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BrokerSumo

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Facts from BrokerSumo's own pages

Accounting integration
BrokerSumo syncs data with QuickBooks Online or Desktop. · brokersumo.com, 14 Nov 2026
Agent billings
The system supports agent billings and credit-card processing for those billings. · brokersumo.com, 14 Nov 2026
Agent onboarding
New agents can complete online onboarding, e-sign agreements, and upload license and insurance documents. · brokersumo.com, 14 Nov 2026
Authentication
The login page states that two-factor authentication is required for logins and sensitive actions such as ACH payments and bank-account changes. · brokersumo.com, 14 Nov 2026
Commission disbursements
Disbursements automatically calculate commission splits and track credits and debits. · brokersumo.com, 14 Nov 2026
Commission plans
Users can create custom agent commission plans, and BrokerSumo calculates commissions on transactions. · brokersumo.com, 14 Nov 2026
Customer support
Customer service is available through the on-page chat icon or by email. · brokersumo.com, 14 Nov 2026
Electronic payments
BrokerSumo offers ACH payments to agents and vendors, which the FAQ says are free, take about 1–2 days, and are capped at $20,000 per payment. · brokersumo.com, 14 Nov 2026
Other integrations
Listed integrations include dotloop, SkySlope, Dropbox, EZ Coordinator, and Zoho Reports. · brokersumo.com, 14 Nov 2026
Purpose
BrokerSumo provides back-office and accounting tools for real estate brokerages and agent teams. · brokersumo.com, 14 Nov 2026
Reporting
Reports include agent performance, office performance, pipeline, and lead conversion; Zoho Reports supports advanced analytics and dashboards. · brokersumo.com, 14 Nov 2026
Security
BrokerSumo says it uses AWS-hosted data centers and stores financial data on financial transaction partners' servers. · nick3.brokersumo.com, 14 Nov 2026
Transaction closeout
The product supports the final steps of transactions, including commission calculations, disbursements, payments, and accounting reconciliation. · brokersumo.com, 14 Nov 2026

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