> ## Documentation Index
> Fetch the complete documentation index at: https://docs.briksync.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Broker Management

> How to add brokers to your organisation, manage leads and deals, and track commissions in BrikSync PropOS. Requires PRO or BUSINESS plan.

BrikSync PropOS includes a built-in broker management module for organisations that work with agents or brokers to source tenants or manage deals. Admins can invite brokers, assign them to properties, and track their leads, deals, and commissions — all within the platform.

<Note>
  Broker management is available on **PRO and BUSINESS plans** only. The Broker role cannot be
  assigned on the FREE plan.
</Note>

***

## Adding Brokers to Your Organisation

1. Go to **Settings → Team**.
2. Click **Invite Member**.
3. Enter the broker's email address.
4. Select **Broker** as their role.
5. Click **Send Invitation**.

The broker will receive an email invitation and, once accepted, will have access to the Broker module within your organisation.

<Tip>
  Brokers only see the data relevant to them — their own leads, deals, and commissions. They do not
  have access to other team members' pipelines or organisation-level settings.
</Tip>

***

## Managing Brokers (Admin View)

Admins have a full view of all broker activity within the organisation.

Go to **People → Brokers** to see a directory of all broker team members. To view pipeline metrics — total pipeline value, commissions earned, and deal counts — go to **People → Performance**.

Click on any broker's name to see their individual pipeline and commission records.

***

## Leads

Leads represent prospective tenants or buyers that a broker is working with.

### Viewing All Leads (Admin)

Go to **People → Leads** for a complete view of every lead across all brokers, with filters by broker, status, property, and date.

### Lead Status Pipeline

Leads progress through the following stages:

| Stage             | Description                                     |
| ----------------- | ----------------------------------------------- |
| **New**           | Just entered — awaiting first contact.          |
| **Contacted**     | Broker has made initial contact.                |
| **Viewing**       | A viewing has been booked or completed.         |
| **Qualified**     | Prospect confirmed as a viable tenant or buyer. |
| **Closed — Won**  | Lead converted successfully.                    |
| **Closed — Lost** | Lead did not proceed.                           |

### Lead details

Each lead record includes key information such as the lead source (e.g. website, referral, walk-in), desired move-in date, budget range, and an AI-generated quality score. The record also shows whether the lead has been converted and when the broker was assigned.

***

## Deals

A deal is a lead that has progressed to the offer or closing stage. Deals can be managed from **People → Deals**, which shows the deal pipeline.

For each deal, the record includes:

* Associated **lead** and **broker**.
* **Property and unit** the deal relates to.
* **Deal value** — agreed rent or sale price. Auto-calculated as monthly rent × lease months when both are provided.
* **Commission rate** — taken from the broker's profile when the deal is created (e.g. 3%) and stored on the deal. Brokers cannot set or change their own rate; later changes to a broker's profile rate do not affect existing deals.
* **Commission amount** — automatically calculated as deal value × commission rate at the time the deal is created. No manual entry is required.
* **Notes** — internal notes on the deal.

### Deal pipeline stages

Deals move through a detailed pipeline:

| Stage                 | Description                           |
| --------------------- | ------------------------------------- |
| **Inquiry**           | Initial interest from a lead.         |
| **Viewing Scheduled** | A property viewing has been booked.   |
| **Offer Made**        | Application or offer submitted.       |
| **Negotiating**       | Terms are being negotiated.           |
| **Under Contract**    | Agreement signed, pending completion. |
| **Closed — Won**      | Deal completed successfully.          |
| **Closed — Lost**     | Deal did not proceed.                 |

### Deal details

Each deal record also captures:

* **Monthly rent** — snapshot of the unit's base rent at deal creation.
* **Lease months** — the lease duration used when calculating the total deal value.
* **Expected close date** — the anticipated deal close date.
* **Actual close date** — set automatically when the deal reaches a terminal stage (Closed — Won or Closed — Lost).

***

## Commissions

Commissions are recorded when a deal is marked as **Closed — Won**.

### How commission is calculated

When you create a deal, the commission amount is calculated automatically:

* The **commission rate** is pulled from the broker's profile and snapshotted at deal creation — future rate changes do not affect existing deals.
* The **commission amount** is calculated as deal value × commission rate and stored on the deal record. There is no separate field to enter a commission amount manually.

### Commission invoicing

When a deal closes as Won, an Admin can generate a formal invoice from the deal record. Invoices are assigned auto-numbered references in the format `INV-YYYY-XXXX-NNNN` — where `YYYY` is the year and `XXXX` is a four-character identifier derived from your organisation, for example `INV-2026-A3F2-0001`.

Each invoice moves through a clear lifecycle:

| Status        | Description                                      |
| ------------- | ------------------------------------------------ |
| **Pending**   | Invoice created, not yet sent to the broker.     |
| **Sent**      | Invoice has been sent to the broker.             |
| **Paid**      | Payment received.                                |
| **Overdue**   | Invoice has passed its due date without payment. |
| **Cancelled** | Invoice cancelled — no payment expected.         |

Each invoice includes the deal reference, broker, commission amount, currency (defaults to GBP), due date, and optional notes.

### Commission Reports

From **People → Commissions**, Admins can:

* View all commissions and invoices across all brokers.
* Filter by broker, invoice status.
* See total commission liability for the period.

<Note>
  CSV export and filtering by property are not yet available on the Commissions page — coming soon.
</Note>

<Note>
  BrikSync PropOS records, tracks, and invoices commissions. It does not process commission payments
  — these are handled separately through your organisation's payroll or accounting system.
</Note>

***

## Open house attendance tracking

Open house bookings record attendance status, giving you a clearer picture of actual turnout versus RSVPs.

| Status        | Description                                 |
| ------------- | ------------------------------------------- |
| **Confirmed** | Attendee has confirmed their booking.       |
| **Cancelled** | Attendee cancelled before the event.        |
| **Attended**  | Attendee was present at the open house.     |
| **No Show**   | Attendee did not attend despite confirming. |

Each booking can include an optional message where the attendee provides additional context (e.g. scheduling preferences or questions about the property).

After an open house event, update each booking's attendance status from the open house detail page. This data feeds into broker performance reporting and helps you forecast conversion rates from viewings to signed leases.

Attendee reminders are sent for you, and each attendee is only reminded once.

***

## Removing a Broker

To remove a broker from your organisation:

1. Go to **Settings → Team**.
2. Find the broker and click **Suspend**.

Their historical leads, deals, and commissions are retained but they will lose access to the platform immediately.

***

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