Total Transactions
6
Office Gross Commission
$0
Fees Collected
$9,900
Outstanding Balances
$0
Recent Transactions
| Address | Price | Agent | Status | Date |
|---|
Pending ACH Transfers
Upcoming Dues
Office Gross Commission
$0.00
| Address | Price | Owner | Representing | Status | Important Date |
|---|
Activity FeedMost recent first
Document Library
Templates
Documents awaiting your review and approval
Pending Approval
3 pending
Recently Approved
Overdue0
Due Today0
Upcoming
| Name | Phone | Type | Last Activity | |
|---|---|---|---|---|
| John & Mary Simmons | jsimmons@gmail.com | 864-555-0192 | Buyer | Jun 15, 2026 |
| Robert Tillman | rtillman@outlook.com | 864-555-0231 | Seller | Jun 10, 2026 |
| Patricia & David Lee | plee@yahoo.com | 864-555-0118 | Lead | May 28, 2026 |
YTD Volume
$1.19M
Commission Paid Out
$29,505
Company Retained
$12,644
Dues Collected
$9,900
Commission by Agent
| Agent | Transactions | Volume | Earned |
|---|---|---|---|
| Dustin Kennedy | 3 | $1,290,000 | $15,480 |
| Trent Smith | 2 | $744,900 | $8,939 |
| Austin Bradberry | 1 | $159,000 | $5,086 |
Fee Revenue Breakdown
Monthly Tech Fees$4,800
Western Upstate MLS$1,200
E&O Insurance$3,000
Chart of Accounts
Assets
| 100 · Accounts Receivable (A/R) | $50,614.10 |
| 102 · Trust account | $0.00 |
| 103 · Bank passthrough | $0.00 |
| 104 · Earnest bank account | $0.00 |
| 101 · Commissions Payout Account | -$Rec 15 |
| 105 · Unapplied/paid funds | $50,000.00 |
Liabilities
| 200 · Accounts payable (A/P) | $21,044.64 |
| 202 · Other liabilities | $3,150.00 |
| 203 · Unapplied received funds | $0.00 |
| 010 · Earnest money | $0.00 |
Income
| 400 · Commission income | $39,909.61 |
| 306 · Other income | $0.00 |
| 301 · Referral fees | $0.00 |
| 302 · Transaction coordination | $0.00 |
| 304 · Technology fees | $7,500.00 |
| 305 · Other agent fees | $8,510.00 |
Expenses
| 500 · Commission payouts | $39,865.00 |
| 501 · Referral fee payouts | $0.00 |
| 502 · Other expenses | $0.00 |
Payment Gateways
Dwolla ACH
Direct ACH transfers to agent bank accounts
Connected
Braintree
Credit cards, PayPal, Venmo, debit cards
Not connected
Ledgers
Recurring Charges — 3 charges
Billing Summary — Jun 2026
| Agent | Tech Fee (Monthly) | MLS (Quarterly) | E&O (Annual) | This Month Total | Status |
|---|
Payload ACH — Commission Disbursements
Pending
$0
Settled this month
$0
YTD Disbursed
$0
Transfer History
| Date | Agent | Property | Amount | Bank Account | Status | Ref # |
|---|---|---|---|---|---|---|
| No ACH transfers yet — transfers will appear here once you initiate your first payout | ||||||
QB
QuickBooks Online — Impact Realty Group, LLC
Connected via OAuth2 · Read/Write · Last synced Jun 15, 2026 at 9:14 AM
Company file matched
Chart of accounts imported
Existing P&L preserved
Connected
Account Mapping
Sync Settings
Sync Log
OAuth Setup
Each transaction type below maps to a specific account in your QuickBooks chart of accounts. These match your existing account structure — Impact Realty Group, LLC — so your historical P&L stays intact. Changes take effect on the next sync.
Income — What comes IN to Impact Realty Group, LLC
Expenses — What goes OUT of Impact Realty Group, LLC
Bank & Asset Accounts — Where money lands
Company Info
IR
Impact Realty Group
Account #18174 · Enterprise Plan
Settings
eSignature Documents
Attach eSign certificate upon completion
Include the eSign certificate when emailing all parties a copy of the completed eSignature package.
Commission Plans
Emerging Agent Commission Plan
70/30 split
Standard Agent Plan
80/20 split
Senior Agent Plan
90/10 split
7 Users
7 active across all accounts
Agent Profile
Select an agent to view details
Agent Commission Plans
Select a plan to view details
Active Sessions
Security Overview
TLS 1.3 Encryption
All data encrypted in transit
AES-256 at Rest
Bank accounts & sensitive fields encrypted
PCI DSS Compliant
Card data vaulted at Braintree — never stored here
JWT Sessions
Signed tokens · 8-hour expiry · Auto-refresh
2FA Available
Enable two-factor auth for owner account
Role-Based Access Control
| Permission | Owner | Admin | Agent |
|---|---|---|---|
| View own transactions | |||
| View all transactions | |||
| View own commission statements | |||
| View other agents' commissions | |||
| View own billing / dues | |||
| View other agents' bank accounts | |||
| Initiate ACH payments | |||
| Manage commission plans | |||
| Create / cancel transactions | |||
| Access QuickBooks sync | |||
| View security audit log |
Security Audit Log
Sensitive actions only · Last 30 days
QB
QuickBooks Online
Syncs commissions, agent fees, and ACH payments to your existing P&L. Impact Realty Group, LLC · Last sync Jun 15, 2026
Mapped accounts: 304 Tech Fees · 305 MLS Dues · 303 E&O · 400 Commission Income · 500 Commission Payouts
Connected
DL
Dotloop
Read-only import of loops, participants, and document signing status. Impact Realty Group brokerage account.
Scope: loops.read · participants.read · documents.read
Connected
PAY
Payload ACH
ACH commission disbursements to agent bank accounts. Funds settle in 1–3 business days.
Live mode · API key stored in environment variables · Never exposed client-side
Connected
BT
Braintree
Recurring agent billing — tech fees, MLS dues, E&O insurance. Card data vaulted at Braintree, never stored in this system.
PCI DSS Level 1 · Merchant ID stored in env variables · Tokenized card references only
Connected
API Key Security
All API keys and OAuth tokens are stored as encrypted environment variables on the server — never in the database or source code. In production on Render.com, you enter keys once into Render's secure environment variable panel. They are never transmitted to the browser and never appear in any log file. To update a key, sign into Render, update the env variable, and the server reloads automatically.
Brokerage Account
—
Pending Payouts
$0
Collected This Month
$0
Net Position
$0
Brokerage Bank Account
Impact Realty Group, LLC
No brokerage account connected
Connect your business checking account to enable ACH payouts and balance monitoring
Payload ACH Settings
Connected
TRANSFER LIMITS
Per transfer max
$25,000
Daily limit
$100,000
SETTLEMENT
Standard ACH: 1–3 business days
Same-day ACH: available on request
Same-day ACH: available on request
SECURITY
All transfers require owner authentication
Bank details stored as Payload vault tokens only
Bank details stored as Payload vault tokens only
Braintree — Agent Fee Collections
Connected
$0
Tech Fees YTD
$0
MLS Dues YTD
$0
E&O Fees YTD
$0
Total Collected
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