Fifteen modules. One intelligent platform.
Everything a modern brokerage runs on — deeply integrated so your data flows from the first showing to the final disbursement.
From contract to close, tracked in one place
Track every deal from listing to closing with tasks, deadlines, and document checklists. Nothing slips because the system chases what's missing for you.
- Guided transaction pipelines for listings, buyers, rentals, and referrals
- Automated checklists and deadline tracking with reminders to agents and staff
- Document collection with required-item enforcement before a file can close
- Broker review and approval workflow with a full activity timeline
- Sale price, close date, and commission inputs feed accounting and reporting
Every plan, calculated to the penny
Model any commission structure — splits, caps, tiers, teams, and fees — and let the engine compute disbursements automatically. Agents see exactly how each check is built.
- Composable plans: traditional splits, graduated tiers, caps, 100% desk-fee, flat-fee, and salary
- Team splits, franchise fees, referral fees, and per-transaction or %-of-GCI fees
- Client-paid broker fees added as separate, additive brokerage revenue
- Revenue-share and recruiting overlays paid to sponsors
- Disbursement authorizations with an itemized, auditable breakdown per party
Audit-ready, every file, every day
Enforce required documents and broker review on every transaction so you're always audit-ready. Real-time alerts flag anything expiring, missing, or out of policy.
- Configurable required-document rules per transaction type and state
- License, E&O, and continuing-education expiration tracking with 60-day alerts
- Broker review queue with approve, reject, and comment history
- Immutable audit log of every change, download, and authorization
- Compliance dashboards that surface at-risk files before they become problems
One record for every agent
Keep licenses, credentials, commission plans, and documents in a single agent record. Onboard, invite to the portal, and manage the full lifecycle without spreadsheets.
- Complete agent profiles with contact, license, MLS, and mailing details
- Multiple state licenses per agent with expiration flags
- Continuing-education tracking with certificate uploads
- Commission-plan assignment with a full change history
- Portal invitations with secure temporary passwords and forced first-login change
One record for every agent
Grow your roster with a real pipeline
Run recruiting like a sales process with a visible pipeline and net-income projections. Show prospects exactly what they'd earn on your plans before they sign.
- Recruiting pipeline with stages, notes, and follow-up reminders
- Net-income estimator that models a prospect's take-home on your commission plans
- Side-by-side plan comparison to win producers from other brokerages
- Activity tracking so nothing goes cold
- One-click conversion from recruit to onboarding agent
Contacts and leads that actually get worked
Capture contacts and leads and keep every interaction in one timeline. Assignment and follow-up rules make sure opportunities are never dropped.
- Unified contacts and leads with source attribution
- Assignment, status, and follow-up tracking per record
- Interaction history across the whole brokerage
- Lead sources that drive referral-fee logic in the commission engine
- Segmented lists ready for marketing campaigns
Contacts and leads that actually get worked
Campaigns without the busywork
Launch branded email and multi-channel campaigns to agents and clients from one place. AI drafts the copy so you ship faster and stay on message.
- Email campaigns with reusable, on-brand templates
- AI-assisted copywriting for subject lines and body content
- Audience segmentation from CRM and transaction data
- Social and messaging connectors for multi-channel reach
- Performance tracking to see what drives responses
Answers and actions on every screen
Ask questions in plain language and get answers grounded in your own data. The assistant summarizes deals, drafts content, and surfaces what needs attention.
- Natural-language queries across transactions, agents, and commissions
- Deal and document summarization in seconds
- Drafting for emails, listings, and marketing copy
- Proactive alerts on compliance risk and pipeline gaps
- Grounded in your brokerage's data with role-based access respected
Answers and actions on every screen
Sign, store, and stay compliant
Send forms for legally binding electronic signature and file them automatically against the deal. Templates and status tracking keep signature requests moving.
- Reusable form and disclosure templates
- Electronic signature requests with real-time status
- Signed documents auto-filed to the transaction
- Audit trail on every signature for compliance
- Integrations with popular e-signature providers
Sign, store, and stay compliant
Every document, secure and findable
Store transaction, agent, and compliance documents in one secure library with permissioned access. Versioning and review status keep the right file at your fingertips.
- Central library scoped by company, office, and role
- Permissioned, audit-logged downloads
- Versioning and review status on every file
- Required-document enforcement tied to transactions
- Protected storage kept out of public reach
Every document, secure and findable
Close the books without double entry
Push commission disbursements and brokerage revenue straight into your accounting system. Mapping is configurable so your chart of accounts stays clean.
- QuickBooks connector for classes, vendors, and accounts
- Automated posting of disbursements and brokerage revenue
- Configurable account mapping per company
- Reconciliation-ready exports
- A single source of truth from deal to ledger
Close the books without double entry
The numbers that run your brokerage
See production, pipeline, compliance, and profitability across offices in real time. Drill from a company-wide view down to a single agent or deal.
- Executive dashboards for production, GCI, and company dollar
- Agent and office leaderboards
- Pipeline and forecast views
- Compliance and disbursement reporting
- Exportable reports for owners and accountants
Run every office from one login
Manage multiple offices and teams with role-based access and office-level scoping. Leaders see their world; owners see everything.
- Office and team hierarchy with row-level data scoping
- Role-based permissions from owner to agent
- Per-office reporting rolled up to the company
- Team structures that feed commission and CRM logic
- Consistent policy enforced across locations
Run every office from one login
Your brand, top to bottom
Make the platform yours with custom branding, colors, and login experience per company. Agents log in to your brokerage, not ours.
- Custom logo, colors, and login branding per company
- Branded portal invitations and emails
- Multi-company tenancy with isolated data
- Configurable domains and messaging
- A consistent brand for agents and clients
Your brand, top to bottom
Enterprise-grade by default
Protect your data with encryption, role-based access, and a complete audit trail. Multi-tenant isolation keeps every brokerage's data its own.
- Encryption in transit and at rest
- Role-based access control and row-level tenancy
- Complete audit logging of sensitive actions
- Protected file storage outside the web root
- Session controls and forced credential rotation on invite
Enterprise-grade by default
See Brokerage360 AI run your brokerage
Book a personalized demo and we'll show you the platform on your numbers, your plans, and your workflows.