Know your brokerage the way your best agent knows the market.
Finley reads every closing, split, and royalty and tells you what the brokerage kept, by office and by agent. Finley knows every office, every entity, every agent’s plan and cap, and every pending property on the board. You never explain your own brokerage twice.
for Real Estate Brokerages
See what the brokerage actually keeps.
The median brokerage kept eighteen cents of every commission dollar in 2025, by the industry’s own benchmark. At that margin a one-point drift in splits is the year’s profit. Finley reads what you keep by office, team, agent, and month, after the co-op, the referral, and the royalty.
Your top producer may not be your most profitable agent.
A capped producer with the TC on call and the biggest marketing tab can leave less behind than a 70/30 agent who closes eleven sides and asks for nothing. Finley weighs each agent’s production against the cost of carrying them and ranks the roster by what stays.
The split is where money leaks.
Tiered splits, anniversary resets, cap crossovers, co-op splits, referral fees, chargebacks. Each is a number typed into a CDA on closing day, and the title company pays against it. Finley recomputes every disbursement against the agent’s plan, ties every royalty to its closing, and flags what should never have left.
Every office, every entity, one set of books.
One LLC for the brokerage, another for the second office, a property management arm, a title joint venture, the building. Finley holds all of it and answers as one brokerage. When a buyer prices you on the trailing twelve, the number is already there.
Recruiting is a capital decision.
An agent costs money before the first side and takes the pipeline when they leave. Finley knows what each recruit cost, how many months of company dollar paid it back, and who on the roster is a flight risk today. The next offer letter is a number you can defend.
When can you afford the next five agents?Finley reads company dollar month by month, so you can hire and expand when you can carry them.
Not off the top line. Your P&L says forty million and you keep four, because the splits belong to agents. And the share you keep is not a percentage you can average, since it moves with every agent, every deal, and the cap each one is walking toward.
Finley reads company dollar out of the ledger month by month rather than off a blended split. Five agents you can carry in October are five you cannot carry in February. Now that is a date on a calendar instead of a feeling.
Connect Finley once and start gaining insights.
Finley connects to your accounting and your brokerage back office, and we can help build connectors for most other systems.
Connected in minutes. No migration, nothing for your controller to maintain. Your back office keeps running transactions, disbursements, and the trust ledger. Finley reads what it produces.
Finley keeps what it learns. Your seasonality. Which listings sit. Which agents cap in June, and which lender closes late every time. Your operations manager carries eleven years of that in her head. The next lender, the next franchisor, the next buyer of your brokerage start from zero. Finley started once, and never starts over.
Finley is a dashboard, a reporting layer, and a forecast. It is also the reasoning that turns all three into a decision. Nothing gets ripped out. Your back office keeps the ledger and your close runs exactly as it does today.
Where one ends and the other begins
Your back office
- System of record for your ledger
- Runs the trust ledger
- Disburses the commission
- Closes the month
- Built for accountants
Finley
- System of record for your financial planning
- Tells you what is company dollar and what is not
- Tells you which agents cap and when
- Tells you what the month means
- Built for the operator
Know your cash position today, and any week between now and next year
A rolling forecast, kept current. Every pending weighted by its contingencies. Every payout after a closing. Rent and payroll on the first, the royalty at settlement. Thirteen weeks by default, a year when a decision needs it. You know in October whether January can carry the second office lease.
Rolling forecast · weekly
Everyone else starts from zero. Your banker included.
Your banker knows your balance. The franchisor knows your sides. Nobody pricing your acquisition has seen your agent retention. Ask Finley how to finance the forty-agent shop across town. Cash at close with an earn-out on company dollar. The SBA loan. The bank note. What each does to your cash, and which one to take.
One caveat: confirm the January trough before you set the cash at close.
Find out what the news means for your pipeline
Rates jump. The Fed meets. An appeals court closes the book on the settlement. The headline says it happened. Finley says which of your pendings are on financing, what the payment jump does to the buyer at the top of your board, and what a slower fall does to the first of the month.
Watching · 14 pendings · 3 rate locks expire Sept 30 · FOMC Sept 16
CFO recommendation
Re-lock the three floating buyers before the Fed meets on the 16th. I can rank the pendings by rate exposure now.Rank the pipeline
Company dollar by office, team, and agent
What you keep after the split, the co-op, the referral, and the royalty, by office, team, agent, and month.
Trust, escrow, and 1099 readiness
Where you hold trust funds, the three-way match read continuously. Payouts tied to CDAs and W-9s all year, so January 1099s tie out.
Split, cap, and CDA reconciliation
Every disbursement recomputed against the agent’s plan, cap, and anniversary. Every royalty tied to its closing.
Rolling cash flow forecast
Thirteen weeks by default, a year when a decision needs it. Every pending weighted by its contingencies, every payout, the first of the month.
Every brokerage deserves to be known.
You spent twenty years building a brokerage agents want to join. Finley knows all of it, and it never takes another job.