Empanelling a channel partner firm

Introduction

A channel partner in BMexa is a firm, not a person. The front desk empanels the firm once, names the person who runs it (the Company head), and from then on every client the firm brings in, every visit and every rupee of brokerage is credited to the firm. The head signs in to the partner portal and adds the firm’s sales reps there; the desk never adds a firm’s employees.

Front desk users, company admins and the executive profile see Front desk › Channel partners in the sidebar. A sales head who has no Front desk section gets a Channel partners section of their own with the same register.

Empanelling a firm

1. Open Front desk › Channel partners and click Empanel a firm.
2. Under Firm, enter the Firm name, Office phone and Firm email. GSTIN, PAN and the Registered firm address are optional, but GSTIN and PAN appear on bills and payouts, so add them when you have them.
3. Under RERA registration, enter the RERA registration number, pick the RERA authority it was issued by, and set Valid till from the certificate. Reminders go out 30 days before the number expires.
4. Under Company head, enter the head’s Name, Mobile and Email. The email becomes their portal login.
5. Click Empanel firm.

The empanelment form

BMexa refuses a firm whose email, RERA number, GSTIN, PAN or office phone already belongs to another empanelled firm, and names that firm (“Already empanelled on … as …”). Pick the existing firm instead of creating a duplicate.

RERA numbers per state authority

A firm registers with each state’s RERA separately, so a firm can hold several numbers. Open the firm’s row and use Add RERA number in the RERA registrations card to add the others, each with its RERA authority, Valid till and a certificate (PDF, PNG or JPG up to 10 MB).

Brokerage on a booking, credit in a clash and a payout all need a valid number with the project’s RERA authority. A number with no authority counts for every project, and a project with no authority accepts any valid number. A number the desk adds is verified at once; one the head adds from the portal waits as Pending until the desk clicks Verify (or Reject with a reason the head can read). The firm must keep at least one verified number.

• When a number expires, crediting and payouts on that authority stop until it is renewed; the desk and the firm head are reminded 30 days before and on the day.
• There is no empanelment expiry. A firm is Active or Inactive; the only dates that matter are the RERA numbers’ Valid till.

Sending the head their portal login

The head has no usable password until a company admin sends one. In the firm’s row, click the key icon (Send login) and then Email login to head. BMexa emails a generated password; any earlier password stops working, and the head must choose their own password at first sign-in. The dialog then shows the portal URL, username and Company ID to hand over.

Associates: people without a RERA number

Someone who brings clients but has no RERA registration is an associate, not a partner firm. Use Register associate at the bottom of the same page (name, mobile, optional email, PAN, bank details). Associates get no portal login and never earn brokerage; accounts pays them an incentive per booking on a voucher under Finance. Their PAN is needed before the first payout.

Related

• Front desk walk-ins and partner visits
• Partner cards and QR codes
• The partner portal
• Blocking a partner