BrokerSumo
BrokerSumo: A commission-focused back office for brokerages that need billing, disbursements, and QuickBooks sync. Ranked #5 of 13 in Brokerage Management Software by our editors (7.7/10); pricing: Pricing on request; best for small brokerages focused on commissions and agent billing.
At a glance
- Editor score7.7 / 10
- PricingPricing on request
- Best forSmall brokerages focused on commissions and agent billing
- Commission managementYes
- Facts checked24 Sep 2026
Where it wins
- Custom commission plans automate calculations and disbursement adjustments.
- Agent onboarding, profiles, documents, and recurring billings are centralized.
- QuickBooks, dotloop, SkySlope, and other integrations connect core workflows.
Where it doesn't
- Pricing requires contacting sales rather than selecting a published plan.
- Focused on brokerage back-office workflows, not full transaction management.
- No built-in AI features are provided.
Our verdict on BrokerSumo
BrokerSumo is a cloud-based back-office and accounting platform for real estate brokerages and agent teams. It records transaction details, tracks pipelines, calculates commissions from custom plans, and creates disbursements with credits and debits. Brokerage staff can also handle agent onboarding, electronic signatures, document uploads, profiles, recurring billings, and payments to agents or vendors through ACH. Its reporting covers agents, offices, pipelines, and lead conversion, making it suited to small and mid-market organizations that want administrative and financial work in one system.
The published commercial model is contact sales, so prospective buyers engage the vendor rather than selecting among displayed plans. The feature set centers on commission administration: assigned plans drive automatic calculations, while disbursement workflows account for credits and debits. Agent records and recurring billing add operational depth, and transaction records provide a pipeline view. BrokerSumo complements transaction-management software rather than replacing it, so teams seeking a dedicated transaction platform should evaluate how its record-keeping fits alongside their existing process.
BrokerSumo connects with QuickBooks Online and QuickBooks Desktop for financial and agent-data synchronization. Additional integrations include dotloop, SkySlope, Dropbox, EZ Coordinator, and Zoho Reports, supporting brokerages that already use those services. Chat and email support are available, and two-factor authentication is listed as a compliance feature. Choose BrokerSumo when commissions, disbursements, agent billing, and accounting coordination are the priority; consider an alternative if advanced transaction-management depth, built-in AI, or a self-service pricing structure is essential.
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BrokerSumo pricing
BrokerSumo fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Commission management | Yes |
| Transaction management | Yes |
| Compliance tools | Yes |
| Agent management | Yes |
| Accounting tools | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Live chat, Email |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 7 integrations: QuickBooks Online, QuickBooks Desktop, dotloop, SkySlope, Dropbox, EZ Coordinator … See all → |
| Pricing | Pricing on request |
| Website | brokersumo.com |
| Facts checked | 24 Sep 2026 |
BrokerSumo integrations
BrokerSumo lists 7 integrations on its own site.
- QuickBooks Online
- QuickBooks Desktop
- dotloop
- SkySlope
- Dropbox
- EZ Coordinator
- Zoho Reports
See all BrokerSumo integrations →
Alternatives to BrokerSumo
- Lone Wolf TransactA compliance-focused transaction hub with templates, oversight, timelines, and API access.8.5
- dotloopA document-led transaction workflow with signatures, compliance tools, and mobile access.8.3
- UpfrontConnects brokerage commissions, accounting, compliance, and agent operations in one platform.7.9
See all BrokerSumo alternatives →
BrokerSumo vs the competition
- BrokerSumo vs Lone Wolf Transact
- BrokerSumo vs dotloop
- BrokerSumo vs Upfront
- BrokerSumo vs TotalBrokerage
- BrokerSumo vs RealtySlate
- BrokerSumo vs OKTO Software
Compare BrokerSumo with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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