Sherlock is a custom page created for the brokerage's File Review Team to use in order to reduce time in verifying the client source for transaction economics. With this page, the verification process was automated and not only reduced error and saved time but allowed a way to capture history for each file for reporting and auditing purposes.
Tools: Lightning Aura Components, Custom Objects, Custom Page Layout, Custom Tab, APEX Controller, Autolaunched Flow, Record Triggered Flows
Identified a critical vulnerability in the brokerage’s Revenue Recognition process, where manual audits were required to differentiate between company-procured leads and agent-owned contacts. The existing "human-in-the-loop" verification process—which involved cross-referencing disparate email, phone, and history logs—was highly susceptible to error and created significant financial leakage. To protect the organization's bottom line, a scalable, automated Lead Attribution Engine was required to ensure 100% commission accuracy and eliminate manual follow-up bottlenecks.
Engineered a proprietary Lead Source Verification (LSV) Console to institutionalize the brokerage’s commission-split audits. By architecting a custom data-matching engine, the system automatically aggregates all related CRM contacts based on multi-factor search criteria (Name, Email, Phone, etc.) into a centralized work queue. I integrated real-time history "hover" previews and a unified Activity Center to eliminate multi-tab navigation, allowing reviewers to execute complex lead-attribution audits, communicate with agents, and document the entire verification lifecycle within a single, high-velocity interface.
The LSV Console is a specialized financial audit tool designed to instantly determine whether a transaction originated from a company-procured lead or an agent’s personal contact. Upon activation, the system automatically scans the entire database, cross-referencing names, emails, and phone numbers, to surface any matching records that could impact the commission split or "deal economics" of a transaction. To maximize efficiency, reviewers can assess all matching results within a single, unified table, utilizing a "quick-view" history icon to preview a contact’s full interaction timeline in a pop-up window without ever leaving the page. This centralized layout includes a custom Activity Tracker for team collaboration and file history, while background automation handles the "heavy lifting" by notifying specific employees via email exactly when their input is required. By removing the need for manual queue monitoring and allowing for on-demand data refreshes, the console ensures total financial accuracy while significantly reducing the administrative time and cost associated with the closing process.