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Pre-Payment Pilot mode. Real CMs · real providers · real conversations. No money moves until Stripe live-wire (AF-9.5). Every activation carries pre_payment_pilot=1. Pilot status →
Flip360 CRM
Deal pipeline
13 active · 0 voided · 4-handshake lifecycle · H1 → H2 → H3a → H3b → H4
Kanban Export New deal
The 4-handshake chain (canonical per migration 0005): H1 referrer intent → H2 customer ack → H3a partner intake → H3b partner settlement → H4 customer outcome → 14-day cooling-off → eligible → paid. Five signed events, four handshakes.

Funnel (by stage)

H1 · Referrer intent2
DEAL-00901
Sophie Lim mortgage prequalification
—
DEAL-00908
Kate Singh conveyancing pending intake
—
H2 · Customer ack1
DEAL-00902
Daniel’s buyer Anya — building inspection
—
H3a · Partner intake1
DEAL-00903
Liam Foster client - SMSF advice
—
H3b · Partner settled2
DEAL-00891
Anna Park · PPOR refinance $512k
$2.1k
DEAL-00904
Felix Murray accounting setup $8k
$560
H4 · Customer outcome0
(empty)
Cooling-off (14d)1
DEAL-00905
Olivia Park legal — wills package
$245
Eligible for payout1
DEAL-00906
Priya Nair home & contents bundle
$154
Paid4
DEAL-00701
Hugo Schmidt mortgage $824k
$2.5k
DEAL-00702
Eliza Tanaka conveyancing $4k
$280
DEAL-00703
Marcus Whitfield financial plan $12k
$840
DEAL-00907
Ava Mitchell plumbing referral
$72

All deals (table)

STAGE: All (13) · Referrer intent (2)· Customer ack (1)· Partner intake (1)· Partner settled (2)· Customer outcome (0)(14d) (1)for payout (1)Paid (4)
SORT: Most recently updated Gross value Commission Chain completeness
UIDTitleVerticalReferrerPartnerCustomerStageValueCommissionChain %Actions
DEAL-00891 Anna Park · PPOR refinance $512k Mortgage & Lending Sarah Chen Hugo Schmidt Anna Park H3b · Partner settled $512.0k $2.1k 20%
DEAL-00901 Sophie Lim mortgage prequalification Mortgage & Lending John Tao Hugo Schmidt Sophie Lim H1 · Referrer intent — — 20%
DEAL-00908 Kate Singh conveyancing pending intake Conveyancing Kate Singh James Reilly Hugo Brunner H1 · Referrer intent — — 20%
DEAL-00902 Daniel’s buyer Anya — building inspection Building Inspection Daniel Khoury James Reilly Eliza Tanaka H2 · Customer ack — — 40%
DEAL-00903 Liam Foster client - SMSF advice Financial Planning Liam Foster Anita Roth Marcus Whitfield H3a · Partner intake — — 60%
DEAL-00906 Priya Nair home & contents bundle Insurance Priya Nair Anita Roth Eliza Tanaka Eligible for payout $2.2k $154 100%
DEAL-00904 Felix Murray accounting setup $8k Accounting Felix Murray Hugo Schmidt Anna Park H3b · Partner settled $8.0k $560 80%
DEAL-00712 Hugo Brunner refinance — CLAWBACK Mortgage & Lending Mathew Punter Hugo Schmidt Hugo Brunner Clawback $450.0k -$450 80%
DEAL-00905 Olivia Park legal — wills package Legal Olivia Park James Reilly Sophie Lim Cooling-off (14d) $3.5k $245 100%
DEAL-00907 Ava Mitchell plumbing referral Trades Ava Mitchell Hugo Schmidt Anna Park Paid $4.8k $72 100%
DEAL-00701 Hugo Schmidt mortgage $824k Mortgage & Lending Mathew Punter Hugo Schmidt Hugo Brunner Paid $824.0k $2.5k 100%
DEAL-00703 Marcus Whitfield financial plan $12k Financial Planning Mathew Punter Anita Roth Marcus Whitfield Paid $12.0k $840 100%
DEAL-00702 Eliza Tanaka conveyancing $4k Conveyancing Mathew Punter James Reilly Eliza Tanaka Paid $4.0k $280 100%
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