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Apps & portals · Web companion · For channel partners at the desk

Channel partners close more.
Developers track every lead.

  • Live availability across every project — full inventory grid in one screen, not paginated phone cards.
  • Convert lead to booking from the desk — multi-applicant form, KYC, payment plan selection, agreement clauses, all in one sitting.
  • Brokerage statement — eligible, raised, released, on-hold, with TDS and GST breakdown · downloadable for the accountant.
  • EOI submission, sales kit downloads, marketing collateral · everything the channel partner needs at deal-time.
§ 01
The choice
App or portal · same channel partner, two surfaces

At the customer site? Use the App.
Closing the deal? Use the Portal.

  • Same login. Same lead pipeline. Same backbone in the developer's CRM where the deal is tracked.
  • Most channel partners use both — quick availability check on the phone during a customer site visit, then the laptop in the office to convert and submit booking.
  • The senior partner who runs a 12-person broking team manages prospects across all members from the desk.
  • Never an either-or. Fast-moving moments use the App, deal-closing moments use the Portal.
▸ Two surfaces · one product · same data

Pick the device the moment demands.

Channel partners don't sit at a desk all day — they're at sites, in customer meetings, on commute. But the moment of conversion happens at the desk, with the customer present, with the laptop open, with payment plan options being walked through. App for the field, Portal for the close.

App · mobile · in-the-field

Broker App

Phone-native interface. Quick availability check during a customer site visit. Add a prospect in the moment. Push when brokerage is released. Project marketing materials shareable on WhatsApp. Brokerage summary glance from the metro.

BEST FOR · availability glance · add prospect · brokerage push · materials share · on-the-go · in front of customer
▸ See Broker App
★ Current page · web · desk-deep

Broker Portal

Browser-based interface. Full inventory grid across every project. Convert lead to booking with multi-applicant form, KYC upload, payment plan selection, agreement clauses. Brokerage statement download with TDS and GST. EOI submission. Sales kits and marketing collateral library.

BEST FOR · full inventory grid · convert to booking · brokerage download · EOI submit · sales kit library · the moment of close
§ 02
The pillars
Three deep-dives · the desk-deep partner workflows

Inventory. Conversion.
Brokerage.

  • Inventory & EOI · live availability grid across all projects · floor-plate views · EOI submission with applicant details.
  • Lead pipeline & convert to booking · all leads in one view · upcoming tasks · multi-applicant booking form with KYC, payment plan, agreement clauses.
  • Brokerage & statement · eligible · raised · released · on-hold · TDS · GST · downloadable for the accountant.
  • All three reward the desk over the phone.
Pillar · 01 · Inventory & EOI

The grid. The plate. The hold.

The availability surface — for the moment of pitching units to a prospect with the laptop open between them.

  • Live inventory grid · all projects · all towers · all units · always current · status, area, view, base price, all-in price.
  • Floor plate view · click a tower · see every floor · available, blocked, sold colour-coded.
  • EOI submission · expression of interest from the prospect · captures applicant details · auto-blocks unit briefly.
  • Multi-project comparison · two units across projects on one screen · for the prospect who's deciding.
Availability StatusAll units · status · area · price · view · live
Floor plate viewTower-by-tower · floor-by-floor · colour-coded
EOI submissionApplicant captured · token amount · brief auto-block
Project marketingBrochures · sales kit · price list · floor plans · downloadable
Broker scheme · liveCurrent scheme · slabs · payouts · expiry · for client pitch
Project libraryAll current and upcoming projects · spec sheets · RERA
🔒 partners.farvision / availability ▸ BROKER PORTAL · LIVE INVENTORY · MARINA HEIGHTS · TOWER B Floor plate · 14 floors · 56 units UPDATED 14:23 · LIVE Marina Heights ▾ Tower B ▾ 3 BHK ▾ ₹ 1.5–3 Cr ▾ ▸ 22 AVL · 18 BLK · 16 SOLD FLOOR PLATE · UNITS BY FLOOR · CLICK TO VIEW FL A WING B WING C WING D WING PRICE 14 SOLD SOLD BLK SOLD 3.4 Cr 13 AVL AVL SOLD BLK 2.85 Cr 12 SOLD AVL ★ SOLD AVL 2.65 Cr 11 AVL AVL BLK AVL 2.45 Cr 10 AVL SOLD AVL SOLD 2.25 Cr ▾ 9 MORE FLOORS · SCROLL ▸ SELECTED · UNIT B-12-1204 3 BHK · 1,540 sqft carpet · NE corner · sea view Base ₹ 2.45 Cr · all-in ₹ 2.65 Cr · brokerage 1.8% · scheme: ₹ 50K voucher HOLD 24H Submit EOI → ▸ EOI WITH ₹ 25,000 TOKEN Auto-blocks unit for 24 hours · client decides · convert to booking before expiry. ▸ LIVE FROM CRM · NO STALE INVENTORY
Pillar · 02 · Lead pipeline + convert to booking

The pipeline. The close. The booking.

The conversion surface — for the moment of close, with the customer at the desk, the laptop open between you.

  • Lead pipeline · all prospects · stage, last activity, next task · the senior partner sees the team's pipeline.
  • Convert to booking · multi-applicant form · KYC upload · payment plan selection · agreement clauses · all in one sitting.
  • Upcoming tasks · scheduled site visits · follow-up calls · KYC reminders · per-prospect.
  • Add prospect · single or bulk Excel upload · auto-assigned per scheme · attribution preserved.
Add Prospect · single + bulkOne-by-one or Excel upload · auto-attribution
Prospect list · pipelineAll prospects · stage · last activity · next task
My LeadPer-partner attribution · status · conversion tracking
Upcoming tasksSite visits · follow-ups · KYC reminders · auto-cal
Convert to Booking · V2Multi-applicant · KYC · payment plan · clauses · one sitting
EOI to booking handoverEOI auto-converts on booking · token adjusted · seamless
🔒 partners.farvision / convert ▸ BROKER PORTAL · CONVERT TO BOOKING Mr Mehta · Marina Heights · Tower B · 12-1204 EOI EXP IN 18 HRS EOI 2 APPLICANTS · NOW 3 KYC 4 PAY PLAN 5 CLAUSES 2 OF 5 APPLICANT 1 · PRIMARY Full name Rajat Mehta Mobile +91 98203 Email rajat@gmail PAN ABCPM4847K Aadhaar XXXX XXXX 4567 Address (city) Mumbai, Maharashtra Applicant 2 · Mrs Priya Mehta Spouse · co-applicant · all 6 fields complete ✓ + Add applicant 3 Co-applicant · guarantor · POA Save draft Back to EOI Next: KYC upload → ▸ BOOKING IN PROGRESS Unit B-12-1204 · 3 BHK · 1,540 sqft · ₹ 2.65 Cr all-in Brokerage 1.8% · ₹ 4.77 L · scheme voucher ₹ 50K · token ₹ 25K paid (EOI) ▸ AUTO-SAVE EVERY 30 SEC · CUSTOMER PRESENT · DESKTOP
Pillar · 03 · Brokerage & statement

Eligible. Released. On-hold.

The financial surface — for the partner's accountant, the partner's own books, the partner's GST filing.

  • Brokerage summary · eligible · invoice raised · released · on-hold · received · with date filter.
  • Per-deal breakup · which booking, which milestone, what triggered the release, when payment is due.
  • Invoice list · all raised invoices · status · GST · TDS · downloadable for the partner's accounts.
  • My Ledger · period-wise · opening balance · closing balance · every transaction reconciled.
Brokerage summaryEligible · raised · released · hold · received · date filter
Active deals · breakupPer-deal · per-milestone · what's released, what's pending
All deals · historyActive + cancelled · agreement no · booking no · period filter
Invoice list + raiseAll invoices · GST · TDS · download · raise invoice from portal
My Ledger · reconciledPeriod · opening balance · closing balance · every entry
Brokerage dueWhat's owed · trigger date · expected release date
🔒 partners.farvision / brokerage ▸ BROKER PORTAL · BROKERAGE STATEMENT Skyline Realty · FY 2025-26 · 14 active deals DOWNLOAD · PRINT · GST ELIGIBLE ₹ 38.4 L 14 deals · 4 quarters RELEASED ₹ 24.6 L 8 invoices · in account ON-HOLD ₹ 9.2 L 3 deals · awaiting slab PENDING INV ₹ 4.6 L 3 deals · raise now ACTIVE DEALS · BREAKUP · LATEST 5 UNIT CUSTOMER DEAL VALUE BROKERAGE STATUS B-12-1204 Mr Mehta 2.65 Cr 4.77 L (1.8%) SLAB 7 OF 12 A-08-805 Mrs Iyer 1.85 Cr 3.33 L (1.8%) RELEASED C-15-1502 Mr Khan 3.20 Cr 5.76 L (1.8%) HOLD · SLAB 4 B-09-902 Mr Reddy 2.10 Cr 3.78 L (1.8%) RAISE INV D-11-1108 Mr Shah 2.45 Cr 4.41 L (1.8%) RELEASED TAX BREAKUP · CURRENT FY Gross brokerage ₹ 24.6 L + GST 18% ₹ 4.43 L — TDS 5% ₹ 1.23 L Eligible to claim · GSTR · TDS reconciled · downloadable for accountant Download statement Raise invoice Export Excel · for accountant ▸ EVERY DEAL · EVERY MILESTONE · ALL RECONCILED
§ 03
Why web for these
The case for the desktop browser

The closing moment
fights the phone.

  • Phones · perfect for the field · availability glance during a site walk · adding a hot prospect in the moment.
  • Phones are wrong for multi-applicant booking forms, KYC scanned PDFs, comparing units side-by-side, brokerage statements with TDS and GST.
  • The Portal isn't a dumbed-down App. It's the surface for the ₹2.6 crore conversion moment.
▸ Phone-native vs web-native partner workflows

Two surfaces. Two strengths.

Each surface does what it does best. Both share the same lead pipeline, the same brokerage ledger, the same inventory. The partner doesn't think about which to use — they pick whichever device fits the moment.

Phone-native · what the App is great for

Field. Glance. Quick add.

  • Availability check in front of a customer at the site
  • Add a hot prospect the moment they enquire
  • Push when brokerage is released or invoice cleared
  • Share project marketing materials on WhatsApp from the meeting
  • Brokerage summary glance from the metro
  • Push when a prospect's task is due
  • Quick view of project marketing collateral
Web-native · what the Portal is great for

Inventory grid. Booking. Statement.

  • Full floor plate · 14 floors · 56 units · all visible at once
  • Multi-applicant booking form with KYC, payment plan, clauses
  • Compare 3-4 units across projects on one screen for the prospect
  • EOI submission with token payment auto-blocking the unit
  • Brokerage statement with TDS, GST, deal-by-deal breakup
  • Bulk lead upload from Excel · 50+ leads at once
  • Sales kit, brochure, RERA, price list · downloaded and shared
§ 04
Outcome
Why having both matters

Channel partners convert.
Developers stay attributed.

  • The senior partner who runs a 12-member broking team and manages the team's pipeline from her desk.
  • The deal-closing moment that needs the customer present, the laptop open, the multi-applicant form complete.
  • The accountant who needs the brokerage statement with TDS and GST for the partner's books.
  • The new launch where 200 leads are ready to import in Excel for assigned attribution.
  • App-only deployment leaves these workflows stranded. App + Portal closes the loop.
▸ The case for the Portal

From "can you send the inventory?"
to live grid in the partner's browser.

1sitting Lead to booking · multi-applicant form, KYC, payment plan completed at the desk
100% Live inventory · all projects, all towers, all units · always current · no stale lists
0calls "What's available · where's my brokerage · send me the price list" · self-serve
§ 05
Related
Where this plugs in

Where to go next.

The Portal is the web companion to Broker App · both read from CRM (lead pipeline, attribution), Sales (booking, conversion), and Financials (brokerage ledger, GST, TDS) · same data, same login, three surfaces.
I run an 18-broker channel partner firm in Mumbai. Before the Portal, every conversion meeting had us calling the developer's CRM to confirm availability, then walking the customer to a different page for the price, then a different one for the scheme. The customer would sometimes lose patience and ask to "think about it." With the Portal, the customer sits next to me, I open the floor plate, we see what's available, what's blocked, the all-in price, the scheme, the brokerage. I converted three deals in three weeks that were sitting on EOI for two months prior. My team's pipeline doubled in the first quarter — they could finally see who was working what.
— Channel partner principal · 18-broker firm · Mumbai
Next step

Roll out both surfaces.
One product.

30 minutes. Same channel partner record on App and Portal · live inventory grid demo · convert lead to booking with multi-applicant form · brokerage statement with TDS and GST · sales kit downloads.