Commission and payout tracking
Statements reconciled against expected splits, with exceptions flagged before payout day.
Industries
Independent brokerage firms
Commission tracking and client documentation without the manual chase.
What we see in this industry
Commission math, signed documents, and compliance files pile up quickly in a lean brokerage. We automate the record-keeping so producers stay on client work.
- Fewer missed commission and payout follow-ups
- Complete client files at audit time
- Less manual re-keying between systems
What we offer
Document collection and e-signature
DocuSign requests, reminders, and completed-file storage handled end-to-end.
Client file compliance
Checklists that show at a glance which client files are complete and which are missing a document.
Producer reporting
Monthly production, pipeline, and payout dashboards refreshed without spreadsheet rebuilds.
Your custom GPT technology stack
We configure a custom GPT working layer around DocuSign, Power Automate, SharePoint, Power BI. The final design depends on your document and transaction volume, system access, approval limits, reporting needs, regulatory constraints, and required human review. The GPT helps retrieve, classify, summarize, and prepare work while your approved business systems remain the source of record.
Other industries we serve
Architectural firms
Project billing, retainer tracking, and client invoicing kept on schedule.
Auto dealerships
Multi-location reconciliation and reporting brought into one system.
Restaurants
Vendor invoicing and payment follow-up so owners can run the floor.
Spas & gyms
Membership billing, dues follow-up, and reporting on autopilot.
Paving & trade contractors
Job costing and invoicing that keeps pace with jobs in the field.
Let's look at your back office
Tell us where the paperwork piles up. We'll show you what can run on its own.
Book a conversation