EjenPlus for financing advisory

Keep every
case moving.

Bring submissions, supporting documents, case updates and adviser commissions into one workspace. Know what needs attention next.

Follow a case

Made for the way agencies work

The paperwork2 of 2

PDFClient application✓

PDFSupporting documents✓

Case #0042Ready for review

Home financing application

Advisory case · ADV-0042

NANur Aina · AdviserToday, 9:41

Documents attached✓ Connected

Commission breakdownCalculated

RM 15,000 / pool

Agent · Team · AgencyView breakdown ↗

✓ One connected record

The work moves.
The context stays.

A little less admin.
A lot more possibility.

Case inTeam alignedCommission clear

Different industries.
The same need for clarity.

Real estate Financing advisory Insurance Coming next

01 / Bring it together

More cases.
More Excel tabs?

Excel for commissions. A spreadsheet for tracking. Documents in the chat. Move the daily follow-up into one shared workspace.

Scroll to bring it together ↓

EXCEL & SCATTERED FILESScattered

···

TEAM CHAT · 9:41“Which file did the client sign?”

▦

EXCEL / COMMISSION TRACKERcommission_final_v3.xlsx

AgentAmountStatusNur AinaRM ?Recheck

▤

DOWNLOADSsigned_copy_FINAL(2).pdf

Latest?

Same case. Three places to chase.

WITH EJENPLUSConnected

✧

ONE CASE · #0042

One workspace. No version chasing.

▤

Documents & signaturesThe latest version, with the record

✓

◷

Next action & case updatesReady for the team to review

✓

✧

Commission & claim statusA breakdown everyone can follow

✓

One record. A clearer day for everyone.

The big picture

One system.
A connected journey.

Follow the record

01 / 06

A new case starts the story.

The agent submits the details. The record gives the whole team a shared starting point.

↗

FOLLOWING RECORD #0042Submission capturedClient · Product · Agent

02 / See the work flow

From a new case to a clear commission.

Scroll through the story, or choose a step.
Explore the workspace.

01 / SUBMIT

Start with a complete picture.

Keep the client, product and supporting files together from submission. Your team starts from the same case record.

02 / REVIEW

See what’s holding the case up.

Track supporting documents and case updates in one place. Give the team a visible next action.

03 / COMMISSION

Make the commission clear.

Apply your configured commission structure to eligible cases, with a breakdown for the people involved.

04 / PAYOUT

Keep the adviser in the loop.

Let advisers follow their own claims and payout status. HQ can manage approvals and payout batches.

Workspace / Cases

New case · #0042Submitted

Home financing application

Advisory case · ADV-0042

NANur Aina · AdviserAssigned

PDFClient applicationAttached

PDFSupporting documentsAttached

03 / Make the numbers make sense

Reward the deal.
Recognise the
people behind it.

From a commission on one deal to an incentive for a great quarter. Give every achievement a clear calculation — and every person a reason to keep going.

Deal commissionsTeam rewardsReferral feesCampaign bonusesPerformance incentives

Explore commissions & incentives

Personal deal

A sale creates a clear split for the people behind it.

Commission poolRM 15,000

RM 5,000Slide to explore →RM 50,000

Personal commission60%RM 9,000

Team reward20%RM 3,000

Referral fee10%RM 1,500

Agency retained10%RM 1,500

In your agent’s hands

They know.
Before they ask.

The deal. The commission. The claim.
Clear in EjenPlus. Updates on WhatsApp.

01 / 04

A deal update lands.

The next step comes to your agent.

And for HQ? See the whole picture

Hello, Nur Aina

Your deals

DEAL #0042Financing applicationFarah Ahmad · #0042

Documents✓ Reviewed

Commission✓ Approved

WHATSAPP nowEjenPlus · Commission approved

Your breakdown is ready to view.

04 / One system, different perspectives

Less “can you check?”
More “I’ve got it.”

See where your attention is needed.

Follow the pipeline, team performance and outstanding work. Lead with a clearer picture of your agency.

Agency insights

Different deals. One overview.

Portfolio · 48 cases

48cases

Mortgage24

Refinancing15

Other advisory9

Beyond the commission

The rest of your agency.
Connected, too.

Get the signature. Bring in the right partner. Keep finance and your people moving.

Agreement

✓ Signature captured

01 / E-SIGNING

Get the signature.
Keep the momentum.

Send documents for signing and follow their progress alongside the case.

02 / THIRD-PARTY SHARING

Bring partners in.
Keep context together.

Share selected case information with external parties through controlled access.

ReceivablesRM 48,000

PayablesRM 27,000

Financial overview

03 / FINANCE

Know what’s coming in.
And what’s going out.

Follow collections, receivables, payables and financial reporting in one place.

Amir LeeOperations team

Active

Sara MusaFinance team

Active

Employee records · Payroll · Payslips

04 / HR & PAYROLL

Look after the people
behind your business.

Manage employee records, payroll runs, payslips and payroll reports.

From your data to your documents

Your data is ready.
Your documents should be, too.

Stop copying details into Word and rebuilding documents by hand. Generate invoices, forms, commission statements and payment vouchers in one click, using your saved records and configured templates.

Choose a document. Generate it in one click.

Invoice

RECORD #0042

Professional feeRM 15,000

ReferenceDeal #0042

Balance dueRM 15,000

Prepared from your records ✓

▤ invoice_0042.pdf

The details, when you need them

Yes, it goes deeper.

Open a topic to explore the everyday essentials and the rules behind them.

01Commissions & incentives

Deal commissions, team rewards, referral fees, performance incentives and campaign bonuses. Configure the rules around the way your agency rewards its people.

02Deals, cases & documents

Custom submission forms, product-specific fields, customer files, document requirements, e-forms and case updates keep the work together.

03Claims, collections & payouts

Agent claims, HQ review, payout batches, payment tracking and outstanding balances. Calculation, approval and recorded payment are distinct steps.

04People, teams & performance

Agent hierarchy, branches, rank rules and leaderboards help you understand your network and recognise progress.

05Incentives & growth

Escalation rules, promotion criteria and incentive programs give your team defined targets to work towards. Configuration and eligibility determine the outcome.

06Visibility & communication

Reports, activity history, role-based access and configurable notifications help the right people follow the work.

Working with agency teams01 / 23

All 23 photos from our client gallery

People behind the platform

A new system.
A familiar way of working.

Start with your actual workflow. We’ll walk through your structure, documents and team needs together.

1 Show us how your agency works today

2 Map your setup and commission rules

3 Walk your team through the essentials

Room for your next chapter

Start with your team size.

Explore the published plans, then talk through the right setup for your agency.

Standard

0–10 agents

RM 399 / month

All modules included

Pro

Growing teams

11–200 agents

RM 499 / month

All modules included

Max

201–10,000 agents

RM 2,499 / month

All modules included

INCLUDED IN STANDARD, PRO & MAX

The full toolkit. From day one.

Every subscription tier includes every module. Choose your plan by team size.

✓Agent management
✓Unlimited submissions
✓Full commission engine
✓Order & case management
✓Agent hierarchy & tree
✓Analytics & reports
✓E-forms & templates
✓Claims & payouts
✓WhatsApp notifications
✓Full audit trail
✓E-signing
✓Third-party sharing
✓Finance & reporting
✓HR & payroll
✓Incentive programs

Standard: 0–10 agents · Pro: 11–200 agents · Max: 201–10,000 agents. All modules are included across these tiers.

Enterprise · 10,000+ agentsExplore the custom plan +

Built around your organisation.

✓ Everything in Max
✓ Custom onboarding
✓ Dedicated account manager
✓ Custom SLA
✓ Negotiated volume pricing
✓ Custom integrations
✓ Priority feature requests

RM 900 compulsory one-time on-site training & setup · 7-day free trial — no payment required
10,000+ agents?
Monthly subscription by team size. All modules included; compulsory setup is charged once.

A few things you might wonder

Good questions.

Can it work with our commission structure?

EjenPlus supports deal commissions, team rewards, referral fees and performance incentives. Bring one real example to the walkthrough so the team can check your specific rules.

Do agents get their own view?

Agents have their own experience for submissions, commissions and claims. What each person can see or do depends on their role and your agency settings.

Can we bring our existing data?

Discuss your current spreadsheets and records with the team. Data mapping, cleanup and migration scope need to be assessed for your agency.

Does EjenPlus approve financing applications?

EjenPlus helps your agency manage cases, documents and commissions. Financing decisions remain with the relevant institution.

Insurance marketing agencies, you’re next.
We’re exploring what your teams need. Insurance-specific workflows are upcoming.

Your next case deserves
a clearer path.

Bring your workflow. We’ll show you where EjenPlus fits.

Keep everycase moving.

Home financing application

More cases.More Excel tabs?

One workspace. No version chasing.

One system. A connected journey.

A new case starts the story.

From a new case to a clear commission.

Start with a complete picture.

See what’s holding the case up.

Make the commission clear.

Keep the adviser in the loop.

Home financing application

Reward the deal.Recognise thepeople behind it.

They know.Before they ask.

A deal update lands.

Your deals

Less “can you check?”More “I’ve got it.”

See where your attention is needed.

Different deals. One overview.

The rest of your agency.Connected, too.

Get the signature.Keep the momentum.

Bring partners in.Keep context together.

Know what’s coming in.And what’s going out.

Look after the peoplebehind your business.

Your data is ready.Your documents should be, too.

Yes, it goes deeper.

A new system.A familiar way of working.

Start with your team size.

Standard

Pro

Max

The full toolkit. From day one.

Built around your organisation.

Good questions.

Your next case deservesa clearer path.

Keep every
case moving.

More cases.
More Excel tabs?

One system.
A connected journey.

Reward the deal.
Recognise the
people behind it.

They know.
Before they ask.

Less “can you check?”
More “I’ve got it.”

The rest of your agency.
Connected, too.

Get the signature.
Keep the momentum.

Bring partners in.
Keep context together.

Know what’s coming in.
And what’s going out.

Look after the people
behind your business.

Your data is ready.
Your documents should be, too.

A new system.
A familiar way of working.

Your next case deserves
a clearer path.