Agent fees
Monthly and per-closing fees for each person, and who owes what.
Agent fees and books
The office’s money, in order.
What each agent owes, what came in, what went out and what the office kept.
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What it does
Income and expenses
Month by month and by account.
Marketing by lead source
What you spent, next to where your clients came from.
A file for QuickBooks
A CSV with the columns its upload asks for, and a detailed one too.
What it doesn’t do
- Monthly fees charge when someone presses the button each month.
- Charging a saved card or bank account comes later. For now, payments are recorded by hand.
- Sending to QuickBooks by itself comes later. For now, you upload the file.
See it with your own office in mind.
Early access for agents and brokers in Texas and Florida.