Trust accounts, commissions, and broker P&L — finally in one ledger.

Real estate brokerages run their finances across three bookkeepers and four spreadsheets. Atlas keeps trust accounting, commission splits, agent payroll, escrow handling, and brokerage P&L in one platform — with the daily reconciliations and audit trail regulators expect.

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Stages built for how deals actually close

Pre-configured pipeline stages tailored to this industry. Customize freely — these are starting points, not rigid templates.

Stage 1
Earnest Money Received
Stage 2
Held in Trust
Stage 3
Closing Scheduled
Stage 4
Disbursed
Stage 5
Reconciled

Industry-specific data, captured automatically

Fields seeded the moment you pick this industry during onboarding — no need to configure each one manually. Add, rename, or remove anytime from Settings.

Property Address
Trust Account Number
Earnest Money Amount
Commission Split (Agent %)
Brokerage Share
Referral Fee %
Title Company
Closing Date
Settlement Statement URL

Workflows pre-configured for this industry

Triggers, conditions, and actions ready out of the box. Disable any that don't fit, or wire your own with the workflow builder.

Earnest money received → auto-deposit into the segregated trust account and stamp the deal record
Closing scheduled → generate the disbursement schedule for commissions, referral fees, and brokerage shares
Commission split adjusted → recompute the next payroll allocation and notify the agent of the change
Trust reconciliation due → daily report to the broker with any variance flagged for review

Regulatory steps, baked in

Trust account segregation enforced at the data layer with daily reconciliation, per-state earnest-money holding requirements, immutable disbursement audit trail, and broker license expiry monitoring.

"

We dropped two outsourced bookkeepers after moving to Atlas. Trust reconciliation runs daily, commission splits compute themselves, and we passed last year's audit without a single finding.

Daniel Ochoa  ·  Operations Director, Crestline Real Estate Group

Different industry? We've got that covered, too.

See every industry Atlas is built for — pipelines, fields, automations, and compliance ready on day one.

15-day trial · No credit card required · Industry config seeded automatically