Member-side Sales Rep — Hugo Schmidt (Apex), James Reilly (Reilly Legal), Anita Roth, etc.
I am
a sales rep employed by a PARTNER firm (e.g. Hugo Schmidt at Apex Broking). I receive referrals from Flip360 MEMBERs. I intake the customer (H3a), I settle the deal (H3b), I trigger the commission.
I need
an inbound referral queue for my firm, a customer profile pre-populated by H1+H2 data, a one-tap H3a intake confirmation, settlement reporting (H3b) with deal value, and visibility of my company's referral health.
So I can
intake 100% of inbound referrals within 24hrs, settle deals on the books cleanly, and trigger the commission flow that pays the referring MEMBER.
So that (financial outcome)
the partner firm honours every referral (the trust contract), and the MEMBER refers more deals — which is the flywheel.
My KPIs
My intakes (last 30d)
4
Apex Broking
Settled
3
$3.6k
In-flight
2
H3a / H3b stages
My partner fee share
60%
AFFILIATE instrument
Next best action
1. Anna Park PPOR refinance — settlement complete, your fee share processed.
2. Sophie Lim mortgage — H2 ack pending.
3. Quarterly performance review with BD-04 due.
2. Sophie Lim mortgage — H2 ack pending.
3. Quarterly performance review with BD-04 due.
Anchored to FY27→FY31 trajectory
Every KPI on this dashboard ladders up to the FY31 financial trajectory (1k→175k members, $2,400,000.00 → $420,000,000.00). Source: investors.tsx ASSUMPTIONS.
FY27
1,000m
$2,400,000.00
FY28
5,000m
$18,000,000.00
FY29
25,000m
$90,000,000.00
FY30
85,000m
$240,000,000.00
FY31
175,000m
$420,000,000.00
In-flight work (across the 4-handshake chain)
| Deal | Vertical | Referrer | Partner | Stage | Value | Commission |
|---|---|---|---|---|---|---|
| DEAL-00891 Anna Park · PPOR refinance $512k |
Mortgage & Lending | Sarah Chen | Hugo Schmidt | H3b · Partner settled | $512.0k | $2.1k |
| DEAL-00901 Sophie Lim mortgage prequalification |
Mortgage & Lending | John Tao | Hugo Schmidt | H1 · Referrer intent | — | — |
| DEAL-00902 Daniel’s buyer Anya — building inspection |
Building Inspection | Daniel Khoury | James Reilly | H2 · Customer ack | — | — |
| DEAL-00903 Liam Foster client - SMSF advice |
Financial Planning | Liam Foster | Anita Roth | H3a · Partner intake | — | — |
| DEAL-00904 Felix Murray accounting setup $8k |
Accounting | Felix Murray | Hugo Schmidt | H3b · Partner settled | $8.0k | $560 |
| DEAL-00908 Kate Singh conveyancing pending intake |
Conveyancing | Kate Singh | James Reilly | H1 · Referrer intent | — | — |
What good looks like
Hugo opens his Apex queue. 3 new referrals from Flip360. Taps H3a on each — customers contacted, intake scheduled. DEAL-00891 settled today: taps H3b, system pays Sarah $2,140 the next morning. Apex's referral health: A+.
What bad looks like
Inbound referrals come via email. Hugo misses one. Intake delayed. Settlement reporting manual. MEMBER's commission late. Trust degrades. MEMBER stops referring to this partner.
Recent activity
| When | Type | Subject | Actor | Contact |
|---|---|---|---|---|
| 2026-07-06 04:42 | SMS | Great work Sarah Bang |
founder | Sarah Chen |
| 2026-06-28 10:47 | SYSTEM | Stage moved: H3a_INTAKE → H3b_SETTLED platform-admin dragged DEAL-00891 from H3a_INTAKE to H3b_SETTLED on the kanban board |
platform-admin | — |
| 2026-06-27 06:44 | SYSTEM | Stage advanced → H3b_SETTLED PM_ADMIN advanced DEAL-00891 to H3b_SETTLED |
PM_ADMIN | — |
| 2026-06-27 06:07 | SYSTEM | Stage advanced → H3b_SETTLED platform-admin advanced DEAL-00891 to H3b_SETTLED |
platform-admin | — |
| 2026-06-27 06:07 | SYSTEM | Stage advanced → H3b_SETTLED platform-admin advanced DEAL-00891 to H3b_SETTLED |
platform-admin | — |
| 2026-06-27 06:07 | SYSTEM | Stage advanced → H3b_SETTLED platform-admin advanced DEAL-00891 to H3b_SETTLED |
platform-admin | — |