Accrued
Keep the commission due and the milestone or booking evidence that supports it.
PROFESSIONAL & CUSTOM
A shared record for every broker introduction.
Keep registration evidence, the next sales action and commission states connected. Builders and channel partners should be able to discuss the same sauda from the same history.
One introduction. A shared history.
Bring the record to the conversation.
When a builder and broker discuss the same buyer, registration evidence and clear states make the conversation more useful.
- Who introduced the buyer?Review the source, registration time and applicable ownership window.
- What needs to happen next?Open the follow-up, visit or booking record behind the discussion.
- Where does the commission stand?Check Accrued, Scheduled or Paid, along with the supporting records.
Make the introduction traceable.
Register the buyer
Capture the introduction inside the workspace with its source and timestamp.
Check existing interest
Review possible duplicates and the active attribution window before assuming a new ownership claim.
Work the lead
Record follow-ups, site visits and booking progress so the handover has context.
Review exceptions
Use the registration history and configured rules when introductions compete. A phone call by itself does not establish ownership.
Commission is more than a paid checkbox.
Scheduled
See what is planned for payment and which approvals, holds or partner checks still need attention.
Paid
Record payment evidence and keep reversals or clawback flags visible rather than erasing the history.
Commission profiles, tranches and TDS/GST tracking need the correct partner, project and tax settings. Review the figures and supporting records with your finance team.
Give each external user their own view.
CP Connect
The partner portal is for the broker’s own introductions, visits, commission information and notices.
Buyer Connect
The buyer portal brings their booking, schedule, documents and queries together when enabled.
Review Buyer ConnectChoose by workflow, at any team size.
Channel partners, the commission ledger, CP Connect and Buyer Connect require Professional Team or Custom.
Solo is for one person and excludes the channel-partner module. Professional Team and Custom include it. The portal login and the internal staff seat are different forms of access; review the plan details before rollout.
Compare the plansSee the workflow with your team.
Bring your projects, lead sources and questions. We will show you the relevant product screens and agree the setup steps.