Brokerage Operations

How do dominant brokerages command their territory year after year?

You answer for everything your agents do. Now it's all in one place: every agent's production, commission plan, compliance file and listing, so a boutique firm and a multi-office brokerage run to the same standard.

Boutique Brokerages · Regional Brokerages · Enterprise Brokerages · Team Leaders · Luxury Brokerages · Multi-Office Operations

Calisto Pro

One operating system for commercial & residential brokerages

Your whole brokerage in one place: shared with your team, backed up, and open from anywhere.

Nothing happens without you seeing it.

Approvals, licenses, E&O, continuing education and training, every agent Compliant, At Risk or Non-Compliant, and audits in Assure.

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Revenue posted. Compliance flagged. License expiring. 7am.

Approvals waiting, licenses ending, closing deadlines and quotes about to expire, for every office before the first appointment.

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Every lead handled. Every top performer known.

Inquiry pools and routing by area, price and language, what happened to every inquiry, and every agent's conversion.

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Priced from your sales. Sent everywhere you list.

Every listing on every portal and listing service, a price change the owner signs reaching all of them, and every feed watched.

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Your firm keeps everything.

Every conversation and file kept by the firm and sorted by client, and an agent's work handed over when they leave.

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The money is right.

Commission worked out at closing, tiers, caps and referrals included, and trust reconciled three ways.

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Lettings, run alongside sales.

Tenancies and referencing, rent and arrears, protected deposits, repairs and every landlord's statement.

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Your whole team, working together.

Recruiting and onboarding, the coordinator handoff with its checklist, and an Equipo Hub for every deal.

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Past clients come back.

Campaigns by deal stage, the review request at closing, referrals and social posts from the listing.

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Run the office, not just the deals.

Desk fees billed, the conference room booked, phone keys to the front door, and every client signed in.

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Every office, one business.

One office to a franchise network of any size, in every language and currency, with head office's settings locked and every office reported.

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Calisto Listings + Assure + University

Nothing happens without you seeing it.

Contracts and listing agreements wait in your Approvals queue. Every agent's license, E&O, continuing education and required training reads Compliant, At Risk or Non-Compliant, and Assure runs your office audits.

Approvals 3

Purchase contract · 14 Larkspur LanePriya ShahApproveApproved by you
Listing agreement · 9 Alder CourtMarco BianchiWaiting
Price change · 22 Wren StreetLena ParkWaiting
Buyer agreementRequired before a first viewingVeteran agentsApprove their own listing agreements
Compliance · every agent, every officeLicense · E&O · continuing education · required training21 Compliant3 At Risk1 Non-Compliant
AgentLicenseE&OCE hoursTrainingStatus
Priya ShahAug 2027Verified18 / 18DoneCompliant
Marco BianchiIn 60 daysVerified12 / 18DoneAt Risk
Lena ParkDec 3Expires in 30 days15 / 181 dueAt Risk
Tom BeckerLapsed Nov 1Renewed · Nov 2027Verified9 / 1818 / 18OverdueDoneNon-CompliantCompliant
Office audit · Downtown12 files reviewed, 2 findings, each with its corrective action and an owner who did not raise it.
Held for youTom Becker's license lapsed on Nov 1. His offer on 5 Alder Court waits until it is renewed.
RenewedTom Becker's license and training are current, and his offer moved on.

Calisto Listings

Revenue posted. Compliance flagged. License expiring. 7am.

Before the first appointment, your Home shows what waits for your approval, licenses ending within thirty days, closing deadlines this week with who holds each, and quotes about to expire, for every office or one.

Good morning, Dana · Tuesday 7:00Everyone · every office
142Active
37Under contract
26Showings today
9Quotes waiting
31Days on market

Action required

Quote expires at noon9 Alder Court
Viewing unanswered31 Cedar Way
Stalled before launch3 Birch Road

Office card

3 approvals waitingContracts
2 licenses end in 30 daysMarco · Lena
1 agent inactive 14 daysJordan Lee

Today's schedule

9:30Listing appointmentLena Park
1:0011 viewings, 3 officesEveryone
5:00Closing · LarkspurPriya Shah

Closing deadlines

Mar 6Inspection · LarkspurMaria Lopez
Mar 9Financing · WrenLena ParkAt Risk

Calisto Deals + Listings

Every lead handled. Every top performer known.

Leads are routed by area, price or language into pools your agents claim or work round robin, returning when nobody answers. Follow each one, and see every agent's leads, reply time, conversion and volume.

Lead · Sarah Morgan

7:42 PMWeb inquiry · $1.2M, Spanish · routed to the Luxury pool
7:52 PMNot claimed by Jordan Lee · back to the pool
7:53 PMClaimed by Priya Shah
7:55 PMAnswered on WhatsApp
Sat 10:00Showing booked · 3 more homes sent
MonOffer written · $1,240,000

Agents · this year

AgentLeadsReplyConvertedVolume
Priya S.622 min23%$16.8M
Marco B.586 min19%$12.1M
Lena P.4111 min17%$8.4M
Jordan L.373 h8%$2.9M
Top performer · Priya Shah

Coaching · Jordan Lee3 calls recorded this week, reviewed with you on Friday.

Calisto Listings + Sync

Priced from your sales. Sent everywhere you list.

Each listing carries a switch per portal and listing service, with its state and last send. A price change the owner signs reaches all of them, and feed health is watched across every office.

22 Wren Street · Where it showsCoastline office · Lena Park$1,250,000$1,195,000 · signed by the owner
ChannelStateLast send
Bright MLSListing serviceIn syncYesterday 6:10 PMToday 9:14 AM · new price
ZillowPortalIn syncYesterday 6:10 PMToday 9:14 AM · new price
Realtor.comPortalPendingIn syncYesterday 6:10 PMToday 9:14 AM · new price
Homes.comPortalError · retryIn syncYesterday 6:10 PMToday 9:14 AM · new price
calistorealty.comYour websiteIn syncYesterday 6:10 PMToday 9:14 AM · new price
Feed health · every officeDowntown · 6 feeds healthyCoastline · 1 warningLisboa · Idealista · Imovirtual healthyDue for a price check · 4 listings past 60 days

Calisto Interact + Listings

Your firm keeps everything.

Calls on your shared lines, email, WhatsApp, texts, meetings and every file are kept by the firm and sorted by client. When an agent leaves, you hand their listings, leads and deals to whoever you choose.

Calisto Realty

Downtown main lineShared line · calls and texts3 waiting
listings@calistorealty.comShared mailbox12 new
WhatsApp · DowntownBusiness WhatsApp5 new
#downtown-agentsTeam chat2 mentions

By client

Sarah MorganCall · Email · WhatsApp · Meeting
Daniel CarterEmail · Text
Emily WhitfieldWhatsApp
James WhitfieldCall
Sarah MorganMarco Bianchi covering for Jordan Lee
Mon 9:14Call · Downtown main lineAsked about schools near Larkspur Lane
Mon 11:02Email · listings@Pre-Approval Letter.pdf
Tue 4:30Meeting · video tour14 Larkspur Lane, 22 minutes
Wed 8:47WhatsApp · Downtown"Can we make an offer today?"
Marco Bianchi · WhatsApp · DowntownHi Sarah, I'm covering for Jordan today. Let's write that offer this morning.
Jordan Lee is leavingChoose who takes eachNothing left with Jordan
14Listingswith their offers, showings and closingsChoose…Priya Shah
38Leadsnew and in progressChoose…Back to the Downtown pool
9Dealsunder contractChoose…Marco Bianchi
214Fileskept as long as your state requiresChoose…Kept by the firm
Why Clients Love Calisto Pro

What changes at the brokerage on day one

Agents, offices, deals and client money sit in one business the brokerage owns, so the answer to "what do we hold, and what do we owe?" already exists.

1

business the brokerage owns, with every agent's listings, inquiries, deals and clients in it, whoever made them.

ONE BUSINESS

An agent's exit is a reassignment: everything they held goes to the people you choose.

CLEAN EXITS

Commission is worked out on the deal that closes, tiers and cap included, and paid after your approval.

COMMISSION AT CLOSE
3

way trust reconciliation: the bank, the trust ledger and the client balances, signed off by you.

CLIENT MONEY

0

ways to run an office: a location, its own business under head office, or independent

0

report types by agent and by office: production, pipeline, commission, activity, source and office

0

screen sets ready for brokerage roles, from the lead desk to the managing broker

0

days ahead, by default, the first license warning goes out

Calisto Listings + Ledger

The money is right.

Each agent's split, tiers and cap are worked out on the deal that closes, referrals included, then approved and paid. Client deposits are held in trust and reconciled three ways before you sign off.

Settlement · 14 Larkspur LaneClosing completedApproved · Paid
Commission, 3% listing side$35,850
Referral, 20% to Coastline Realty$7,170
Priya Shah, 70% until the cap$7,000
Priya Shah, 90% after the cap$16,812
Deductions · transaction, tech, E&O, marketing fund−$495
Brokerage$5,363
Priya's plan: 70 / 30 until a $20,000 cap, then 90 / 10
Brokerage share this year: $17,000 of $20,000Cap reached on this deal
Trust account · DowntownReconciliation dueSigned off by you
Sarah Morgan14 Larkspur LaneApplied at closing · $36,000
Daniel Carter9 Alder CourtReturned · $25,000
Emily Whitfield22 Wren StreetHeld · $40,000
Noah Kim31 Cedar WayPaid online · above its $50,000 guarantee · $60,000
Bank statement$412,600
Trust ledger$412,600
Client balances$412,600

Calisto Listings + Ledger

Lettings, run alongside sales.

Each let opens with its tenant, landlord, term and referencing. Rent is invoiced every period, arrears counted in days, deposits protected, repairs become work orders, and each landlord's statement shows what they are due.

Lettings · Downtown

March rent invoiced · 24 tenancies
12 Quay StreetAva BrennanRent paid
7 Mill LaneLiam Ortega12 days late
3 Harbor ViewMei TanakaRent review Apr 1 · +3.2%
18 Elm RowNew letReferencing
Ava Brennan · 12 Quay StreetThe boiler stopped this morning.

Statement · Helen Ashby, landlord · March

Rent collected · 12 Quay Street$2,400
Letting fee, 8%−$192
Management fee, 10%−$240
Boiler repair · work order−$310
Due to Helen Ashby$1,658

$3,600 deposit protected · scheme reference 48211

Calisto Workforce + Equipo

Your whole team, working together.

Recruit from proposal to signature, and one step gives a new agent their account, mailbox and onboarding. Signed deals go to your coordinator with a checklist, and the team works each one in an Equipo Hub.

Recruiting · Lena Ortiz

24 sales last yearFrom Coastline Realty · modeled at 70/30 and 80/20
Interviewed · Feb 26
Proposal sent
Agreement signed
Joined · onboarding started
Account, mailbox and calendarOnboarding plan and trainingProfile page publishedHer portal and phone app

Handoff · 14 Larkspur Lane

Signed · awaiting handoffMaria Lopez · Transaction coordinatorIn-house · or a third-party coordinator
Order the inspectionMaria Lopez · Mar 6
Earnest money in trustMaria Lopez · Mar 4
Buyer disclosures signedPriya Shah · Mar 8
Appraisal orderedJames Reed · Lender · Mar 12

Hub · Larkspur closing

Dana Brooks · BrokerContract approved. Maria, it is yours.
Maria Lopez · CoordinatorInspection Thursday at 10, deposit is in trust.
Priya Shah · AgentDisclosures signed. Appraisal is with the lender.
Dana Brooks · BrokerOn track for the 28th. Welcome aboard, Lena.

Calisto Campaigns + Reputation

Past clients come back.

Campaigns follow each client's deal stage, from nurture to anniversary. At closing a review request goes out, reviews add up per agent, the buyer joins your referral program, and social posts come from the listing.

Sarah Morgan · 14 Larkspur Lane

Mar 2Under contract · 3 milestone updates
Mar 28Closed · review request sent
Mar 29Five stars for Priya Shah
Apr 2Joined your referral program
Jun 14Referred Daniel Carter · new lead
Next MarOne year in · anniversary and market update
Instagram · from the listingJust sold · 14 Larkspur LaneChecked against your brand
★★★★★"Priya made buying our first home easy."Priya Shah · 4.9 from 38 reviews
Referral programSarah Morgan joined · 1 referralEvery closed buyer is invited

Calisto Coworking + Access

Run the office, not just the deals.

Bill every agent's desk fee on their plan, book the conference room for a closing, give each agent a phone key to the front door, and sign in every client who walks in for their agent.

Downtown office · TodayNovember desk fees billed · 12 agents
Priya ShahDedicated desk
Marco BianchiDedicated desk
Lena ParkHot desk
Lena OrtizHot desk
Tom BeckerPrivate office
Open
Conference roomFree from 1:00 PM2:00 PM · Closing, 14 Larkspur Lane · Priya Shah
Front doorOpened with Marco Bianchi's phone key · 8:02 AM
VisitorSarah Morgan, here for Priya Shah · signed in 1:55 PM · Priya told
Supplies2 For Sale signs and a key safe checked out to Lena Park

Calisto Blueprint + Purview

Every office, one business.

From one office to a franchise network of any size: each office a location, its own business, independent or a franchise, in every language and currency, with head office's settings locked and every office read together.

Offices · Calisto RealtyEvery office, one loginLocked by head office: commission plans · closing checklist · brandBuyer agreement template v4 · live at every office
OfficeProductionPipelineCommission
DowntownLocation$4.2M$9.8M$118,400
CoastlineIts own business under head office$2.9M$6.1M$81,200
Hillside PartnersIndependent$1.6M$3.4M$44,900
Calisto Realty LisboaFranchise · Portuguese · EUR€2.3M€5.0M€61,700
Year after year

Same brokerage. Same market. Different trajectory.

Without CalistoWith Calisto
Gone
The book, when an agent leaves
Spreadsheet
How commission is worked out
At the audit
When a lapsed license is found
Monthly
Office figures, assembled by hand
The Connections

Sixteen apps. One brokerage.

Each app runs one part of the brokerage, and all sixteen read and write the same agents, deals and clients.

Brokerage
Deals
Listings
Sync
Assure
University
Interact
Ledger
Workforce
Equipo
Coworking
Access
Blueprint
Purview
Campaigns
Reputation
Studio

Deals

Inquiry pools that agents claim or work in turn, and each agent's inquiries, reply time, conversion and won value.

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Listings

Every office's listings, inquiries, deals and closings, the Approvals queue, commission plans, settlements and agent handover.

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Sync

Your MLS and every portal connected once, a switch per channel on each listing, and feed health across every office.

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Assure

Every agent's license, E&O cover and continuing education, the Compliant, At Risk or Non-Compliant view, and audits with their findings.

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University

The training every agent is required to take, assigned, tracked and evidenced against the agent.

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Interact

Calls on your shared lines, email, WhatsApp, texts and meetings, sorted by client and kept by the brokerage.

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Ledger

Trust accounts with three-way reconciliation, commission and disbursement views, franchise fees owed and every office consolidated.

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Workforce

Recruiting from proposal to signature, onboarding, and the one-step add that opens an agent's account and mailbox.

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Equipo

Team chat and a Hub for every deal, where the broker, the coordinator and the agent work it through.

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Coworking

Desks on their plans and billed, the conference room booked, visitors and parcels at the front desk.

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Access

Phone keys to the front door, visitor passes, and a log of every door opened.

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Blueprint

Franchising and the settings head office decides, locked at every office that runs under it.

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Purview

Every location the brokerage runs, how each one works, and who sees what in it.

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Campaigns

Campaigns by deal stage, from nurture to anniversary, and sphere segments built from every past deal.

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Reputation

The review request at closing, and reviews added up per agent and for the brokerage.

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Studio

Social posts, flyers and listing media from the listing's own data, in your brand.

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The full stack

Calisto Pro for Real Estate Brokers

Listings
  • Every office's listings on one board, list and territory map, filtered by office, agent and status
  • Coming-soon stages before launch, and archived listings reactivated with their history
  • Ten tabs on every listing: details, photos, pricing, showings, communication, quotes, distribution, transaction, documents and timeline
  • Listing agreements and contracts in your Approvals queue, with veteran agents approving their own if you choose
  • A buyer agreement off, reminded or required before a first viewing
  • Market analysis from your own sold, pending and expired listings, and a price change only the owner signs
  • Listings due for a price check, and the area's price, inventory and days on market over time
  • Buyers matched to every listing that fits, sellers from first call to signed contract, and open-viewing sign-ins that become contacts
  • Quotes side by side, counters, closing steps and deadlines, and the hand-off to your coordinator
  • Commission plans with splits, tiers, caps, referrals and deductions, settlements and payouts you authorize
  • Lettings: tenancies, referencing, rent and arrears, rent reviews, protected deposits, landlord statements and repairs
  • New developments: the stacking plan, releases, the price list, reservations and co-broke holds
  • Performance by agent and by office, with production, pipeline, commission, activity and source reports to CSV or PDF
  • Each agent's hours and cost against the commission credited to them, pay shown only to the people you allow
Deals
  • Inquiry pools agents claim or work round robin, routed by area, price or language
  • An uncontacted inquiry flagged and released back to the pool
  • Each agent's inquiries, reply time, conversion and won value
  • One pipeline across every office, so a buyer is never worked by two agents
  • A coaching journal with activity targets, and conversion before and after
Sync
  • Your MLS and every portal connected once
  • A switch per portal and listing service on each listing, with its state, last send and retry
  • Feed health across every office: healthy, warning or in error
  • Where a market has no listing service, your website and portals carry the listing
Assure
  • Every agent's license, E&O cover and continuing education on one record
  • Compliant, At Risk or Non-Compliant for every agent in every office
  • Warnings at 60 and 30 days, and a lapse that holds the agent's work until it is renewed
  • Office audits with findings, corrective actions and an owner who did not raise them
  • Every transaction file kept as long as the office's jurisdiction requires, ready for the regulator
University
  • Onboarding training assigned the day an agent joins
  • Courses and learning paths every agent is required to take
  • Completion by agent and by office, evidenced for the audit
Interact
  • Shared lines, mailboxes, WhatsApp, texts and meetings on one timeline per client
  • Every conversation and file kept by the brokerage and sorted by client
  • A covering agent picks up any thread, and a leaving agent's work is handed out
  • Calls recorded for coaching, and live video tours from the browser
  • One search across contracts, emails, recordings and documents
Ledger
  • Client money and operating money in one set of books, kept apart
  • Trust accounts per office, reconciled three ways and signed off by you
  • Deposits held, applied or returned, requested online and flagged above their guarantee
  • Journal entries and the bank feed, franchise fees, marketing fund and technology fee owed
  • Every office run as its own business consolidated in one view
Workforce
  • Candidates from prospect to signed, with interviews on the calendar
  • Production history imported, and a hire modeled at your different splits
  • The contractor agreement signed with the pay agreement attached
  • One step opens a new agent's account, mailbox, calendar, training and profile page
  • Payouts paid through the payment gateway you choose
Equipo
  • Team chat for every office
  • A Hub for every deal, where the broker, the coordinator and the agent work it through
  • Folders that hold each deal's files
Coworking
  • Desks on their plans, billed to every agent each month
  • The conference room booked for a closing
  • Visitors signed in at the front desk, and the agent told
  • Parcels and printing at the front desk
Access
  • Phone keys to the front door for the agents who belong
  • Visitor passes and QR check-in
  • A log of every door opened
Blueprint
  • Franchising, with head office's commission plans, checklists and brand locked at every office
  • A buyer agreement template changed once, live at every office, with its version tracked
  • Per-office configuration: desk tiers and the legal forms each market needs
Purview
  • Each office a location, its own business under head office, or independent
  • Every language and currency, office by office
  • Who sees what, set by the owner
  • Bring your own backend and keep data in the region you choose
Campaigns
  • Campaigns by deal stage: nurture for new buyers, milestones under contract, anniversaries after closing
  • Ten real-estate templates, launched by the deal rather than the email open
  • Sphere segments by property type, price, closing date and neighborhood
  • Listing alerts and market updates to past clients, direct mail filled with property data, and paid media
Reputation
  • A review request sent at closing to Google and the sites you pick
  • Reviews added up per agent and for the brokerage
  • Response templates staged for the agent
Circle
  • Every closed buyer invited to your referral program
  • Referrals tracked back to the client who sent them
Studio
  • Flyers, brochures, signs and business cards in your brand
  • Press-ready PDFs for print, and listing media with floor plans
  • Social posts made from the listing's own data
Ethos
  • Logo, colors, typography and disclaimers locked at the brokerage level
  • Every flyer, post, email and presentation checked against the brand before it publishes
  • Franchise brand requirements mapped to the same rules
Sign
  • Listing agreements, offers and disclosures signed with a full audit trail
  • Documents that fill from the deal, the contact and the property
Sites
  • The brokerage website with search over every listing and your agent roster
  • A page for every listing, with viewing requests, offers and a valuation form
  • Each agent's profile page, published when they join
Navigator
  • Buyer and seller portals on your brand
  • Showings, feedback, quotes and signatures followed in the client's app
Station
  • The portal every agent opens between appointments: production against cap, pipeline and license status
  • Screen sets for the lead desk, compliance, trust, commissions, recruiting and the office manager
Inventory
  • Signs, key safes and office supplies, checked out to the agent who has them
Dispatch
  • Repairs tenants and landlords report become work orders for your team or contractors
Depot
  • Every file organized by agent, by property and by deal
  • Floor plans drawn for the office and for each listing
Every Brokerage Model

One platform for every brokerage

The format changes. The login does not.

  1. Listing agreements and contracts wait for the broker, to approve, send back or ask for changes, with every decision kept.

  2. Each agent's split, tiers and cap, worked out on the deal that closes.

  3. Every agent's license and continuing education, with warnings before anything lapses.

  4. Your listings with search and your agent roster on the brokerage's own site.

Pricing

No setup cost. Pay when you start using.

Team size across your organizationInclude all locations, franchisees, and managed properties.

Mid-Size Brokerage

Your Foundation

Listings

The whole office feed, its marketing and its showings, per user.

Priced per plan
Recommended

Deals

Every agent pipeline, offers and transaction files in one place, per user, including Listings and every Core app.

Priced per plan
Start Now

No contracts, no trials. Use the apps and pay when you’re ready.