CoreltoCorelto
Lead Automation for Brokers

Money 1st

Post-Sales CRM

AOP & Multi-Project Sales Management

AOP (Annual Operating Plan) Management

Create and manage Annual Operating Plans (AOPs) with structured financial year tracking. Define sales mandates, brokerage structures, and revenue targets while ensuring easy access to associated documents via the quick-view feature.

Multi-Project Sales Tracking

Seamlessly track sales performance across multiple real estate projects in major cities like Mumbai, Bangalore, Delhi, and Pune. Maintain full visibility over sales activities across developer clients.

User & Role Management

Control user roles and permissions with role-based access for sales executives, brokers, and developers. Ensure data privacy and restricted access to financial information, improving security and operational efficiency.

User-Friendly Dashboard & Quick Actions

Leverage quick search, filters, and one-click AOP edits for seamless navigation. Export reports for in-depth analysis, enabling data-driven decision-making and performance tracking.

Scattered AOP data = delayed decisions = lost opportunities

How to define brokerage, set targets, and analyze results—all in a few clicks?

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Smart Incentive & Brokerage Management

Incentives & Brokerage Slab Adjustments

Implement a tiered brokerage model that dynamically adjusts commission rates as sales volumes grow. Track current vs. next brokerage slab adjustments in real time for transparent commission payments and improved financial planning.

Sales & Brokerage Performance Monito

Compare achieved vs. targeted sales (INR Cr) with Annual Value (AV) to optimize performance. Define varying brokerage percentages based on achieved revenue slabs and track incremental brokerage structures for next-tier target adjustments.

Brokerage & Incentive Ladder System

Automate brokerage calculations with pre-defined upper and lower AV limits. Implement tiered incentive structures based on sales performance, ensuring sales teams and brokers are rewarded fairly and efficiently

Confusion over commissions kills performance potential

How to define brokerage, set targets, and analyze results—with zero hassle ?

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Big Data Analytics

City / Area/ Project /Wise Sales Analysis

Track real estate sales performance across multiple cities like.Compare total units sold and agreement values to identify high-demand locations and optimize future sales strategies.

Agreement Value & Unit Distribution

Monitor city-wise agreement values in both numerical and word formats for financial clarity. Compare total units sold per city to improve resource allocation and sales planning.

Invoice Management & Pending Payment Tracking

View and manage pending invoices across multiple projects in one dashboard. Identify projects with high outstanding payments, categorize invoices based on overdue durations, and take necessary actions to improve cash flow.

Invoice Executive Allocation & Responsibility

Assign invoice executives to specific projects. Hold teams accountable for collections and follow-ups to reduce outstanding payments.

Collection Pending & Receivables Management

Monitor pending collections across multiple projects with an intuitive dashboard. Reduce financial risk by tracking overdue payments at various stages, ensuring efficient cash flow management.

When data is scattered, accountability disappears.

Tired of outstanding collections slipping through the cracks?

#ContactCorelto