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Seanderg
Salesforce
ASC 606

Tranche payouts. Source-based rates. 7+ plan types automated.

Seanderg pays its brokers in tranches as the buyer's payments arrive, with part of each commission paid upfront and adjusted later, and rates that change by deal size and lead source. Holding that logic in Excel became a tangled web of formulas. In FY25, Seanderg automated the model with Visdum, connected to the HubSpot data it already had.

7+
Comp Plan Types
90%
Reduction in Time Spent
100%
Accuracy in Commissions
Seanderg needed to streamline and automate milestone-based commission payouts for its real estate deals, while adjusting for upfront commission payments in future milestones. Dynamic commission rates, a flowing approval process, and tranche-based payouts made manual payouts a logistical nightmare. In FY25, Seanderg chose Visdum's sales commission automation to streamline the process and create a single source of truth.
Story snapshot The full story in 30 seconds
CompanySeanderg, a real estate company that finds coastal sites and transforms them into beachfront properties.
IndustryReal estate. HQ Dasmarinas City, Cavite. 10 to 20 employees.
ChallengeTranche-based payouts with part of the commission paid upfront and adjusted later, plus rate tables that vary by lead source, all in Excel.
SolutionVisdum's customizable logic engine for tranche and source-based rates, HubSpot integration, multi-level approvals, and broker self-service.
ResultTranche logic fully automated, hours saved every month, and plan updates in minutes instead of days.
Switched fromExcel formulas, emailed spreadsheets, and email approval threads.
IntegrationsHubSpot (CRM), Gmail sign-in
Since2025
01 · The company

Seanderg, a small team selling coastal real estate

Seanderg specializes in uncovering hidden coastal sites and transforming them into beachfront properties, whether a client wants a retirement sanctuary, an investment, or a personal retreat.

The team is small, between 10 and 20 employees with 10+ sales reps, and it combines over 30 years of real estate expertise, 8+ years of tech-driven innovation, and a global network of professionals. Seanderg is headquartered in Dasmarinas City, Cavite.

02 · The trigger

Why a tranche-based payout model broke Excel

Seanderg's payout model is based on tranches. Commissions are distributed in phases as the buyer's payments come in over time, which mirrors the dynamics of mortgage-based real estate transactions. One complexity sits on top of that: part of the commission is paid upfront and later adjusted against future payments.

The scale of what the team was managing:

10+ sales reps and brokers 7+ comp plan types A dynamic rate table for every lead source Part of each commission paid upfront, then adjusted against future payments Commission pools split equally between sales and marketing on every tranche Payout approvals from multiple stakeholders

Rates were the first problem. They varied by deal size and by the source of the lead, and each source carried its own dynamic rate table. Maintaining that logic in Excel became a tangled web of formulas and human errors. The adjustments were the second problem: because part of a broker's commission was paid at deal closure and reconciled as more of the deal amount arrived, tracking those adjustments by hand required continuous oversight.

The process around the calculations was just as manual. Seanderg used HubSpot as its CRM, but the commission workflow had no automation or integration with it. Payouts needed inputs and approvals from multiple stakeholders, which produced inconsistent timelines and bottlenecks. Brokers, meanwhile, had no self-service view. They relied on emailed spreadsheets or delayed reports to understand their earnings, which created trust gaps and left them without real-time insight into their performance.

03 · The evaluation

Seanderg evaluated several options. Its requirements came straight from the problems above.

1Proof it could model the tranche payouts.Commissions were distributed in phases as the buyer's payments came in, mirroring mortgage-based real estate dynamics, with part of the commission paid upfront and reconciled later. Any system had to handle both, accurately.
2Source-based dynamic rate tables.Commission rates varied by deal size and by the source of the lead, and each source carried its own dynamic rate table. In Excel this had become a tangled web of formulas and human errors.
3HubSpot integration and customizable approval workflows.Seanderg already used HubSpot as its CRM, but the commission workflow had no automation or integration. Payouts needed inputs and approvals from multiple stakeholders, which caused inconsistent timelines and bottlenecks.
4Self-service visibility for brokers.Without a self-service system, brokers relied on emailed spreadsheets or delayed reports to understand their earnings, which created trust gaps and left them without real-time insight into performance.
04 · The decision

The verdict

Why Visdum

A rapid proof of concept settled it. Seanderg evaluated several options and selected Visdum after a rapid proof of concept showed the platform handling its tranche-based model, including upfront commission adjustments and source-based rate logic, with full accuracy.

HubSpot and customizable workflows sealed it. The connection with HubSpot and the configurable approval workflows closed the decision.

05 · The implementation

Tranche logic, approvals, and broker access in one system

Visdum models Seanderg's staggered payout system directly. When a buyer pays an amount upfront, Visdum triggers the corresponding commission rate and then adjusts the broker's payout in future cycles as more of the deal value is collected.

Visdum's customizable logic engine holds the rate tables tied to different deal sources and time frames, which would have been nearly impossible to maintain accurately in Excel.

The process around the numbers: Payouts now route through a configurable approval flow inside Visdum, from the CFO to regional sales heads, with "on hold" and "approved to release" stages, which replaced scattered email threads and missed sign-offs. Brokers log in with their Gmail credentials to see their commissions, earnings history, and upcoming payouts.

06 · What success looks like

Plan updates in minutes instead of days

With manual calculations gone, Seanderg's finance and operations teams have reclaimed multiple hours each month that used to go into reconciling spreadsheets, checking formulas, and chasing approvals.

Administrators can create, modify, and assign any compensation plan in a few clicks, so plan updates now take minutes instead of days. Complex rate tables tied to deal sources and time frames are straightforward to manage.

For brokers, the real-time view of their commissions and upcoming payouts has increased trust and improved satisfaction. Seanderg now runs an accurate, efficient commission process with Visdum, with the complexity of Excel removed and its compensation model still fully customizable.

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