Brokerage Workflow Automation
How a multi-office brokerage eliminated spreadsheet chaos and gained complete visibility across listings, deals, and commissions.
100%
deal visibility
40%
faster closes
Zero
spreadsheet chaos
The Challenge
What They Were Facing
A growing brokerage with 50+ agents across 3 offices was drowning in operational complexity.
Spreadsheet Hell
Listings, deals, and commissions tracked across disconnected spreadsheets. Data constantly out of sync.
Agent Coordination Gaps
No clear system for lead routing, deal assignments, or performance tracking across multiple offices.
Commission Complexity
Manual calculations, split tracking, and reconciliation consuming hours of admin time monthly.
Document Chaos
Contracts, disclosures, and transaction docs scattered across email, drives, and desks.
The Solution
Custom Workflow Built on Truvo Cloud
A unified system that connected every aspect of brokerage operations.
Centralized Listings
All active, pending, and sold listings in one database with automatic MLS sync and status updates.
Deal Pipeline
Visual pipeline tracking from offer to close with stage-based automations and milestone notifications.
Commission Engine
Automatic split calculations, draw tracking, and reconciliation with direct accounting system integration.
Document Vault
Organized document storage per transaction with e-signature integration and compliance tracking.
The Impact
Results After 90 Days
18+ hours
saved weekly on admin tasks
100%
pipeline visibility across offices
40%
faster deal cycle times
Zero
commission reconciliation errors
Need a Custom Solution?
Truvo Cloud can be extended to solve your specific operational challenges.