> ## 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.

# Channel Partner (CP) Network Ecosystem

> Managing external real estate brokers, sourcing managers, closing managers, and commission settlements.

The Channel Partner network manages external real estate brokers and independent agents who sell developer project units under commercial brokerage agreements.

All Channel Partner activities operate under a strict commercial partition: **`Project.isCpProject = true`**. Projects with `isCpProject = false` belong exclusively to internal sales teams and never mix inventory, leads, or commission accounting with external broker networks.

***

## The CP Operational Triangle

The external broker model functions as a three-way coordination between the external agency, the field relationship manager, and the on-site closer:

```mermaid theme={null}
sequenceDiagram
    autonumber
    actor SM as Sourcing Manager (Field)
    actor Broker as External Broker
    actor Buyer as Home Buyer
    actor CM as Closing Manager (Site)
    participant CRM as BrokerOS Core

    SM->>Broker: Recruits Agency & Pitches Commission Slabs
    Broker->>Buyer: Qualifies Lead & Schedules Site Visit
    Broker->>CM: Accompanies Buyer to Project Sales Lounge
    CM->>CRM: Registers Buyer under Referring Broker ID
    CM->>Buyer: Leads Experience Tour & Negotiates Terms
    Buyer-->>CM: Agrees to Deal & Issues Booking Deposit
    CM->>CRM: Submits Booking (Unit Locked & Brokerage Record Created)
```

***

## Core Roles in the Channel Partner Ecosystem

### Sourcing Manager (`SOURCING_MANAGER`)

* Recruits external brokerages into the firm's partner network.
* Conducts GPS-verified field meetings at broker agency offices.
* Gathers regulatory and bank KYC documents for compliance clearance.
* Communicates project launch dates, commission tiers, and promotional incentives.

### Closing Manager (`CLOSING_MANAGER`)

* Stationed physically at the developer project sales lounge or experience centre.
* Welcomes referring brokers and their prospective buyer clients upon arrival.
* Leads architectural scale model tours, unit floor plan presentations, and sample flat walkthroughs.
* Negotiates commercial terms within approved discount slabs and executes booking application forms.

### Channel Partner Executive (`CHANNEL_PARTNER`)

* Senior commercial lead overseeing broker operations across multiple developments.
* Manages high-level builder relationship agreements and inbound commission terms.
* Resolves broker attribution conflicts and approves bulk settlement disbursement batches.

***

## Financial Flow and Accounting Records

Every Channel Partner transaction generates an immutable financial paper trail across three linked records:

| Record Model | Financial Role | Accounting Mechanics |
| :- | :- | :- |
| **`InboundCommission`** | Developer Receivable | Tracks the gross commission owed by the property developer to the brokerage firm (for example, 4.0% of agreement value). |
| **`BrokerageRecord`** | Outbound Broker Payable | Automatically generated upon booking confirmation. Calculates the broker's contracted cut (for example, 2.5% base plus tier bonuses). |
| **`BrokerageSettlement`** | Bank Disbursement Batch | Manages the actual bank wire transfer, statutory tax withholdings, and proof-of-payment receipts once milestone criteria are met. |


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