Real estate back office software that files itself.
The back office is where deals go to be processed: deadlines, signatures, executed documents, retention, commission paperwork. BrokerDIY tracks the dates, chases the signatures, and files what comes back — with a human approving anything that touches money or a client.
Deadline tracking · automatic filing · audit trail · retention-ready files
What the back office actually has to do.
The front office sells the house. The back office is everything after the contract is signed — and it is where files go incomplete, deadlines get missed, and audit season hurts. The work breaks down into six jobs.
Electronic signatures across all of it are legally recognized in the United States under the federal ESIGN Act (15 U.S.C. ch. 96) and, at state level, the Uniform Electronic Transactions Act. Payments to independent-contractor agents follow the IRS’s Form 1099-NEC rules — the IRS also publishes how independent-contractor status is defined.
How to evaluate back office software.
The questions worth asking every vendor you shortlist, including us. Our answers sit in the right-hand column rather than a checkmark, because a checkmark is not an answer.
| What to evaluate | The question to ask any vendor | BrokerDIY’s answer |
|---|---|---|
| Deadline tracking | Are dates derived from the executed contract, or typed in by hand? | Tracked on the deal, with the transaction desk watching them |
| Signature chasing | Who follows up with the party who has not signed — your staff, or the software? | The AI transaction coordinator chases; a human approves client-facing sends |
| Document filing | Does an executed document file itself to the deal, or does someone move it? | Filed to the deal automatically on execution |
| Retention | Can you produce one deal’s complete file, years later, in minutes? | Complete files on the deal, with a trail of who signed what and when |
| Commission paperwork | Does it track the per-deal settlement statements that feed 1099 season? | Per-deal paperwork lives on the transaction, next to the file |
| What it is not | Does it claim to be your accounting system? | No. It tracks files and deadlines; your ledger and tax filing stay with your bookkeeper and CPA |
| Pricing model | Per seat, per transaction, or flat? What happens when you hire? | Flat monthly, published: $29 / $99 / $199, Team $349 for 10 seats, $0 setup |
| Rest of the brokerage | Does it know about your leads, calls, and agents — or only the file? | Same private brain as the CRM, phones, and recruiting desk |
Comparing named platforms? Our side-by-side comparisons tag every figure as the vendor’s own published price or a third-party approximation — including BrokerDIY vs Dotloop. The transaction-management half of this job has its own page.
The mechanical half, done for you.
Back-office work splits cleanly into repetitive work and judgment work. Software should take the first half completely and stay out of the second. That line is a product decision, and we hold it deliberately.
More on that boundary: the AI transaction coordinator and AI TC vs a human TC. The whole system is on the platform page.
Back office questions, answered plainly.
The short version before your files move anywhere new.
What is real estate back office software?
It is the system that handles everything after the contract is signed: tracking inspection, financing, appraisal and closing deadlines, collecting signatures, filing executed documents to the deal, retaining complete files for your state’s required period, and keeping the commission paperwork straight. The front office sells; the back office closes and files.
Is back office software the same as transaction management software?
The terms overlap heavily and vendors use them interchangeably. The useful distinction is emphasis: transaction management describes the system of record for the deal file, while back office emphasizes the administrative load around it — filing, retention, deadlines and commission paperwork. BrokerDIY does both from the same platform.
Does it do accounting?
No, and it should not pretend to. Back office software tracks the file, the deadlines and the per-deal paperwork; your bookkeeper or accounting system remains the system of record for the general ledger and taxes. The two connect through reports and exports, not by replacing each other.
What about 1099s for independent-contractor agents?
Real estate agents are typically engaged as independent contractors, and payments to them are reported on Form 1099-NEC — the IRS publishes those filing requirements. BrokerDIY tracks the per-deal commission paperwork that feeds that filing; it does not file your taxes for you.
How long do transaction files need to be retained?
Your state real estate commission sets the retention period for transaction records, and it varies by state — check your commission’s rule before you set a deletion policy. The software’s job is to make producing a complete file years later trivial, whatever the period is.
What does it cost?
Every plan starts with a 14-day free trial. After that the published rate card is Starter $29/mo, Pro 5x $99/mo, Pro 20x $199/mo, and Team $349/mo with 10 seats included, with Enterprise scoped with you. Setup is $0 on every plan and pricing is flat monthly rather than per agent or per transaction. Full detail is on the pricing page.
When can my brokerage start?
Founding brokerages are being onboarded from the waitlist now, with early access opening September 2026. Joining locks your founding rate.
One brain for the whole brokerage.
Now onboarding founding brokerages. Join the waitlist and we’ll reach out as founding spots open — no payment, no commitment.
- Founding rate locked the day you join
- First in line when early access opens
- No payment, no commitment
Working out what your whole stack costs? Run the brokerage software cost calculator.