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Kerbwell

Help / Sales workflows

Offers, commission, and the deal that ties them together

An offer, a commission agreement and a deal are three different records, and each one exists so that a later question - what did we agree to, who gets paid, and what happened along the way - has a row to answer it from.

Terms freeze the moment an offer leaves draft

Once an offer is no longer a draft, its amount, deposit, conditions, authority and submitted time cannot change. That is not a permission the screen withholds; it is refused at the database itself, for every caller including our own operations tooling, which is why the record states it as a property of the offer rather than showing a greyed-out edit button you might otherwise assume is a bug. The negotiation trail carries its own integrity check and states in plain words whether it verifies, so an agent has a way to know the record is intact before they need it in front of a tribunal, not only a warning if it is not.

One row per agent per agreement, never a total that double-counts

The commission report is built so a fee cannot be summed twice. A property with two agents on it produces two rows, one per agent, and the money figures on both rows belong to the AGREEMENT rather than to the split - only the agent's own share differs between them. Summing the fee column down the table would count the same fee once for every agent on the listing, so the report is shaped to make that mistake impossible to make by accident.

An agreement with nobody allocated still appears

A commission agreement can exist before anybody has been recorded as being paid from it, and that row used to disappear from the report entirely - an agreed fee with no split recorded looked, to the report, exactly like no agreement at all. It now appears with "Not allocated" in place of a name, so a principal reading the report sees the fee that needs a split recorded against it rather than a gap that looks like nothing happened.

Each row on the commission report now carries a link to the deal the fee was earned on, taking you straight to the trust screen's deposit and disbursement controls for that deal - the same address every other screen in this product already links a deal by. Before this, the report showed you the property and the agent but gave you no way back to the record that actually ties the two together, so following up on a fee meant searching for the deal by hand.

An unsold property is a written fee, not a settled one

A commission agreement agreed on a property that has not sold yet appears with its money fields empty and its state marked "written" rather than "settled" - the fee is real and it is never folded into a settled total until the property actually sells, because a total that mixed the two would overstate what has actually been earned.