A CRM for commission-paying brokerages: real estate, insurance and recruiting
NeoKivo was built around how a representation agency tracks clients, commission and splits, and that same model fits any commission-paying brokerage: real estate, insurance, or recruiting. Track each transaction as a deal, split the commission automatically across the producers who worked it, and record what's been invoiced and what's outstanding. If your business represents people on an ongoing basis rather than closing one-off transactions, NeoKivo's page for agencies is the closer fit — the underlying mechanics are the same one used here.
The problems we fix
- Commission splits live in a spreadsheet that drifts out of sync with the pipeline.
- When a deal value changes, every split has to be recalculated by hand.
- It's hard to see, per deal, who is owed what, and easy to over-allocate past 100%.
- Invoiced and outstanding amounts are tracked somewhere else entirely.
Commission splits that do the math
Add the payees to a deal, teammates or external names, and NeoKivo calculates each split from the deal value, recomputing automatically whenever that value changes. A guardrail warns you the moment percentage splits add up to more than 100%, so nobody is accidentally over-allocated.
Know what is billed and what is outstanding
Beyond closing, NeoKivo tracks invoices through their status (not invoiced, sent, due, paid) and rolls them into an accounts-receivable aging view (current, 1-30, 31-60, 61-90, and 90+ days), so you always know what is outstanding and what has slipped past due.
The numbers stay need-to-know
Commission and deal-value figures are sensitive. A role without finance or commission permissions sees none of them, and per-deal visibility means each person only reaches the deals they should. That matters the moment your brokerage is more than one or two people.
FAQ
Does NeoKivo track sales commissions?+
Yes. Each deal can carry commission splits for teammates or external payees, calculated automatically from the deal value and recalculated whenever it changes, with a warning if the splits exceed 100%. The figures are hidden entirely from roles without finance and commission permissions.
Is NeoKivo a good CRM for a real-estate or insurance brokerage?+
It fits brokerages that pay producers on transactions: a pipeline, automatic commission-split tracking, invoice and AR-aging tracking, and role-based access control so financial figures stay need-to-know, all in one flat plan. If you represent clients on an ongoing basis rather than paying commission per transaction, NeoKivo's agencies page describes the closer fit.
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