commission clawback policy
Protect Rep Pay: Commission Clawback Policy for Sales Ops & Finance
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BrokerPay Blog
Compliance, payments, and brokerage operations — insights for modern real estate brokerages.
earnest money reconciliation
Audit Ready Monthly Earnest Money Reconciliation for U.S. Brokers
U.S. brokers: a compliance first monthly three way checklist to prove earnest money matches bank records, your general ledger, and client sub ledgers,...
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broker of record approvals
Make Broker of Record Approvals Audit Ready: Six Steps for U.S. Brokers
Build audit ready broker of record approvals for U.S. brokerages. Follow a six step rollout, capture six approval fields, and automate immutable audit trails.
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earnest money tracking
Avoid Venmo and Zelle Risk: Earnest Money Tracking for U.S. Brokerages
Audit ready steps for U.S. brokerages to track earnest money, comply with RESPA and state trust rules, and eliminate Venmo/Zelle liability.
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agent fee deductions
Six Step Agent Fee Deductions Workflow for RESPA Compliant Brokerages
Compliance first operations for brokerage finance teams: sequence deductions, match CDAs to HUD, and automate payouts via brokerage ACH.
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w9 collection workflow
Prevent CP2100 Notices: W-9 Collection Workflow for U.S. AP Teams
U.S. AP teams: require W-9s before payment. Enforce electronic signatures, run same day TIN matching, and use a copyable seven step workflow.
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escrow disbursement approvals
Compliance First Escrow Approvals for U.S. Brokers With BrokerPay
Make escrow disbursement approvals audit ready for U.S. brokers. Learn the three compliance checkpoints, five approval steps, and how BrokerPay maps each...
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cap audit trail
Settle Audit Disputes in 5 Minutes: Cap Audit Trails for Brokerages
Operational guide for brokerages to build tamper evident cap audit trails, pass RESPA checks, and resolve payout disputes fast.
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agent onboarding payments setup
Audit Ready from ICA: Agent Onboarding Payments Setup for Brokerages
Turn a signed ICA into payout-ready workflows. Build 3–5 split templates, run a 5–10 agent pilot, set approval trails, and be audit-ready in weeks.
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bulk commission payouts
Brokerages: 5 Controls for RESPA Compliant Bulk Commission Payouts
A regulator first runbook for brokerages to run bulk commission payouts without RESPA risk. Use five rule based controls, approval workflows, and five...
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commission cap tracking
Prove Every Payment: Commission Cap Tracking for Brokerages
Set up commission cap tracking that prevents disputes. Learn the admin steps, timing traps, and audit trail and payment controls brokerages need to prove...
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agent cap reporting
Brokerages: Audit Ready Agent Cap Reporting in One Ledger
Centralize agent cap reporting into one ledger so brokerages are audit ready: split crossing deals at the cap and record timestamped alerts.
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