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Broker Guide

Brokers on BrikSync PropOS manage leads, progress deals through a structured pipeline, and track commission earned from successful transactions. Full broker workflows are available on PRO and BUSINESS plans.
The Broker role must be enabled by an Admin in your organisation. On FREE plans, broker users can sign in but broker management features are upgrade-gated.

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Getting Access

Your organisation Admin will:
  1. Confirm the organisation’s plan:
    • FREE: broker users can sign in, but broker management is upgrade-gated.
    • PRO / BUSINESS: full broker workflows are enabled.
  2. Go to Settings → Team Management → Invite Member.
  3. Enter your email and assign you the Broker role.
  4. You will receive an invitation email to create your account.
Once logged in, you will see the Broker section in the left sidebar.

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Your Broker Dashboard

The broker dashboard gives you an overview of your pipeline and performance:
  • Active leads — total leads currently in your pipeline.
  • Deals this month — deals closed or in progress.
  • Commission earned — total commissions recorded this period.
  • Pipeline value — estimated value of deals in progress.
  • Recent activity — latest updates on your leads and deals.

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Managing Leads

Leads represent prospective tenants or buyers who have expressed interest in a property.

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Adding a Lead

  1. Go to Broker → Leads → Add Lead.
  2. Enter the lead’s details:
    • Name and contact information (email, phone).
    • Property of interest — link to a property in your portfolio.
    • Unit preference (optional).
    • Source — where the lead came from (e.g. portal, referral, walk-in).
    • Notes — any additional context.
  3. Click Save Lead.

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Lead Statuses

StatusMeaning
NewLead has just been added, not yet contacted.
ContactedInitial contact has been made.
QualifiedLead has been assessed and is a viable prospect.
Viewing ScheduledA property viewing has been arranged.
Offer MadeA formal offer or application has been submitted.
Closed — WonDeal completed successfully.
Closed — LostLead did not proceed.
Update lead status from the lead’s detail page as the relationship progresses.

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Deals Pipeline

The deals pipeline gives you a visual view of all your active leads by stage. Go to Broker → Pipeline to see your Kanban-style board. Drag and drop leads between stages to update their status.
Regularly update lead statuses to keep your pipeline accurate. An up-to-date pipeline helps you identify which deals need attention and forecast commissions.

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Tracking Commissions

Commissions are recorded when a deal is marked as Closed — Won.
  1. Open the lead record.
  2. Mark the deal as Closed — Won.
  3. Enter the commission amount agreed for the deal.
  4. The commission is recorded and added to your commission totals.
From Broker → Commissions you can:
  • View all commissions earned over a date range.
  • Filter by property or deal.
  • Export commission records as a CSV.
Commission amounts are entered manually by the Broker or Admin. BrikSync PropOS records and tracks commissions but does not process commission payments — these are handled through your organisation’s payroll or accounting system.

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Properties and Listings

Brokers have read access to all properties in the organisation. You can:
  • View property and unit details to discuss with leads.
  • Check unit availability before scheduling viewings.
  • Link leads to specific units.
You cannot create, edit, or delete properties. Contact an Admin or Property Manager to update property information.

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Tips for Brokers

  • Add notes to every lead interaction so you have a full history of conversations.
  • Use the Source field consistently so your organisation can track which lead channels perform best.
  • Close out lost leads promptly — a clean pipeline is easier to manage.
  • Review your commissions monthly and raise any discrepancies with your Admin.
Built by Errsol Technologies LLP · Karan · BrikSync PropOS
Last modified on March 25, 2026