Financial Management and Record-Keeping
Financial Oversight That Keeps You Focused on Growth
We manage the financial and compliance side of your brokerage so you don’t have to. From commission tracking to trust accounting, our systems are built to keep your records clean, your agents paid, and your audits stress-free.
These are the core tasks we handle behind the scenes.
Commission Tracking
We monitor every deal’s commission flow — from billing to payout — ensuring accuracy across agents, teams, and offices. No missed splits, no late payments.
Invoice Generation
We create and send invoices based on your brokerage’s structure, whether it’s flat fees, percentages, or custom splits. Everything’s documented, everything’s traceable.
Trust Fund Reconciliation
We track deposits and disbursements with full RECO compliance, reconciling trust accounts regularly to ensure every dollar is accounted for.
Record-Keeping & Audit Prep
We maintain detailed transaction records and financial logs, so when audits come around, you’re ready. No scrambling, no gaps.
Reporting & Visibility
Need to see deal flow, commissions, or outstanding invoices? We provide clean, easy-to-read reports that give you full visibility without the clutter.
Why Outsource Financial Management & Record-Keeping?
- Ensure RECO-compliant trust fund handling
- Eliminate manual errors in commission tracking
- Stay audit-ready with organized records
- Free up internal staff for growth-focused tasks
- Get clear, real-time visibility into financial workflows
Ready to streamline your transactions and stay compliant?
Let’s take the paperwork off your plate.