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 Contract-type leads, 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 (new) | — | Deal created, awaiting first level of approval |
| Owner Approved (owner-approved) | Property owner | Confirmation of the amount and deal terms |
| Platform Approved (platform-approved) | Administration | Compliance check with platform rules |
| Pay Approved (pay-approved) | Finance department | Confirmation that the payout is ready |
| Closed (closed) | System | Deal completed, rewards credited |
| Rejected (rejected) | Administration | Deal rejected with a comment. Can be corrected and resubmitted |
| Archived (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 automatically calculates and distributes rewards:
Reward Distribution
| Recipient | Calculation | Description |
|---|---|---|
| Broker | Deal amount x broker percentage | Reward for closing the deal |
| Platform | Platform margin | Calculated separately as the GREM platform's share |
| Referrals | From the platform margin, multi-level | 10% / 5% / 3% / 2% across four referral levels |
The referral reward is taken not from the broker's commission but from the platform margin, and it is distributed across four referral levels: 10%, 5%, 3%, and 2%.
The reward is credited to the GREM wallet at the "pay approved" step, after which 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.