Broker portal
Scene 1: onboard the broker · Scene 2: create the employer & deal.
① Broker onboarding
Creates the Mercury payout recipient and the Broker record in Twenty.
② Employer & deal
Creates Employer + Deal in Twenty with broker attribution, mints the magic link.
Pipeline
| Deal | Stage | PEPM | Employer link | Trace |
|---|---|---|---|---|
| Acme Rowhouse 1vr3z — Care Direct | commission_paid | $95.00 | magic link → | demo console → |
| Acme Rowhouse Coffee — Care Direct | proposal | $95.00 | magic link → | demo console → |