Agent Commission Disbursement Tracking System
A done-for-you real estate automation built for the Accounting Manager, connecting QuickBooks, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
When a deal's status changes to closed in the transaction platform, the automation automatically pulls the final sale price and the agent's commission agreement on file, calculates the exact split between agent, broker, and any referral fees owed, and generates a disbursement request that routes directly to the accounting manager for approval.
What used to be a manual paperwork step, someone pulling the contract and doing the math by hand, now happens within minutes of the closing being recorded, with the calculation automatically double-checked against the brokerage's standard commission schedule for accuracy.
Approved disbursements are logged automatically for monthly reconciliation and year-end reporting.
Agents get paid faster, and the accounting manager spends far less time chasing down closed-deal paperwork.
- Transaction management software (e.g., Dotloop or SkySlope)
- Zapier or Make.com
- QuickBooks (disbursement and accounting)
- Google Sheets (commission calculation)
- Slack (approval notifications)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, an accounting manager is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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