Subroker Dashboard · Franchise and partner desk

Your network, on its own numbers.

Partner management for the whole network: every franchise and authorised person tracked with their clients, and the payout computed automatically across as many partner tiers as you run.

A partner who can see their own book stops ringing your back office for it — which is most of what your back office does on the first of the month.

  • Unlimited partner tiers
  • Payout linked to Synapses
Partner deskClientsTurnoverBrokeragePayoutStatement ready
Subroker Dashboard — franchise and partner desk

In plain words

What Subroker Dashboard actually is.

A broking network runs on people who are not your employees and cannot see your systems. So they ring. The first week of every month is a back office answering the same question from forty partners: what did I earn, and on which clients.

This module answers it once. Each partner signs in and sees their own hierarchy, their clients, the business under them and the payout worked out from it — generated straight into Synapses, on the same books your back office is reading, so there is no second version of the number to argue about.

What you get

Four things it does, and what is behind each.

Every line below names something that can be shown in a walkthrough. If one of them cannot be, we would rather you found out in the hour than after the signature.

  • Franchise and AP tree

    Multi-level franchise and authorised person hierarchy, with each partner seeing their own level and everything beneath it.

    • Multi-level franchise tree
    • Authorised persons at any level
    • Scoped to their level
  • Brokerage sharing, live

    The brokerage share and the deduction rules against it, calculated in real time as business is done rather than at month end.

    • Real-time sharing calculation
    • Deduction rules per partner
    • Basis shown against each figure
  • Volume and turnover

    Client volume and turnover analytics for every sub-broker, so a partner can see which clients are carrying their book.

    • Client-wise volume
    • Turnover by sub-broker
    • Rolled up the tree
  • Payout into Synapses

    Payouts generated directly from the computed share and linked to Synapses, so a payout query is a screen rather than a phone call.

    • Direct payout generation
    • Linked to Synapses ERP
    • History kept

Common questions

The ones that come up on the first call.

If yours is not here, it is a better use of an hour than a slide deck — bring it to a walkthrough.

Will the numbers match what our back office says?

They are the same numbers. Payouts are generated directly into Synapses, which reads and writes the books your back office keeps, so a partner and your accounts team are looking at one record. That is the point of running it on the platform.

Can partners see each other?

No. Each signs in to their own level and everything beneath it. Nothing above them and nothing beside them is visible, which is usually the first question a partner asks before agreeing to use it.

The next step

See Subroker Dashboard on your own books.

Tell us how this part of your firm runs today and what you would want it to stop doing. We will walk you through the same screens your team would work in.

Or call +91 76765 83344