Private and separate.
Each brokerage's records are kept private and separate. One brokerage never sees another's data.
Your numbers stay yours
How RE Deal Tracker keeps each brokerage's deals, commissions, and payouts separate, private, and under your control.
or call (718) 447-4911
Access and controls
Who sees what.
Company Admin, Manager, and Agent roles on Office and Enterprise. Managers decide, agent by agent, whose deals each person can see and which reports they can run, and the rule holds on every screen, report, and AI answer. Role-based access means users see only what they should.
AI with guardrails.
AskAI can only use a fixed set of approved lookups, locked to your brokerage and to what the person asking is allowed to see. It sits behind usage controls and a global off switch.
A record of who changed what.
Activities keep a history of what changed and who changed it. User management keeps session logs.
Checks that protect the numbers.
The Payment Duplicate Monitor, Disbursement Health, warnings when someone with a created payout is removed from a deal, and protection for paid installments. An on-screen alert flags payments that look incorrect as you enter them, so you can review them before proceeding.
Email under your own identity.
Invoices, reports, and notifications go out through your Microsoft 365 or Gmail account (secure sign-in) or your SMTP server.
Connections, backups, and access
Encrypted connections, separate brokerage records, controlled access, and automated daily backups help protect your information. Backup copies are stored separately from the live system, and recovery procedures are tested regularly.
Encrypted connections
Traffic to RE Deal Tracker is protected with HTTPS/TLS.
Backups
We run automated daily backups stored separately from production. Backups are encrypted, access is restricted, backup failures are monitored, and we perform periodic restore tests.
Staff access
Administrative access uses multi-factor authentication. Staff access to customer data is restricted and logged.
Sign-in for your team
Access is controlled with accounts and roles so each person sees only what they should.
What happens to your data when you leave
Every plan includes built-in exports of your deals, commissions, and billing to Excel or PDF. If you need an assisted full-data export, a one-time $500 service is available in an agreed format. After your paid term ends, data is retained for 30 days for export requests, then deleted from active systems. Deleted data is removed from active systems within 30 days. Encrypted backup copies are kept only for disaster recovery, access to them is restricted, and they're never used to put deleted data back into service.
Have a security questionnaire? Email info@redealtracker.com or call (718) 447-4911.