Module map — what we copy from IQI Atlas

Read off 20 screens of the live Atlas system (15 Sep 2026). Each row says whether we copy it, change it, or leave it — and in which phase it lands.

PLANNING

1 Copy / change / leave

Atlas module	What it does there	Decision	Our version	Phase
My Team / Team Sales	Referrer column, Title, personal vs group sales	COPY	Team page (management upline) + override engine walks the upline chain	F1
Subsales Claims	Submission → Approval → Paid, named approver per row	COPY	Claims register with ops checkpoint before money moves	F2
Payment vouchers	40% commission + Marketing Bonus as separate documents	COPY	Two-voucher engine, two separate account codes, two names	F2
Appointment letter → Confirmation → Tenancy → Claim	Form chain with shared reference, e-signature	COPY	Maps onto our E-wave documents (E2 onboarding, E3 templates)	F3
My Sales	Agency commission vs paid commission per deal	COPY	Compliance view: declared 40% vs total paid	F2
Rank progress bar	Lieutenant → Commander, target per rank	CHANGE	Same idea, targets set by us (RM1.5m / 2.5m / 3.5m closed sales)	F4
Campaign Tracker	Incentive trips, dream car, phone campaigns	CHANGE	Two or three campaigns a year, not eight	F4
Recruitment Growth Targets	Team size, performing agents, growth %	CHANGE	Measure production of recruits — never joining fees	F4
Learning Hub / License Renewal	REN training, NCC, REN tag renewal	CHANGE	Keep it small: tag expiry + insurance reminders, link to MIEA courses	F4
Request Form	Tags, banners, stickers, business cards	CHANGE	Simple request list with our own printer	F5
Listing Centre / Project Centre	Listings and 1,459 project cards	CHANGE	Reuse Mr Tanah listing data + project pages we already run	F5
AIini / IQPilot	AI assistant inside the system	CHANGE	"Ask Ali" agent that can read deals and answer payout questions	F5
Real Estate Radar, Auction Centre, Valuations, Store Hub, Global Network	Market intelligence, auctions, e-commerce, overseas network	LEAVE	Out of scope for a 10–40 agent agency	—

2 Build order

F1 · Foundations (2–3 weeks)

Agent registry: REN tag no., expiry, PI insurance, level
Written agency agreement (commission 40% + Marketing Bonus wording)
Upline tree + titles (referral record kept separate)

F2 · Money engine (3–4 weeks)

Commission + Marketing Bonus calculator with the 40% hard cap
Two-voucher output, self-billed e-invoice fields
Claim pipeline with approval checkpoint

F3 · Documents (3–4 weeks)

Form chain with shared reference numbers
E-signature for both parties
Milestone release tied to documents

F4 · Performance & compliance (2–3 weeks)

Rank progress, leaderboard, campaigns
Monthly report: declared commission vs total paid out
REN tag and insurance reminders

Deliberately left out

Atlas carries modules we do not need at this size: market radar, auctions, valuations, an internal store, and a global agent network. Adding them would slow F1–F2 and add compliance surface. They can be revisited once the agency passes ~40 agents.

Zentra Realty prototype · Module map drawn from the live IQI Atlas screens supplied by Zahir
Planning document — nothing here is built yet.