Close and automatic commission
Mark the close and commission calculates itself.
The last CRM step is the one that causes the most month-end headaches: commission. The button is called "Report closing" and it opens a short form with the sale details — date, property type, address, and the money.
GCI is not the sale price
It is the most common confusion, and the form ships its own help to avoid it. GCI is the gross commission the transaction generates for your brokerage, not what the house cost. The example the screen itself gives: you sell for $300,000 with a 3% commission on the buyer's side, and the GCI you record is $9,000.
If you would rather not do the math, fill in "Sale price" and "Commission (%)" and the GCI derives itself. You can adjust it by hand if your case differs.
It stays pending until the broker confirms
This is the part worth knowing before your first closing: reporting the sale does not make it final. It stays in pending status until the broker confirms it from the Sales Book. Confirmation is the moment your current split is applied and the commission is added to your GCI YTD.
That is why the GCI number in The Pulse may not match what you think you have earned: the gap is almost always sales reported and not yet confirmed. It is not a math error, it is a pending signature.
- Splits and overrides calculated by rule, not by eye.
- The sale moves to the Sales Book, which is where the agency GCI and net come from.
- On a buy-and-sell with the same client, the closing creates the first sale and returns the lead to the pipeline for the second. They are two independent sales, not one split in half.
This closes the course's loop: a lead came in by CSV, moved through your kanban, was worked with its record and temperature, and ends as a commission calculated without friction. That's a CRM that closes.