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For brokers

Every file and every dollar, in one place.

Files and broker review, commissions and caps, statements, the roster, and the books beside the file. Built for your office, so you can stop juggling separate software.

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A crop of the designated broker's Today screen: company dollar and net income for the year, trust and escrow held, and three files waiting on review.

Product screen, redrawn with sample data.
Files

A won deal becomes a brokerage file.

The checklist is applied from the office's default template for that kind of file. A coordinator works it, and the broker sees what is outstanding before signing off. Pipeline, open files, active listings, and closed history sit together, with e-signature filed to the transaction and a seller net sheet and buyer estimate.

Transaction file F-1042: dates from listed to close, the commission on the file, a compliance checklist with approved, submitted, in review, missing, and waived items, and broker controls to assign a coordinator and approve or send back the file.

Product screen, redrawn with sample data. A crop of the file page, which also lists documents, parties, and activity.
Broker review

What is waiting on you, what is late, and what can close.

Approve an item from the row, or send the file back with a note. Today shows how many open files are waiting on review.

The broker's compliance queue: four items waiting on review, two overdue, two files ready to close, each row with the file, the checklist item, the agent, the document, days waiting, and an Approve button.

Product screen, redrawn with sample data.
Commissions and caps

Commission math against each agent's plan and cap.

Company dollar counts toward the cap, closing by closing. The deal that crosses the cap splits at the crossing point. The commission is calculated, then approved, then goes onto the agent's statement.

Sample plan: 80/20 to a $20,000 cap, then 100%.

Plans are set per agent; post-cap splits vary by plan. Co-agent splits are supported.

Sample commission on a deal that crosses the cap
Sample deal, $10,000 grossBrokerageAgent
First $8,000 at 80/20$1,600$6,400
Remaining $2,000, after cap$0$2,000
Total, before fees$1,600$8,400

Calculated Not paid. It goes to approval, then onto the agent's statement.

Statements and the roster

Every agent, where they stand on cap, and what is in flight.

Each agent gets a commission statement for any period: closings, company dollar, fees, net, and where they stand on cap. The roster shows the same numbers for the office, with license and CE on each agent's card.

The roster's production and pipeline table for 2026: each agent with team or solo, closed sides, volume, GCI, company dollar, a cap bar, active and pending files, and dollars in flight, with office totals underneath.

Product screen, redrawn with sample data.

Training and CE live beside it: a class calendar and attendance, CE for each agent and for the office, courses, and onboarding checklists.

The books

The books sit beside the file.

Reports and the ledger, trust and escrow with a three-way reconciliation, bank feed matching, receivables and chargebacks, and payroll runs. Runs alongside your current books until a reconciled period matches.

A three-way trust reconciliation: the bank statement, the general ledger, and the sum of client ledgers all at $38,500.00 and balanced, with each beneficiary's balance by file and the reconciliation history.

Product screen, redrawn with sample data.
Built-in workflows

Built-in steps, with people in control.

  1. A checklist applied from the office's default template when a file opens
  2. Lead routing to the right agent or the broker's desk. An agent claims the lead
  3. Commission math against each agent's plan and cap
  4. The file waits on its checklist. The broker reviews and signs off

Jarvis, the built-in assistant, answers from the books: how close an agent is to cap, or where CE stands. It can take scoped actions on contacts and checklists inside your permissions. It does not send client email or texts, move money, change commissions, or delete files.

Who sees what

Access, on the record.

  • Users and roles
  • Teams, with written rules
  • Break-glass access with audit
  • Google sign-in and an audit log

The public site takes the brokerage's logo, a theme, and templates. Listing pages can be built from the brokerage's own listing and sold records. MLS search is not a live Apsidra feature.

Setup

One office first. Nothing old goes off until it is proven.

The quote is a monthly number for the office, after the walkthrough. It covers setup and running it.

  1. 01

    Walkthrough

    We look at the tools you pay for today and how a file moves through the office.

  2. 02

    Set up one office

    Plans, caps, checklists, and agents go in. If the office has transaction history in another system, it can come over. If it keeps books in another system, someone reviews a snapshot before opening balances are entered.

Steps 03 and 04: run side by side, then turn things off
  1. 03

    Run side by side

    Your current books stay the books of record until a full financial period reconciles in both. Documents, signatures, trust, and payments are each checked on their own.

  2. 04

    Turn things off when they are proven

    An old tool comes off after its job is verified here and the records you must keep are still reachable.

SkySlope and QuickBooks are examples of systems some offices use today. SkySlope files can come over through a read-only import, and a read-only QuickBooks snapshot can feed the books review. Neither is required.

Walk through it with your own files.

We look at the tools you pay for and how a file moves today, then give you a monthly number for the office.

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