Every referred lead is tagged to its partner the moment it arrives, deal outcomes stream to live partner dashboards, and on the first of each month branded payout statements go out automatically — no spreadsheets, no reconciliation marathons, no disputes.
Typical results
3 hrs
Monthly payout run
100%
Leads auto-attributed
-92%
Payout disputes
Figures reflect typical results for this kind of automation.
The challenge
The brokerage's referral network — accountants, realtors, financial advisors — sent dozens of leads each month, but attribution lived in a shared spreadsheet nobody trusted. Partners called constantly asking about their deals, monthly payouts took the office manager three full days of reconciliation, and disputes over missed commissions were quietly eroding the partnerships that fed the business.
Before and after
Monthly payout reconciliation
−88%Referred leads per month
2.3×Payout disputes per quarter
−92%The automation
We gave every partner a unique referral link and code, so each incoming lead is tagged to its source automatically in the CRM. A Make scenario streams deal-stage changes to a live dashboard each partner can check anytime, applies the right commission rate and tier when a deal closes, and on the first of the month generates a branded payout statement per partner — sent by email and logged straight into the accounting system.
How it works
- 01
Lead tagged at source
Every referred lead arrives through a unique partner link or code and is attributed in the CRM automatically.
- 02
Outcomes sync live
As deals progress through the pipeline, stage changes stream to the referring partner's dashboard in real time.
- 03
Commissions calculated
When a deal closes, the partner's rate and tier are applied automatically — no spreadsheet math.
- 04
Statements generated
On the first of each month, a branded payout statement is generated for every active partner.
- 05
Sent and logged
Statements go out by email and each payout is logged to the ledger for accounting to execute.
Starts from
- Referred leads
- Partner network
Delivers
- Live partner dashboards
- Monthly payout statements
- CRM attribution
The impact
Monthly payout runs drop from three days to three hours, disputes fall from roughly a dozen a quarter to almost none, and partners who can see their pipeline refer more: referral volume typically grows about 2.3x within six months, from around 40 leads a month to over 90.
Questions about this automation
How is each referred lead attributed to the right partner?
Every partner gets a unique referral link and code. When a lead arrives through either one, the flow creates the record in the CRM with that partner tagged as the source. Leads that arrive without a code can be held for a quick manual match, so attribution stays clean and partners trust the numbers.
How are partner commissions calculated?
When a deal moves to closed in the CRM, the flow applies that partner's commission rate and tier from a rules table the brokerage controls. Tier changes, such as a higher rate after a volume threshold, apply automatically. The calculated amount is added to the partner's running total for the month.
What do partners receive each month?
On the first of the month, each active partner gets a branded payout statement by email listing their referred deals, stages, closed amounts and commission due. Each payout is logged to the ledger for accounting to execute. Between statements, partners can check a live dashboard of their referrals at any time.