CORE BackOffice provides a single, streamlined solution to manage agent onboarding and billing, commission tracking and disbursements, along with reporting and accounting - so your brokerage can run smoothly & profitably.
Back Office, Made Easy
CORE BackOffice, formerly BrokerSumo, is designed for real estate brokerages who need an easier way to manage their commissions & financials. From automated agent onboarding and billing to transaction review and dynamic commission disbursements, CORE BackOffice makes managing and paying your agents a breeze. Plus, robust performance reporting and automatic accounting software sync provide the visibility you need to drive maximum profitability.
Key Benefits of CORE BackOffice
Real estate back office software
Agent Onboarding
New agents e-sign their agreements, fill out their personal info and upload license and insurance info online.
Agent Billings
Set up your agent billings and process their credit cards within the system or automatically track and deduct their fees from a transaction.
Commission Management
Robust commission plans including sliding scales, cap plan, flat fee & more. CORE BackOffice automatically calculates your agents commission splits.
Transaction Pipeline
CORE BackOffice picks up where your transaction management program leaves off. Easily track your deal pipeline, lead source, projected commission income and closed deals. Sync transaction data with SkySlope, Dotloop and DocuSign Transaction Room.
Commission Disbursements
Create dynamic commission disbursements using the agent’s commission plan to automatically calculate their commission.
ACH Transfer
Pay your agents and 3rd parties electronically from the system. No more cutting paper checks!
Create Custom Workflows
Set up your data to sync to wherever you want in QuickBooks.
Sync Commission Data
Once you've closed out the transaction in CORE BackOffice, just click the Sync to QuickBooks button and your data will sync into QuickBooks.
Sync Agent Billing Data
Your agent billing invoices and payments sync automatically every time you make an update or send out an invoice.
Office Reports
Generate real estate reports giving you deep insight into your agent and office performance and your pending transaction pipeline.
Lead Gen Reports
Generate lead analysis reports to see how much you spent and made from each lead source.
Advanced Reports
Generate accounting reports in QuickBooks and custom dashboards using Zoho Reports by syncing your CORE BackOffice data.
Why CORE BackOffice?
Powerful tools for real estate professionals.
You’re a Real Estate Pro Not an Accountant
Account payables and receivables, balance sheets, general ledgers? These are accounting tools, not real estate tools. You need a system that was built with the real estate professional in mind and speaks the language of real estate.
Maximum Efficiency = Maximum Profit
What does your current process look like for onboarding a new agent? Or processing a transaction? If you’re like most brokerages, it’s painfully inefficient. CORE BackOffice streamlines operations, reducing inefficiency while maximizing profitability.
Data Security = Peace of Mind
CORE BackOffice takes security seriously. We use data centers hosted by Amazon Web Services (AWS) allowing multiple redundant availability each with physical security. In addition, all sensitive financial data is stored on our financial transaction partners' servers who specialize in bank level security.
A Modern Day Brokerage
Your agents are using technology to grow their business, you need to as well. Be the type of brokerage they’d want to work for—a brokerage utilizing the latest in technology and giving its agents every advantage to help them succeed.
Integrations to make your business run smoother.
