referral agreement real estate
8 Real Estate Referral Agreement Clauses to Set Before the Intro
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BrokerPay Blog
Compliance, payments, and brokerage operations — insights for modern real estate brokerages.
ach fraud protection
U.S. ACH Fraud Protection: Dual Approval Meets 2026 Nacha Rules
Protect U.S. ACH payments with dual approval and out of band verification. See how 2026 Nacha rules and FedACH tools help detect suspicious transfers.
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independent contractor payment terms
5 Independent Contractor Payment Terms U.S. Payers Can't Skip
Set U.S. contractor rates, schedules, invoice rules, and tax documents; meet IRS and DOL requirements, keep pay separate from payroll, and retain clear...
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commission disbursement authorization
Commission Disbursement Authorization: 6 Fields for U.S. Compliance
See how U.S. agents document commissions after 2024 NAR changes, complete a CDA, prevent payout errors, and keep brokerage records audit ready.
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payment export accounting
Payment Exports: Why Brokerage Accounting Needs More Than CSVs
Make payment exports easier to reconcile and defend in an audit. Compare file formats, essential fields, automation, and retention for brokerage commissions.
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secure broker payments
Secure Broker Payments for Brokerages: Move Off P2P Before an Audit
Learn how brokerages can replace P2P payouts with auditable workflows for RESPA, W-9 and 1099 compliance, payment approvals, and five years of records.
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cap reset automation
Cap Reset Automation: 7 Steps to Prove Brokerage Payouts
Replace manual spreadsheets with cap reset automation that tracks commissions, flags cap thresholds, and records each reset so brokerages can verify payouts.
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multi office commission management
RESPA Compliant Commission System for U.S. Multi Office Brokerages
Compliance first guidance for U.S. multi office brokerages to choose and deploy an audit ready commission system. Includes a six phase rollout and RESPA...
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split exceptions management
Triage Split Exceptions in 24–48 Hours for Brokerage Payment Admins
Compliance first playbook for brokerage payment admins. Triage split exceptions in 24–48 hours, map each case to the required evidence and approver, and...
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cap forecast reporting
Cap Forecast Reporting: Transaction Level Audit Trails for Brokerages
Compliance first cap forecasting for brokerages. Run 30/60/90 day forecasts, link transaction records, and produce RESPA/1099 audit packets.
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payment compliance workflows
Audit Ready RESPA Payment Compliance Workflows for U.S. Brokerages
Practical checklist to build RESPA compliant, auditable payment workflows for U.S. brokerages of any size. Implement this quarter.
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cap adjustment tracking
Pass an Audit: Versioned Cap Adjustment Tracking for U.S. Brokerages
Map NAR, state, and IRS rules into a versioned cap ledger, approval workflow, and jurisdictional retention policy so U.S. brokerages stay audit ready.
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