> ## Documentation Index
> Fetch the complete documentation index at: https://brokeros.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Closing Managers & On-Site Conversion

> On-site sales execution, broker client presentations, closing negotiations, and dispute-free broker attribution.

While Sourcing Managers operate in the field recruiting brokerages, **Closing Managers (CM)** are stationed permanently on-site at developer experience centres and project sales lounges. Their role is to receive the broker and their client, present the property, negotiate commercial terms, and close the sale.

***

## The Sourcing-to-Closing Handshake

Closing Managers execute the final conversion stage of the partner referral funnel:

```mermaid theme={null}
sequenceDiagram
    autonumber
    actor SM as Sourcing Manager
    actor Broker as External Broker
    actor Client as Buyer Client
    actor CM as Closing Manager
    participant App as BrokerOS Core

    SM->>Broker: Introduces Project & Invites to Site
    Broker->>Client: Brings Client to Project Experience Lounge
    CM->>Client: Greets Client & Confirms Broker Tagging
    CM->>App: Logs Site Visit under Broker Profile
    CM->>Client: Conducts Scale Model & Sample Flat Tour
    CM->>Client: Negotiates Terms within Authorized Matrix
    Client-->>CM: Agrees to Deal & Issues Booking Token
    CM->>App: Submits Booking (Unit Locked & Broker Commission Generated)
```

***

## Core Responsibilities of a Closing Manager

### In-Lounge Reception and Client Registration

When an external broker arrives with a prospective buyer, the Closing Manager welcomes them in the sales lounge and immediately enters the buyer details into the BrokerOS walk-in module:

* Tags the referring **Broker ID**.
* Associates the assigned **Sourcing Manager ID**.
* Captures client preferences, budget range, and desired floor elevations.

### High-Impact Property Presentations

Closing Managers possess deep technical knowledge of structural layouts, architectural finishes, floor plan efficiencies, and municipal infrastructure:

* Leads the walk-through of the architectural model, amenities, and model units.
* Explains developer delivery milestones and statutory compliance credentials.

### Commercial Negotiation and Discount Slabs

Closing Managers hold authority to approve price discounts within authorized boundaries (typically up to 3.0% of base price):

* Addresses client queries regarding pricing, payment schedules, and unit specifications.
* If the customer requires terms exceeding standard slabs, the manager submits an expedited approval request via the [Approvals API](https://brokeros.mintlify.site/api-reference/approvals.md).

***

## Preventing Broker Attribution Disputes

A frequent point of friction in high-velocity real estate sales is **Broker Poaching** or attribution disputes, where competing brokers claim credit for the same prospective buyer:

```
BrokerOS Rule: First Walk-In Priority Lock
```

* When a client enters a project lounge with Broker A, their phone number is cryptographically tagged to Broker A for a default window of **60 days**.
* If Broker B brings the same customer three weeks later, the system detects the active attribution and alerts the Closing Manager:
  ```json theme={null}
  {
    "warning": "Client phone number is actively registered under Apex Realty (Broker ID: BRK-1042) until 2026-11-20. Commission credit cannot be transferred without written Director authorization."
  }
  ```
* This transparent rule guarantees fair attribution and preserves trust across the external partner network.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.