Workflow packet Commissions queue Brokermint + QuickBooks Online, then Sisu feed the packet before anyone starts chasing. Client ready

The manual reality today

  1. 01

    No one has the full commissions picture

    closing statements, commission plans, broker approvals, invoices, and payment records each hold part of the answer, so the team burns time piecing together what happened before they can respond.

  2. 02

    The commissions clock is easy to miss

    When a closing is scheduled, a disbursement authorization is missing, or payment status changes, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.

  3. 03

    Commissions proof disappears into side channels

    Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.

How Imagine handles it

  1. 01

    Pull in the moving commissions pieces

    Imagine watches closing statements, commission plans, broker approvals, invoices, and payment records for new activity, stale items, and changes that affect the work.

  2. 02

    Put commissions context in one place

    Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.

  3. 03

    Shape the human-facing commissions step

    Imagine drafts a commission summary, missing-approval request, and payout status update using your rules, tone, and thresholds, then flags anything that needs judgment.

  4. 04

    Sync the approved commissions update

    After review, approved actions are recorded in the accounting and brokerage back-office records with the context, approver, and timestamp preserved.

Works with the tools you already run

  • Brokermint
  • QuickBooks Online
  • Sisu
  • Dotloop
  • DocuSign
  • Stripe

What changes

Commissions opens with context

Prep work and status checks run continuously, so the team sees the few items that actually need a decision.

Customers get steadier commissions updates

Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.

Commissions review is cleaner later

Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.

Frequently asked questions

How does Imagine handle commissions?

Imagine watches closing statements, commission plans, broker approvals, invoices, and payment records, spots when a closing is scheduled, a disbursement authorization is missing, or payment status changes, and prepares a commission summary, missing-approval request, and payout status update for review. Approved actions sync back to the accounting and brokerage back-office records with the supporting context attached.

Who approves commissions actions?

You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the accounting and brokerage back-office records is updated.

Which systems are used for commissions?

This workflow can connect to systems such as Brokermint, QuickBooks Online, Sisu, Dotloop, DocuSign, Stripe. Imagine works on top of those tools instead of replacing the system of record.

What does the team see for commissions?

The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so agents and brokers can see payout status without digging through emails.

Hand the busywork to a system you can trust.

See how Imagine handles your messiest back-office loops, end to end, with a full audit trail and your team in control.

Get Early Access No access to your systems required to start the conversation.