Chapter 5

Deals

A deal starts when a lead is ready to reserve a unit. The agent holds the unit and sends your payment link; the lead pays the deposit on your own payment platform; your team then signs the contract. Klosr never holds the money.

The deal list

In the panelDeals

Every deal, newest first, with its unit, lead, status, what happened at Close, the deposit, when it was paid, the contract price and the commission.

Six deals: two waiting for payment, one paid, two contracts signed and one hold that expired.

Status	What it means
Waiting for payment	The link is sent and the unit is held for the lead.
Hold expired	The hold ran out before the lead paid. The unit is back on sale.
Released	The hold was ended early, for example when the lead chose another unit.
Deposit paid	The payment platform confirmed the deposit, or a person marked it paid. The unit is reserved.
Contract signed	Your team signed the contract. The unit is sold and the commission is due.
Refunded	The deposit was paid back. The unit is back on sale.

Holds and deposit links

In the panelDealsView

When a lead asks to reserve, code, not the agent, checks that the unit is still available, holds it for the lead for the hold length (24 hours unless you set another), and builds the payment link from your link template with the unit, the amount and a reference. The agent sends it with the deposit and the time the hold ends, and reminds the lead before it ends.

A deal waiting for payment: the unit is held and the lead opened the link.

At Close: What happened when the lead asked to reserve: unit held and link sent, or only one of them when your settings say so.
Reference: The deal's own code in the payment link. Your payment platform sends it back so Klosr finds the deal.
History: Each step with its time: hold placed, link opened, payment page opened, paid.
Mark as paid: For a deposit paid but not confirmed by your platform, such as a bank transfer. It asks for the unit paid for, the amount and the payment reference.

The hold length, the deposit and the link are set in Settings > Payment settings; a project can have its own.

A paid deposit

In the panelDealsView

When the deposit is paid, the unit becomes reserved, the lead gets a confirmation, and the lead moves to Handoff: from here your team takes over. Your team gets a task holding a summary of the lead and the deal, to take the sale to the contract.

A paid deposit, confirmed by the payment webhook.

Confirmed by: Payment webhook, when your platform told Klosr; or the person who marked it paid.
Contract signed: Records the signing, with the final contract price.
Refunded: Records that the deposit was paid back, with an optional reason. The unit goes back on sale.

Contract signed or refunded

In the panelDealsViewContract signed

Marking a contract signed asks for the final contract price. Klosr works out the commission from it and the rate for the lead's source, and the unit becomes sold.

A signed contract, with the contract price, the rate and the commission.

Correct price fixes a contract price entered wrong. The commission follows.
The commission rate for each lead source is agreed with Klosr and set by Klosr.
Marking a contract signed or a refund needs the extra "Mark contract signed or refunded". Every change is recorded in the deal's history.

Commission statements

In the panelDealsCommission statement

Commission statement, at the top of the deal list, downloads the statement of one month: every contract signed and refund in it, with the lead source, contract price, rate and commission.

It needs the extra "Export statements".