Entering and Managing Deals
Every deal in SplitRE moves through a lifecycle. Understanding what each stage locks in place will save you from surprises later.
Draft
Go to Deals to start a new deal, or open an existing draft to keep editing it. While a deal is a draft:
- Click Save Draft to save your progress without confirming — nothing is emailed to the agent, and nothing is final.
- If you're editing an existing draft, the same button reads Update Draft.
- Drafts don't count toward cap totals yet.
Confirm
When a deal is ready to be finalized, click Confirm & Email Agent. This:
- Locks the deal's numbers into a permanent breakdown snapshot (edits after this point require an amendment, not a direct edit).
- Recalculates the commission server-side — the numbers you see in the preview are double-checked, not just trusted from your browser.
- Updates the agent's cap ledger for the year.
- Emails the agent their commission breakdown.
An agent can never be confirmed into a negative payout — SplitRE blocks any confirmation that would leave the agent's net below $0.
Amend
Need to fix a confirmed deal? Open it and click Amend, which takes you to an amendment form. Saving it (Save Amendment) creates a new deal record linked back to the original — the original stays in your history for an audit trail, and the amendment's numbers are what count going forward for cap and reporting purposes.
Void
To reverse a deal entirely:
- On a draft, click Void — it's removed without affecting cap totals (it never counted toward them).
- On a confirmed deal, open it and click Void the deal, then Confirm void. This reverses its contribution to the agent's cap ledger for the year.