New Record — Intake

Brokerage OS supports two intake modes: active opportunity for pipeline clients, or closed deal for transaction-first clients.

—Transaction Type

—Property Details

Address *Square FootageAsset Class

Buyer

Legal Entityd/b/a

Closing

Closing Date

—Client Info

Client ContactCRM LinkDocuments Folder URLLink to the canonical doc set for this deal.

—Deal Details

DivisionBrokerageRepresentationLead SourceDate Closed *Lead Broker

—Financial — Sale

Sale Price ($)Commission Rate (%)Payment TermsWho Pays CommissionPayer Entity

Invoicing

Invoicing FromContact for Invoice — NameContact for Invoice — EmailPayment Execution Note

Commission Summary

Full Commission ($)Fees ($)Cost of Sale ($)

Per-Broker Rows

Broker team splits balance to net commission

Sign Pickup Required

—Attachments

Building PhotoClick to choose a fileJPG, PNG, WEBP, or HEIC. Max 10 MB. Optional — used in the marketing graphic when present.

Deal DocumentClick to choose a fileOptional. PDF, XLSX, DOCX, image — any document you want stored on the deal.

—Marketing

Deal SummaryDeal Value (optional override)Leave blank to auto-derive from sale price or square footage.