DealDesk

BROKER NETWORKS

Broker and channel partner management software

Give channel partners controlled access to property information, deal progress, and commission workflows while protecting customer and inventory data.

DPartner workspace

DEALDESK WORKFLOW

Channel deal control

In progress
01

Partner lead assigned

02

Inventory shared

03

Commission reviewed

Controlled accessClear attribution

THE OUTCOME

Help channel partners sell with clarity while retaining control of attribution, inventory, and commissions.

  1. 01

    Broker collaboration workflows

  2. 02

    Controlled inventory visibility

  3. 03

    Lead and deal attribution

  4. 04

    Commission and incentive workflows

WHO USES THIS

The workflow changes by role, not by record.

The same connected deal context can support different responsibilities across the team, with access matched to the work each person needs to complete.

01

Channel-sales leader

Control onboarding, property visibility and attributable deal progress across partner relationships.

02

Broker or channel partner

Work from the information and actions approved for their assigned projects or deals.

03

Finance team

Review incentive or commission status alongside the appropriate deal and partner context.

PRACTICAL USE CASES

When teams use this workflow.

  • Clarifying which partner sourced a deal
  • Providing controlled project information to a channel network
  • Reviewing a commission workflow before payout

COMMON QUESTIONS

Why does partner access need to be controlled?

Partners need timely property and deal information, but developers and agencies must still protect customer data, inventory and commercial boundaries.

How does clear attribution help?

A traceable partner and deal record gives teams a shared basis for resolving ownership and commission questions.

CONNECTED BY DESIGN

One feature, connected to the records around the deal.

This capability works with the lead, property, booking, customer, broker, and operational records that surround a real estate deal. Teams retain context instead of rebuilding it across tools.

WHAT HAPPENS NEXT

Map this workflow to the records your team uses today.

A tailored demo starts with the operating question you need to solve, then shows the relevant DealDesk workflow.