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On the recordRead 14 Nov 202613 facts
BrokerSumo
On the record
- Accounting integration
- BrokerSumo syncs data with QuickBooks Online or Desktop.brokersumo.com · read 14 Nov 2026
- Agent billings
- The system supports agent billings and credit-card processing for those billings.brokersumo.com · read 14 Nov 2026
- Agent onboarding
- New agents can complete online onboarding, e-sign agreements, and upload license and insurance documents.brokersumo.com · read 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 · read 14 Nov 2026
- Commission disbursements
- Disbursements automatically calculate commission splits and track credits and debits.brokersumo.com · read 14 Nov 2026
- Commission plans
- Users can create custom agent commission plans, and BrokerSumo calculates commissions on transactions.brokersumo.com · read 14 Nov 2026
- Customer support
- Customer service is available through the on-page chat icon or by email.brokersumo.com · read 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 · read 14 Nov 2026
- Other integrations
- Listed integrations include dotloop, SkySlope, Dropbox, EZ Coordinator, and Zoho Reports.brokersumo.com · read 14 Nov 2026
- Purpose
- BrokerSumo provides back-office and accounting tools for real estate brokerages and agent teams.brokersumo.com · read 14 Nov 2026
- Reporting
- Reports include agent performance, office performance, pipeline, and lead conversion; Zoho Reports supports advanced analytics and dashboards.brokersumo.com · read 14 Nov 2026
- Security
- BrokerSumo says it uses AWS-hosted data centers and stores financial data on financial transaction partners' servers.nick3.brokersumo.com · read 14 Nov 2026
- Transaction closeout
- The product supports the final steps of transactions, including commission calculations, disbursements, payments, and accounting reconciliation.brokersumo.com · read 14 Nov 2026
