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Upfront
Brokerage Back office with integrated agent financial services and healthcare
Quick Take
What It Does Best
Turns legacy back offices into agent recruitment engines
What Problem it Solves
Agent Benefits, and brokerage revenue
Where it Fits in the Real Estate Tech Stack
Back-office, syncs with TMs, accounting and banking
Product Description
Upfront is a transaction and financial engine for real estate brokerages. The platform automates the deal lifecycle from AI-powered compliance to commission accounting, removing the manual spreadsheet processes typically required of back-office teams. In addition to operational automation, Upfront embeds white-labeled Healthcare, Solo 401(k)s, and Early Pay into the agent workflow. By delivering these financial services under the brokerage’s brand, the platform integrates back-office operations with agent retention tools to support top-line revenue and the broker-agent value proposition.
Perfect For
Brokerages
Franchises
Real Estate Teams
How It Works
Partner with brokerage
Collaborate directly with brokerages
Integrate platform
Deploy within brokerage systems
Provide services
Offer financial and healthcare solutions
Support agents
Enhance agent recruitment and retention
Key Features and Capabilities
Back-office automation
Manage rosters, bills, commissions, and more
Agent HealthCare plans
Year-round enrollment with competitive rates
Savings
Plans Solo 401k's, and more
Franchise billing and reporting
Easily report to franchisor, or collect data from franchisees
Agent Billing and Reporting
Integrated billing and reporting for agent expenses Early Commission Access flat fees, in house, up to $20K for 90 days
Pricing
Client Reviews
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HomeCode Summary
Financial solutions for real estate
Upfront offers commission advances, healthcare plans, and back-office automation tailored for real estate professionals.
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