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In real estate enterprise operations, a Lead and a Customer represent two distinct business stages. A Lead is an active prospect evaluating inventory; a Customer is a confirmed purchaser with legal obligations, payment schedules, and property deed rights. Executing booking confirmation (POST /api/leads/:id/booking/done) seals the pre-sales sales cycle and shifts the record into post-sales processing.

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The Conversion Boundary

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Automated Conversion Operations

When a booking is marked confirmed in BrokerOS, the system executes a series of coordinated operations:

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Lead Status Finalization

  • The lead status transitions to BOOKING with subStatus: 'DONE'.
  • The contact is archived from active pre-sales calling queues and routine follow-up task rotations.
  • Historical qualification notes, call recordings, and site visit logs are permanently preserved on the lead profile for audit and compliance.

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Post-Sales Ownership Assignment

  • For direct non-CP projects, BrokerOS queries all active users with the POST_SALES role.
  • The system identifies the executive with the lowest active booking workload (assignedPostSalesBookings count) and assigns them to the booking (assignedPostSalesId).
  • An immediate in-app and push notification alerts the post-sales agent to begin processing the file.

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Customer Entity Linkage

  • The permanent Customer record links the buyer’s identity to the purchased unit and booking record.
  • Customer records store verified identity proofs, communication records, and KYC documentation in one centralized profile.

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Channel Partner Brokerage Calculation

  • If the booking originated from a Channel Partner (lead.brokerId is present):
    • BrokerOS references the project Deal Card (brokerProjectAssignment) for that broker.
    • The system calculates the commission using the agreed percentage or flat rate based on agreedPrice.
    • A BrokerageRecord is created with status PENDING, initiating the payout authorization workflow.

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Post-Sales Workflow Activation

Once converted, the customer record unlocks specialized post-sales operational modules:
  • Home Loan Processing: Tracking mortgage loan applications, lender sanction letters, and tripartite documentation (POST /api/leads/:id/booking/loan-case).
  • Builder-Buyer Agreement (BBA): Managing formal legal agreement drafting, signing, and registration tracking (POST /api/leads/:id/booking/agreement).
  • Payment Schedules & Invoicing: Tracking milestone-based demand letters, tax compliance, and payment receipts (PaymentSchedule).
  • Possession & Handover: Managing final site inspections, key handover, and utility transfer records (POST /api/leads/:id/booking/handover).