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.
WhatsApp deals in Medellín and NAR closings in Dallas. Same login.
A boutique brokerage in Medellín runs three agents and closes deals on WhatsApp. A regional firm in Madrid manages twenty-three agents across two offices with Idealista listings and carte professionnelle compliance. A multi-state operation in Dallas coordinates five hundred agents, twelve offices, and NAR settlement documentation.
Brokerage CRM
Deals pipeline with agent scorecards, lead routing, and transaction tracking for a tight-knit team. No admin hire required to run it.
E-Signature & Documents
Listing agreements, buyer agency, and disclosures all sign in one place. Unlimited signatures, no per-envelope fees.
Onboarding & Compliance
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.
Commission Management
Multi-party splits, cap tracking, and disbursement processing. Nobody opens a spreadsheet, nobody argues about the math on the fifteenth.
The agent onboarded. Six systems updated without a click.
One onboarding action. Six operational functions updated from the same database. No one told each system about the new agent separately.
The agent onboarded. Six systems updated without a click.
A new agent joins the brokerage. The compliance checklist assigns. The training track enrolls. The booking profile activates. The agent portal provisions. The brokerage website adds their profile page. Six operational functions updated from one onboarding action.
The same database that onboarded them booked the showing.
The agent books their first showing. The showing schedules, the feedback form stages, and the deal record creates, from the same database that onboarded them. No one told each system about the new agent separately.
Revenue posted. Compliance flagged. License expiring. 7am.
The brokerage configured. Now see what the broker sees every morning.
Seven apps became one morning view
Revenue from last week's closings is already posted. Three agents are on schedule. Two pending transaction approvals wait in the queue. One trust account deposit needs reconciliation. An agent's license expires in eighteen days, the compliance tracker surfaced it. That is one screen at 7am. 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.
That morning view works the same way everywhere.
The broker's day ran smoothly. But every market arrived at that morning differently.
Santo Domingo's WhatsApp brokerage. Dallas's twelve-vendor stack. Same system.
Three markets, three regulatory frameworks, three starting points. One platform serves all three.
Starting With No Software At All
A brokerage operates on messaging apps and verbal agreements. No licensing law yet, no trust accounting regulation, no incumbent software to replace. Regulation is arriving in markets like this one, and the infrastructure can be standing before it lands.
Starting With Tools That Share Nothing
A brokerage uses a listing portal for inventory, a generic CRM for contacts, and basic accounting software. No brokerage-specific operations platform exists in the market. Three tools that share zero data, stitched together by an operations manager.
Starting With a Monday Reconciliation
A brokerage pays for twelve separate platforms. An operations manager spends ninety minutes every Monday reconciling transaction data against commission calculations against trust accounting entries. Twelve invoices, and one human being as the integration layer.
Monday's reconciliation finished before the broker arrived.
Friday's closings posted commission calculations, trust account entries, and balanced journal entries at the moment each deal closed. By Monday morning, every commission statement, every trust reconciliation, and every accounting entry was current. The operations manager who used to spend ninety minutes reconciling SkySlope data against Brokermint calculations against QuickBooks trust entries now reviews a dashboard. The reconciliation happened at close, not on Monday.
Santo Domingo, Madrid, Dallas. All three operational.
Three markets, three regulatory frameworks, three starting points. The same architecture underneath.
The data moved without an export file
A deal in the Commerce pipeline closes. The Ops commission engine reads the deal terms, not through an API sync, not from a CSV export. From the same record. The split calculates against the agent's cap status. The trust ledger posts. The accounting journal balances. The commission engine and the trust ledger are different views of the same closing, not separate systems exchanging files on a schedule.
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 ENGINEThe video call started. No one paid extra.
Video conferencing, e-signature, and calling run natively. The integrations connect what's already in use. The native tools replace what used to cost five separate subscriptions.
The video call started. No one paid extra.
An agent schedules a video showing with a buyer. The call runs natively, no Zoom subscription, no per-seat add-on. The recording attaches to the contact record. The showing feedback form sends after the call. The buyer's activity timeline updates.
The integrations connect what's already in use.
Dotloop connects existing transaction files. QuickBooks syncs commission journal entries. Back-office data migration brings historical records. The native tools replace what used to cost five separate subscriptions.
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
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.
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.
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.
Every 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.
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.
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.
No setup cost. Pay when you start using.
Take a whole suite or pick a single app.
A la carte
Every app a brokerage runs on, priced one at a time
With a la carte, get:
Office listings Calisto ListingsThe listing enters once and reaches every portal€79–€249/mo by listings
- The listing enters once and reaches every portal
- One record behind the office feed, the site, and the app
- Structured listing records, not a PDF and a portal login
Contact records Calisto RegistryTwenty-eight tabs on one contact€79–€249/mo by contacts
- Twenty-eight tabs on one contact
- Agent-portable data: contacts, transactions, and production export
- Open house sign-in creates the contact automatically
Showings Calisto BookingsShowing scheduling with feedback written to the deal€99–€299/mo by reservations
- Showing bookings against agent availability
- Showing feedback writes back to the deal
- Availability, resources, and staff held together on one calendar
Automations Calisto AutomationsLead scoring, routing, and onboarding workflows€55 per user/mo
- Leads score and route to the right agent
- Automated onboarding workflow for a new agent
- Escalating licence warnings fire on schedule
Brokerage setup Calisto PurviewOffices, licences, tax, currency, and team configurationIncluded with every account
- Offices, licences, tax, currency, and team configuration
- Deploy on your own database where state regulators require it
- Eleven named business-unit types plus a neutral twelfth, each seeding the catalog
Office standards Calisto BlueprintOne standard across every office and deskIncluded with every account
- One standard across every office, desk, and agent
- HQ locks the fields that must stay consistent
- Twelve authoring domains: SOPs, checklists, specs, curricula, templates, and brand kits
Agent roster Calisto WorkforceDesks, rooms, availability, and hours by locationBasic tier included · €22 per user/mo
- Desks and rooms by location on one roster
- Availability, hours, and production per agent
- Member profiles, availability, and simple scheduling are included with every account
Transaction pipeline Calisto DealsEight stages to closing with broker-approval gates€55 per user/mo
- Eight-stage pipeline with broker-approval gates
- The buyer agreement gates the deal before work starts
- Every action carries its author
Agreements Calisto SignBuyer agreements that gate the deal€2.50 per envelope
- Buyer and listing agreements signed and filed to the deal
- One version, with no question about what was agreed
- Envelopes signed on any device, filed to the record they belong to
Listing presentations Calisto ProposalsBranded presentations pulling live listing data€35 per user/mo
- Branded presentations pulling live listing and comparable data
- The contract and the listing cannot say two different numbers
- Proposals built from live catalog prices and tracked to acceptance
Commission & desk fees Calisto Payments75 gateways for disbursements, desk fees, trust transfersCommerce subscription only
- Seventy-five gateways across 30+ countries
- Commission disbursements, desk fees, and trust transactions
- Multi-currency closings as the normal case
Commission & trust accounting Calisto LedgerSplits, caps, balanced journals, and bank reconciliation€40 per user/mo
- Commission calculates at close from the deal record
- Production caps and multi-party splits applied automatically
- A balanced journal entry posts at the moment of the event
- Bank feed reconciliation, with no spreadsheet in between
Agent training Calisto UniversityOnboarding and training that gates transaction access€20 per user/mo
- Automated onboarding workflow for every new agent
- Training gates transaction access until it is complete
- Coaching that measures results against production
Licensing & compliance Calisto AssureEleven audit workflows with escalating warningsOps subscription only
- Licence, insurance, and CE on one record
- Access gates on compliance: compliant, at risk, non-compliant
- Escalating warnings before a credential lapses
- Eleven audit workflows: 24-hour file reviews, escrow checks, E&O risk
Office WiFi Calisto WiFiPer-office networks and guest sign-in€70 per location/mo
- Per-office networks with branded guest sign-in
- Access points in the same device list as the rest of the hardware
- Access points sit in the same device list as your other hardware
Broker dashboard Calisto TodayProduction, compliance, and closings each morningIncluded with any Ops app
- 7am dashboard, 9am lead score, 11am showing, 4pm commission projection
- Every tile reads live from the app that owns the work
- A report directory, a team scorecard, and a notice queue
Available Upgrades
Every App Works Independently. Calisto Pro works better together.
Pre-built configurations to customize: websites, kiosks, displays and apps designed for your industry.
Browse extensionsBuy concierge hours and our team does the data entry, the configuration and the training.
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