Thread 2 of 3 · SC-CRM

Agent Money · commission redesign

Designed and delivered against the new lifetime-revenue commission model. Four of eight screens were delivered on 8 April 2026. The thread has been paused since, waiting on a post-launch review that has not happened.

Delivered

4 of 8 screens

Checkpoints 1, 1.5, 2 and 3 all reviewed and signed off. Six screens are published below, including the three tier options.

Paused since

April 2026

Held for post-launch feedback after the 13 April company launch. That feedback has not arrived.

Blocking

One question

Whether the comp plan shipped as designed. Seven screens are published below, starting with the page as it runs today.

Why this stopped, stated plainly

The design was paused pending a post-launch review after the company launch on 13 April 2026. That review never took place. It is not a quality or scope issue, and nothing was rejected. The work simply arrived at the same moment as an ownership transition and a CTO hire.

Four finished screens have been sitting unused for four months. They may still be correct. They may not, if the comp plan changed after launch. Nobody currently knows which, and that question takes about ten minutes to answer.

Before and after

The page as it runs today, next to the redesign it was measured against. Both show the same agent and the same underlying data.

00 Today, in production Current state

Captured 3 March 2026. Earnings are split across four separate card groups with no stated relationship between them, the revenue chart carries two unlabelled 50 percent markers, and there is no tier or progression concept anywhere on the page. An agent cannot answer "what do I earn on my next lease, and what would move it" from this screen. That question is what the redesign was scoped to answer.

crm.smartcitylocating.com/money

Agent Money as it runs in production today

The delivered design

01 Agent Money, lifetime revenue model Checkpoint 3, approved Delivered 8 Apr 2026

Lifetime confirmed revenue leads the page, tier position sits beside it, and the two commission splits are given equal weight because agents read them as one number. Progress is scoped to the current-to-next tier rather than the full lifetime bar, per Cassie's 27 March preference. Terminology follows the locked change from "House leads" to Company Generated Leads. Figures shown are an illustrative agent profile.

crm.smartcitylocating.com/money

Lifetime Confirmed Revenue

$623,847

Gold

Tier 3 of 5

50%

Company Generated Leads Commission

Your split on company-sourced leads

70%

Referrals & Repeat Leases Commission

Your split on referral and repeat business

At Platinum: 50% / 80%

Unlock higher referral splits at $1M lifetime revenue

$376,153 remaining to Platinum

25% complete

$500k$1M

$198,200

House Lead Earnings

From company-sourced leads

$113,247

Referral Earnings

From referrals and repeat leases

$187,500

This Year Revenue

Confirmed revenue in 2026

Leases This Year

Total closed leases

Referrals This Year

From referral and repeat clients

$4,464

Avg Lease Value

Per closed lease

Your Path to Diamond

Commission tiers

HouseReferral

Diamond

$2M+

50%90%

Platinum Next

$1M+

50%80%

Gold Current

$500k+

50%70%

To next tier $376,153

Silver

$250k+

45%65%

Bronze

$0+

40%60%

Tier system, three options explored

Three ways to render the same tier ladder, built so the choice could be made by looking rather than by describing. The naming shown here is one of the five candidate sets that were tested. Bronze, Silver, Gold, Platinum and Diamond was locked on 26 March. Tier naming was raised again as an open question on 17 August, so these are live reference rather than history.

02 Option A, Progress Track Horizontal

Stepped horizontal progression. Clean and familiar, reads left to right, and the current tier carries the split callout. Cheapest to build and the least visually distinctive.

crm.smartcitylocating.com/money

Agent Money, Option A, horizontal progress track

03 Option B, Level Cards Card set

Each tier as its own card. Most scannable at a glance, heaviest on vertical space.

crm.smartcitylocating.com/money

04 Option C, Tier Ladder Vertical stack

Vertical stack with the current tier expanded and the others compressed. Carries the most detail per tier and it is the only one of the three that feels like climbing. Expanded row shows threshold, both commission rates, and progress to the next tier.

crm.smartcitylocating.com/money

Agent Money, Option C, vertical tier ladder

Where the tier work landed

05 Full page with tier markers and commission rail Locked naming

The resolved direction. Locked naming, a single progress bar carrying all five thresholds as markers, and a persistent Commission Tiers rail where the current tier expands to show both splits. This is the version the four delivered screens were built against.

crm.smartcitylocating.com/money

Agent Money, full page with tier markers and commission rail

Consolidated view, early exploration

06 My Money, tabbed consolidation Exploration, not finished

Included deliberately in an unfinished state. This is the Agent Money and Agent Payday consolidation that was flagged on 17 August as worth revisiting: one surface with Dashboard, My Payday and Pay Periods as tabs. Panels carried over from another page are still in place and the tab set is not final. Shown so the direction is visible, not as a proposal.

crm.smartcitylocating.com/money

My Money, tabbed consolidation, early exploration

Designed, not shipped

The remaining four screens

DesignedNot built

Consolidated tab view merging Agent Money and Agent Payday into Dashboard, Leases and Pay Periods. Revenue-padding display, with padding rendered grey and actual Smart City revenue green. Grandfathered-agent display logic. Mobile responsive pass.

Locked decisions still standing

Reference

Tiers Bronze, Silver, Gold, Platinum, Diamond. Referral splits 60, 65, 70, 80, 90. Configurable commissions per agent, so the tier ladder must render dynamically. Advance pay admin-only. Two comp plans per agent, one house and one referral.

Open decisions · Agent Money

Do the calculations move out of the CRM into Tableau?

Owner: JasonChanges what these screens are

Raised 17 August: CRM stays the system of record, reporting moves to Tableau. If the agent-facing view remains in the CRM, these four screens stand and become a display surface reading from elsewhere. If agents are pointed at Tableau instead, this is a different product and the designs need revisiting before anything is built.

Did the new comp plan ship as designed?

Owner: Smart CityBlocks everything below

The design assumes tiers at $250k, $500k, $1M and $2M, and referral splits of 60 through 90. If any of that moved after the April launch, the four delivered screens need revision before anyone builds them. If none of it moved, they are ready to hand to a developer as-is.

Are agents on the new plan today, and how many?

Owner: Smart City

Phase 2 required a GM to move each agent manually, with an ICA addendum. It was never self-service. If nobody was moved, this page has an audience of zero and the priority changes.

Does revenue padding still exist as a field?

Owner: Smart City

Introduced 3 April to credit agents with prior-brokerage revenue for tier progression. It changes the progress display, since padding renders grey against green. If it was dropped, one screen gets simpler. If it stayed, the mobile pass has to account for it.

Who owns this decision now?

Owner: unclearNaming this unblocks the thread

This work was scoped and approved by Cassie. The thread has had no named owner since April. It is the single reason four finished screens have sat unused, and it is answerable in this meeting.