Close and automatic commission

The last CRM step is the one that causes the most month-end headaches: commission. The form is called "Report closing" and asks for the sale details: date, property type, address, and the money.

How you get to the form

Two ways, and both start on the board. The normal one is dragging the card into the Closing column: dropping it opens the form. The other is the warning icon that shows on the row of a lead already in Closing with no sale recorded: one click there opens the same form.

There is a third place that does NOT do this, and it is worth knowing: the "Close Lead" button on the record, which only managers see and only while the lead is "Under Contract." Pick "Closed Won" there and the platform does not open the form: it tells you to drag the lead to the Closing column in the CRM and fill in the sale details. The form lives on the board.

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.

There is no math to do: the GCI comes out of "Sale price" × "Commission (%)" and is redone every time you touch either one. The screen says so itself: "Adjust it by hand if your case differs." And if you recorded the contract details when the lead went to "Under contract", all three fields arrive already filled from there (the address, the price and the commission) so the GCI is worked out before you type anything.

• "Closing date" cannot be in the future. You report what already happened.
• "Property type" and its standard MLS subtype only show if your brokerage keeps a catalog.
• The address has to be the exact one of the property that closed, not the client's.
• On a rental the GCI is typed directly, and managers can adjust the split and the broker fee for that rental without touching the brokerage settings.

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 someone who runs the brokerage confirms it from the Sales Book: the broker, the admin or, on Galilei Libre, the realtor working on their own. Confirmation is the moment your current split is applied and the commission is added to your GCI YTD.

While it is pending, the sale can undo itself: pull the lead out of the Closing column and that pending sale disappears. Once confirmed it cannot: with a confirmed sale the lead does not move until someone voids it.

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: confirmation freezes the split you had at that moment, and the breakdown no longer changes even if the rules change later.
• The sale moves to the Sales Book, which is where the agency GCI and net come from. That is also where it is later marked as paid.
• On a buy-and-sell with the same client, this closing is only the first of two. Lesson 16 covers it in full.
• Reporting the closing does NOT close the client's transaction. That happens separately, from Transactions, which is where the case file lives.