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 |
Closed deals, payouts sent and agent fees collected
Closed Volume
—
Gross Commission
—
Paid Out to Agents
—
Agent Fees Collected
—
Commission by Agent
| Agent | Deals | Volume | Gross Comm. | Agent Earned | Paid Out |
|---|
Fee Revenue Breakdown
Closings by Month
| Month | Deals | Volume | Gross Comm. |
|---|
Current Pipeline
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Chart of Accounts
Payments
Bank ACH
Commission payouts sent from the brokerage bank, recorded to QuickBooks
QuickBooks Online
Recurring agent fees — invoices and autopay
Not connected
Ledgers
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Manage recurring invoices in QuickBooks
Billed YTD
$0
Collected YTD
$0
Open
$0
Overdue
$0
Agent Balances
| Agent | Billed YTD | Paid YTD | Open | Overdue | Last Payment | Next Charge |
|---|
Recurring Schedules in QuickBooks
| Schedule | Agent | Items | Amount | Frequency | Next Date | Status |
|---|
Invoices
| Due | Agent | Description | Amount | Balance | Status | Paid |
|---|
Commission payouts — send the ACH from your bank, record it here, and it posts to QuickBooks as an expense
To send
$0
Sent this month
$0
YTD paid out
$0
Payout History
| Date | Agent | Property | Type | Amount | Status | QuickBooks | |
|---|---|---|---|---|---|---|---|
| No payouts recorded yet | |||||||
QB
QuickBooks Online
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Not connected
Account Mapping
Sync Settings
Agents
Sync Log
Connection
Choose where the backoffice posts in your QuickBooks chart of accounts. Agent fees (tech, MLS, E&O) are billed with recurring invoices inside QuickBooks, so their income accounts come from your QuickBooks products and services.
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
QuickBooks tokens encrypted in the database
No Card or Bank Data Stored
Agent payments handled in QuickBooks; payouts sent from your bank
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 | |||
| Record ACH payouts | |||
| 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
Recurring agent billing (invoices & autopay), commission deposits, and bank ACH payout expenses — all in your existing books.
Not connected
Not 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
API Key Security
API keys (QuickBooks client ID/secret, Dotloop) live in Render's environment variable panel — never in source code or the browser. QuickBooks OAuth tokens rotate on every refresh, so they're stored in the database encrypted with AES-256. No card numbers or bank account numbers are stored anywhere in this system.
Agent Fees Billed
$0
Collected
$0
Open Invoices
$0
Payouts to Send
$0
Commission Payouts — Bank ACH
Send each payout from your bank's online banking, then record it here. Once marked sent it's posted to QuickBooks as an expense to the agent's vendor record, ready to match against the bank feed.
Sent this month
$0
Agent Billing — QuickBooks Online
Not connected
Tech fees, MLS dues and E&O are billed with recurring invoices in QuickBooks. Invoices and payments sync back here every 6 hours.
Last sync
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