Channel partners
Empanelling partner firms, the front desk, partner cards, brokerage and partner bills.
10 articles
- Empanelling a channel partner firmFor builders. Register a brokerage firm and its company head at the front desk, record its RERA numbers per state authority, and send the head a portal login.
- Front desk walk-ins and partner visitsFor builders. Register every visitor at the desk, tag the channel partner who brought them, log a partner’s visit without a client, and settle clashes when two partners claim the same client.
- Partner cards and QR codesFor builders and their partners. Every partner person and associate has a card with a QR and a short code; the desk scans or types it to tag a walk-in to the right firm in seconds.
- The partner portal: what partners seeFor builders and their partners. How a firm’s head and reps sign in, and what each page of the channel partner portal shows them.
- Blocking a partner firmFor builders. Stop a firm from registering new clients, everywhere or at one project, keep what it already earned, and lift the block later with a reason on record.
- Partner bills and payoutsFor builders. How brokerage is credited, how a partner’s bill is checked against BMexa’s figure, and how sales support, accounts and the partner each play their part until the payout is paid.
- Sub-brokers and their agentsFor channel partner firms. Keep a register of the smaller brokers who book under your firm’s name, the agents who work for them, and their share on each booking.
- Brokerage bills and paymentsFor channel partner firms. Record the bills you raise on builders, resale buyers and sellers, and the bills sub-brokers raise on you; record what gets paid, with TDS, and see what is overdue.
- Generating an invoiceFor channel partner firms. Pick the bookings, get the bill sheet with GST worked out, download the builder’s own bill format already filled in, and raise the bill in one flow; the same for resale buyers and sellers.
- Brokerage reports for firmsFor channel partner firms. Four reports under Reports: Revenue by person and month, Brokerage by builder, project or rep with the sub-broker share and margin, Bills pending by party, and Sub-broker bills.