Savings, 401(k), expense management, bill pay, early commission access, and more — all in your brokerage, with great rates and low fees so you can recruit, retain, and grow.
Agent Wallet bundles the tools 1099 agents need to run their business: high-yield savings, bill pay, expense management, and early access to earned commissions. Same-day money movement on closings, pulled directly from your back-office deal data — no manual ops work.
SoloK is a Pooled Employer Plan (PEP) Solo 401(k) purpose-built for independent real estate professionals. The retirement plan agents have been asking for — with none of the admin headaches brokerages have been dreading.
Top agents already have financial tools. Now your brokerage does too — and they don't have to leave to get them.
Wallet is built into Vero. SoloK compliance is fully managed. Nothing new for your ops team to run.
Embedded financial tools aren't just a benefit — they're a revenue line. Participation-based economics that grow with your roster.
Agent Wallet is a broker-branded financial hub for 1099 agents — high-yield savings, bill pay, expense management, and early access to earned commissions on pending closings. All pulled directly from your back-office deal data, reconciled at close.
Same-day money movement on closings. No manual ops work on the brokerage side.
When a deal is under contract, agents can access a portion of their earned commission before closing — pulled directly from the deal data in your back office. The remaining balance is automatically reconciled and released at close.
No third-party factoring, no high-interest advances. The agent accesses what they've already earned.
SoloK is a Pooled Employer Plan (PEP) Solo 401(k) purpose-built for independent real estate professionals. It lets agents contribute up to $70,000/year ($77,500 if 50+) in tax-advantaged retirement savings — both Traditional (pre-tax) and Roth (after-tax).
The brokerage has zero compliance burden — admin, IRS filings, Form 5500, and fiduciary oversight are fully managed by Upfront.
Yes — your colors, your domain. Agents see it as a benefit you provide, not a third-party tool. It's built into Vero, so there's nothing new for your ops team to run.
No. Agent Wallet is built into Vero and SoloK compliance is fully managed. There's zero new admin overhead. The financial tools pull from your existing deal data — nothing to enter, nothing to reconcile manually.
Yes. Embedded financial tools aren't just a benefit — they're a revenue line. Participation-based economics that grow with your roster. We'll walk you through the model in a custom scope.
Tell us about your brokerage. We'll come back with a sized model covering Agent Wallet — savings, 401(k), bill pay, expense management, and early commission access — and what they'd unlock for your agents.