Can I stop a file from closing until the documents are in?

Yes. You mark documents as required by transaction type, and the file cannot move to closed until those items are uploaded and approved. That is your policy, enforced by software rather than by a staff member sending a fourth reminder. You decide which items block and which are simply tracked.

Does it handle rentals and referrals, not just sales?

Yes. Rentals and referrals get their own pipelines, required items, and fee handling, so they are not shoehorned into a sales template. A referral file carries the fee and the paper trail without pretending to be a listing. Every type still reports into the same production and revenue numbers.

How do agents know what they still owe on a file?

Each agent sees an open checklist on every file they own, with due dates and required items marked. Reminders go out before the deadline, not after. The file shows exactly which document is missing and who is waiting on it, so the answer is never buried in an email thread from three weeks ago.

Will transaction data connect to commission calculation?

It does. The sale price, close date, and commission inputs you approve on the transaction are the same values used to calculate splits, caps, fees, and the disbursement authorization. There is no export step and no second entry, so your production reports and your payout math never disagree at month-end.

Transaction management

Real Estate Transaction Management Software for Brokerages and Teams

Real estate transaction management software for brokerages has one job before anything else: tell you where every file stands right now. Brokerage360 AI opens a guided pipeline for each listing, buyer, rental, and referral. Agents see the next required item. Staff see what is late. You see the whole board without opening a single folder or sending a reminder text.

Files stall for boring reasons. A disclosure nobody uploaded. An inspection date nobody logged. A commission figure retyped into a spreadsheet after closing. Every step here writes to one record, so the sale price, close date, and commission inputs you approve are the same numbers your accounting and reporting run on. One entry, one source.

From contract to close, tracked in one place

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

Guided pipelines for listings, buyers, rentals, and referrals

Not every file works the same way. A listing needs a signed agreement and marketing consent up front. A buyer file lives on inspection and financing dates. A referral is mostly a fee and a paper trail. Each transaction type gets its own pipeline, its own required items, and its own stage order, so agents follow the path that fits the deal in front of them.

Listing, buyer, rental, and referral files each open with the stages and required items that type actually needs.
Stage changes are logged with a timestamp and the name of the person who made them.
Sale price, close date, and side count live on the file instead of in a side spreadsheet.
Pending, under contract, closed, and fallen-through files stay separated so your pipeline report means something.
Staff work every office from one queue instead of hunting through individual agent folders.

Automated checklists and deadline tracking agents will actually use

Deadlines do not miss themselves; people miss them. Each file carries a checklist with due dates tied to the contract, and reminders go to the agent and to the staff member who owns the step. Overdue items surface on a dashboard instead of in an inbox nobody reads. When the agent uploads the missing item, the checklist clears it and the reminders stop.

Checklist items carry due dates, owners, and a clear required or optional flag.
Reminders go out on the schedule you set, before the deadline rather than after it.
Required documents can block a file from reaching closed until they are collected.
Overdue and at-risk files roll up into a single working view for your transaction coordinator.

How does broker review and approval work?

Nothing closes on hope. When an agent submits a file, it lands in your review queue with checklist status and every uploaded document attached. You approve it, reject it with a comment, or send back the one item that is wrong. The activity timeline keeps the entire exchange, so there is no argument three months later about what was asked for and when.

Submitted files queue in one place instead of arriving as forwarded email.
Rejections carry a written reason the agent reads inside the file itself.
The activity timeline records uploads, edits, approvals, and downloads with names and timestamps.
Managing brokers can be scoped to review only the files their office owns.
Broker approval is the gate that releases a file to disbursement and accounting.

Transaction data that feeds commissions, accounting, and reporting

The last mile of a transaction is usually the ugliest part. Sale price, close date, side count, and commission inputs are approved once on the file, then flow straight into commission calculation, disbursement authorizations, and production reports. Nobody rekeys a number into a second system, and month-end reconciliation starts from the same record the broker signed off on.

That matters most when you own more than one office. GCI, company dollar, and sides roll up by agent, team, office, and brand from the same transaction records, so a regional number and an office number are never two different truths argued over in a Monday meeting. Pull the same figures for one agent, one office, or the whole company at any point in the month.

Frequently asked questions

It is the system your brokerage uses to run a deal from contract to close in one place. Files open with a stage pipeline, a document checklist, and deadlines. Agents upload what is required, staff track what is missing, and the broker approves the file before it closes and pays out.

Explore the rest of the platform

Security All fifteen modules Commission automation

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.

Request a demo Login to application