| Lead | Interest | Registered | Next step | Status |
|---|---|---|---|---|
| Lead 1 | 3 BHK, Tower B | 2 Nov | Site visit on 12 Nov | Visit planned |
| Lead 2 | 2 BHK, Tower A | 28 Oct | Cost sheet shared | In discussion |
| Lead 3 | 3 BHK, Tower B | 14 Oct | Booked | Booked |
Channel partners
Channel partner management software for builders
LoftRay keeps every channel partner, brokerage scheme and broker-registered lead in one place. Brokers sign in to their own portal to register leads, follow bookings and brokerage, and share live availability on links you can revoke. Your sales team sees the same leads, with their full history.
Broker portal · My leads
Sample partner · Skyline Residences
Who it’s for
Who uses LoftRay Channel partners?
The people who answer for this part of the project, and what each of them gets from it.
Channel partner manager
Empanels partners, sets each brokerage scheme and decides who gets a live availability link.
Sales head
Sees broker-registered leads next to the team’s own, with the same activities and site visits.
Brokers
Register leads, see their bookings and brokerage, and share live availability from their own portal.
What it does
What does Channel partners do?
Everything listed here works in LoftRay today.
Keep a record of every channel partner
Each broker or agency is recorded as a channel partner, with the brokerage scheme that applies to them. See the glossary entry on channel partners for what the term covers.
Let brokers register leads themselves
Brokers sign in to the broker portal and register the buyers they bring. Those leads sit beside the leads from your own team and your lead webhook, so nothing is kept on a separate sheet.
Assign every lead by rule
Auto-assignment rules hand each new lead, whether it came from a broker, staff entry or the webhook, to the right person on your sales team.
Share live availability
Give a partner a share link that shows live availability. When you revoke the link it stops working, so a broker cannot keep quoting units from an old list.
Give brokers their own portal
The broker portal shows each partner their leads, bookings, brokerage and share links. It works in any phone browser, and sign-in codes go by SMS or email.
Follow up on broker leads
Calls, meetings and site visits are logged against the lead, so your team and the broker’s lead share one history. The quotation booklet can go to the buyer on WhatsApp from your own business number.
Route decisions through approvals
Discounts on a cost sheet and price lists go through your approval chains before a buyer sees them, whether the lead came from a broker or your own team.
How it works
How Channel partners works, step by step
Empanel the partner
Record the broker or agency as a channel partner and set the brokerage scheme that applies to them.
Give them portal access
The partner signs in to the broker portal with a one-time code and sees their own leads, bookings, brokerage and share links.
The broker registers a lead
The buyer is registered in the portal and your assignment rules give the lead to a salesperson.
Your team follows up
Calls and site visits are logged against the lead. Share links of live availability can go to the partner at any point and be revoked later.
The booking shows in the portal
When the buyer books, the booking and the brokerage appear in the broker portal.
Questions
Questions about Channel partners
What is channel partner management software?
It is the system a builder uses to run its brokers: who is empanelled, which brokerage scheme applies, which leads each broker registered and what they have booked. LoftRay does this with channel partners, brokerage schemes, a broker portal and revocable share links.
Can brokers register leads themselves?
Yes. Brokers register leads in the broker portal, and your auto-assignment rules give each one to a salesperson. The broker sees their own leads and bookings there.
How do I stop brokers using an outdated availability list?
Share a link that shows live availability instead of a PDF. You can revoke the link at any time and it stops working, so the partner no longer sees your stock.
What can a broker see in the portal?
Their own leads, their bookings, their brokerage and their share links. They sign in with a one-time code and can use it from any phone browser.
Can we set a different brokerage scheme for each partner?
Yes. Brokerage schemes are set per channel partner, so a large agency and a single broker can work on different terms.
Can we message brokers or leads on WhatsApp?
LoftRay sends the quotation booklet and other approved templates on WhatsApp from your own business number, through your WhatsApp Business account. Delivery failures are recorded so someone can follow up.
Keep reading
Related modules, tools and guides
See your own project in LoftRay
Tell us about your projects and we will set up a 30-minute demo with your towers and payment plans, not generic sample data.