Model any compensation plan including splits, caps, tiers, franchise fees, referral fees, team structures, and custom formulas.
B
BrokerSumo
brokersumo.comBrokerSumo is a quote-based back-office platform for commission calculations, transaction disbursements, agent billing, onboarding, accounting sync, and brokerage reporting.
The verdict
BrokerSumo remains a focused option for commission calculations, agent billing, disbursements, and QuickBooks-connected reporting. Pricing is quote-based, and buyers should confirm current onboarding and payment fees with Inside Real Estate.
01 — Overview
What BrokerSumo is, and isn't.
BrokerSumo is a real estate back-office and accounting platform owned by Inside Real Estate. The active product site and current help material still use the BrokerSumo name, while some support labels retain CORE BackOffice.
BrokerSumo automates commission plans and disbursements, tracks transactions and agent billing, sends ACH payments, syncs with QuickBooks, supports electronic agent onboarding, and reports on agent, office, pipeline, and lead performance.
BrokerSumo does not publish a current subscription price or named plan tiers. The brokerage signup path uses a Request Info form, so buyers must contact Inside Real Estate for a quote. The legacy 14-day trial page remains online, but its trial link no longer works.
02 — Features ◆ standout
10 features, scored.
The 4 marked ◆ are why we rate BrokerSumo a 4.2 overall.
System automatically calculates agent, brokerage, franchise, and third-party shares when transactions close, eliminating spreadsheet errors.
Direct sync with QuickBooks Online and Desktop for automated commission journal entries and financial reporting.
Agents can view their production, pending commissions, payment history, and year-to-date earnings in a self-service portal.
Track deals from contract to close with commission projections, status updates, and document attachments.
Create recurring or itemized agent charges, process card payments, and deduct applicable fees from transactions.
Production reports, agent rankings, commission summaries, and financial analytics for brokerage leadership.
Send electronic onboarding packages so agents can sign agreements and upload license and insurance records.
Connect with Dotloop, SkySlope, and other transaction management platforms for streamlined deal-to-commission workflows.
Attach closing documents, commission disbursement authorizations, and supporting paperwork to each transaction record.
03 — Verdict at a glance
What we like — and where it falls short.
Pros
- +Commission calculation accuracy eliminates spreadsheet errors and saves hours per month
- +Strong QuickBooks integration streamlines accounting workflow
- +Agent portal improves transparency and reduces commission-related questions
- +Quick implementation with minimal disruption to existing workflows
- +Handles virtually any commission structure including complex franchise and team arrangements
- +Current Inside Real Estate support documentation remains available for BrokerSumo users
Cons
- −Brokerage pricing requires a sales inquiry, and the legacy 14-day trial link no longer works
- −Focused scope means you still need separate tools for full brokerage management
- −Reporting customization is limited compared to full back-office platforms
- −Mobile experience is web-only with no dedicated native apps
05 — Integrations
What it talks to, out of the box.
Direct integrations marked first; Zapier and Make cover the long tail.
QuickBooks Online
QuickBooks Desktop
Dotloop
SkySlope
Inside Real Estate (BoldTrail)
Zapier: yes Public API: yes
06 — Top alternative
If BrokerSumo isn't the right shape.
B
BoldTrail Back Office (Brokermint)
BoldTrail Back Office (Brokermint) is a solid all-in-one back-office platform for mid-sized brokerages, and its biggest draw is ecosystem integration with kvCORE. Standalone buyers should compare it against BrokerSumo and RealtyBackOffice for better pricing transparency.
07 — Frequently asked
Questions every BrokerSumo shopper asks.
How much does BrokerSumo cost in 2026?
BrokerSumo does not publish a current subscription price or named pricing tiers. Its brokerage signup flow asks buyers to request information, so contact Inside Real Estate for a quote. The old base prices and per-agent fees are no longer supported by a vendor page.
Is BrokerSumo the same as CORE BackOffice?
Inside Real Estate support still uses CORE BackOffice in some labels, but the active product site and help articles use BrokerSumo. The former CORE BackOffice public URL now redirects to BoldTrail BackOffice, which is the current Brokermint-based product rather than a BrokerSumo rename.
Can BrokerSumo handle complex commission splits?
Yes, BrokerSumo is purpose-built for complex commission structures. It handles tiered splits, graduated caps, franchise fees, referral fees, team splits, and custom formulas that would be difficult to manage in spreadsheets.
Does BrokerSumo integrate with QuickBooks?
Yes, BrokerSumo offers direct integration with both QuickBooks Online and QuickBooks Desktop, automatically syncing commission data to eliminate double-entry accounting.
BrokerSumo vs BoldTrail Back Office (Brokermint): which should I choose?
BrokerSumo focuses on commission calculations, agent billing, disbursements, and QuickBooks-connected reporting. BoldTrail BackOffice is the separate Brokermint-based product with broader transaction-management workflows. Both require a current sales quote.
Can agents see their commission information in BrokerSumo?
Yes, BrokerSumo includes an agent portal where agents can view their production, pending commissions, payment history, and year-to-date earnings without needing to contact the office.
Does BrokerSumo have an affiliate program?
No current public affiliate or referral program was found specifically for BrokerSumo. BoldTrail operates a separate program covering BoldTrail and BoldTrail BackOffice.
Does BrokerSumo charge payment-processing fees?
BrokerSumo advertises standard ACH transfers as free. Its official support FAQ lists iTransact at $4.99 per month when less than $300 is processed, with that monthly fee waived above $300, plus 2.9% and $0.30 per card transaction. Optional faster ACH transfers may carry a separate fee that is not publicly listed.