BrokerSumo is the easiest back office and accounting platform for real estate brokerages and agents.

Ourr real estate brokerage product includes: assigning custom commission plans to agents, processing agents’ credit cards for monthly billings, storing personnel documents and an electronic onboarding platform for adding new agents allowing them to e-sign agreements and add their personnel information electronically. Transaction features include: closing out transactions by creating commission disbursement statements and automatically calculating agents’ commissions, and paying agents and vendors using ACH electronic transfers. The accounting features include the ability to sync bank and credit card account data and categorize and tag that data, issuing 1099s to agents and vendors, managing deposits and trust accounts and reconciling their accounts.  The reporting module includes agent and office performance reports and accounting reports.

Our real estate agent product give agents a full accounting suite with the ability to sync their bank and credit cards, categorize and tag financial data, add their transactions to manage their pipeline, pay vendors using ACH transfers, issue 1099s to those vendors and run profit and loss, lead conversion and pipeline reports. A mobile app integration is coming soon allowing mileage and receipts to be automatically tracked and synced into BrokerSumo.