Upfront

Paid#3 of 13 in Brokerage Management Software

Upfront: Connects brokerage commissions, accounting, compliance, and agent operations in one platform. Ranked #3 of 13 in Brokerage Management Software by our editors (7.9/10); pricing: Pricing on request; best for mid-size and enterprise residential brokerages.

7.9/10★★★★☆Editor score

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At a glance

• Editor score
  7.9 / 10
• Pricing
  Pricing on request
• Best for
  Mid-size and enterprise residential brokerages
• Free plan
  No
• Commission management
  Yes
• Facts checked
  24 Sep 2026

• Where it wins

  • Automates commission plans, splits, caps, overrides, and disbursements
  • Combines trust accounting, payroll, billing, and multi-entity accounting
  • Links compliance, onboarding, reporting, and document review workflows

• Where it doesn't

  • Custom pricing requires a scoped proposal
  • Focused on residential brokerages in the US and Canada
  • Email is the listed support channel

Our verdict on Upfront

Upfront brings financial and back-office operations together for residential real estate brokerages in the US and Canada. It is aimed at mid-size and enterprise firms that need to connect executed contracts with commission disbursement and ledger reconciliation, while managing agent onboarding, billing, compliance, payroll, and reporting. Brokerages can use modules separately or together, and agents access deals, commissions, bills, and financial services through a branded dashboard. The platform is available through web, API, and mobile apps.

Its breadth is the main reason to consider it: commission plans, splits, caps, overrides, and disbursements sit alongside beneficiary-level trust ledgers and reconciliation, accounts payable and receivable, agent billing, and multi-entity accounting. Compliance checklists, review queues, audit trails, license and form collection, and AI document review address transaction and onboarding workflows. Live production dashboards cover brokerage, agent, and office reporting. Same-day commission disbursement is available through ACH or instant payment rails. Integrations include DocuSign, Dotloop, SkySlope, QuickBooks, Tax1099, Microsoft 365, Google Workspace, Payload, and an Open API.

According to the vendor's pricing description, pricing is custom and depends on deal volume and services covered; brokerages can book a walkthrough for a scoped proposal. That makes it a less direct fit for buyers seeking a self-serve published price, while its operational range suits firms looking to consolidate back-office workflows rather than adopt a narrow commission tool. The listed support channel is email, and GDPR is the stated compliance posture. Choose Upfront if accounting, compliance, agent operations, and disbursement need to work across one brokerage platform; consider a more focused option if that breadth is unnecessary.

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Upfront pricing

Upfront fact sheet

Upfront integrations

Upfront lists 9 integrations on its own site.

• DocuSign
• Dotloop
• SkySlope
• QuickBooks
• Payload
• Tax1099
• Microsoft 365
• Google Workspace
• Open API

Alternatives to Upfront

• 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
• TotalBrokerageAutomates transaction, approval and commission workflows, with a $150 monthly platform minimum.7.8

See all Upfront alternatives →

Upfront vs the competition

• Upfront vs Lone Wolf Transact
• Upfront vs dotloop
• Upfront vs TotalBrokerage
• BUpfront vs BrokerSumo
• RUpfront vs RealtySlate
• Upfront vs OKTO Software

Compare Upfront with any tool side by side →

Featured on iTechGuides

Upfront is listed in our Brokerage Management Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update