> ## 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.

# Who Uses BrokerOS

> Every person in your company gets their own workspace. Here's what each of the 14 roles can do. When someone logs into BrokerOS, the system automatically shows them only what is relevant to their job.

## Brokerage Sales Team (Internal)

> **Pre-Sales Agent**
>
> Call leads using the Android auto-dialer, log call outcomes, follow up with interested buyers, and book site visits.

> **Pre-Sales Manager**
>
> Set daily call targets for each telecaller, keep an eye on connect rates, reassign stalled leads, and review team performance.

> **Sales Executive**
>
> Meet buyers in person, run GPS-verified site visits, negotiate prices, reserve units, and confirm bookings.

> **Sales Manager**
>
> Oversee the sales team, approve discounts that go above the standard threshold, and track the full sales pipeline.

> **Post-Sales Executive**
>
> Take over once a booking is confirmed: collect documents, arrange the home loan, draft the agreement, and manage possession.

> **Post-Sales Manager**
>
> Oversee the post-sales pipeline, push on loan disbursement issues, and make sure every customer gets their keys on time.

***

## Channel Partner (CP) Team

> **Sourcing Manager**
>
> Recruit and onboard external brokers. Verify their RERA, GST, and PAN. Pitch projects and commission structures to bring them on board.

> **Closing Manager**
>
> Based at the project site. Greets broker-referred clients, runs tours, negotiates the final price, and signs off on bookings.

> **Channel Partner Head**
>
> Oversees the entire external broker network, approves commission tier upgrades, and signs off on settlement payouts.

***

## Support & Operations

> **Marketing Manager**
>
> Run voice campaigns, WhatsApp broadcasts, SMS and email campaigns, and manage all ad platform integrations.

> **Finance Officer**
>
> Log payments, generate invoices, record expenses, process builder commission invoices, and disburse broker settlements.

***

## Executive Access

> **Business Manager**
>
> Full visibility across both Brokerage and CP lines. Tracks P\&L, lead conversions, and team quotas from a high level.

> **Director**
>
> Board-level read and strategic approval access. Reviews corporate performance, margin analysis, and audit logs.

> **Admin**
>
> Manages system configuration, user accounts, role assignments, integration setup, and audits. Full access to everything.

***

## Quick Role Reference

| Role Code | Department | Business Line |
| :- | :- | :- |
| `PRE_SALES` | Telecalling | Brokerage |
| `PRE_SALES_MANAGER` | Telecalling Lead | Brokerage |
| `SALES_EXECUTIVE` | Field Sales | Brokerage |
| `SALES_MANAGER` | Field Sales Lead | Brokerage |
| `POST_SALES` | Post-Sales | Brokerage |
| `POST_SALES_MANAGER` | Post-Sales Lead | Brokerage |
| `SOURCING_MANAGER` | CP Recruitment | Channel Partner |
| `CLOSING_MANAGER` | CP On-Site Closing | Channel Partner |
| `CHANNEL_PARTNER` | CP Head | Channel Partner |
| `MARKETING` | Campaigns | Both |
| `FINANCE` | Finance & Accounts | Both |
| `BUSINESS_MANAGER` | Executive | Both |
| `DIRECTOR` | Board | Both |
| `ADMIN` | System | Both |

***


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