via the actions; to do this for several projects, select them together.

The defaults have a Bauphase section (construction phase). From the start of construction and the date of completion, immonum proposes purchase price instalments under the MaBV (German regulation on instalment payments to developers) and calculates interest during construction and commitment fees.

In the tax details, Aus dem Brutto schätzen (estimate from gross) gives a rough estimate. The figure from the last tax assessment notice is more accurate.

Yes. Under Einkommen in den nächsten Jahren (income in the coming years) you enter a different income from a given year and an annual development.

On the client page, Löschen… (delete) leads to permanent deletion after a confirmation. Datenauskunft (data access report) shows all stored data of the client beforehand.

What has happened with the client so far, for example who created or changed the record, reserved a flat or uploaded files, without you having to enter anything.

Yes, calculations always use the current data. Frozen versions, however, remain unchanged; the calculation shows whether it still matches the latest version.

In the financing tab, enter the amount under Wunsch-Eigenkapital (target equity). immonum adjusts the loans so that exactly this equity requirement results.

Yes. In the financing tab you set loans for this calculation only, as well as special repayments, grants and a repayment substitute. The project's defaults remain unchanged.

Kopieren (copy) creates a copy. It is quicker under the output tab with Variante anlegen und vergleichen (create variant and compare); both are then shown side by side.

Archivieren (archive) hides it and can be undone. Löschen (delete) removes it permanently after a confirmation.

immonum calculates only with tax law that has been promulgated. For later years, the most recently adopted tax scale applies, frozen or projected forward depending on the setting.

A reservation is valid up to and including “gültig bis” (valid until) and ends automatically on the following day. Three days beforehand, the adviser looking after the client receives a follow-up. After that, the next person on the waiting list moves up; otherwise the flat becomes available again.

Yes, both pages have a Reservierungen card (reservations) with the same form.

No. immonum only records and shows the amount and the payment date.

On the project's page. The same permissions apply there as for the project itself.

No. Earlier sales keep their rate; the higher rate applies only from the flat named in the tier. A different rate for an adviser takes precedence over the tiers.

The shares of everyone involved must add up to exactly 100%. The message shows the current total.

A permission. Advisers see only projects released to them or to their group.

On the user's page, Zwei-Faktor-Anmeldung zurücksetzen (reset two-factor authentication) resets the second factor. The employee then signs in with the password and sets it up again.

Yes, for administrators. The setting is on the users page. It can only be switched on if you already have a second factor yourself.

On their user page, untick aktiv (active); they can then no longer sign in. Assign their clients to another adviser.

Projects, flats, clients, calculations, files, groups and users without passwords. Data of other companies is not included.

The operator of immonum does this. Contact the operator with the file.

Yes. immonum automatically chooses a text colour with enough contrast and adjusts the colour for the dark colour scheme.

No, not if you choose Diesem Gerät 30 Tage vertrauen (trust this device for 30 days) when signing in. immonum then does not ask for the code on that device for 30 days. You revoke trusted devices under Mein Konto (my account).

Sign in with a recovery code instead of the app code. Each code is valid only once.

Check that the time on your phone is correct and enter the code currently shown.

Yes, the link always shows the current state of the calculation. If you want to hand over a fixed version, send the PDF of the frozen version or revoke the link before making changes.

The list of links shows views of the page, downloads of the PDF and the most recent view. Previews in messaging apps may be counted too.

With Widerrufen (revoke) in the list of links. The client then sees only a notice that the link is no longer valid.

An entry with a follow-up for today appears in the client's contact history. It is shown on the start page and the dashboard and, if set up, sent as an email.

immonum detects possible duplicates and skips them by default. For each row you can choose trotzdem anlegen (create anyway).

The files are saved in UTF-8 with a byte order mark and semicolons; Excel normally recognises this. If not, open them in Excel via Data → From Text/CSV.

Yes, with Import abbrechen (cancel import). Nothing is created and the uploaded file is discarded.

Only the client's name, the date and a link, no notes. Bear in mind that the names are also held by your calendar provider.

Choose Neuen Link erzeugen (create new link). The old address becomes invalid immediately.

The stages follow the data. If, for example, a reservation has been cancelled or has expired, the highest stage still reached applies.

No. You go back via the cause: cancel the reservation or delete the approval or appointment.

The board shows sales from the last 90 days. Older and cancelled cases are in the list.

Yes. The page then points out that the tax effect and after-tax values depend on each client's income.