Requirements checklist
What to ask for when choosing software for real estate channel partners.
A checklist built from how real estate channel partners work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Developer panel and projects
- Buyer registration log
- Inventory and price sheets
- Site visit scheduling
- Bookings and payment milestones
- Commission claims and sub-broker shares
Roles that need their own access
Who logs in, and what each person may see or change.
- For partner principals
- For sales advisors
- For associates and sub-brokers
- For the accounts desk
Reports to ask for
Ask to see each one with your own sample data.
- Registrations active, expiring and lapsed by developer
- Site visits held and confirmed by project and associate
- Bookings by project with demand-letter stage reached
- Brokerage expected, claimed and received by developer
- Claims outstanding by age with the builder’s accounts contact
- Associate shares due, held and paid
Systems it may need to connect to
Note which ones you already run.
- WhatsApp and other messaging
- SMS
- Calendar
- Accounting export
- Telephony
Questions for any vendor
Put these to every supplier you are comparing.
- Does it publish listings to property portals?
- What if two partners register the same buyer?
- Can commission slabs differ by project?
- What happens when a developer pays a smaller amount?
- Do our associates see everyone’s buyers?
- Can we hold payouts until the developer pays?
- How do we see the system before deciding?
- Can we export our records?
- What drives the cost for a channel partner firm?
- How long before advisors register buyers on it?
- What should we gather before starting?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Two partners claim one buyer
- Registrations lapse silently
- Price sheets and offers change under you
- Commission arrives in parts nobody tracks
- Associate cuts are calculated from a scribbled note
Prefer to talk it through? See the real estate channel partners page.