Brokerage command center

Introduction

A 40-agent brokerage closes around 300 deals a year. The numbers live in three places: the CRM, the MLS export and QuickBooks. Every Monday the managing broker spends half a day stitching them into one report.

The dashboard replaces that report with one screen that updates itself, and flags the deals that are quietly stalling.

Three systems and a Monday spreadsheet

Each system counts deals slightly differently, so the totals never match and meetings start with an argument about whose number is right.

Commission splits are calculated in a separate spreadsheet, which means mistakes surface only when an agent questions a payment.

Deals that sit too long at the offer or closing stage are only noticed when they fall through.

What we would build

• Live pipeline. Every deal by stage with value and days in stage, pulled from the CRM.
• Agent leaderboard. Listings, sales and commission per agent, updated hourly.
• Stuck deal alerts. Deals that sit too long in one stage are flagged with their owner and a next step.
• Commission calculator. Splits are calculated from the agreed rules and checked against QuickBooks.

Technical decisions

• One definition per number. We agree with the broker exactly how each number is counted, then every screen uses that rule.
• Hourly sync. The CRM and QuickBooks are read every hour, so nobody exports anything.
• Weekly email. A short summary lands in the broker's inbox every Monday at 7am.

What should change after launch

What this means for real estate

A brokerage runs on a few numbers: pipeline, conversion and commission. If those numbers take hours to assemble and still start arguments, a small connected dashboard pays for itself quickly.

Typical timeline: 3 to 6 weeks. Price: Starter app, from $5,000.