Field Operations Workflow
Sourcing Managers spend the majority of their time in the field visiting brokerage offices, delivering physical marketing collateral, and securing client walk-in commitments for upcoming weekends:Field Meeting Verification
To ensure that Sourcing Managers actively visit partner broker offices across their designated territories, BrokerOS enforces GPS-verified meeting check-ins:Appointment Scheduling
Sourcing Managers schedule agency meetings via the mobile agenda:- API endpoint:
POST /api/brokers/:id/meetings - Captures meeting agenda, planned discussion points, and targeted project focus.
Geofenced Arrival Verification
Upon reaching the broker’s registered office address, the manager taps “I Have Arrived” on their mobile device:- API endpoint:
PATCH /api/brokers/:id/meetings/:meetingId/arrive - Transmits high-precision device coordinates (
latitude,longitude). - BrokerOS computes the Haversine distance between the device coordinates and the broker’s registered agency address. If within the authorized threshold (typically 200 meters), the check-in is verified.
Meeting Completion and Commitments
At the conclusion of the meeting, the manager logs the business outcomes:- API endpoint:
PATCH /api/brokers/:id/meetings/:meetingId/complete - Discussion topics recorded: Launch preview dates, revised floor rise policies, festive brokerage schemes.
- Marketing materials delivered: High-res project brochures, floor cut-sheets, and digital link kits.
- Walk-in Commitments: The number of prospective buyers the broker promised to bring to the site sales lounge over the upcoming weekend.