This document sets forth the terms and conditions governing lead registration, management, and resolution of lead ownership disputes (“Lead Clash”) between Casatrance and the Channel Partner, in connection with the marketing and sale of real estate projects represented by Casatrance.
Key timelines at a glance
24 hrsCasatrance validates each leadClause A215 daysTo complete the site visit with your clientClause A3(a)60 daysLead validity from registration, after the site visitClause A3(b)24 hrsTo submit site-visit proof in a clashClause A4(d)45 daysCommission paid after the client’s 1st disbursementClause C2
A summary for quick reference. The clauses below are what apply.PART A
Lead registration process
1. Lead registration
Channel Partner must register the leads to Casatrance CRM department only.
2. Lead validation
Each lead will be validated by Casatrance within 24 hrs of registration.
a.A lead is considered valid only if it contains the client’s full name, contact number, and email ID (if available).
b.Duplicate or incomplete entries will be automatically disqualified.
3. Lead validity
a.The validity of the lead expires within 15 days from the date of the registration if the Channel Partner/agent fails to complete the site-visit by accompanying the client.
b.Post site-visit, the registered lead will be valid until 60 days from the date of registration.
c.Channel Partner will lose the validity of the lead if our other associate registers the same lead and completes a successful site-visit by accompanying within the specific validity mentioned in point no: 3(a).
d.Channel Partner during registering the client should inform us if we should contact the client for follow-up or not.
4. Lead clash handling
a.We strongly recommend the Channel Partner to accompany with the client during the site-visit to avoid lead-clash with other agents.
b.Channel Partner vs Channel Partner Lead Clash: In case two or more channel partners claim the same lead:
1.The channel partner who accompanies the client during the first site visit will be considered the valid lead owner.
2.If no channel partner accompanies the site visit:
1.The channel partner whose name is mentioned by the client in the booking form will be considered the lead owner.
2.If the client does not mention any channel partner, then the partner who first registers the lead in the system will be considered the valid owner, provided it falls within the lead validity period as mentioned in clause 3(a).
3.If both leads are registered at approximately the same time (within 5 minutes), the client will be directly contacted via call/SMS/email to confirm whom they are engaging with. The confirmation will be documented and considered final.
c.Clash with Casatrance In-house leads:
1.If the client confirms a site visit appointment with the Casatrance in-house team, the lead will be considered as belonging to Casatrance.
2.If the client has not confirmed a visit with the in-house team, and a channel partner accompanies the client for the first visit, then the channel partner will be considered the valid lead owner.
3.If the client attends the site visit independently (without in-house or channel partner), and later proceeds with a booking:
1.The client’s declaration in the booking form will be taken into account.
2.If no declaration is made, the first valid registration in CRM will be reviewed to determine ownership.
4.In case a site visit is coordinated jointly (in-house + channel partner), Casatrance will:
1.Review internal logs, communication records, and client confirmation to decide fairly on lead ownership.
d.If the client acknowledges both channel partners: The partner who brought the client for the first site visit will be given priority. Valid proof (visit log, attendance sheet, photos) must be submitted within 24 hours of the visit.
e.Site visit claims must be supported with documentation such as signed visitor logs, timestamped photos, or video evidence.
f.Failure to submit proof within 24 hours may result in forfeiture of the lead claim.
g.If the client denies association with the registered partner, the lead will be released after formal confirmation and may be reassigned.
h.The final decision regarding lead ownership lies with Casatrance sales/CRM team.
i.Casatrance decision will be binding and final in case of any unresolved disputes.
j.Any attempt to falsify lead information, manipulate records, or falsely claim a lead may result in:
a)Immediate disqualification from the ongoing project.
b)Suspension or termination of Channel Partner rights.
c)Blacklisting from future association with the Casatrance.
5. Client feedback
Channel Partner must provide us with the updates of registered client’s site-visit schedule and follow-ups on timely basis.
6. Conflict resolution
In case of a clash between Channel Partners, the CP must accompany the client during the visit, or the client must confirm the CP’s name.
PART B
Booking process
1. Booking form
Casatrance will use the approved booking form to capture client information and preferences.
2. Booking confirmation
Casatrance will provide a copy of the booking form of the confirmed bookings with Channel Partner.
3. Booking cancellation
Channel Partner must follow the Casatrance cancellation policy and notify clients of any changes or cancellations.
PART C
Payment and commission conditions
1. Commission structure
a.Channel Partner will be paid a commission on each sale based on the agreed commission structure.
b.Commission structure will vary from project to project.
c.Commission structure will be calculated on the Basic cost and the car-park charges only.
2. Commission payment terms
Commission payments will be made within 45 days of receipt of the first successful 1st disbursement payment from the client.
3. Payment methods
Channel Partner must use the Casatrance approved booking payment methods only.
4. GST/Taxes
All payments will be made without GST and by deducting applicable taxes for CP commissions.
5. Commission dispute resolution
Any disputes regarding commission payment will be resolved by Casatrance and Channel Partner in good faith.
PART D
Additional terms and conditions
1. Confidentiality
Channel Partner must maintain confidentiality of client information and Casatrance business operations.
2. Non-disclosure
Channel Partner must not disclose any confidential information to third parties without the Casatrance prior written consent.
3. Intellectual property
Channel Partner must not use the Casatrance intellectual property, including logos and branding, without the Casatrance prior written consent.
4. Liability
Channel Partner will be liable for any damages or losses suffered by Casatrance or clients, arising from their negligence or breach of this agreement.
5. Disputes
Any disputes arising from this agreement will be resolved fairly between the Channel Partner and Casatrance through mutual discussion and understanding.
Questions about these terms?+91 81473 61600 · www.casatrance.com · Whitefield, Kadugodi, Bengaluru
Join as partner