Upfront replaces disconnected systems: accounting, commission disbursement, AP/AR, agent invoicing and collections, document management, and reporting. One purpose-built platform for residential real estate.
| Payee | Units | Comm % | Commission |
|---|---|---|---|
| Maya Chen | 0.55 | 1.375% | $8,421.88 |
| Devon Brooks | 0.30 | 0.750% | $4,593.75 |
| Osei Partners (referral) | 0.15 | 0.375% | $2,296.87 |
| Total | 1.00 | 2.5% | $15,312.50 |
Roster management, commission disbursement, agent billing, A/P, A/R, Payroll, and more: that isn't a back office, it's five places to lose money. Upfront unifies the workflows your office actually runs every day.
See it in action →Industry-standard checklists across the US and Canada: state and provincial rule packs, broker review queues, audit trails. AI flags missing content, required forms and more. A human has the final say.
Learn more about Upfront Docs →Escrow, deposits, mutual releases. Every dollar reconciled to the penny against industry-standard rules. Audits become a button, not a project.
Cap plans, splits, mentor fees, and team overrides applied automatically. Same-day disbursement on ACH or instant rails.
License sync, ICA, W-9, board fees, MLS: Upfront pulls from your state, province, or association so your ops team isn't chasing paperwork.
Per-agent margin, per-office contribution, GCI to net: from the ledger, not guessed in a spreadsheet at month-end.
Run payroll, pay vendors, and bill agents from the same ledger that disbursed their commissions. Multi-entity is built in: sub-brokerages, JVs, and DBAs from one instance.
Upfront enforces the industry-standard playbook at the data-model layer: beneficiary-level segregation, journal-entry immutability, state and provincial rule packs, so audits are a button, not a project.
Royalties, ad funds, caps, and consolidated reporting: at franchise, region, brokerage, team, and agent level. Roll up the whole network in one screen; drill down to a single transaction.
We've migrated brokerages off cobbled spreadsheets and popular back-office products, some installed over 26 years. Our implementation team handles the data; your ops team keeps closing deals.
Plan your migrationWe pull agents, plans, in-flight transactions, trust balances, and historical reports.
Every account reconciled to the penny against your bank statement before cutover.
Both systems live for as long as you need. We confirm every disbursement matches, and cut over when you're ready.
Your team is in Upfront, audit trail intact, and we're here for your major milestones.
Keep the tools your agents use today. Upfront connects to the standard transaction and accounting systems, and exposes an Open API for anything custom.
Map your integrations →"Working with Upfront has been an excellent experience. The support is outstanding, surpassing any other program I've used. I wouldn't want to run our brokerage without its comprehensive back-office support, and it continues to improve."
"We have been able to optimize processes, saving time and reducing the complexity of managing transactions across multiple platforms. We're confident that we are delivering essential insights to our agents and paying them swiftly."
Back office software handles the financial and operational side of a brokerage: trust accounting, commission disbursement, agent onboarding, document compliance, and reporting. It's the plumbing behind every closed deal.
Upfront unifies all of that into one ledger, so you're not reconciling across five disconnected systems at month-end. One place for trust, commissions, AP/AR, payroll, and agent billing.
You configure each agent's compensation plan once: graduated splits, anniversary caps, cap rollovers, mentor overrides, team structures, post-cap fees. Upfront applies it to every transaction automatically.
Same-day disbursement via ACH or instant rails. No manual calculations, no spreadsheet math. 1099s generated at year-end from the same data.
Yes: trust accounting is built into the data model, not bolted on. Beneficiary-level ledger segregation, journal-entry immutability, and state and provincial rule packs enforced at the system layer.
Audits become a button, not a project. Every dollar reconciled to the penny against your bank statement, exportable on demand.
We've migrated brokerages off cobbled spreadsheets and popular back-office products, some installed over 26 years. Our implementation team handles the data extraction, trust reconciliation, and parallel run. Your ops team keeps closing deals.
Both systems stay live in parallel for as long as you need, with every disbursement verified before we cut over.
Built for it. Royalties, ad funds, technology fees: calculated per deal, collected on schedule. Role-based access so the franchisor sees the rollup, the regional sees their region, the brokerage sees their office.
Multi-entity is native: sub-brokerages, JVs, DBAs, all from one instance. GAAP-compliant consolidated reporting your CFO's team will actually use.
DocuSign, Dotloop, SkySlope, QuickBooks, Payload, Tax1099, Microsoft 365, Google Workspace, and an Open API for anything custom. Upfront connects to the transaction and accounting systems your brokerage already runs.
The key difference: your existing tools plug in as integrations, not systems of record. Upfront is the ledger of truth.
Custom pricing based on your deal volume, services covered, and hours of operation. We don't publish a one-size rate because every brokerage runs differently.
What we will tell you: most brokerages see a net cost reduction after switching, because Upfront replaces multiple tools, not just one. Book a walkthrough and we'll come back with a sized model against your actual numbers.
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.
