Upfront runs your back office, powers your commissions, and gives your agents the financial tools they'd leave you to find elsewhere — plug-and-play or end-to-end.
Most back offices are still a stack of spreadsheets, legacy ledgers, and one-off vendors that don't talk to each other. The cost isn't just operational — it's recruiting, retention, and revenue.
Upfront modernizes the stack — pick the pieces you need, and give agents the financial services they'd leave you to find on their own.
Less ops drag, fewer errors, agents paid faster — and happier. Efficiency you can measure on the P&L.
AI plus human oversight is compliant by default. Tedious work goes off your team's plate so they can deliver higher-value work.
Replace the parts that aren't working. Less to license, less to onboard, less to offboard when team or agents change.
No servers in your buildings. Web and mobile-first. Unlimited logins. Built for how brokerages actually operate today.
New acquisition? Expanding services? Custom comp plans? Our team has navigated and implemented every variation.
Rip-and-replace isn't the only path. Upfront's modules — back office, AI compliance, Care, Agent Wallet — work standalone or together. Layer onto what you have, or migrate when you're ready.
Trust accounting, commissions, compliance, agent onboarding — one ledger.
Meet Vero →Care (healthcare), Agent Wallet (financial tools), and Tax & Retirement — all under your brand.
Explore →Our tech and our team running your back office — variable cost, same agent experience.
See how →One console for the franchise, the brokerage, every team, and every agent — with live reconciliation to your accounting system.
| Agent | Deal | Split | Gross | Net to agent | Status |
|---|---|---|---|---|---|
| J. Smith | 412 Oak Ridge Ln | 70 / 30 | $18,720 | $13,104 | Disbursed |
| A. Lopez | 88 Mission Ave | 80 / 20 | $24,500 | $19,600 | In review |
| R. Chen | 2201 Lakeside | 75 / 25 | $13,500 | $10,125 | Compliance |
| M. Patel | 14 Hillcrest | Cap met | $9,200 | $9,200 | Disbursed |
| S. Kim | 905 Park Blvd | 70 / 30 | $21,400 | $14,980 | Disbursed |
Tell us what your back office looks like today — the systems, the team, the volume. We'll come back with a sized model, a recommended scope, and a concrete number.