Deal Hub

Transaction execution, compliance, commission, and payout management.

Transaction execution center

Deal Hub

Manage active opportunities from intake through documents, e-signature, compliance, commission request, payout approval, and archive.

Active deals

9

Open transaction records

Forecast commission

$278,510

Gross commission estimate

Missing docs

7

Deals with required gaps

Awaiting signatures

0

Packets in flight

Payouts pending

1

Accounting or payment queue

Deal Hub Admin Rules

Deal Hub Admin
Owns deal stages, document templates, signature packet rules, compliance checklists, payout/admin policy, and deal-specific audit context.
Global Settings
Owns account identity, team roles, provider readiness, notification defaults, SSO/security, and cross-module audit rollups.

Rental - Tenant Side

6 required docs / 7 checklist steps

Template

Tenant application and lease package must be complete before compliance submission.

Agency disclosureTenant representation agreementRental applicationLease draft

Rental - Landlord Side

6 required docs / 7 checklist steps

Template

Exclusive/listing and tenant package required before lease commission review.

Exclusive agreementListing agreementTenant applicationLease draft

Sale - Buyer Side

7 required docs / 7 checklist steps

Template

Buyer representation, offer package, contract, disclosures, and closing statement required.

Agency disclosureRepresentation agreementOffer packageContract of sale

Sale - Seller Side

6 required docs / 7 checklist steps

Template

Listing, offer, contract, seller disclosures, and commission invoice required.

Listing agreementOffer packageContract of saleSeller disclosures

Dual Agency / Internal Deal

9 required docs / 7 checklist steps

Template

Dual agency and internal deals require elevated broker review before commission submission.

Agency disclosureRepresentation agreementOffer packageContract of sale

New Development Deal

5 required docs / 7 checklist steps

Template

Sponsor documents, reservation/contract package, and disclosure packet required.

Sponsor packageReservation agreementContract packageDisclosure package

Commercial Deal

5 required docs / 7 checklist steps

Template

Commercial terms and entity authorization must be reviewed before payout.

LOILease or contractCommission termsEntity authorization

Referral Deal

4 required docs / 7 checklist steps

Template

Referral fee terms must be signed before payout.

Referral agreementFee termsCompletion verificationBroker invoice

Commission-Only Record

3 required docs / 7 checklist steps

Template

Minimal package for commission tracking only.

Commission agreementProof of closing or leasePayment receipt

Internal Charney Property Deal

5 required docs / 7 checklist steps

Template

Internal Charney property deals require permissioned review and manager approval.

Internal approvalAgency disclosureLease or contractCommission memo