The challenge
In a growing brokerage every team keeps its own sheet. Head office stitches them together at month-end, by which point the deals that needed attention have already slipped.
Commission is worked out by hand and argued over email, which costs the brokerage its best agents' goodwill.
The system
- 01
One record across every team
Inventory is modelled once, and every team reads and writes the same live structure. Roles decide who sees what.
Inventory & Projects → - 02
Numbers everyone agrees on
Funnel, source, agent, collections and inventory-ageing views come from the same records the agents work in.
Reports & Dashboards → - 03
Nothing leaves with an agent
Ownership history and every touchpoint stay on the record, so reassigning a book is a few clicks, not a rebuild.
Notes & Activity Timeline → - 04
Commission on money collected
Slab structures trigger on collection, with deductions and payout status visible, so commission stops being an email argument.
Brokerage & Payouts →
What changes
- Head office sees the pipeline the same day agents update it
- One set of numbers in every review meeting
- An agent's departure does not take the book with them
- Commission questions answered from the record
