Installed for your brokerage, on your own data

Your Brokerage. Fully Organized.

People, listings and transactions, commissions, documents, training, and reporting — one system instead of six, set up the way you already work.

The Agent Anchor Dashboard — announcements, transactions in the pipeline, commissions waiting, people and the inbox on one page

No More Scattered Tools. One System That Knows Brokerage. No More Chaos.

Most brokerages run on spreadsheets, a generic CRM, a shared Drive, and tribal knowledge.

Agent Anchor replaces that with one system that already understands splits, caps, offices, and the agent lifecycle — configured for your brokerage instead of a template everyone else gets.

Short walkthroughs

See It in Action

How your brokerage runs on Agent Anchor, one workflow at a time.

Built for How Brokerages Actually Work

Open the File. Run the Money. Report on It.

Intake wizards ask only for the fields your brokerage has configured. Checklists apply themselves as the file moves. The commission engine computes every line, and the reports read the deals you actually closed.

Step 1

Every Deal in One File

Intake wizards capture only the fields your brokerage has configured. Checklists apply themselves as the file moves — deadlines, required documents, and the review that has to happen before it closes.

A transaction file in Agent Anchor — its required checklist with a progress bar, due dates, overdue items and completed steps
Step 2

Commissions, Line by Line

Splits, caps, off-the-tops, referrals, and mentor shares — the engine computes every line, shows what it did, and records who overrode it and why.

A disbursement authorization in Agent Anchor — every commission line with its rate, amount, payee, and who it is charged to, including a referral taken off the top
Step 3

Reports on Real Deals

A report is a definition — measures and dimensions over your approved disbursements. Save a view, schedule delivery, or export to CSV.

The broker overview report in Agent Anchor — closed volume, sides, GCI, company dollar and agent net, with the closed volume and GCI trend

Everything your brokerage does every day, in one place that already knows how you work.

Everything Your Team Needs. One Platform.

People, Offices & Lifecycle

Onboarding and offboarding, credentials, E&O, and MLS obligations — tracked per person, across offices, with permissions set per person.

Listings & Deals

Intake wizards ask only for the fields your brokerage has configured. Stages, parties, offers, and both sides of a deal live on one file.

The Commission Engine

Splits, caps, off-the-tops, referrals, and mentor shares — computed line by line into a disbursement authorization you can print.

Tasks & Checklists

Templates with sections, applied automatically when a file moves, with gates that stop a deal from closing while something required is still open.

Documents, Versions, and Compliance Review

Requirements per file, every version kept, an approve-or-reject review, and a batch splitter that files one scanned stack into the right slots.

Training & Certificates

Courses, paths, assessments, acknowledgments, and live sessions — assigned by role or by event, with certificates on completion.

CRM & Agent Websites

Licensed modules: a site for the brokerage and every agent — track record, listings, and recruiting — and a CRM with stages and follow-ups, where website inquiries land as new leads.

The Dashboard

Tools, announcements, the team calendar, the leaderboard, and every lockbox and sign in an agent's hands — one page, every morning.

Notifications & Email

In-app and email notifications, an inbox grouped by file, and templates and triggers that send from your own domain.

Reports on Real Closings

A report is a definition — measures and dimensions over your approved disbursements. Save a view, schedule delivery, or export to CSV.

Your Brokerage, Anchored.

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Need something built from the ground up? We take on a small number of custom builds each year for brokerages with requirements the platform doesn't cover. Let's talk →