Real estate operations
Build an AI powered referral fee system for real estate
Track referrals from introduction to closing and proposed fee in one review queue. A custom workflow on Permute links CRM, agreement, and payment records, applies approved fee terms, and surfaces exceptions for human review.
Example workflow
Illustrative custom app · Sample data
Connected systems
Source records for this workflow
Permute data foundation
Connected records, shared rules, source evidence, and governed access.
Custom applicationReal estate operations
Referral fee review
Open referrals
28
Needs review
3
Approved fees
$42.5K
| Property | Deal stage | Fee status |
|---|---|---|
| Oak Street | Closed | Review rule |
| Willow Lane | Under contract | Pending |
| Harbor View | Closed | Approved |
Fee decisions remain subject to the agreement and human approval.
The working view
Trace every proposed fee to a referral and a rule
One queue connects the introduction, transaction, fee terms (including amendments), closing evidence, and payment status. Missing or conflicting records appear as exceptions for an authorized reviewer.
Built on Permute
What makes it work
Match records across systems
Permute links referral, contact, deal, and payment records even when names or IDs differ across systems.
Apply approved fee logic
Declared fee rules calculate a proposed amount from approved terms and verified transaction data.
Review exceptions
Unmatched referrals, changed terms, and missing closing records go to a reviewer before approval.
How it works
A referral moves through an evidence trail
- 01
Record the referral
The workflow connects the parties, introduction date, and agreement reference.
- 02
Connect the transaction
Permute matches the referral to the deal and closing record, with uncertain matches held for review.
- 03
Approve the fee
The queue shows the proposed fee and its evidence for an authorized person to approve.
Why build on Permute
Build on a foundation each new tool can reuse.
Permute connects systems, reconciles records, and keeps business definitions and source evidence in one place. Each application reuses that foundation (including its data access rules) instead of rebuilding the same integrations and logic.
Build with your own team through Permute Factory's API and SDK, or work with our engineers to build and maintain the application. Permute-hosted apps use Permute sign-in and app access checks. Each app checks which business data a person may see before returning it.
Built for this workflow
Fee rules stay under your control
Give every proposed fee a clear path from introduction to signed terms and closing evidence. The review queue shows the rule applied, the source records, and any exception that needs an authorized decision.
Questions teams ask
Can AI decide who is owed a referral fee?
AI helps match records and flag exceptions. Approved agreement terms determine the fee, and authorized staff review disputed cases.
What happens after a fee is approved?
The approved fee, rule, and evidence are ready for your payment process. The payment system records the transaction.
What should a referral record contain?
A referral record connects the parties, agreement, introduction date, transaction, status, and source evidence.
See this workflow on your data.
Bring a report or workflow you run today. We’ll map its source systems, business rules, access, and first custom view (including any approvals your team needs).