Deal Finalization
When a lead is moved to the Success stage on the board, the system automatically opens the finalization dialog. In this dialog, the broker records the financial details of the deal.
Finalization Fields
| Field | Description |
|---|---|
| Deal amount | Actual sale or rental amount |
| Commission | Automatically calculated from the contract percentage |
For leads under a commission-sharing contract, the commission is calculated automatically based on the percentage specified in the contract with the property owner. For other lead types, the commission can be entered manually.
Approval Statuses
After finalization, the deal goes through a sequential chain of approvals:
| Status | Approved by | Description |
|---|---|---|
| New | — | Deal created, awaiting first level of approval |
| Owner Approved | Property owner | Confirmation of the amount and deal terms |
| Platform Approved | Administration | Compliance check with platform rules |
| Pay Approved | Finance department | Confirmation that GREM has received the commission from the listing side, and the payout |
| Closed | System | Deal completed, rewards credited |
| Rejected | Administration | Deal rejected with a comment. Can be corrected and resubmitted |
| Archived | System | Deal moved to archive |
A deal is not considered complete until all approval stages are passed. Each stage requires confirmation from the responsible party.
Reward Calculation
After the final approval, the system calculates the rewards under the terms of the contract:
Reward Distribution
| Recipient | Calculation | Description |
|---|---|---|
| Broker | Deal amount x broker percentage | Reward for closing the deal |
| Referrals | Multi-level accrual | 10% / 5% / 3% / 2% across four referral levels |
The referral reward does not reduce the broker's commission: it is credited separately and distributed across four referral levels: 10%, 5%, 3%, and 2%.
The reward is credited to the GREM wallet at the "pay approved" step, once GREM has received the commission from the listing side and an operator has confirmed that the money arrived. The payout comes within 7 working days of GREM receiving the commission. After that the deal moves to the "closed" stage.
Administrative Approval Process
The platform administrator sees a list of deals pending approval in the admin panel. For each deal, the following options are available:
- View lead and contract details
- Verify the amount and commission
- "Approve" and "Reject" buttons
When rejected, the deal returns to the previous stage with the administrator's comment.
Tracking Deals
All completed and active deals are available in the CRM by filtering by the Success stage. The history of status changes is stored in the lead's audit trail.
Learn more about the audit trail: Lead Chat
Amounts in the CRM are displayed in USD. Conversion to other currencies for internal calculations is performed at the current platform exchange rate.