Accounting
Accounting Overview
Last Updated: November 5, 2025Who It’s For:The Accounting module is primarily for Brokerage Admins and Super Admins to manage company-level financial setup. It also includes features for Agents to receive commissions, pay subscription fees, and handle invoices securely within My Broker Cloud. Video Walkthrough What it Does The Accounting module manages all financial activity within My Broker Cloud, including:…
Brokerage Accounting Setup
Last Updated: November 5, 2025Who It’s For:The Brokerage Accounting Setup is for Super Admins responsible for connecting the company’s financial accounts. This setup enables the brokerage to receive payments from agents, pay commissions, and process subscription fees through My Broker Cloud’s secure Stripe integration. Video Walkthrough What it Does Brokerage Accounting Setup connects your company’s bank accounts to enable…
User or Agent Accounting Setup
Last Updated: November 5, 2025Who It’s For:The Agent or User Accounting Setup is for all agents and users who will receive payments (like commissions) or make payments (such as subscriptions or monthly fees) within My Broker Cloud. Each user must complete this setup to enable secure financial transactions. Video Walkthrough What it Does Agent Accounting Setup connects an individual’s…
User or Agent Subscriptions
Last Updated: November 5, 2025Who It’s For:The Subscriptions feature is for Brokerage Admins and Super Admins to set up and manage recurring fees for agents. These can include office fees, desk fees, technology fees, or any other recurring charge, billed monthly or annually. Video Walkthrough What it Does Subscriptions automate recurring payments between agents and the brokerage.They allow brokerages…