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Operations & Finance Infrastructure
Disconnected tools lead to duplicate work, missing data, and manual re-entry.
Revenue Sharing Engine
Automate splits, overrides, bonuses, and more — no spreadsheet hacks.
Agent Wallets & Ledger
Real-time balances, history, and payout traceability.
Payout Automation
Initiate fast, accurate payments with full logs and compliance.
Finance Hub
Track paid/unpaid invoices, W-9 submissions, and payout summaries.
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Intelligence & Oversight
Disconnected tools lead to duplicate work, missing data, and manual re-entry.
Insights & Reporting
Visual dashboards for sales, payouts, performance, and trends.
Audit Logs
Every rule change, payment, and override logged and exportable.
AI Assistant
Ask questions, run reports, and get guidance via chat — powered by AI.
Performance Benchmarks
Track agent and team performance against custom KPIs with real-time scorecards.
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Agent Experience & Collaboration
Disconnected tools lead to duplicate work, missing data, and manual re-entry.
Agent Management
Create, onboard, and structure agents across teams and regions.
Marketing Tools
Enable agents with branded assets, referral links, and content sharing.
To-Do System
Assign and track post-deal action items for ops or agents.
Support Center
Centralized knowledgebase + ticketing to reduce chaos.
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Foundation & Control
Disconnected tools lead to duplicate work, missing data, and manual re-entry.
Multi-Office Support
Run multiple branches or entities under one platform.
Role-Based Access
Granular permissions by role, team, region, or user type.
Integrations Hub
Connect to SkySlope, Brokermint, Stripe, QuickBooks, Gusto & more.
Centralized Document Management
Store, organize, and control access to critical brokerage documents in one secure, searchable location.