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The Global Standard for Brokerage Operations.

Agent recruiting, transaction oversight, commission splits, and brokerage compliance for every office, in any market. Multi-currency closings, multi-language agent and client portals, and regional MLS integrations from day one. From a 5-agent boutique to a 500-agent multi-state operation on one platform.

Boutique Brokerages · Regional Brokerages · Enterprise Brokerages · Team Leaders · Luxury Brokerages · Multi-Office Operations

Every Segment

One platform for every brokerage model

From a 5-agent boutique to a 500-agent multi-state operation, team leaders, luxury firms, and multi-office networks.

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Brokerage CRM

Deals pipeline with agent scorecards, lead routing, and transaction tracking for a tight-knit team.

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E-Signature & Documents

Sign handles listing agreements, buyer agency, and disclosures. Unlimited signatures, no per-envelope fees.

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Compliance Tracking

License expirations, CE hours, and E&O verification across 5-15 agents. Color-coded status at a glance.

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Commission Management

Split calculations, cap tracking, and disbursement processing. No spreadsheets, no monthly disputes.

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THE CALISTO DIFFERENCE

Replace the 12-vendor stack with one platform.

CRM, transaction management, e-sign, IDX, recruiting, commissions, trust accounting, reviews, paid media, training, brokerage website, compliance. Calisto replaces all twelve.

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Brokerage Architecture

Your brokerage. Your data. Your infrastructure.

Agent data portability, multi-jurisdiction compliance, and bring-your-own-backend architecture. Built for the legal realities of brokerage operations, not an afterthought.

Agent-Portable Data

Agents own their contacts, transaction history, and pipeline. When agents change brokerages, their data moves with them. No export fees, no holdbacks, no legal exposure.

Bring Your Own Backend

Deploy on your own database and storage in your own jurisdiction. Trust account regulators in some states require data hosted locally. Calisto supports that from day one.

Multi-Jurisdiction Compliance

Different states, different trust account rules, different disclosure requirements. One platform that adapts to each jurisdiction without per-state workarounds.

Multi-Currency Closings

International buyers, cross-border referrals, multi-currency commission splits. 56 payment gateways across 30+ countries. Not a feature added later. Built into the data model.

No Vendor Lock-In

Full data export at any time. Standard formats. No proprietary schemas that trap your brokerage. Month-to-month, not annual contracts.

Trust Account Isolation

Segregated trust accounting per office, per jurisdiction. Audit trails that satisfy state regulators. Escrow compliance built into the transaction workflow.

Multi-Language Agent & Client Portals

Agent portals, client portals, and recruiting portals in the agent or client language. International brokerages serve agents and clients without translation workarounds.

56 Payment Gateways

Your merchant relationship, your terms, your currencies. Commission disbursements, desk fee collection, and transaction fee processing through the gateway you choose.

Role-Based Access Control

Broker, office manager, team leader, agent, transaction coordinator, admin. Granular permissions scoped by office, team, and function. No all-or-nothing access.

Built for how brokerages actually operate

Seven operational pillars. Products from all three suites (Ops, Work, Marketing) integrated for every brokerage scenario.

Recruiting, Onboarding & Agent Performance

Full recruiting pipeline with interview scheduling, production data import, and GCI projections. Onboarding workflows assign training, collect documents, and set up agent profiles in days. Live scorecards track units, volume, conversion rates, and activity targets across every agent. Powered by Deals and Contacts from the Ops Suite, University from the Work Suite.

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Transaction Oversight & Commission Engine

Multi-stage transaction pipelines with party-based checklists, document tracking, and broker-approval gates. Commission splits, cap tracking, graduated plans, and automated disbursements synced to accounting. The commission dispute that used to take a week now resolves with an audit trail. Powered by Deals, Pulse, Ledger, and Sync from the Ops Suite, Sign and Tasks from the Work Suite.

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Listing Marketing & Brokerage Brand Control

Central listing dashboard with MLS syndication to 25+ portals. Brokerage brand standards enforced across every agent flyer, social post, and email blast. 10 RE-specific campaign templates with behavioral triggers. Print center, direct mail, and QR code tracking. Powered by Sites, Studio, Campaigns, Ethos, and Echo from the Marketing Suite.

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Lead Distribution & Client Portals

Round-robin, geographic, and score-based lead routing across agents and teams. 8-factor lead scoring with auto-prioritized daily call lists. Branded buyer and seller portals with property search, document access, and secure messaging. Agent portals with personal dashboards and file submission. Powered by Deals and Navigator from the Ops Suite, Inbox from the Work Suite, Forms from the Marketing Suite.

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Brokerage Compliance & Risk Management

License expiration tracking, CE hour monitoring, E&O insurance verification, and designation management across every agent in every office. 11 structured audit workflows: 24-hour file reviews, escrow compliance, random audits, fair housing documentation, and agent exit checklists. The license that expires Friday gets flagged Monday. Powered by Assure from the Ops Suite, Box from the Work Suite.

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Showings, Open Houses & Offer Pipeline

Showing scheduling with feedback collection and seller reports. Digital open house sign-in with auto-contact creation, campaign enrollment, and saved-search generation. Offer management with side-by-side comparison, counter-offer workflows, and one-click conversion to transaction records. Powered by Calendar and Tasks from the Work Suite, Campaigns from the Marketing Suite.

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Multi-Office Platform & Integrations

Multi-office dashboards with per-office commission plans, desk tiers, and compliance scoping. Native video conferencing, VoIP calling with call recording, and omnichannel messaging. Dotloop integration, MLS providers, calendar sync, and webhook automation. The brokerage that runs on one login across three states. Powered by Voice and Mail from the Work Suite, Apps and Circle from the Marketing Suite.

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Command Center

Every agent, transaction, and office in one dashboard

Production leaderboards, compliance status, commission projections, pipeline value, and recruiting pipeline across every office and team. The surfaces that used to live in twelve separate apps.

Unified Broker Dashboard

Agent production, pipeline value, compliance status, commission projections, and office occupancy across every location and team. Toggle between Office, Team, and Sales views. The screen that used to require pulling data from five different systems.

Live Agent Leaderboard

Real-time rankings by units, volume, conversion rates, and activity targets across the brokerage. Filter by office, team, or time period.

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Commission Engine

Multi-party splits, cap tracking, graduated plans, desk fees, and automated disbursements. Every calculation documented with an audit trail.

Compliance Matrix

Color-coded per-agent compliance: licenses (green/yellow/red), CE hours, E&O insurance, and designations. 11 audit workflows with findings tracking.

Recruiting Pipeline

Candidates tracked from prospect through interview, offer, and signed. MLS production import, GCI projections, and auto-triggered onboarding.

Marketing Automation

10 RE campaign templates, 6 behavioral triggers, print center, and direct mail. Brokerage brand standards enforced across agent collateral via Ethos.

Agent Training (University)

LMS with course builder, CE tracking, exam administration, and designation prep. New agents auto-enrolled in onboarding on day one.

How Brokerages Evolve

From 12-vendor patchwork to operator-grade brokerage intelligence

The before, during, and after of consolidating your brokerage operations onto one platform designed by someone who has actually run them.

Before: The 12-Vendor Brokerage Stack

CRM in one tool, transaction coordination in another, commissions in a spreadsheet, compliance tracked via email, recruiting in the broker's personal notes, training on a separate LMS, and the brokerage website on WordPress. Each office is its own island of disconnected data.

Agent production data lives in MLS, not your brokerage dashboard
Commission splits calculated manually and disputed every pay period
Compliance files scattered across email, shared drives, and filing cabinets
Recruiting pipeline tracked in a personal spreadsheet nobody else can access
New agents wait weeks for onboarding because the checklist lives in someone's inbox
Marketing materials inconsistent across agents because there is no brand control system

During: One Platform, One Source of Truth

One login for every agent, every office, every transaction. Recruiting, onboarding, compliance, commissions, marketing, and training share a single data layer. Products from Ops, Work, and Marketing suites connected by design.

Agent scorecards with production, compliance, and engagement data in real time
Commission splits calculated automatically from plan definitions in Purview
Transaction pipelines with party-based checklists and broker-approval gates
Brokerage-wide brand standards enforced across every agent flyer and email via Ethos
Multi-office reporting with consolidated P&L and per-agent performance
56 payment gateways with trust account isolation per office and jurisdiction

After: Operator-Grade Brokerage Intelligence

Every workflow reflects a real brokerage scenario. The recruiting pipeline exists because someone needed to model the GCI impact of each hire. The commission dispute workflow exists because an agent once challenged a split calculation with no documentation. The compliance matrix exists because a license expired on a Friday and nobody knew until the state called.

Recruiting pipeline with production import, GCI projections, and automated onboarding triggers
Retention tracking flags agents at risk before they give notice to another brokerage
Compliance dashboards catch expiring licenses, CE gaps, and lapsed E&O coverage automatically
Automated onboarding gets new agents into production in days, not weeks
Per-office trust accounting satisfies state regulators with segregated funds and audit trails
Agent data portability by design: when agents move, their contacts and history move with them

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Products

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Payment Gateways

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Legacy Vendors Replaced

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Suites Integrated

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12-vendor brokerage stack vs. Calisto Pro

The Old Way
Single-purpose CRM ($$$)
Separate TC platform ($$$)
Third-party e-sign vendor
IDX plugin + hosting vendor
Spreadsheet or recruiting tool
Spreadsheet or add-on
Separate accounting tool
Manual monitoring
Another dashboard
Separate LMS vendor
WordPress or vendor site
Spreadsheets and email
Data locked to brokerage
Per-state workarounds
Per-agent, annual contracts
The Calisto Way
Deals: team pipelines + agent scorecards
Tasks: checklists + deadline tracking + party coordination
Sign: brokerage agreements + transaction packages, unlimited
Sites: brokerage site + per-agent profile pages + IDX
Deals: recruiting pipeline + GCI projections
Pulse: split optimization + cap tracking + per-team pricing
Ledger: escrow + disbursement + audit trail
Reputation: brokerage + per-agent reviews
Campaigns: Google + Meta with recruiting and retention flows
University: courses + CE tracking + designation prep
Sites: multi-office pages + agent directories
Assure: license + E&O + CE + audit workflows
Agent-owned data, portable across brokerages
Multi-jurisdiction from day one
Revenue share, month-to-month, no per-agent fees
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Why Brokerages Switch

What brokers find when they arrive

Not feature checkboxes. Structural differences in how Calisto is built for brokerage operations.

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platform where brokerages used to need twelve. CRM, transaction management, e-sign, IDX, recruiting, commissions, trust accounting, reviews, paid media, training, brokerage website, compliance.

"We cancelled eleven subscriptions in the first quarter. BrokerMint, Dotloop, BoomTown, Mojo Dialer, kvCORE, Canva, Mailchimp, SkySlope, a WordPress site, a compliance spreadsheet, and the recruiting tracker nobody updated."
,ONE PLATFORM
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56

payment gateways across 30+ countries. Commission disbursements, desk fee collection, and trust account transactions through the gateway you choose.

,PAYMENT FREEDOM
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data lock-in. Deploy on your own database where state regulators require it. Agents own their data and take it when they move. No proprietary formats.

,YOUR DATA
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100%

commission audit trail. Every split calculation, cap threshold, disbursement, and deduction documented with timestamps and approval history. No spreadsheet disputes.

,COMMISSION TRUST
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compliance audit workflows: 24-hour file reviews, escrow checks, random audits, E&O risk assessments, fair housing documentation, agent exit procedures, and signature verification.

,COMPLIANCE ENGINE
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PAYMENT FREEDOM

56 payment gateways. 9 regions. Your choice.

Connect your preferred local payment provider anywhere in the world. Your merchant account. Your rates. Zero platform lock-in.

From first recruit to closed deal, and the office that runs itself

  • 1
    Configure
    Set up office structure, commission plans, desk tiers, compliance requirements, and brand standards in Purview. One-time setup that governs every office.
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    Recruit
    Run recruiting pipeline through Deals. Interview scheduling, production data import, GCI projections, and offer letters with e-signature via Sign.
  • 3
    Onboard
    Automated onboarding assigns training in University, collects compliance documents in Box, sets up agent profiles, and enrolls new agents in Campaigns welcome sequences.
  • 4
    Generate
    Launch lead campaigns via Campaigns and Forms. Leads score automatically and route to agents by geography, price range, or team assignment via Deals.
  • 5
    Show & Present
    Schedule showings via Calendar, host open houses with digital sign-in, collect feedback, manage offers with side-by-side comparison, and convert accepted offers to transactions.
  • 6
    Close
    Track transactions through multi-stage pipelines with checklists, document management, and broker-approval gates. E-sign via Sign, file review via Assure.
  • 7
    Settle
    Calculate commission splits in Pulse, process disbursements in Ledger, sync to accounting via Sync. Every split documented with audit trail.
  • 8
    Grow
    Analyze agent performance via scorecards, coach with call recordings, track retention risk indicators, and scale to new offices. Reputation collects post-closing reviews automatically.
Pricing

Your brokerage platform. Revenue-based pricing.

Agent management, deal tracking, and commission splits. No per-agent fees.

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Calisto Core
$0/month
+ 2% of revenue
CommitmentNone
UsersUnlimited
Products15 included
Best for: Brokerages managing agent teams and deal flow.
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Not sure which plan is right?

Your Calisto Concierge is here to help. No obligations, just answers.

Let's Talk
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FAQ

Frequently asked questions

Most brokerages run a CRM (BoomTown, kvCORE), a transaction coordinator (SkySlope, Dotloop), an e-sign tool, an IDX website vendor, a recruiting spreadsheet or tool, a commission tracker (BrokerMint), a trust accounting platform, a review aggregator, a paid media dashboard, a training LMS, a brokerage website (WordPress), and a compliance tracker (email and spreadsheets). Twelve vendors, twelve invoices, twelve logins with no integration. Calisto consolidates all of them: Deals handles the CRM and recruiting pipeline, Tasks handles transaction coordination, Sign handles e-signatures, Sites handles brokerage and agent websites with IDX, Pulse handles commission management, Ledger handles trust accounting, Reputation handles reviews, Campaigns handles paid media, University handles training, Assure handles compliance, and Ethos enforces brand standards. One login, one subscription, one source of truth.

Calisto Pulse handles multi-party splits, graduated commission plans, annual cap tracking, per-team pricing tiers, franchise fees, desk fees, technology fees, and marketing fund contributions. When a transaction closes, the split calculation references the agent commission plan in Purview, applies all deductions, and generates the disbursement in Ledger. The audit trail documents every calculation step. Agents see projected earnings in their portal. Disputes resolve with documented history instead of spreadsheet arguments. Syncs to QuickBooks, Xero, Alegra, and ContaAzul.

Yes. Each office gets its own commission plans, desk tiers, compliance requirements, and trust account configuration in Purview. The broker dashboard consolidates production, pipeline, and compliance data across all offices. Multi-state brokerages handle different trust account regulations per jurisdiction. International operations get multi-currency closings, multi-language portals, and regional MLS integrations. The same platform runs a 5-agent office in Austin and a 200-agent operation across three states.

Calisto Assure provides 11 structured audit workflows: 24-hour file reviews (post-execution document check), agent exit compliance (offboarding checklists and access revocation), escrow compliance checks (trust account reconciliation), random compliance audits (structured checklists with findings), E&O risk assessments (annual per-agent evaluations), signature verification audits, fair housing documentation, compliance bootcamp tracking, license expiration monitoring, CE hour tracking, and designation management. Every audit generates documented findings with corrective action tracking.

Calisto University is a complete LMS built into the platform agents use daily. Build courses with text, video, and quizzes. Organize into programs for onboarding, compliance, sales skills, and designation preparation. Track CE hours per agent with expiration alerts. New agents get auto-enrolled in onboarding programs when they join. No separate login, no third-party LMS subscription.

Calisto Deals powers the full recruiting pipeline. Track candidates through stages from prospect to signed. Import production data from MLS to evaluate candidates. GCI projections model the revenue impact of each hire. Interview scheduling with calendar integration. Offer letters sent through Sign with e-signature. Once signed, the onboarding workflow triggers automatically: training assignments in University, compliance document collection in Box, and welcome sequences in Campaigns.

Calisto is the only brokerage platform where agents own their data by design. Contacts, transaction history, pipeline, sequences, and notes belong to the agent. When an agent changes brokerages, their data moves with them. The agent exit compliance workflow in Assure handles access revocation, file handoff, and final commission settlement. No export fees, no holdbacks, no legal exposure for the brokerage.

Yes. Each agent gets their own CRM view, calling, messaging, personal website, and client portal, all under your brokerage brand. Ethos enforces brand standards across every agent flyer, social post, and email. The broker dashboard provides oversight, production tracking, and compliance monitoring without restricting agent autonomy.

Real estate is increasingly cross-border. Buyers relocate from abroad. Investors hold units in multiple countries. Referrals cross state and national lines. Calisto was built for this reality: multi-currency closings, multi-language agent and client portals, 56 regional payment gateways, regional MLS integrations, and per-jurisdiction compliance configuration. This is not a feature added later. The data model, the commission engine, the trust accounting, and the compliance rules were built for multi-jurisdiction operations from the start.

Calisto Campaigns includes 10 RE-specific campaign templates (new listing, price reduction, just sold, open house invite, buyer welcome, seller welcome, post-closing review, expired listing, market update, agent anniversary) with 6 behavioral triggers. The print center produces flyers, postcards, and doorhangers with variable data population. Direct mail with geographic targeting. Ethos ensures every piece of agent collateral meets brokerage brand standards. Studio handles listing photography and virtual tours.

Every brokerage operation touches all three suites. Ops Suite products (Deals, Pulse, Ledger, Assure, Sync, Navigator, Purview, Inventory) handle CRM, commissions, trust accounting, compliance, and office configuration. Work Suite products (Inbox, Mail, Voice, Calendar, Tasks, Sign, Box, Contacts, University) handle communications, transaction coordination, e-signatures, training, and document management. Marketing Suite products (Sites, Apps, Studio, Reputation, Echo, Campaigns, Forms, Ethos, Circle) handle brokerage websites, agent profile pages, listing media, reviews, and recruiting campaigns. A new recruit signing triggers an onboarding sequence in University, a welcome campaign in Campaigns, a compliance checklist in Assure, and an agent profile in Sites. No integrations to configure.

Yes. Start for free with full access to all 50 products across all three suites. No credit card required, no time limit, and no feature restrictions. No per-agent fees. You only pay the revenue share once you begin processing transactions.

Per-agent pricing punishes growth. Add 10 agents and your software bill jumps before those agents close a single deal. A revenue share means your platform cost scales with actual production. Slow month, lower bill. Record quarter, we share in the success. It also means Calisto is financially invested in building tools that help your agents produce, not just tools that look good in a demo.

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Real Estate Brokerage Pro Plan

Agent teams, deal pipelines, and brokerage reporting

$1/mo

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