Deal Conveyancing, Escrow Trust & Commission Splits,
The Modern Real Estate Brokerage Back Office System
Built for broker-owners, managing brokers, operations managers, and transaction coordinators (TCs). Automate deals and trade records (TRS), lawyer closing conveyancing, trust & escrow accounting, tiered commission split models, and year-end T4A / 1099 tax summaries with airtight compliance.
From Chaotic Spreadsheets to Effortless Brokerage Governance
Replace error-prone Excel calculations, paper closing binders, and delayed commission payouts with automated digital transaction governance.
Full-Lifecycle Deal Pipeline & Lawyer Closing Hub
Manage every pending and closed deal in one place. Automatically track condition removal deadlines (financing, inspection, status certificate), generate official brokerage Trade Numbers, and share closing instruction packages directly with conveyancing lawyers.
- โOfficial Trade Record Sheet (TRS) generated on demand
- โClosing milestone dates, lawyer directories, and document checklists
- โSupports listing & buyer sides, co-operating brokerages, and team shares
One-click generate closing cover letters and deposit receipts for conveyancing lawyers.
Bank-Grade Real Estate & Commission Trust Accounting
Trust fund compliance is the lifeline of every brokerage. Maintain pristine separation between Real Estate Trust (deposit escrow) and Commission Trust accounts. Track inbound wires, generate deposit receipts, and manage Mutual Release approvals with comprehensive audit logs.
- โCheque, EFT, and wire deposit receipt tracking with photo proof
- โMutual Release sign-off workflow and refund disbursement ledgers
- โOne-click monthly trust bank reconciliations ready for board audits
Meets all statutory trust deposit rules and 5-day bank reconciliation mandates.
Flexible Splits: Sliding Scales, Annual Caps & Team Shares
Eliminate commission calculation disputes. Configure custom plans including percentage splits, tiered sliding scales, annual company dollar caps, and flat desk fees. Multi-agent splits distribute funds automatically between team leaders, co-operating reps, and the brokerage.
- โMulti-tier team splits: Team Lead, Buyer Agent, Referral deductions
- โAutomated deductions for franchise royalties, desk fees, and errors & omissions insurance
- โAutomatic HST / GST / sales tax remittances on brokerage & agent portions
Issue clear payout sheets showing gross commission, deductions, and net payouts.
Every statement includes full transaction trade history, GST/HST numbers, and total gross earnings.
One-Click Agent Direct Payouts, T4A/1099 Tax Slips & Audits
Eliminate year-end tax season chaos. MooseCRM tracks all historical agent disbursements, withholding deductions, and tax records. Automatically compile and export CRA-compliant T4A (Box 020) and IRS 1099-NEC tax slips in minutes.
- โBatch export agent annual commission summaries and official tax slips
- โBrokerage annual gross revenue, company dollar, and P&L financial dashboards
- โInstant historical search by agent name, closing date, or trade number
All trade files and closing documents archived securely for the 7-year regulatory requirement.
Frequently Asked Questions
Can we assign different split plans to different agents?
Yes. You can assign custom split plans for top producers, newly licensed agents, or team leaders (such as 100% flat fee, 80/20, or tiered sliding scales with caps). The calculation engine applies the correct plan dynamically to each deal.
Does the trust accounting meet Canadian real estate council regulations?
Yes. The system is purpose-built to comply with Canadian regulatory standards (such as RECO in Ontario and BCFSA in BC). It maintains strict double-entry separation between deposit trust and commission trust, complete with deposit receipts and monthly reconciliation reports.
Does it support internal team splits between team leaders and members?
Absolutely. Deals can be tagged with team associations, allowing automated distribution among team leads, showing agents, and referral brokers before generating individual payout sheets.
Is this suitable for independent brokers or boutique teams?
Yes. Whether you are managing a 100-agent brokerage or running an independent boutique brokerage team, the Back Office suite eliminates spreadsheet confusion and guarantees financial transparency.
Modernize Your Real Estate Brokerage Back Office Today
Ditch manual calculations and chaotic paper files. Empower your brokerage with automated transaction conveyancing, escrow trust accounting, and commission splits on MooseCRM.