Transactions & Finance Management
End-to-end transaction coordination with document management, commission tracking, agent billing, and accounting integration.
Transaction Coordination
11 features8-Stage Transaction Workflow
Standardized stages: under contract, inspection, appraisal, financing, final walk-through, closing preparation, closing, and closed. Visual pipeline and progress tracking.
Digital Checklists & Workflows
Pre-built or custom checklists for each transaction stage. Auto-check items based on trigger events. Prevent bottlenecks and ensure nothing is missed.
Document Generation
Auto-generate closing documents, disclosures, and compliance forms with transaction and party details. Support templates for different jurisdictions.
E-Signature Integration
Native e-signature capability. Send documents for signature directly from transaction record. Track signature status and maintain audit trail.
Dotloop Integration
Full Dotloop integration for brokers who prefer transaction management outside the platform. Sync transaction status bi-directionally.
Task & Activity Management
Create, assign, and track tasks for transaction coordinator, agents, and other parties. Visual task timeline and deadline alerts.
File Intake Workflow
Structured document collection and processing workflow for new transactions. Track required documents, missing items, and submission status.
Signature Verification
Review and verify document signatures for compliance. Flag incomplete or invalid signatures before closing.
CDA Generation
Auto-generate Commission Disbursement Authorizations from transaction data. Pre-populated with parties, amounts, and split details.
High-Risk Disclosure Review
Dedicated review queue for high-risk disclosures requiring broker approval. Flag, review, and approve with audit trail.
Escrow Release Approvals
Manager-only approval queue for escrow releases. Review release requests, verify conditions, and authorize with documented sign-off.
Commission Management
6 featuresCommission Splits & Co-Breaks
Configure flexible commission splits between listing and selling agents. Support percentage and fixed splits with side-specific rates.
Cap & Threshold Tracking
Set commission caps per agent, per month, or per year with automatic tracking. Alert brokers when agent approaches cap limits.
Performance Bonuses
Set and track performance bonuses based on volume milestones, closed dates, or quality metrics. Automatically apply bonuses at month end.
Commission Calculator
Built-in calculator for agents to see estimated commission on pending deals. Motivate agents with transparent compensation.
Deal Commission Tracking
Track commission by deal from contract to final payout. See breakdown by commission source, splits, and deductions.
Commission Dispute Resolution
Documentation system for commission disputes with comments, history, and resolution tracking. Prevent costly misunderstandings.
Agent Billing & Payouts
6 featuresDesk Fees & Monthly Charges
Track desk fees, technology fees, and other recurring charges. Automatic invoicing and collection. Customizable per agent or office.
E&O Insurance Tracking
Ensure all agents maintain active errors & omissions insurance. Track policy expiration and verification status.
Transaction Fees
Charge agents for transaction support or processing services. Automated tracking and invoicing.
Marketing Fund Contributions
Collect marketing fund contributions from agents based on volume or percentage. Track contributions and expenses.
Payout Calculations
Accurate payout calculations considering commissions, splits, caps, bonuses, and deductions. Clear agent earnings statements.
Multiple Payout Methods
Support ACH direct deposit, check, and wire transfer. Batch payments and audit trail for all payouts.
Accounting Integration
6 featuresQuickBooks Integration
Bi-directional sync with QuickBooks Online and Desktop. Auto-create journal entries for commission payouts and office expenses.
Xero Integration
Sync transaction and commission data directly to Xero. Automated invoice generation and payment reconciliation.
Alegra Integration
For brokers in Latin America, native integration with Alegra accounting software. Automatic sync of commission and transaction data.
ContaAzul Integration
Brazilian brokers benefit from ContaAzul integration. Automated transaction recording and financial reporting.
Financial Reporting
Generate P&L statements, commission expense reports, and profitability analysis. Export to accounting software or use built-in reports.
Financial Record-Keeping
Maintain detailed commission, disbursement, and expense records with full audit trails. Export data for year-end tax preparation.
Transaction management that eliminates manual work. Faster closings, fewer errors, and complete audit trails.