Transaction Oversight & Commission Engine
Multi-stage transaction pipelines, broker-approval gates, commission split management, trust accounting, and automated disbursements synced to accounting.
Transaction Coordination
7 featuresMulti-Stage Transaction Pipeline
Configurable stages: under contract, inspection, appraisal, financing, final walk-through, closing prep, closing, closed. Visual pipeline with progress tracking.
Party-Based Checklists
Pre-built or custom checklists per stage. Tasks assigned by party: listing agent, buyer agent, TC, title company, lender. Auto-check on trigger events.
Broker-Approval Gates
Transactions requiring broker review (high-value, high-risk disclosures, escrow releases) route to an approval queue with documented sign-off.
Document Generation
Auto-generate closing documents, disclosures, and CDAs from transaction data. Jurisdiction-specific templates.
E-Signature Integration
Send documents for signature via Calisto Sign directly from the transaction record. Track status and maintain audit trail.
File Intake Workflow
Structured document collection for new transactions. Track required documents, missing items, and submission status.
Dotloop Integration
Bi-directional sync with Dotloop for brokerages that use it. Loop status, documents, and participants sync automatically.
Commission Management (Calisto Pulse)
6 featuresMulti-Party Split Calculation
Flexible splits between listing agent, buyer agent, team lead, brokerage, and referral partners. Percentage and fixed-amount splits.
Cap & Threshold Tracking
Annual and rolling caps per agent with automatic tracking. Alert brokers when agents approach cap limits.
Graduated Commission Plans
Tiered split structures that change at production milestones. Agents see their progress toward the next tier in their portal.
Commission Plan Catalog (Purview)
Define and manage multiple commission structures. Sandbox mode for modeling scenarios before going live.
Desk Fees & Technology Fees
Per-agent recurring charges with automatic invoicing and collection. Configurable per office and per tier.
Commission Dispute Documentation
Audit trail for every split calculation. Comments, history, and resolution tracking. No spreadsheet arguments.
Trust Accounting & Disbursements (Calisto Ledger)
6 featuresTrust Accounting Ledger
Segregated trust funds per office and jurisdiction. Full audit trail satisfying state regulatory requirements.
Escrow Management
Deposit holds, escrow release approvals, and reconciliation. Manager-only approval queue with documented conditions.
Automated Disbursement Processing
Calculate net payouts after splits, deductions, fees, and taxes. Schedule and process through your chosen payment gateway.
CDA Generation
Auto-generate Commission Disbursement Authorizations from transaction data. Pre-populated with all parties, amounts, and split details.
Accounting Sync (Calisto Sync)
Two-way sync with QuickBooks, Xero, Alegra, and ContaAzul. Transactions, invoices, and payments flow automatically with correct chart-of-accounts mapping.
Financial Reporting
P&L by office, by team, by agent. Commission expense reports, profitability analysis, and cash flow projections from confirmed pipeline.
Transaction oversight and commission management in one pipeline. Every split calculated, every disbursement documented.