Your external partners walk in through their own door
Your agencies are managed through a single card — from paperwork to contract, from requests on their own portal to commission.
How It Works
Paperwork and contracts move on their own.
When you add a new agency, Planyum automatically opens a paperwork task, so no one forgets which document to request. Once the first document is uploaded, the next step follows on its own: a contract-draft task opens. Once the contract is signed, final approval passes through the legal department. Until that approval is complete, no collection from that agency's channel is processed — so there's never a risk of paying commission to an unsigned agency.
Their own portal, their own visibility.
When you invite an agency to its own portal, you show it only the units you've authorized; your other customers, your other agencies, and your internal reports are never visible to it. When the agency is interested in a unit, it says "I have a client" on its portal or writes a free-form request. That request drops into your system automatically as a new customer record and enters your normal sales process, but where it came from stays visible at every step.
Your partners are never forgotten.
If no meeting has been logged with an agency for the length of time you set, Planyum notices and opens an automatic follow-up task, so a valuable partnership never quietly goes cold.
Staff and history, never lost.
You keep a record of the agency's own team and every conversation you've had with them. "What did we discuss with this agency" stops meaning digging through old emails.
Commission stays transparent.
On every partner card you see the single commission rate you've set, or two different rates (for example, separate rates for domestic and foreign customers). If you want a fully customized tiered or volume-based commission plan, you're free to build one — define it however you like in the Commission Engine's waterfall system. Once defined, the system automatically tracks, calculates, reminds, and assigns tasks for every kind of commission structure.
Referrals are your strongest-closing channel.
Industry research shows that on average, half of customers referred by an agency close (source: ReferralExchange and the Council of Residential Specialists, a study of 1,435 real estate agents). Planyum's Partners section lets you manage this channel as efficiently as possible without losing it.
Tips
- Adding a new partner: Partners → Add in the sidebar. Enter the address, tax details, and commission rates; a paperwork task opens automatically when you save.
- Paperwork and contract: once the first document is uploaded, a contract-draft task is created. Once signed, it goes through legal approval.
- Staff and conversations: add the partner's team, log every conversation.
- Portal invite: invite a portal user and set which units they can access. The partner logs in from their own address.
- Incoming requests: when the partner says "I have a client" or writes a free message on their portal, the request automatically becomes a new customer record and a task for you.
- Follow-up reminder: if no conversation is logged within your set window, Planyum opens an automatic follow-up task.
- Commission: manage fixed rates from the partner card, tiered/volume plans from the Commission Engine.