Run the whole operation.
Transactions, agents, disbursements, doc compliance. Everything a broker-owner needs to stop running the business out of group texts and a shared Google Drive.
For broker-owners · wholesaler-brokers · team leads running a crew
Brokerage Dashboard
Every deal, every agent, one screen.
Open transactions, fees YTD, agent production, license renewals coming up — the whole brokerage at a glance. Not a report you have to build. Not a spreadsheet someone has to update.
Brokerage Dashboard
Every document, tracked to the close.
Open any transaction for the full document checklist, disbursement status, title company, and close date — with required paperwork flagged before it becomes a problem.
8421 N Camelback Rd
2 required documents are still missing. Disbursement can be generated once all required docs are uploaded.
Built for the brokerage you actually run.
Transaction management
Every active deal in one ledger. Stage, agent, days-on-deal, close date, blockers. No more group texts trying to figure out where things stand.
Agent management
Invite agents, track licenses, set commission splits. Each agent gets their own view; you get the full brokerage picture.
Document compliance
Required-document checklist per transaction stage. Missing paperwork is flagged before the state (or your E&O) makes it a problem.
Disbursement workflow
Once all required docs are uploaded, disbursement generates. Broker signs off, funds route, audit trail written. No spreadsheet.
Brokerage reporting
Fees YTD, closed volume, production by agent, pipeline by stage. What the state audit wants and what the owner needs to run the operation.
Broker oversight + audit trail
Every action, every document change, every disbursement stamped with who and when. Immutable log — for your peace of mind and the state's.
Ready to upgrade the back office?
Seven days of full DealOS for a dollar. Your data exports on the way out.