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Apps · Channel partner self-service · Broker + field staff

Self-service for
your channel partners.
Coordination cost — gone.

Your channel partner brokers and their field staff get their own app — login on every device the team uses. They check live availability before pitching a unit. They register prospects and watch closure status. They see brokerage earned per booking, and what's eligible based on customer collection. They upload invoices and track outstanding payment. The five daily phone calls to your sales coordinator stop happening. The broker is more effective. Your team gets back the day.

§ 01
The five sections
Five answers to five daily questions

What's available?
What did I earn?

Every broker has the same five questions on a normal working day. What units are available right now? Before pitching to a prospect. Where is my prospect in the funnel? Was the call made, the visit scheduled, the deal closed. What did I earn this month? By project, by deal, by period. What's eligible for payout? Tied to how much the customer has actually paid. What's my outstanding? Invoices raised, released, balance due. The Broker App answers each — without a phone call to your sales coordinator.
▸ FIVE SELF-SERVICE SECTIONS · BROKER + FIELD STAFF · LIVE FROM YOUR ERP 1 Availability live inventory · all projects marketing kit · price · BHK 2 Prospects register · status · tasks all leads broker has logged 3 Earnings brokerage · per booking active deals · all deals · period 4 Eligibility tied to customer collection payable as customer pays 5 Invoices upload · released · balance outstanding visible · ledger ▸ FIVE DAILY QUESTIONS · ANSWERED IN-APP · ZERO PHONE CALLS SAME LIVE DATA YOUR SALES COORDINATOR USED TO READ OUT · NOW IN THEIR POCKET
§ 02
The deep-dives
Three deep-dives · the high-stakes ones

Availability. Earnings.
Invoices.

The five sections all matter, but three carry the most weight — they're the ones brokers check daily, the ones that drive their working day. Availability drives the pitch. Earnings tied to eligibility drives the motivation. Invoices and outstanding drive the cashflow. Three pillars below take each in turn. Prospects and Eligibility plug into Earnings naturally, so we cover them in context.
Pillar · 01 · Availability

The pitch starts with "is it available?"

The broker is sitting with a prospect. The prospect asks about a specific 3 BHK on the 12th floor. The broker used to call your sales coordinator: "is A-1204 still open?" Now they open the app, pick the project, see the live unit grid — sold, blocked, available — exactly as your sales team's screen shows it. Live. From your ERP. Multi-company support — if the broker partners with three of your group's companies, all three appear in one login. Field staff get their own credentials so the lead salesman doesn't have to be present. Marketing materials and broker schemes are inside the same screen, ready to share.

Multi-company loginBroker + field staff · per group · multi-project
Live unit availabilitySold · blocked · available · per tower · per floor
Project marketing kitBrochure · floor plan · price list · gallery
Broker scheme pageActive offers · slab rates · seasonal incentives
10:42 ▸ BROKER APP · MEHTA & CO Availability Company DTC Group ▾ Project Capital City ▾ TOWER 02 · FLOOR 12 12 of 28 free A-1201 SOLD 2 BHK A-1202 BLOCKED 3 BHK A-1203 FREE 3 BHK A-1204 FREE 3 BHK ★ A-1205 SOLD 2 BHK A-1206 FREE 3 BHK A-1207 FREE 4 BHK A-1208 FREE 4 BHK A-1204 · TOWER 02 · FLOOR 12 3 BHK · 1,485 sqft North-east facing · park view All-in price ₹ 86.7 L Brochure Scheme Share Register prospect for A-1204 Project Prospect Earnings Invoice More
Pillar · 02 · Earnings & eligibility

Earned. Eligible. Released. Balance.

Brokerage isn't earned at booking — it's earned as the customer pays. The Summary screen shows all four numbers in one frame. Brokerage: total committed against the bookings the broker brought in. Eligible: the portion now payable, computed against actual customer collection — if the customer has paid 40% of the total, 40% of the brokerage is eligible. Released: what your finance team has already paid out. Balance: what's still due. Below this, Active Deals shows current bookings with brokerage breakup; All Deals shows lifetime history with active/cancelled filter; period filter slices any of it by date range.

Brokerage summary · 4 numbersEarned · eligible · released · balance · single view
Eligible = collection-basedComputed live · % of customer collection · auto-updated
Active deals · breakupPer booking · slab applied · scheme applied · period
All deals · historyActive/cancelled toggle · all-time · per project · per company
11:08 ▸ BROKER APP · SUMMARY Mehta & Co · Earnings PERIOD FY 25-26 · YTD ▾ BROKERAGE ₹ 18.4 L earned · 14 bookings ELIGIBLE ₹ 12.6 L 68% collection-tied RELEASED ₹ 9.8 L paid · 8 invoices cleared BALANCE ₹ 2.8 L due · 2 invoices pending ▸ HOW ELIGIBILITY IS COMPUTED As your customer pays the developer, your brokerage becomes eligible · live Active deals All deals Anita Roy · A-1204 ₹ 1.30 L 3 BHK · DTC Capital City · slab 1.5% ▸ ELIGIBLE 70% · ₹ 91 K READY Project Prospect Earnings Invoice More
Pillar · 03 · Invoices & outstanding

Upload invoice. Watch it clear.

The broker sees ₹91K is eligible. They tap Raise Invoice — pick the deal, the system pre-fills the invoice number, the amount, the GST. Upload the PDF, submit. The invoice now sits in the broker's invoice list — Submitted → Approved → Paid. The same status your finance team sees on the brokerage payable register. No more "is my invoice in the system yet?" calls. The Ledger view shows opening balance, period transactions, closing balance — like a regular AR ledger but from the broker's side. Outstanding age shows on every invoice card so the broker knows what to chase.

Raise invoice · in-appPick deal · auto-populate · upload PDF · submit
Invoice status · liveSubmitted · approved · paid · timestamp
Outstanding ageing0-30 · 31-60 · 60+ · per invoice card
My Ledger · periodOpening · period activity · closing balance
12:34 ▸ BROKER APP · INVOICES My invoices TOTAL OUTSTANDING ₹ 2.8 L 2 invoices · 1 ageing past 30 days Raise new invoice RECENT INVOICES INV-MC-25-014 ₹ 1.62 L Anita Roy · A-1204 · 3 BHK SUBMITTED AGEING 38 DAYS INV-MC-25-013 ₹ 1.18 L Mark Patel · B-708 · 2 BHK APPROVED PAYMENT IN 7 DAYS INV-MC-25-012 ₹ 92 K Priya Shah · A-805 · 3 BHK PAID CLEARED 14 OCT ▸ MY LEDGER · OPENING · CLOSING · PERIOD Project Prospect Earnings Invoice More
§ 03
Why this app
The case against the daily phone call

Five calls a day.
Per broker.

Every active broker calls your sales coordinator about 4-6 times a day. Is A-1204 still open? Did Anita's site visit happen? Did my brokerage for last quarter clear? Multiply by your active broker base, multiply by the days your sales coordinator spends on the phone instead of on revenue work. That's the cost of not having a broker self-service app — paid not in licence fees but in your team's time. The Broker App eliminates the call by giving the broker the same view your sales coordinator was reading off their screen.
▸ Broker self-service vs phone calls

Same answers. Without the call.

The broker calls because they don't have access. Give them access — to the same availability grid, the same brokerage register, the same invoice tracker — and the calls stop. Your sales coordinator gets back hours every day. Your finance team stops fielding "is my invoice in?" emails. Your brokers, paradoxically, become more loyal — because the developer who gives them the tools to do their job becomes the developer they prefer to work with.

No broker app

Your sales coordinator is on the phone all day.

  • 4-6 daily phone calls per active broker · multiply by your broker base
  • "Is unit X still open?" — 90% of broker calls are availability lookups
  • "What's my brokerage for Q3?" — coordinator pulls report, reads it out
  • "Where's my invoice?" — finance team gets the escalation, not coordinator
  • Broker field staff can't help · only the lead broker has visibility
  • WhatsApp screenshots of inventory · stale within hours · errors costly
  • Brokers prefer the developer with the easier tools · loyalty leaks
Farvision Broker App

The phone calls stop. The broker self-serves.

  • Live availability grid · all projects · sold/blocked/free at a glance
  • Earnings summary live · brokerage · eligible · released · balance
  • Eligibility computed by collection · broker sees it the same hour
  • Invoice raise + status tracking · submitted · approved · paid
  • Field staff get their own login · entire team self-serves
  • Broker schemes and marketing kit on tap · always current
  • Channel loyalty up · brokers prefer developers who give them the app
§ 04
Outcome
Why this is worth deploying

Coordinator hours back.
Channel loyalty up.

Two effects compound. The first is operational — your sales coordinator gets hours back daily, finance team gets calmer brokerage conversations, the lead salesman doesn't have to be the bottleneck for inventory queries. The second is competitive — the brokers you give the app to prefer working with you. They pitch your projects first because they have the tools to pitch them well. Channel loyalty, which feels intangible, becomes measurable in lead share.
▸ The case for Broker App

From five daily calls
to zero.

5sec Sections · availability · prospects · earnings · eligibility · invoices
50fns Broker + field staff login · multi-company · multi-project
0calls Self-service · zero coordinator escalation · live data
§ 05
Related
Where this app plugs in

Where to go next.

Broker App is the channel-partner face of your CRM and Sales Hub workflow. It feeds the same lead pipeline, draws brokerage from the same finance ledger, and pairs naturally with the Sales Hub for in-house sales staff and the Customer App for handover to the customer.
I run a team of 11 field salespeople. Before the broker app, only my partner and I had visibility — every site visit, every quotation, every brokerage query went through one of us. Now my entire team logs in. They check availability before pitching, they see their own deals' status, they upload invoices themselves. I got my evenings back. And we're pushing more inventory for the developer who gave us the app.
— Channel partner principal · 11 field staff · Mumbai · 4 developer relationships
Next step

Onboard your top 10 brokers
this quarter.

30 minutes. We'll walk you through the broker onboarding flow — how a broker logs in, how the broker scheme gets configured, how field staff are added under a parent broker, how multi-company access works for groups. We'll show what your sales coordinator's escalation queue looks like before and after deployment, and how the brokerage payable register links into the broker's app view.