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Flip360 CRM
Sarah Chen
MEMBER · Brisbane QLD · joined 2026-03-14
DEMO CONTACT — sample data Edit contact
Back to contacts
Total referred
$2.35M
1 deals
Commission earned
$4.8k
Lifetime
Active deals
1
In-flight
Compliance
GREEN
AFFILIATE
Pending
$0
PENDING + COOLING_OFF
Eligible
$0
Cleared cooling-off
Paid
$2.1k
Banked
Clawback
$0
None
Data source: Seed (sample) · 1 ledger entry · 10 activities

Role mix how this person appears across deals

As Referrer
0
deals
Deal value
$0
Commission
$0
As Partner
4
deals
Deal value
$3.18M
Commission
$0
As Customer
0
deals
Deal value
$0
Commission
$0

Trust reputation behavioural signals, engine-derived

Trust score
Watch
across 4 deals
Chain integrity
0%
Average across all their deals
Clawback rate
0%
0 of 4 deals
Settled deals
0
0 active in flight

Scores derived from deals.handshake_completeness and engine-written ledger_entries (status = CLAWED_BACK). No manual flags — every signal is behavioural.

Contact details
Type: MEMBER
Email: [email protected]
Phone: +61 421 887 442
City: Brisbane QLD
Vertical: Mortgage & Lending
Company: Apex Broking (ABN 47 619 882 001)
Licence: ACL #483921
Community of origin: MFAA QLD
UTM source: linkedin
UTM campaign: mfaa-qld-2026
Joined: 2026-03-14
Status: ACTIVE
Trust + compliance
Compliance status: Green
Trust instrument: AFFILIATE
Signed: 2026-03-14
Anchor: 0x9c2...4a8e
Status: ACTIVE
Funnel stage: ACTIVATED

Deals (1)

DealVerticalStageValueCommissionUpdated
DEAL-00891
Anna Park · PPOR refinance $512k
Mortgage & Lending H3b · Partner settled $512.0k $2.1k 2026-06-24

Tasks (0 open) New task

Call Sarah Chen — quarterly review prep
Q3 pipeline — accounting cross-referrals
HIGH Done

Commission ledger (1)

Deal UIDGrossCommissionStatusCreatedPaidRCTI
DEAL-00891 $512.0k $2.1k PAID 2026-06-14 2026-06-24

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Add note / log activity

Activity timeline (10)

SMS Great work Sarah
2026-07-06 04:42
Bang
by founder
SYSTEM Stage moved: PAID → H3a_INTAKE
2026-06-26 14:29
founder dragged DEAL-00891 from PAID to H3a_INTAKE on the kanban board
by founder
SYSTEM Commission paid: $2,140 (DEAL-00891)
2026-06-24 22:15
Mortgage settlement · 1st-tier referrer fee · ledger entry LE-00214
by System
CALL Quarterly CM check-in call
2026-06-22 14:00
Discussed Q3 pipeline. Sarah requesting introduction to accounting vertical for cross-referrals. Marcus Webb shortlisted.
by CM (James Pham)
EMAIL Referred Marcus Webb (accountant prospect)
2026-06-18 10:00
New MEMBER pipeline. UTM tagged from Sarah's personal referral link. BD-04 picked up.
by Sarah Chen
SYSTEM Deal closed: DEAL-00891
2026-06-14 19:05
4-handshake complete · biometric anchor 0x9c2...4a8e · referred to Hugo Schmidt (Apex Broking)
by System
SMS H4 outcome confirmation received
2026-06-14 19:05
"Settlement went smoothly, thanks for the referral. Hugo was excellent." — rating 5/5
by Anna Park (Customer)
COMPLIANCE FASEA Std 7 re-attestation logged
2026-06-02 14:00
Annual cycle complete · payee_on_behalf confirmed
by Compliance
MEETING Quarterly performance review
2026-05-20 11:00
6 deals YTD · top 18% of QLD MEMBER+PARTNER cohort
by BD-04
SYSTEM Activated as MEMBER+PARTNER
2026-03-14 10:00
Biometric handshake complete · KYC cleared · onboarded into MFAA QLD community
by CM-QLD-04
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