Adding Deals into Super Portal

Super Portal Overview and Access

• Bramlett Partners has fully transitioned to the Super Portal.
• RealScale has been completely sunset and is no longer used.
• All deal activity must be done in the Super Portal at app.bramlettpartners.com.
• The Deals section in Follow Up Boss will not work for transactions.

Deals and Transaction Setup

• The Deals section in the Super Portal mirrors the former RealScale setup.

  To create a new deal, select New Deal and choose the representation type:

  • Buyer representation
  • Seller representation
  • Lease representation, landlord or tenant

Property and Status Information

• Enter all property details within the deal.
• Use the “Off Market” toggle if applicable.
• An MLS ID number is now required for on market properties.
• Transaction statuses remain the same, including listed, contracted, and closing.
• To request a DA, change the status to Closing Report, which follows the same approval process as before.

Marketing and Team Members

• Select marketing details such as company lead, outside referral, and lead source.
• Add company team members including assistants, listing coordinators, and transaction coordinators.
• Coordinators and assistants can also add the agent they are working with.

Parties Involved in the Deal

• Add or create clients directly within the deal.
• Add cooperating agents, escrow officers, escrow companies, and lenders.
• The system may take a moment to populate search results, so wait briefly if no matches appear.
• For cash deals, select one of the available “cash” lender options rather than entering “none.”

Milestones, Financials, and Fees

• Enter milestones and review the financial table once details are added.
• Commission splits automatically calculate, such as a 3 percent commission with an 80/20 split.
• Add admin and E&O fees for personal deals and for in house transaction or listing coordination.
• Add in office payees, including approved third party coordinators.
• Add out of office payees for rebates, referrals, or external assistants or coordinators.

• Use transaction notes to document deal specific details.

  Advanced options include:

  • Fee to client, when charging a client
  • Rebate, when issuing money back to a client

Saving, Documents, and Deal Management

• Choose Update Transaction to save changes.
• Choose Update and Upload Docs to proceed directly to document upload.
• The deal search and view screen functions similarly to the prior system.
• Deals can be sorted by type or date.
• Transaction coordinators can search by agent.
• Admin users have broader visibility across deals.

Lease Invoicing

• Lease invoice issuance remains unchanged.
• Once issued, invoices show as “Authorized,” indicating they have been sent.
• Lease invoices can be viewed and sent directly through the messaging system.

Support

• For questions or issues, users are instructed to contact support.
• The training concludes by confirming the Super Portal covers all prior RealScale functionality.