A real estate commission invoice workspace for brokers, agents, and teams billing for closed transactions and referrals in Taskade.
What's Included
- Transaction Database: Property, sale price, gross commission, brokerage split, agent split, referral split
- Commission Calculator: Automation calculates net commission per agent after splits
- Closing Doc Agent: AI agent reviews HUD-1 / closing statement and confirms amounts match
- Escrow Disbursement: Track which closings have been funded by escrow
- Referral Tracker: Outbound and inbound referrals with auto-calculated split fees
- Year-End Earnings Summary: Per-agent table for tax season
Why This Template Wins
- Splits calculated, not negotiated: Brokerage and referral splits applied automatically per transaction
- Closing-doc verification: Agent flags amount mismatches between contract and closing statement before invoice sends
- Year-end summary clean: No spreadsheet wrangling for 1099 generation at tax time
How to Use
- Clone this template into your Taskade workspace
- Add transactions with sale price and split structure
- Connect your transaction management tool and Gmail
- Train the Closing Doc Agent on your jurisdiction's closing format
- Set up closing triggers so invoices draft when escrow closes
FAQ
Does this support team-lead overrides?
Yes. Add a team-lead override percentage to each agent record — applied automatically on every transaction.
Can it handle property management commissions?
Yes. Add a property management line item with monthly recurring commission, separate from sales transactions.
What plan supports a brokerage?
Pro ($10/mo annual) handles small teams. Business ($25/mo) for brokerages with audit and commission-statement compliance needs.
CTA
Try this template free in Taskade. For closing automation, see /learn/automation/triggers. Pair with CRM Templates. Browse more real estate apps in the Community Gallery.