How do dominant brokerages command their territory year after year?
Calisto Pro unifies agent performance, commission splits, compliance oversight, and listings management on a single platform, giving your firm an unshakeable operational edge.
One operating system for commercial & residential brokerages
Everything a managing broker, an associate, a compliance director, and a client touches, running off one record. A single office shop and a multi-territory brokerage firm are held to the same standard.
Recruiting, Onboarding & Office Setup
Candidates tracked from prospect to signed, onboarded across six systems with one action, and provisioned with a portal, a desk, and a mailbox before their first day.
CRM, Listings, Agreements & Showings
Twenty-eight tabs on one contact, a listing that enters once and reaches every portal, and agreements that gate the deal before anyone drives a client around.
Transaction, Commission & Trust
Eight stages with broker-approval gates, commission calculated from the deal against production caps, and earnest money held, captured and released.
Licensing, Compliance & Training
License, insurance and CE on one record with sixty, thirty and lapsed escalation, and training that gates transaction access before the first showing.
Website, Agent & Client Portals
An agent closes a deal and their profile stats update, buyers check the portal instead of voicemail, and sellers compare offers side by side.
Agent-Client Communication
Every channel depositing on the contact timeline, so the covering agent has full context and the thread stays with the brokerage when an agent leaves.
Marketing, Reviews & Referrals
Campaigns segmented by deal stage rather than email opens, a review request that sends at close, and post-closing follow-up that runs as a system.
Multi-Office Governance & Documents
Standards that arrive locked at every office, a 7am board showing revenue, trust and compliance flags, and every file retention-enforced on its deal.
One platform for every real estate firm
The format changes. The login does not.
Deals pipeline with agent scorecards, lead routing, and transaction tracking for a tight-knit team. No admin hire required to run it.
Listing agreements, buyer agency, and disclosures all sign in one place. Unlimited signatures, no per-envelope fees.
A new agent signs and the training track auto-assigns. License expirations, CE hours, and E&O verification across 5-15 agents, color-coded at a glance.
Multi-party splits, cap tracking, and disbursement processing. Nobody opens a spreadsheet, nobody argues about the math on the fifteenth.
Where a brokerage stops owning its own operations
When your data lives across disconnected platforms, every agent transition, commission run, and compliance check becomes a manual bottleneck.
Production in the MLS, Commissions in a Spreadsheet
Agent production data lives in the MLS, commissions in a spreadsheet, compliance files in email. A new recruit signs and nobody can find the onboarding checklist because it lives in a shared drive nobody maintains. The agent asking where their split stands is asking a question no single screen can answer, so somebody assembles it by hand.
Agents Leave, Data Stays
Your top producer gives notice. Their client relationships, transaction history, and pipeline are scattered across three separate systems you licensed to them. Agent data portability is a legal issue, not a technical footnote. When 40% of agents change brokerages within three years, what you can hand over on the way out decides whether that transition costs you a week or a quarter.
Locked Architecture, Locked Payments
Your brokerage platform forces their cloud, their payment processor, their terms. Multi-state operations face different trust account regulations in each jurisdiction. International brokerages face data residency requirements the platform cannot meet. You lose your merchant relationship and overpay on every commission disbursement.
Three ways to add your team to Calisto Pro
Three options adapt to every subscriber.
Add anyone to your system for tasks and scheduling
Add any Calisto user to your system to assign tasks or scheduling. This allows the user to be included in tasks and scheduling through Agenda. Because the user only sees the assigned task or shift, this is a great option for shift employees, third-party contractors, and volunteers.
Decide what every employee sees of your system
Admins who see everything
Add additional users as needed for full access to every app, every screen, and every record. Available at no additional cost for subscribers of Calisto Commerce and Calisto Ops.
Your team, your portals, and your admin access are all managed in Purview.
Recruiting, Onboarding & Office Setup
Track candidates from prospect to signed, onboard with one action across six systems, and provision the office before the agent arrives.
Candidate Pipeline
Track candidates from prospect through interview, offer, and signed. Import production data from listing portals to evaluate candidates. GCI projections model the revenue impact of each hire at different split structures. Recruiting campaigns run through the same engine that powers client marketing.
Draw the office. Draw the listing. One designer.
Map your office into assignable desks, bookable rooms, and smart QR access with automated guest WiFi. Use the same floor plan designer for public listings, client portals, and proposals, centralized in one platform instead of scattered across agent laptops.
CRM, Listings, Agreements & Showings
Twenty-eight tabs on one contact, a listing that enters once and reaches every portal, agreements that gate the deal, and showing feedback that writes to the record rather than dying in a text.
Twenty-Eight Tabs on One Contact
A lead scores against eight weighted factors and the routing engine assigns them by geography, price tier, or round-robin. A daily call list sorts by priority. The agent books a showing, the buyer writes an offer, and the one-click offer-to-transaction conversion creates the deal record. Every counter-offer, every amendment, every inspection report files to that record. Twenty-eight tabs on the contact show every deal, every signed document, every communication, every booking.
The Listing Enters Once
Property details, photos, virtual tour links, and pricing enter the listing dashboard. Distribution pushes to connected portals: Idealista in Spain, Finca Raíz in Colombia, MLS providers in the US.
Buyer Agreement Gates the Deal
A listing agreement, a buyer representation agreement, a purchase contract, an amendment, a disclosure: each signs natively with full audit trail. The buyer representation agreement, mandatory since the 2024 US industry reform, gates the deal workflow. A buyer-side deal cannot advance past the showing stage without a signed agreement in the system. Compliance is enforced by the pipeline, not by the agent's memory.
Showing Feedback Writes to the Deal
A showing schedules through the agent's booking link. Structured feedback collects after each showing via a form that writes to the deal record, not a text message. The seller sees the showing report in their portal.
Open House Creates Contacts
An open house creates a sign-in event on a tablet. Every attendee auto-creates as a contact, saved searches generate from their stated criteria, and campaign enrollment starts. The agent receives real-time notifications as visitors sign in.
Transaction, Commission & Trust Accounting
Eight stages to closing with broker-approval gates, commission calculated from the deal with production caps, and an earnest money trust ledger with three lifecycle states.
Eight-Stage Pipeline
Under contract, inspection, appraisal, financing, final walk-through, closing prep, closing, closed. Party-based checklists assign tasks by role. Broker-approval gates require sign-off before the deal advances. Operations queues centralize document intake, signature audits, high-risk disclosures, and commission disbursement authorization. Party coordination spans the brokerage's vendor network: the title company receives the contract package, the inspector schedules against the contingency deadline, the mortgage broker tracks financing milestones, and the appraiser appointment routes through the same timeline. Every vendor relationship is a contact record with full transaction history.
Licensing, Compliance & Training
License, insurance and CE on one record with escalating warnings, and training that gates transaction access before the first showing.
License, Insurance, CE on One Record
Every agent's real estate license, with its number, type and expiration date. Every errors-and-omissions policy, with its carrier, policy number and coverage dates. Every continuing education credit, with its course, hours completed and hours required. The registry tracks all three and entitlement rules gate access.
Access Gates on Compliance
An agent without an active license cannot submit transactions. An agent with lapsed E&O insurance cannot access deal tools. The broker discovers compliance gaps in the registry, not during an audit.
Escalating Warnings
Sixty days before expiry, a renewal email fires. At thirty days, a follow-up sends. The LMS enrolls a continuing education course if hours are short. If the license lapses, transaction submission suspends, and so does an incomplete NAR settlement training module. License tracking moves from a reminder in the broker's head to an enforced lifecycle.
Compliant, At Risk, Non-Compliant
A color-coded compliance matrix sorts every agent as Compliant, At Risk, or Non-Compliant, so the broker reads the state of the roster rather than reconstructing it.
Eleven Audit Workflows
Eleven audit workflows cover twenty-four-hour file reviews, escrow compliance, random audits, fair housing documentation, and agent exits. Separation of duties applies on every finding: the person who fixes a compliance issue cannot be the person who verifies it was fixed.
Website, Agent Portal & Client Portals
An agent closes a deal and their profile stats update, buyers check the portal instead of voicemail, and sellers compare offers side by side.
Marketing, Reviews & Referrals
Campaigns segmented by deal stage, a review request that sends at close, and post-closing follow-up that runs as a system rather than a task the agent remembers.
Deal-Stage-Triggered Campaigns
Pre-qualified leads receive nurture sequences. Under-contract buyers receive milestone updates. Closed buyers receive anniversary campaigns. Ten real-estate-specific templates launch on triggers tied to deal status, not email engagement metrics.
Review Request at Close
A deal moves to Closed. The buyer gives a satisfaction rating above threshold. A review request sends automatically to Google, Zillow, and Realtor.com. Response templates stage for the agent's review. The request triggers from a deal milestone, not from a manual export-and-send.
Referral Program Enrollment
The closed buyer enrolls in the referral program. An anniversary drip campaign activates. Campaigns, review management and brand control share one contact record and one segment engine.
Social Posts From Listing Data
Social media posts auto-generate from listing data. Email marketing sends from the contact record. Direct mail pieces populate with property data and geographic targeting through variable data fields.
Ethos: Brand Guard Across Agent Materials
Every flyer, social post, email template, and listing presentation runs through brand validation before it publishes. Logo placement, colour palette, typography, and disclaimer language are locked at the brokerage level. An agent customises within the guard rails. Franchise compliance requirements map to the same rule set.
Full Transaction History in Segments
Past clients carry property type, purchase price, closing date, and neighborhood. Listing alerts, market updates, and sphere campaigns run from the same database that tracked the original deal.
Multi-Office Governance & Documents
Standards that arrive locked at every office, a morning dashboard showing revenue, trust, and compliance flags, and every file retention-enforced on the deal it belongs to.
The document already knows the client's name.
Stop copy-pasting terms, names, and pricing. Pull live contact, deal, and property data straight into every document, and log client actions right back to the timeline.
Merge Fields From Contact, Deal, Booking and Property
A listing presentation pulls the property address, the asking price, the buyer's name, and the agent's license number from the deal record. Eighteen entity categories, covering contact, deal, booking and property data, feed the field picker, so the document is never stale.
Feedback Forms Write to the Deal
A buyer feedback form submits after a showing. The showing notes write to the deal record. The seller's portal updates with the feedback, straight from the agent's phone. No one relayed the information manually.
Every Artifact, One Search
Signed contracts from e-signature, emails from the inbox, meeting recordings from video: every document indexed under the deal, regardless of where it originated.
Five Dollars, Entire Suite
Docs, Sheets, Forms, Slides, and file storage at $5 per month. Every document connected to the deal.
The whole brokerage, on one morning view
Closed revenue posted, agent schedules synced, pending approvals queued, trust deposits flagged, and license expiries tracked. One screen at 7:00 AM, not seven logins.
Unified Broker Dashboard
Agent production, pipeline value, compliance status, commission projections, and office occupancy across every location and team. Toggle between Office, Team, and Sales views. The screen that used to require pulling data from five different systems.
Live Agent Leaderboard
Real-time rankings by units, volume, conversion rates, and activity targets across the brokerage. Filter by office, team, or time period.
Commission Engine
Multi-party splits, cap tracking, graduated plans, desk fees, and automated disbursements. Every calculation documented with an audit trail.
Compliance Matrix
Color-coded per-agent compliance: licenses (green/yellow/red), CE hours, E&O insurance, and designations.
Recruiting Pipeline
Candidates tracked from prospect through interview, offer, and signed. MLS production import, GCI projections, and auto-triggered onboarding.
Marketing Automation
10 RE campaign templates, 6 behavioral triggers, print center, and direct mail. Brokerage brand standards enforced across agent collateral via Ethos.
Agent Training (University)
LMS with course builder, CE tracking, exam administration, and designation prep. New agents auto-enrolled in onboarding on day one.
Revenue posted. Compliance flagged. License expiring. 7am.
The brokerage configured. Now see what the broker sees every morning.
The data moved without an export file
When a deal closes, commission splits, trust ledgers, and accounting journals update instantly from the exact same record. No API syncs, CSV exports, or delayed integrations.
record behind every brokerage function. The deal pipeline, the commission engine, the trust ledger, the compliance registry, and the agent portal are views of it, not systems exchanging files on a schedule.
"The first month-end close was finished before the operations manager got through her coffee. Nobody reconciled anything against anything."ONE PLATFORM
payment gateways across 30+ countries. Commission disbursements, desk fee collection, and trust account transactions through the gateway you choose.
PAYMENT FREEDOMdata lock-in. Agents own their data and take it when they move.
YOUR DATAcommission audit trail. Every split calculation, cap threshold, disbursement, and deduction documented with timestamps and approval history. No spreadsheet disputes.
COMMISSION TRUSTcompliance audit workflows: 24-hour file reviews, escrow checks, random audits, E&O risk assessments, fair housing documentation, agent exit procedures, and signature verification.
COMPLIANCE ENGINE56 Apps. Working together.
Every app works on its own. Every app works better together.
Eight apps. One brokerage.
Agents leave. The data stays, because the client, the listing and the transaction were never held in an agent's own tools.
Listings
Every listing in the brokerage on one record, published out and reporting back, so an agent leaving does not take the enquiry history with them.
Deals
Broker oversight with approval gates, through to commission splits calculated against production caps rather than against a spreadsheet somebody maintains.
Workforce
Recruiting, onboarding and licence expiry on one agent record, so a lapsed licence is caught before a transaction is written under it.
University
Required training assigned and evidenced against the agent, which is what makes a compliance audit a report rather than a hunt for certificates.
Station
The portal an agent opens between showings, showing production against cap, pipeline and compliance status. The brokerage designs what its agents see, and assigns the roster to it.
Navigator
Client portals on the brokerage brand, so the relationship the client remembers belongs to the firm as well as to the individual.
Ledger
Client money and operating money in one set of books with the separation enforced, so a trust reconciliation is a report rather than a monthly reconstruction.
Ethos
Brand standards locked at the brokerage level and enforced across every agent's marketing output, so collateral stays on-brand without a review bottleneck.
Agent and client communication for brokerages
Every tool your brokerage needs to reach a client is already built into Calisto Pro, and every one of them deposits on the contact timeline the covering agent opens before the showing.
A phone system for every business
Learn moreEmail on your domain
Learn moreEvery message from every channel in one place
Learn moreSee every interaction with every contact
Learn moreVideo meetings with no download required
Learn moreEvery communication organized by its contact
Learn moreTeam communication with operational context
Learn moreEvery Channel, One Timeline
Every email, every WhatsApp message, every phone call deposits on the buyer's contact timeline. A covering agent opens the contact and sees the full thread before the showing, instead of starting from zero. The conversation, the deal status, and the showing history are one scroll.
No Single View of the Conversation
An agent's communication currently scatters across personal Gmail, a CRM messaging system, WhatsApp, and phone calls. No single view shows the complete conversation history. Here, every channel threads to the contact and deal record.
Central Brokerage Line
A central brokerage line routes calls to the right agent, and the recording attaches to the contact for coaching review.
The Thread Stays With the Brokerage
When an agent leaves, the conversation history stays with the brokerage, on the contact record the deal references, not in their personal Gmail.
No setup cost. Pay when you start using.
Seats for the broker and the admin staff who run transactions. Agents cost nothing to add.
Calisto Commerce
Lead, showing, offer, contract, closing. One record, one listing book.
Learn more →Calisto Proposals + Listings
Listing presentations, CMAs and offer packages the seller signs off on.
Learn more →Recommended for you
Works well together.
Calisto Proposals
Calisto Sign
Calisto Agenda
Included with your Account
Tasks, calendar, and contacts in one workspace.
Learn more →Calisto WiFi
Calisto Station
Calisto University
Calisto Ops
Full LMS. Employee training, course creation, certifications, onboarding programs.
Learn more →Recommended for you
Works well together.
Calisto Deals
Calisto Sign
Calisto Agenda
Included with your Account
Tasks, calendar, and contacts in one workspace.
Learn more →Calisto WiFi
Calisto Station
Calisto University
Calisto Ops
Full LMS. Employee training, course creation, certifications, onboarding programs.
Learn more →The desk you run and the deals you work are the same pipeline.
Nothing here is an integration. It is one set of records that more than one part of your business already writes to.
Frequently asked questions
The CRM and recruiting pipeline, transaction coordination, e-signatures, the brokerage and agent websites with IDX, commission management, trust accounting, reviews, paid media, agent training, compliance, and brand standards. All of them read and write the same record, so agent production, the commission plan, the trust entry and the compliance file are one dataset on different screens.
Percentage splits, flat-fee plans, and graduated tiers that scale at performance thresholds. Cap tracking is live: an agent working toward their GCI cap sees the progress bar, and capping moves the next transaction to a 100% agent split. Transaction, technology, desk, E&O, franchise, marketing fund and referral deductions configure per plan. Syncs to QuickBooks, Xero, Alegra, and ContaAzul.
Yes. Each office carries its own commission plans, compliance requirements, trust account configuration, and desk and conference room scheduling. Multi-state brokerages hold different trust account regulations per jurisdiction, and international operations add multi-currency closings, multi-language portals, and regional MLS integrations. Adding an office adds a configuration, not a migration.
Earnest money deposits, security deposits and escrow funds sit in a proper trust ledger with a full audit trail and reconciliation to the penny, segregated per office and per jurisdiction. Disbursement tracking, commission splits and closing cost estimates are native, so no separate accounting tool is needed. In markets where an attorney or a notary holds client funds, the ledger tracks the milestone, the receipt and the release against the deal instead.
Calisto Assure runs the audit workflows and the credential registry together. Entitlement gating does the enforcing: a lapsed license or an incomplete NAR settlement training module suspends transaction submission in Deals until it clears. Every audit generates documented findings with corrective action tracking.
Calisto University is a complete LMS built into the platform agents use daily. Build courses with text, video, and quizzes. Organize into programs for onboarding, compliance, sales skills, and designation preparation. Track CE hours per agent with expiration alerts. New agents get auto-enrolled in onboarding programs when they join. No separate login, no third-party LMS subscription.
Calisto Deals powers the full recruiting pipeline. Track candidates through stages from prospect to signed. Import production data from MLS to evaluate candidates. GCI projections model the revenue impact of each hire. Interview scheduling with calendar integration. Offer letters sent through Sign with e-signature.
Agents own their data by design. Contacts, transaction history, pipeline, sequences, and notes belong to the agent. When an agent changes brokerages, their data moves with them. The agent exit compliance workflow in Assure handles access revocation, file handoff, and final commission settlement. No export fees, no holdbacks, no legal exposure for the brokerage.
Yes. Each agent gets their own CRM view, calling, messaging, personal website, and client portal, all under your brokerage brand. Brand standards hold across every agent flyer, social post, and email. The broker dashboard provides oversight, production tracking, and compliance monitoring without restricting agent autonomy.
Nothing. Seats are held by the broker and the admin staff who run transactions, so a brokerage with a broker and three admin holds four. Every agent you add gets a Calisto account at no additional cost: an address on calistomail.com, 10 GB of storage, and Agenda for their showings and follow-ups. Agents who need production, pipeline and compliance in one place get a Station portal, which is priced per station and covers everyone assigned to it. And an agent who buys Deals on their own subscription gets Core with it, which opens Listings.
Ten real-estate campaign templates ship ready to send: new listing, price reduction, just sold, open house invite, buyer welcome, seller welcome, post-closing review, expired listing, market update, agent anniversary. The print center produces flyers, postcards, and doorhangers with variable data population, and direct mail targets by geography. Listing photography and virtual tours run on the same platform.