Co-Brokers and End-Clients
Some of the people messaging you aren't end-customers - they're other agents (co-brokers) asking about your listings on behalf of their own clients. One co-broker can be chasing three different listings for three different people, and they'll all come in on the same WhatsApp thread.
Proppy lets you tag a contact as a Co-Broker, add the end-clients they represent, and tie each deal to the right client - so your pipeline tells you exactly who the listing is for.
The concepts
- Contact - The person on the other end of WhatsApp. Either a Direct end-customer or a Co-Broker agent.
- End-Client - The downstream customer a co-broker represents. You only ever see their name; they don't log in or message you directly.
- Deal - One pipeline slot: contact + listing + (optionally) end-client. Co-brokers can have several parallel deals, one per (listing, client) combination.
Marking a contact as Co-Broker
- Open the prospect
- Click the CRM tab
- In Contact type, pick Co-Broker
The drawer now shows a Clients section where you can add the end-clients this agent represents. A Co-Broker badge appears next to their name in the list and in the pipeline so you can tell them apart at a glance.
Tip: If you're not sure yet whether someone is direct or co-broker, leave them as Unknown. Proppy treats unknown contacts like direct ones for automation; the Clients section just stays hidden until you set it explicitly.
Adding end-clients
In the Clients section:
- Click Add
- Enter the client's name (e.g. "John Tan")
- Optionally fill in brief: intent, budget, bedrooms, districts
Adding an end-client automatically switches the contact to Co-Broker if they were still Unknown, because the presence of a named client is a strong signal.
Each client card shows how many active deals they have with you.
Tagging a deal to an end-client
In the Deals section, each deal shows the listing plus a small <name> chip when it's tied to an end-client. Use the deal's menu to assign or unassign the client:
- Unassigned - The deal isn't tagged to a specific client yet. Pipeline still counts it.
- Assigned - The chosen client name shows in the deal card and in the pipeline drill-down.
You can have two separate deals on the same listing for the same co-broker contact, as long as they're tagged to different end-clients. That's the point: two clients, same listing - two slots in your pipeline, tracked separately.
Removing an end-client
You can delete an end-client only when no deals are attached to them. If a client has deals, unassign or archive those deals first. This keeps the activity history intact.
What changes in the pipeline
- The pipeline counts deals, not contacts - so a co-broker with three active deals shows up three times in the Pipeline card on the dashboard.
- Hot leads and stale prospects are still contact-level (who you most need to follow up with), so a single co-broker can surface once with all their deals visible when you open the drawer.
- Co-brokers are never contact-level archived by the dormancy cron, even when all their current deals are closed. The relationship matters.