Sub-brokers and their agents

Introduction

A sub-broker is a smaller broker, a firm or an individual, who brings a client that you book with the builder under your firm’s name. BMexa keeps their details, the agents who work for them, and on each booking the share you owe them, so that the Brokerage and Sub-broker bills reports can show your margin.

CRM › Sub-brokers is visible to company admins, the CRM profile and finance. CRM and admins manage the list; finance reads it; everyone else sees only names when picking one on a booking.

Adding a sub-broker

1. Open CRM › Sub-brokers and click Add sub-broker.
2. Enter the Name and Phone (10 digits), and choose Firm or Individual.
3. Add PAN, GST number and Aadhaar if you have them. Aadhaar is stored sealed and shown masked; every reveal is recorded, and only CRM and admins can reveal it.
4. Click Add sub-broker. Then open the row (the pencil) to add the agents who work for it: a name and an optional phone, Add agent, and Make inactive when one leaves.

The register

The list shows each sub-broker’s kind, phone, PAN, GST, masked Aadhaar, how many agents they have, how many bookings came through them, and whether they are Active. Search by name, phone, PAN or agent; tick Show inactive to include people who no longer bring business.

On a booking

In the booking form, Booking type is Direct or Sub-broker. For a sub-broker booking, pick the sub-broker and Who from <name> (one of their agents, or Other with a typed name), then set the Sub-broker share: by area, a fixed amount or a percentage, on a base amount. An approver may fill in the share if the rep leaves it blank. The share feeds the Brokerage report (Through sub-brokers, Sub-broker share, Margin) and the Sub-broker bills report.

Related

• Brokerage bills and payments
• Brokerage reports for firms