Features: Closing Sheets, Splits & Billing

Deals and the closing sheet

The closing sheet builds itself from the deal you enter and stays current as terms change. It shows deal number, location, parties, size, rent by year or sale price, commission rate, payment schedule, co-broker amounts, option and notice terms, and remarks. Print it or save it as a PDF.

Record leases and sales with full terms. Each deal ties to a property, an owner (landlord or seller), a tenant or buyer, the party to invoice, an attorney, and one or more salespeople.

Lease start and end, term in years and months, partial first year, monthly and yearly rent, price per square foot, area size
Abated months and amount; renewal date and notice period; cancellation date; purchase option
Reminder dates; public notes for the team and private notes for the author
Sales: sale price, closing terms, and the same party and commission structure
Renew, extend, or copy a deal with the terms carried forward; consistent deal numbers; deal classes for reporting

Closing sheet for a 10-year office lease showing rent by year and the commission split among two salespeople, a co-broker, and the house — Every deal produces a dynamic, printable closing sheet.

Commissions and splits

Commission per square foot or from the rent schedule, with flexible rates and a rate slider for what-ifs
The total commission calculation is explained on screen as you enter it
Allocate to each salesperson at their share, to co-brokers (amount due to or from them shown), and to the house
Change allocations on a saved deal, with confirmation. You're warned if someone is removed after their payout was created.

Deal entry form for a 10-year lease with rent by year, commission split, and three installments

Billing and invoices

Payment schedules: a single payment, a number of installments, or spread over months, with due dates
An invoice for each installment
Batch invoices across many deals
Redistribute payments between installments when a client pays differently, with paid installments protected

Commission invoice for a 10-year lease, with the remaining installments, due dates and open balances — Set the schedule once; invoice each installment.

Collections

Apply payments with check number, date, and amount
Balance, Paid, and Past due status on every deal; rows expand to show payment and payout history
Payment Duplicate Monitor flags suspected duplicate entries
Commission Due report

Deals grid showing balances, a paid deal, and one deal expanded to show its installments, the payment received, and each payout — See every deal's balance and whether it's paid or past due.

Payouts

Track what each salesperson and co-broker is owed and what has been paid
The Disbursement Health check compares payouts with commissions and payments. Missing payouts are flagged before anyone gets left out.
Printable disbursement reports per receiver, including the house share

Disbursement Health listing deals with a missing salesperson payout — Missing payouts are flagged before anyone gets left out.

Reports and exports

Export the Deals grid (visible columns) to Excel or PDF, or print it
Printable closing sheets, invoices, and disbursement reports
Renewal and Commission Due reports; Batch Invoices
Scheduled emailed reports, daily, weekly, monthly, or on a custom interval
CoStar Power Broker submission report

Renewal tracking

Renewal dates and notice periods on every deal, plus a Renewal report for any date range, so expirations stop being surprises. On Office and Enterprise, Lease Radar adds a 90, 180, or 365-day countdown list and turns a renewal into a pipeline card.

Lease Radar

Leases expiring in the next 90, 180, or 365 days, with tenant, owner, expiration date, and a days-left countdown (red at 30 days or less)
One click turns a renewal into a pipeline card pre-filled with the tenant, original deal, lease end date, and salesperson
Optional weekly Lease Radar email

Pipeline board

A kanban board with stages you can rename and reorder; cards show company, estimated value, expected close date, and salesperson; column totals
Managers see the whole board. Agents see their own cards, and colleagues' cards show as locked.
Tasks with an optional morning email digest; a card history that merges showings, deals, tasks, and stage moves

Contacts, properties, activities, and tasks

Owners, tenants, co-brokers, and investors, each with their deals and showings; vCard export
Property inventory with address, name, city and state, size, attached deals, and a link to the online listing where one exists
Log notes, calls, emails, meetings, open houses, and showings; every activity keeps a history of what changed and who changed it
Follow-up tasks and reminders, with a My Tasks count and overdue indicator; export showings to calendar files

Roles, visibility, and team dashboard

Company Admin, Manager, and Agent roles; everything is scoped to your brokerage
Managers set, agent by agent, whose deals each agent can see (per-colleague toggles, Show All / Hide All) and which reports each agent can run
Enforced on grids, deal detail, editing, closing sheets, invoices, reports, Lease Radar, and AskAI
An agent can't reach someone else's deal by guessing its address.
A team activity dashboard of showings, completed tasks, pipeline moves, and closed deals over 7, 30, or 90 days, with click-through to the records, a leaderboard, and per-30-day goals
Usage analytics: active users, busiest hours, feature adoption

Deal visibility settings for one agent, with a checkbox for each colleague whose deals the agent can see — You decide, agent by agent, whose deals each person can see.

Pipeline CRM manager dashboard showing 30-day leaderboards for activities logged, tasks completed, cards moved and deals closed — See who's producing over 7, 30, or 90 days.

AskAI

A floating assistant on every screen that answers plain-English questions from your brokerage's own data
Three modes: Chat, Summarize, and Draft email. It drafts copy-ready text and never sends anything.
Managers can ask about their team; agents can only ask about their own work, and the system enforces that rule
Uses fixed, approved lookups locked to your brokerage and the user's visibility; many common questions are answered without any AI call
AI deal summaries on each deal, with optional emailed summaries when a deal is created or changed
Optional AI is included with Office and Enterprise, with 1 million tokens a month.*

Integrations

QuickBooks Online sync. RE Deal Tracker keeps the commission side; your books stay in QuickBooks with your accountant.
Excel and PDF: export or print any deal list or report.
Your own email: invoices, reports, and notifications go out through your Microsoft 365, Gmail, or SMTP account, under your brokerage's name.
CoStar Power Broker: prepare award submissions from your closed deals.

Multi-office

Multi-office support for brokerages with more than one office.

Contact us

Three offices sharing one RE Deal Tracker account

And the rest

Event notifications for payment applied, payment deleted, deal status change, and commission update, with your choice of scope, timing, recipients, and a cooldown
A built-in, searchable change log of every release; new screens are opt-in per user
A personal welcome dashboard, four themes and a Theme Studio, and bookmarks
Works in any modern browser on desktop, tablet, and phone; nothing to install

What it doesn't do

We'd rather tell you now:

It doesn't store documents or collect e-signatures. Closing sheets, invoices, and reports print or save as PDF.
It isn't a general ledger and doesn't do tax work. Your accounting software and accountant keep that job.
It doesn't pull listings from CoStar. It prepares Power Broker submissions from your closed deals.

Everything between the signed deal and the final payout