Your agents close deals. Your office closes the paperwork.
Every deal brings a file to check, a commission to calculate, deposits and conditions to track, and agents to chase for the document that's still missing. We build the systems that do the checking and the chasing, so your admin team reviews instead of re-keys.
What we'd automate in a brokerage back office. The admin work between the offer and the cheque.
Deal-file completeness checks
Every submitted deal checked against your required-document list — agreements, amendments, ID verification and receipt-of-funds records. Gaps go straight back to the agent with exactly what's missing.
Commission & trade records
Sale price, splits, referral fees, and caps calculated from each agent's plan and drafted into the trade record, ready for your admin to approve.
Deposits & condition dates
Deposit due dates, condition deadlines, and closings tracked for every deal, with reminders to the agent and your office — and a flag the moment a deposit is late.
Listing intake
New listing details captured once and carried into the file, the listing paperwork, and the marketing request, instead of being typed three times.
Agent onboarding & offboarding
Checklists, accounts, documents, and plan setup handled in order, so a new agent is productive in days and a departing one leaves nothing loose.
Broker dashboard
A weekly summary in your inbox: firm deals, closings ahead, commissions outstanding, and every file with an open gap.
One deal submission, start to finish.
An agent submits a deal
The agreement, amendments, and ID records arrive by upload or email.
The file is checked
Every document is read and checked against your required list. Dates, deposit amounts, and parties are pulled into the file.
Gaps go back to the agent
The missing receipt-of-funds record and an unsigned amendment are sent back to the agent automatically, with a follow-up if they're still missing in two days.
Your office approves
The trade record and commission are drafted from the agent's plan. Your admin reviews a complete file and approves it.
Your judgment stays in the loop.
Anything that touches a client or your money waits for a person to approve it. The system handles the execution. You keep the call.
Reading documents, checking them against what should be there, and flagging only what needs a person is the core of the work we're doing now — AR reconciliation for an Ontario relocation management company, and document and financial automation running daily in a multi-location service business.
Behind it: twenty-five years operating real businesses — retail, construction, solar, investment funds, engineering. We've chased the receivables and signed the paycheques ourselves.
How an engagement works →What brokers and brokerage owners usually ask first.
Tell us where your week actually goes.
No pitch on the first call. We start by listening — what's eating your time, what you've already tried, what you actually want back. If we can help, we'll tell you how. If we can't, we'll tell you that too.
Orangeville, Ontario — serving Canada & the US
Response within 1 business day