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|Transaction Pipeline ManagementKeep track of your transaction pipeline and sales & commission volume.|
|Commission DisbursementsAutomatically calculate agents' commissions based on their commission plan. Create detailed commission disbursements.|
|Custom Transaction Task ListsCreate your own closing checklist to for more accurate tracking.|
|Store Transaction DocumentsUnlimited document storage for transaction documents.|
|Trust Account / Deposit TrackingManage your trust account by recording incoming and outgoing deposits.|
|ACH TransferPay agents and vendors electronically. No additional
*All new ACH transfer accounts require management approval and identity verification.
|Transaction Management IntegrationsSync transaction data from Dotloop, Skyslope, EZ Coordinator and Shorttrack. Close out your deals in BrokerSumo.|
|Agent Management Features|
|Agent Onboarding PlatformNew agents can complete their onboarding information online including signing brokerage agreements and uploading their car insurance, real estate license, drivers license and credit card info.|
|Track Agent's Personnel InformationKeep track of your agents critical info such as licensing information, start date, address, birthday, disbursement instructions, etc...|
|Commission Plan ManagementAdd custom commission plans and fees for your agents.|
|Agent BillingsBill agents for their monthly office fees. Additional fees apply, 2.9% + .30 per credit card transaction. $4.99 additional monthly fee if you charge less than $300 per month.|
|Back Office Features|
|Dropbox Document BackupBackup your agent and transaction documents to Dropbox.|
|Real Estate ReportingChoose from a variery of reports including: agent commission report, office commission report, lead conversion report and pipeline commission report.|
|Prepare 1099sGenerate 1099 information for agents and vendors using our 1099 tax portal partnership site. (additional fees apply)|
|Unlimited Staff UsersAdd as many staff users as you want to help you manage your office.|
|Agent Portal Features|
|Transaction Pipeline TrackingAgents can view their transactions pipeline and track their lead sources.|
|Real Estate ReportsAgents can view their closed and pending commissions on the commission pipeline report and analyze their lead sources on the lead conversion report.|
|Add Transactions and Create Commission DisbursementsBrokers have the option to turn on permissions allowing agents to add their transactions, create their commission disbursements, upload documents and much more.|
|Training, Support and Setup|
|We offer webinars for your team. Let us help you setup your acccount in order to make your onboarding process quick and easy.|
Pick and choose the advanced features you need
|Quickbooks IntegrationSync all of your BrokerSumo data to Quickbooks including: agent info, commission disbursement data, agent billings, additional agent closing fees. Sync your profit and loss data from QuickBooks into BrokerSumo. Use your profit and loss data to track additional data on BrokerSumo reports. Learn More||$50 per month|
|Zoho Dashboards and Report BuilderSync your BrokerSumo transaction data to Zoho Reports for building real time, real estate dashboards and custom reports using your transaction data. Learn More||$20 per month|
|Pro PackageBoost your back office with a suite of advanced features. Track more detailed transaction data, advanced reports, team templates for automating team commission splits, branding with your logo, email notifications, and MLS Integration to sync in your listings. Learn More or click here to contact our sales team.||Starting at $167.50|
|Enterprise PackageFor brokerages with more than 100 agents.||Call for details (801) 893-3643|
Yes, it is. No monthly software fee will be charged until your 14 day trial is over and no credit card is required for the trial. But if you want to use the agent billing features, you’ll be charged transaction fees for each transaction you process.
We require you to sign up for a ‘lite merchant account’ by completing a short application so we can verify your identity. The process usually take less than 1 hour for approval.