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Fee Structures

The Fee Wizard component lets you configure the fee arrangement for a client. It appears on the Fees tab of Lead and Client records.

Overview​

Fee structures support two property types:

  • Residential - Three fee options: Percentage, Flat, Performance
  • Investment - Single fixed-fee option

The fee wizard calculates preview amounts based on the client's Budget (on Leads) or Purchase Price (on Client records). When a Purchase Price exists, it takes priority over the Budget for all calculations.

Creating a Fee Structure​

Screenshot needed: The Fee Wizard showing all three residential fee options with Offer checkboxes and preview calculations

  1. Navigate to the Fees tab on a Lead or Client record
  2. The wizard shows fields for each fee option
  3. Fill in the details (see sections below)
  4. Check the Offer boxes for options you want to present to the client
  5. Click Create

Fee Option 1: Fixed Percentage​

The simplest model - a percentage of the purchase price.

Fields:

  • Offer checkbox - Check to include this option in proposals
  • Fee Percentage (%) - Enter the percentage (e.g. 2.5 for 2.5%). This field is always required, even for Flat and Performance options, as it is used as the reversion percentage.

Preview shows the calculated fee based on current price/budget.

Example: Purchase price $800,000 at 2.5% = $20,000 fee

Fee Option 2: Flat Fee​

A fixed dollar amount based on the budget midpoint, with optional split boundaries and reversion to percentage.

Fields:

  • Offer checkbox
  • Budget Min - Minimum budget amount
  • Budget Midpoint - Auto-calculated from Budget Min and Price (read-only)
  • Flat Amount - The flat fee in dollars
  • Reversion Buffer (%) - If the purchase price exceeds Budget x (1 + Buffer%), the fee reverts to percentage

Split Feature (Optional)​

Screenshot needed: The Flat Fee option with Split enabled, showing the Split Boundary and Low/High amount fields

Enable split to use different flat amounts depending on the purchase price:

  • Enable Split checkbox
  • Split Boundary - Price threshold. If left blank, defaults to the Budget Midpoint.
  • Flat Amount (Low) - Fee if price is at or below the boundary
  • Flat Amount (High) - Fee if price is above the boundary

How Reversion Works​

The flat fee applies only within a budget range. If the purchase price exceeds the threshold, the fee reverts to the Fee Percentage instead.

Reversion threshold formula: Budget × (1 + Buffer%)

Example:

  • Budget: $1,000,000
  • Flat Amount: $19,000
  • Reversion Buffer: 5%
  • Reversion threshold: $1,000,000 × 1.05 = $1,050,000
  • If price stays under $1,050,000 → client pays flat $19,000
  • If price exceeds $1,050,000 → reverts to percentage fee (using the Fee Percentage from Option 1)

Fee Option 3: Performance Scale​

Screenshot needed: The Performance Scale option showing three tiers with percentage fields and price thresholds

A tiered percentage that changes based on the purchase price.

Fields:

  • Offer checkbox
  • Low Tier: Fee % and price threshold (upper boundary)
  • Mid Tier: Fee % (price range auto-calculated between low and high thresholds)
  • High Tier: Fee % and price threshold (lower boundary)

How Tiers Are Determined:

  • Price strictly less than the Low threshold → Low tier applies
  • Price between the two thresholds (inclusive) → Mid tier applies
  • Price greater than the High threshold → High tier applies

Example:

  • Low: 2.7% if price < $700,000 → Fee = $18,900
  • Mid: 2.5% if price $700,000 - $900,000 → Fee = $20,000
  • High: 2.3% if price > $900,000 → Fee = $20,700

The preview shows which tier applies based on the current price, with the active tier highlighted.

Investment Fee Structure​

For investment properties, a single fixed-fee option:

Fields:

  • Fixed Buying Fee - Dollar amount
  • Max Property Value - Threshold for the fixed fee
  • Reversion Percentage (%) - Applied when price exceeds max value

Example:

  • Fixed Fee: $15,000
  • Max Value: $750,000
  • Reversion: 2.0%
  • Properties up to $750,000 → $15,000 flat
  • Properties over $750,000 → 2% of purchase price

Registration Deposit​

All fee structures include a Registration Deposit field (defaults to $3,000). This is deducted from the final commission invoice.

Offer Checkboxes​

The Offer checkboxes on each fee option are for tracking which options were presented to the client. They do not affect calculations and are purely informational - you can offer multiple options and later select the agreed one.

Selecting the Final Option​

After presenting options to the client and agreeing on a fee structure:

  1. Use the Selected Option dropdown at the top of the wizard
  2. Choose the agreed option (Percentage, Flat, or Performance)
  3. Click Save Selection
  4. The fee structure locks automatically

Locked Fee Structures​

Screenshot needed: A locked fee structure showing the blue "locked" banner and the Selected Option dropdown

Once a client has selected their fee option:

  • A blue banner shows "This fee structure is locked"
  • Fields become read-only
  • The selected option is highlighted
  • To make changes, click Unlock to re-enable editing
  • Unlocking clears the Selected Option - you will need to re-select it after making changes

Editing an Existing Fee Structure​

  1. Click the Edit button on the Fee Wizard
  2. Make your changes
  3. Click Update to save

Validation Rules​

  • A Budget or Purchase Price must exist on the record before creating a fee structure
  • Fee Percentage is always required - even for Flat and Performance options, as it serves as the reversion percentage
  • Percentages are limited to 2 decimal places
  • Cannot edit fields when the structure is locked
  • If multiple fee structures exist (e.g. from edits over time), the most recently created one is the active fee structure
  • Percentages are stored internally as decimals (e.g. 2.5% is stored as 0.025), but displayed as percentages in the UI
  • When a lead is converted, the active fee structure is automatically synced to the new Client record