Ops: Commissions & Accounting
Morning dashboard, commission calculation, disbursement management, workforce tracking, license compliance, and post-close automation. One operational layer for the managing broker.
The commission calculates from the deal. The spreadsheet retires.
Run the Morning
3 featuresOne screen acts on alerts
Monday morning, the managing broker opens one screen. Three weekend leads not yet contacted are flagged. Two transactions have inspections due this week. One agent has not logged activity in four days. The broker acts on each before the first meeting.
Five logins become one
The old Monday required the CRM for leads, a scheduling tool for showings, a transaction app for open deals, a commission system for payouts, and a spreadsheet for agent performance. One screen, one data source.
Agent Scorecards
Speed-to-lead, call volume, showing-to-offer ratio, list-to-close days. Coach from data, not surveillance.
Commission & Trust Accounting
4 featuresCommission calculated from the deal
A deal closes. The commission structure reads from the deal record — agent split, brokerage share, referral fee, franchise fee. The disbursement journals to the ledger and the lead source travels with the commission.
"What did our portal leads generate?"
The broker’s Friday afternoon: open the ledger, see every closed deal, every split, every disbursement. The question becomes a filter, not a research project.
Earnest Money Trust Ledger
Buyer deposit tracking in a proper trust ledger with audit trail. Deposits, escrow funds, and disbursements tracked and auditable, compliant with local regulatory requirements.
Multi-Party Splits
Agent, broker, team lead, ISA, referral source — graduated commission plans and referral fee structures calculate from the deal with no re-entry to a separate accounting tool.
Workforce & Compliance
4 featuresLicense expires in 30 days. You knew.
Agent licenses, designations, and certifications tracked in one system. Thirty days before expiry, the warning surfaces. The managing broker who currently maintains this in a spreadsheet — and prays nothing slips — gets automated enforcement.
Recruiting & exit protocols
A prospective agent applies and the recruiting pipeline tracks them from first conversation through onboarding. When an agent leaves, the exit protocol reassigns every open deal and client relationship.
Compliance engine
When a deal approaches closing, the compliance engine verifies every required disclosure exists. Audit-ready transaction files, no missing paperwork.
Post-close automation
A deal moves to "Closed Won" and the automation engine fires: review request, drip enrollment, commission journaling, anniversary reminder — four actions that currently require the agent to remember and execute by hand.
Monday morning. Leads, showings, commissions. One screen.
Monday morning. The managing broker opens one screen. Three weekend leads have not been contacted — the alert flags them. Two transactions have inspections due this week. One agent has not logged activity in four days. The broker acts on each before the first meeting. The current Monday morning requires opening the CRM for new leads, a separate scheduling tool for showings, a transaction app for open deals, a commission system for payouts, and a spreadsheet for agent performance. Five logins. Five data sources. One morning gone.
Commission calculated from the deal record.
A deal closes. The commission structure reads from the deal record — agent split, brokerage share, referral fee, franchise fee. The calculation runs. The disbursement journals to the ledger. The lead source travels with the commission. The broker’s Friday afternoon: open the ledger, see every closed deal, every split, every disbursement. "What did our portal leads generate this quarter?" is a filter, not a research project. Buyer deposit tracking runs in a proper trust ledger with audit trail, compliant with local regulatory requirements.
License expires in 30 days. You knew.
Agent licenses, designations, and certifications tracked in one system. Thirty days before a license expires, the warning surfaces. A prospective agent applies and the recruiting pipeline tracks them from first conversation through onboarding. When an agent leaves, the exit protocol reassigns every open deal and client relationship. When a deal approaches closing, the compliance engine verifies every required disclosure exists. A deal moves to "Closed Won" and the automation engine fires: review request, drip enrollment, commission journaling, anniversary reminder.
A deal closes in Deals — Ledger reads the commission structure from the deal record. Disbursement journals automatically. The lead source attaches to the commission. “Total commissions from portal leads this quarter” is a Ledger filter. Commission tracking that currently requires re-entry from Deals into a separate system becomes automatic.