> ## 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 Guide

> Guide for Brokers on BrikSync PropOS. Broker workflows (leads, pipeline, commissions) are available on PRO and BUSINESS plans.

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**.

<Note>
  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.
</Note>

***

## 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 → 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 find your broker tools — Leads, Deals, and Commissions — under the **People** section in the left sidebar.

***

## 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.

***

## Managing Leads

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

### Adding a Lead

1. Go to **People → 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**.

### Lead Statuses

| Status            | Meaning                                               |
| ----------------- | ----------------------------------------------------- |
| **New**           | Lead has just been added, not yet contacted.          |
| **Contacted**     | Initial contact has been made.                        |
| **Viewing**       | A property viewing is being arranged or has happened. |
| **Qualified**     | Lead has been assessed and is a viable prospect.      |
| **Closed — Won**  | Lead converted successfully.                          |
| **Closed — Lost** | Lead did not proceed.                                 |

Update lead status from the lead's detail page as the relationship progresses. Once a lead is ready to transact, it progresses through the **deal** stages (such as offer and closing) in the pipeline view.

***

## Deals Pipeline

The deals pipeline gives you a visual view of all your active leads by stage.

Go to **People → Leads** to see your pipeline. Update each lead's stage as deals progress to keep your forecast accurate.

<Tip>
  Regularly update lead statuses to keep your pipeline accurate. An up-to-date pipeline helps you
  identify which deals need attention and forecast commissions.
</Tip>

***

## Tracking Commissions

Commission is calculated **automatically** when a deal is created — BrikSync multiplies the deal's value by the broker's commission rate. There is no manual commission-amount entry.

From **People → Commissions** you can view all commissions recorded over a date range, with running totals.

<Note>
  Commission amounts are derived automatically from the deal value and the broker's commission rate.
  BrikSync PropOS records and tracks commissions but does not process commission payments — these
  are handled through your organisation's payroll or accounting system.
</Note>

<Info>CSV export and filtering commissions by property are coming soon.</Info>

***

## 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.

***

## 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.

***

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