What is the partner portal built on?

Salesforce Experience Cloud, so brokers work on the same records as your team, with only what you share.

Can the portal check a broker’s RERA registration?

It records the ORN and BRN and their expiry dates, and your team checks them. It does not look them up with DLD by itself.

How do you stop two brokers claiming one buyer?

Registration is matched on phone and email. The first registration within the window owns the buyer, and later ones are told at once.

A channel manager presents a tower scale model to a group of property brokers holding phones and brochures, a laptop on a high table, evening light.

Real estate CRM · brokers and channel partners

Three brokers claim the same buyer. All three want the commission.

Brokers bring most off-plan buyers in Dubai, and each one keeps their own record of who they introduced. We set up a partner portal on Salesforce where brokers register, see the inventory you allow, register buyers before the visit and track their commission from booking to payout.

Get the written assessment See all 12 stages

Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

The problem

Where the channel costs you.

The process map

A Business Bay agency bringing a buyer to the Tower B launch.

01AgencyRegistersUploads trade licence, ORN, each broker’s BRN and the signed agreement.On: Partner portal
02Channel teamApprovesChecks documents and sets the commission rate for the project.On: Salesforce partner
03BrokerRegisters the buyerBefore the visit. The buyer is protected for this broker for the window you set.On: Partner portal
04ConsultantBooks the unitThe booking carries the broker, and the commission is calculated.On: Salesforce booking
05Channel headApproves the payoutThe commission request reaches Slack once the buyer’s payment threshold is met.On: Slack
06FinancePaysThe agency’s invoice is matched and paid from the ERP.On: ERP

Who does what, and on which screen. Your steps and names replace ours during setup.

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The screens

What the broker sees, and what you approve.

Drawn by us with invented agencies and brokers.

Illustration, sample data
Partner portal · Register a buyer
Register a buyer
Gulf Keys Real Estate · BRN 00000 (sample)
Buyer
Daniel F.
Project
Tower B
Visit
Thu 16:00
Status
Protected to 11 Dec
Broker
The broker registers the buyer before the visit and sees the protection window.
Illustration, sample data
Salesforce · Commissions
Record
Tower B · October
Agency Unit Rate Status
Gulf Keys B-1105 4% Ready to approve
Marina Homes B-1203 4% + 0.5% Buyer at 20%
Desert Rose B-1101 4% Paid
Channel team and finance
Rates by agency, project and campaign, released when the buyer reaches the payment threshold.
Illustration, sample data
Slack · #channel-approvals
#channel-approvals
- CommissionsApp11:30
  Gulf Keys, B-1105: buyer has paid 20%. Commission 4% of AED 1,450,000 ready for approval.
  ApproveHold
Channel head
Approvals in one click, written back to the commission record for finance.

Agency	Unit	Rate	Status
Gulf Keys	B-1105	4%	Ready to approve
Marina Homes	B-1203	4% + 0.5%	Buyer at 20%
Desert Rose	B-1101	4%	Paid

Every use case

Every channel partner use case we set up.

Pick the ones you need. Most teams start with three or four.

01Agency and broker onboardingTrade licence, ORN, BRN and agreement, with expiry dates watched.

02Lead registration and protectionFirst to register owns the buyer for a window you set; disputes have a record.

03Inventory and price list in the portalOnly the units and prices you choose, always current.

04Collateral libraryBrochures, floor plans and videos for each project.

05Broker EOIsTokens collected for the broker’s buyers before launch.

06Deal status for brokersBooked, SPA signed, payment threshold reached, commission due.

07Commission rulesBy agency, project, campaign and tier.

08Commission approval in SlackApproved or held with a reason, written back.

09Agency invoices and payoutInvoices uploaded in the portal and paid from the ERP.

10Partner channels in Slack ConnectTop agencies in a shared channel with your channel team.

11Broker league tableRegistrations, visits and bookings by agency.

Before and after

What changes for the team.

Example
Head of channel sales at a Dubai developer working with 200 agencies
Today: Every launch ends with introduction disputes settled by screenshots.
After: Buyers are registered in the portal before the visit. The record shows who registered first and when.
Example
Finance manager paying broker commissions
Today: Each claim is checked against a rate sheet and the buyer’s payments by hand.
After: Commissions are calculated on the booking and reach approval when the buyer passes the threshold.

Examples of the work, not client stories.

Around this stage

The next stage, and what plugs in.

Licences come from Salesforce today. We help you pick the plan and work with your Salesforce account team.

FAQ

What teams ask first.

What is the partner portal built on?: Salesforce Experience Cloud, so brokers work on the same records as your team, with only what you share.
Can the portal check a broker’s RERA registration?: It records the ORN and BRN and their expiry dates, and your team checks them. It does not look them up with DLD by itself.
How do you stop two brokers claiming one buyer?: Registration is matched on phone and email. The first registration within the window owns the buyer, and later ones are told at once.

The brief · one email

Tell us how this stage runs today.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.