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The back office built for residential brokerages.

Vero replaces five disconnected systems — trust accounting, commission disbursement, agent onboarding, document management, and reporting — with one ledger purpose-built for residential real estate. Set up in days. Audit-ready by design.

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vero.myupfront.com / disbursements

Today's disbursements

RECONCILED · 11:42 AM
2419 Maple Ave · SandovalListing · Vega & Patel
PAID$28,140.00
88 Bayshore Dr · HoltzBuy-side · Marquez
DISBURSING$14,580.00
7401 Oak Ridge · WhitfieldListing · Choi
PENDING REVIEW$22,300.00
3199 Cypress Ln · AlmeidaDual · Roy + Vega
PAID$36,750.00
Trusted by enterprise brokerages running on Upfront

The whole company, under one ledger.

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. Vero unifies the workflows your office actually runs every day, with the rest of your stack plugged in as integrations, not systems of record.

01 · Document compliance

Every doc, in the right form

Industry-standard checklists across the US and Canada — RICO and provincial rule packs, broker review queues, audit trails. AI flags missing initials and required forms.

Learn more about Upfront Docs →
02 · Trust accounting

Audit-ready trust ledgers

Escrow, deposits, mutual releases — every dollar reconciled to the penny against industry-standard rules. Audits become a button, not a project.

03 · Disbursement

Commission paid the day of close

Cap plans, splits, mentor fees, and team overrides applied automatically. Same-day disbursement on ACH or instant rails.

04 · Roster management

New agent live in 24 hours

License sync, ICA, W-9, board fees, MLS — Vero pulls from your state, province, or association so your ops team isn't chasing paperwork.

05 · Reporting

Live P&L, agent & office

Per-agent margin, per-office contribution, GCI to net — from the ledger, not guessed in a spreadsheet at month-end.

06 · Accounting

Payroll, A/P, agent billing — native

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.

01 · Trust accounting

The ledger your auditor would have built.

Trust accounting rules don't bend — and they don't differ much across the US and Canada. Vero enforces the industry-standard playbook at the data-model layer — beneficiary-level segregation, journal-entry immutability, RICO and provincial rule packs — so audits are a button, not a project.

  • RICO & Canadian provincial rule packs
  • Beneficiary ledgers per file
  • Industry-standard, not state-by-state
  • Immutable audit trail, exportable
Operating Trust · 1234RECONCILED 11:42 AM
Account
Bank
Book
Δ
Earnest · 2419 MapleSandoval / Vega
$10,000
$10,000
$0
Mutual Release · 88 BayshoreHoltz / Marquez
−$15,000
−$15,000
$0
Earnest · 7401 OakWhitfield / Choi
$15,000
$15,000
$0
Security dep · 19 W PineAlmeida / Roy
$3,200
$3,200
$0
Trust balance
$13,200
$13,200
$0
02 · Disbursement

Splits, caps, and mentor fees — computed, not chased.

Configure each agent's plan once. Vero applies it to every transaction: graduated splits, anniversary caps, cap rollovers, mentor and team overrides, post-cap fees. Same-day disbursement, every time.

  • Graduated & tiered split rules
  • Cap tracking + rollover
  • ACH, RTP, paper-check fallback
  • 1099 generation at year-end
2419 Maple Ave · DisbursementGCI $42,000
Agent split (post-cap)$31,500
Vega · 75% post-cap split
Cap contribution$0
Cap met March 14 · $20,400 of $20,400
Brokerage retain + fees$10,500
Brokerage 22% · Mentor override 3%
Disbursing to Vega today$31,500
03 · Compliance

The doc is right, or it doesn't move forward.

Upfront Docs reads every contract, addendum, and disclosure. It checks signatures, initials, dates, and required forms — building an audit trail at the document level so gaps surface before they become license complaints.

  • US & Canadian checklists
  • Broker-review queue
  • AI gap detection
  • Audit trail at the document level
2419 Maple · File checklist9 OF 11 CLEAR
Purchase agreement15 pp · all initials present
CLEAR
Seller's disclosureAZ form A.R.S. §32-2156
CLEAR
Counter-offer #2Math: $487,500 ≠ doc total $487,000
FLAG
Lead-based paintAwaiting buyer initials, page 2
REVIEW
Wire fraud advisorySigned Mar 22
CLEAR
FRFranchise · Multi-entity

Franchise-grade controls, out of the box.

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.

  • Automated royalty calcRoyalties, ad funds, technology fees — calculated per deal, collected on schedule.
  • Role-based accessFranchisor sees the rollup. Regional sees their region. Brokerage sees their office. Agent sees their deals.
  • Consolidated reportingGAAP-compliant, export-ready. Your CFO's team will stop dreading month-end.

Q1 Royalty rollup

CONSOLIDATED · ALL REGIONS
Franchise HQ412 offices$4.82M
Region — Southwest98 offices$1.24M
Phoenix Metro142 units$48,612
Scottsdale Group87 units$29,850
Tucson North63 units$21,110
Region — Northeast116 offices$1.51M
Region — Midwest94 offices$980K
Migration

From five tools to one — in 14 days.

We've migrated brokerages off Brokermint, AppFiles, Lone Wolf, and homemade spreadsheets. Our implementation team handles the data; your ops team keeps closing deals.

Plan your migration
01

Data extract & map

We pull agents, plans, in-flight transactions, trust balances, and historical reports.

DAY 1–3
02

Trust reconciliation

Every account reconciled to the penny against your bank statement before cutover.

DAY 4–7
03

Parallel run

Both systems live for one week. We confirm every disbursement matches.

DAY 8–13
04

Cutover

Your team is in Vero. Old systems read-only. Audit trail intact.

DAY 14
Integrations

Fits the stack your brokerage already runs.

Keep the tools your agents use today. Vero connects to the standard transaction and accounting systems, and exposes an Open API for anything custom.

DSDocuSign
DLDotLoop
SKSkySlope
QBQuickBooks
PLPayload
T9Tax1099
MSMicrosoft 365
GWGoogle Workspace
</>Open API
and more
What our brokers say
"Working with Vero 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."
Bud Cortner, Heritage 1st Broker Owner
Bud Cortner
Broker Owner · Heritage 1st
"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."
Chad Ochsner, RE/MAX Alliance Owner
Chad Ochsner
Owner · RE/MAX Alliance
80+

Brokerages on Vero

From boutique offices to multi-state franchise groups.

$1B+

Commissions processed

Disbursed through Vero across partner brokerages.

14 days

Median time to live

From kickoff to cutover, including parallel-run and reconciliation.

One ledger. Every dollar. Audit-ready, day one.

Custom pricing based on deal volume, services covered, and hours of operation.

See Vero in action → Talk to our team
Frequently asked questions

Common questions about Vero.

What is real estate back office software?

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.

Vero by 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.

How does Vero handle commission disbursement?

You configure each agent's compensation plan once — graduated splits, anniversary caps, cap rollovers, mentor overrides, team structures, post-cap fees. Vero 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.

Does Vero support trust accounting and escrow compliance?

Yes — trust accounting is built into the data model, not bolted on. Beneficiary-level ledger segregation, journal-entry immutability, and RICO and Canadian 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.

Can I migrate to Vero from Lone Wolf, Brokermint, or another system?

We've migrated brokerages off Brokermint, AppFiles, Lone Wolf, and homemade spreadsheets. Our implementation team handles the data extraction, trust reconciliation, and parallel run — your ops team keeps closing deals.

Median time to live is 14 days, including a one-week parallel run where both systems are active and every disbursement is verified.

Does Vero work for franchise brokerages with multiple entities?

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.

What integrations does Vero support?

DocuSign, Dotloop, SkySlope, QuickBooks, Payload, Tax1099, Microsoft 365, Google Workspace — and an Open API for anything custom. Vero 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. Vero is the ledger of truth.

How much does Vero cost?

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 Vero replaces multiple tools, not just one. Book a walkthrough and we'll come back with a sized model against your actual numbers.

Talk to us

See Vero against your 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.

  • Reviewed by an operator, not a sales engineer
  • Custom pricing based on deal volume and services
  • No pitch deck, no sales theatre

Book a walkthrough

Tell us about your back office. We'll come back with a custom scope.
We use your details only to scope your needs. Never shared.