Commissions, expenses, and reports

Commercial brokerage is lumpy income against steady expenses. This part of the platform exists to keep that from being a surprise every April.

Commissions

Record commissions against deals with the gross amount, your split, and the status: pending, invoiced, or received. The pipeline value you see in reports is derived from these, not from a separate forecast you have to maintain.

The commission view breaks down by quarter and by year, so you can see what has closed, what is expected, and where the gaps are.

Tax set-aside

Enter your filing status, state, and the rates that apply to you, and SuiteCRE will estimate the net and take-home on each commission and recommend a set-aside amount. You can also project a deal’s commission and after-tax take-home before it closes, which is the number that actually matters when you are deciding what to chase.

All tax output is a planning estimate produced from the settings you entered. It is not tax advice, and it does not account for the full complexity of your return. Use it to set money aside; use your accountant to file.

These same numbers are available to the assistant and through the Claude connector, and they use one shared calculation, so a figure you get in chat matches the app.

Expenses

Track business expenses by category against deals where they belong. Marketing spend on a listing, travel to a property, professional fees. The value is being able to see net rather than gross on a transaction, and having the categories already sorted at year end.

Reports

Reports cover pipeline, closed volume, commission earned and expected, lead conversion, and activity. The dashboard is yours to arrange. Add, resize, reorder, and hide widgets, and define your own metrics when the built-in ones do not match how you measure the business.

Reports are read-only views over the data you have already entered. If a number looks wrong, the cause is almost always a deal or commission record that is out of date rather than the report itself.