RealtyBackOffice

RealtyBackOffice

What is RealtyBackOffice?

Back-office and transaction management platform built for independent real estate brokerages, teams, and multi-office operations in the United States. Handles transaction workflow, commission tracking, e-signatures, agent management, and a built-in lead CRM in one monthly plan. All features included at every agent tier with no long-term contracts.

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    RealtyBackOffice Features

    Transaction management

    Document storage

    E signatures

    Task management

    Compliance tracking

    Commission tracking

    View All 37 Features
    Agent onboarding
    Lead management
    Contact management
    Calendar integration
    Email integration
    Reporting and analytics
    Customizable workflows
    Mobile access
    Team collaboration
    Automated reminders
    Client portal
    Expense tracking
    Mls integration
    Role based access
    Accounting
    Crm
    Commission management
    Referral tracking
    File sharing
    Electronic signature
    Contract management
    Calendar management
    Interaction tracking
    Client database
    Email marketing
    Critical date alerts
    Segmentation
    Document templates
    Property database
    Listing management
    Transaction review

    RealtyBackOffice Pricing Plans

    Agent/Team Plan

    $15 /Per Month
    • 1 agent included
    • $15 per additional agent
    • All features included
    • Unlimited transactions
    • Unlimited e-signatures
    • Built-in CRM
    • No contract
    POPULAR

    Getting Started

    $80 /Per Month
    • Up to 10 agents
    • $7 per additional agent
    • All features included
    • Unlimited transactions
    • Unlimited e-signatures
    • Built-in CRM
    • No contract

    Growing

    $150 /Per Month
    • Up to 25 agents
    • $5 per additional agent
    • All features included
    • Multiple offices
    • Commission plan management
    • No contract

    Building Traction

    $200 /Per Month
    • Up to 40 agents
    • $4 per additional agent
    • All features included
    • Multiple offices
    • Recruitment tracking
    • No contract

    Almost There

    $320 /Per Month
    • Up to 80 agents
    • $3 per additional agent
    • All features included
    • Multi-office management
    • Full back-office suite
    • No contract

    Made It!

    $450 /Per Month
    • Up to 150 agents
    • $2 per additional agent
    • All features included
    • Best per-agent cost
    • Full multi-office suite
    • No contract

    RealtyBackOffice Screenshots

    Description

    RealtyBackOffice at a Glance

    Best fit forIndependent US real estate brokerages and agent teams that need transaction management, commission tracking, and a built-in CRM without juggling separate software tools
    Core featuresTransaction workflow management, unlimited e-signatures, commission plan builder, agent management, multi-office support, built-in CRM, document storage, forms library
    Pricing modelMonthly subscription by agent count. From $15/month (1 agent) to $450/month (up to 150 agents). All features included at every tier. No long-term contracts.
    IntegrationsG-Suite, Zapier, telephony and SMS platforms
    E-signaturesUnlimited, built-in. No separate DocuSign or Dotloop account required.
    Support24-hour customer support, live training webinars, on-demand video tutorials, daily Zoom consultations
    Document storageUnlimited storage with 256-bit encryption
    Version testedCloud-hosted (verified from realtybackoffice.com, June 2026)

    RealtyBackOffice Pros and Cons in 2026

    Where RealtyBackOffice Stands Out

    Every feature is included at every pricing tier. Most transaction management and back-office platforms gate advanced features behind higher tiers. RealtyBackOffice uses a different model: the tier determines how many agents are included, but every feature is available from day one regardless of which plan a brokerage selects. For small brokerages that are actively growing, this removes the risk of needing to upgrade just to access tools that are standard at the enterprise tier of competing platforms.

    E-signatures are built in with no third-party account required. Brokerages running separate DocuSign or Dotloop subscriptions alongside their transaction management software pay twice for related functionality. RealtyBackOffice includes unlimited e-signatures natively, with reusable templates, signing order assignment, and a forms library that connects directly to transaction records. For brokerages where every transaction includes at least one signature-dependent document, eliminating a separate e-sign tool reduces both monthly cost and the admin overhead of managing two logins.

    Per-agent pricing with no feature gating creates a predictable cost model. At $15 per agent for solo and small teams, scaling to $450 per month for up to 150 agents, the cost curve is transparent. A brokerage adding five agents knows exactly what the monthly bill will be without reviewing feature tiers or negotiating upgrades.

    Where RealtyBackOffice Falls Short

    Integration list is short. Native integrations are limited to G-Suite, Zapier, and telephony/SMS platforms. Brokerages running specialized accounting, payroll, or MLS data systems will need to rely on Zapier for connectivity, which adds workflow configuration overhead compared to platforms with direct native integrations.

    No dedicated mobile app confirmed. The platform operates as a web application. Agents and admins requiring native mobile functionality for field-based transaction management may find the mobile browser experience limited compared to platforms with purpose-built iOS and Android apps.

    Public customer references are not listed on the vendor site. No named brokerages or case studies appear on the website. For buyers evaluating adoption at larger offices, the absence of publicly named customers makes it harder to validate at scale before committing.

    Who Should Use RealtyBackOffice?

    RealtyBackOffice is built for independent real estate brokerages and agent teams in the United States that need transaction management, commission tracking, agent supervision, and a built-in lead CRM without paying for multiple separate tools. It is the most relevant in the real estate CRM category for office administrators and broker-owners who spend significant time on back-office operations: processing transactions, generating commission and escrow letters, managing agent documents, and tracking recruitment pipelines.

    It fits brokerages at any growth stage from solo agents to 150-agent offices. The per-agent-count pricing model is particularly well-suited to offices that are actively adding agents and want cost that scales linearly, rather than jumping between feature-gated SaaS tiers. It is a better choice than general-purpose CRM software for any brokerage where transaction management workflows and commission automation are higher priorities than outbound sales pipeline management.

    It is the wrong fit for real estate investors who need property research tools, for agents primarily using lead generation platforms like Zurple focused on IDX and behavioral nurturing, and for commercial real estate operations with complex investor reporting or waterfall distribution requirements that go beyond standard residential commission structures.

    How Much Does RealtyBackOffice Cost in 2026?

    RealtyBackOffice uses agent-count-based monthly tiers. All features are included at every tier. Pricing verified from realtybackoffice.com/pricing (June 2026). No long-term contracts.

    • Agent/Team Plan, $15/month: 1 agent. Additional agents at $15 each. Suited to solo agents or two-person teams who need transaction and commission management without spreadsheets.
    • Getting Started, $80/month: Up to 10 agents, $7 per additional. For small teams that have outgrown per-transaction tracking but are not yet at brokerage scale.
    • Growing, $150/month: Up to 25 agents, $5 per additional. For independent brokerages with an active recruiting program and multiple agents closing concurrently.
    • Building Traction, $200/month: Up to 40 agents, $4 per additional. For mid-size brokerages managing multiple commission structures and office locations.
    • Almost There, $320/month: Up to 80 agents, $3 per additional. Full multi-office support at a per-agent rate that drops as the office grows.
    • Made It!, $450/month: Up to 150 agents, $2 per additional. Lowest per-agent cost on the pricing page. For larger independent brokerages looking for a flat-rate back-office solution.

    Every tier includes unlimited transactions, unlimited e-signatures, commission tracking, agent management, the built-in CRM, document storage, and 24-hour support.

    Transaction Management

    The core of RealtyBackOffice is its transaction management module. Each transaction record tracks the full lifecycle from contract to close: workflow template assignment, financial data entry, document uploads, contact associations, activity logs, and flagging for exceptions that need broker review. The Easy Broker Review module lets broker-owners or designated admins review and sign off on individual transactions without switching between systems.

    The search functionality supports more than ten filters, making it practical to find specific transactions across large active pipelines. Automated letters for paid-at-closing and escrow notifications reduce the manual document generation that typically requires separate templates or document management software.

    Commission and Back-Office Operations

    Commission plan management supports unlimited plans, which covers the range of split structures used by independent brokerages. Admins assign specific compensation plans to individual agents rather than applying a single office-wide commission rate. Sales volume reports and commission earned tracking are available at both the agent and office level.

    For brokerages managing accounting processes tied to closings, the automated escrow letters and paid-at-closing documentation reduce back-office hours per transaction. Commission tracking connects to the transaction record rather than running as a separate ledger, which removes the data entry duplication common when using standalone payroll or commission software alongside a transaction platform.

    Agent and Office Management

    Broker-owners managing multiple agents can set individual permissions, assign task lists, track activity, and broadcast announcements to specific offices. The recruitment tracking module lets office managers log prospective agents, assign new-agent onboarding to-do lists, and track production once agents are active. Agent profile pages are generated automatically and include association assignments (such as Realtor board affiliations) and production statistics.

    Multi-office support is included at all tiers. Each branch office operates as a separate unit within the same account, with independent announcement feeds, agent rosters, and reports while sharing the same commission plan library and document templates. For broker-owners running a task management approach to agent development, the new-agent onboarding checklist integrates with the agent profile rather than running as a separate process.

    Built-in CRM and Lead Pipeline

    The CRM module covers the basic lead management workflow that most real estate CRM platforms include: lead assignment to agents, custom pipeline stages, action plan templates for structured follow-up sequences, and conversion of leads directly into transactions when a contract is executed. Telephony and SMS integrations let agents log calls and send text messages from within the platform without switching to a separate bulk SMS tool.

    The CRM is not a replacement for lead generation-focused platforms such as CINC or kvCORE, which use paid advertising and IDX websites to generate new buyer leads. RealtyBackOffice's CRM is suited to brokerages that receive leads through referrals, walk-ins, or existing agent networks and need a structured way to assign and track those leads through the office.

    Document Management and E-Signatures

    Unlimited document storage with 256-bit encryption means brokerages do not need to manage external cloud storage accounts for transaction documents. The company forms library stores reusable document templates that agents can pull into transactions, and documents from the library can be merged into individual transaction records for automated population of standard fields.

    E-signatures are fully built in. Agents and clients can sign online or on the go, signing orders can be assigned to control who signs in what sequence, and completed documents are attached to the originating transaction record automatically. For brokerages currently paying separately for e-signature software such as DocuSign or dotloop, RealtyBackOffice consolidates that capability into the back-office subscription.

    What Real Buyers Report About RealtyBackOffice

    Testing the platform in June 2026 against the setup flow and feature set described on the vendor website, RealtyBackOffice's structure reflects the priorities of a brokerage administrator more than a field agent. The transaction detail view is built for someone processing paperwork, not for agents primarily managing their own prospect pipeline. Admins running commission letter generation and broker review workflows will find the feature coverage matches the pricing page claims. Agents needing mobile-first lead management would be better served by a lead generation platform used alongside a simpler back-office solution.

    For marketing automation beyond the basic action plan templates in the CRM, a separate platform connected through the Zapier integration would be needed. RealtyBackOffice positions itself as replacing the administrative software stack for a brokerage office, not the full agent tech stack.

    Bottom Line: Is RealtyBackOffice Right for You?

    RealtyBackOffice fits independent US real estate brokerages that currently manage transactions and commissions in spreadsheets or across multiple disconnected tools. The all-features-included pricing model, built-in e-signatures, and commission automation address the three highest-cost recurring admin tasks in a typical residential brokerage office without requiring separate software subscriptions for each. Request a free trial and verify the commission plan builder covers your specific split structures before committing, as brokerage commission arrangements vary widely and the configuration depth is not fully documented on the public website.

    Compare against full-suite brokerage platforms before deciding. For teams focused on agent-facing lead generation and buyer nurturing rather than back-office operations, platforms in the broader real estate CRM category such as Lofty and Tenant Turner address different parts of the agent workflow.

    For brokerages evaluating additional tools alongside RealtyBackOffice, SaaSRat covers the email marketing category for agent campaign tools, the project management category for office workflow tools, and the accounting category for brokerages that need commission payouts connected to a full financial ledger rather than a back-office tracking system.

    Verified on 2026-06-12 by the SaaSRat Editorial Team. Vendor facts verified against realtybackoffice.com (June 2026). Pricing confirmed from the vendor pricing page. About our methodology.

    Frequently Asked Questions

    How is RealtyBackOffice priced?
    RealtyBackOffice uses monthly agent-count tiers with no long-term contracts. The Agent/Team Plan starts at $15/month for one agent. Getting Started is $80/month for up to 10 agents. Growing is $150/month for up to 25 agents. Building Traction is $200/month for up to 40 agents. Almost There is $320/month for up to 80 agents. Made It! is $450/month for up to 150 agents. Additional agents are charged per-agent at a rate that decreases at higher tiers. All features are included at every tier.
    What features are included in every RealtyBackOffice plan?
    Every RealtyBackOffice plan includes unlimited transactions, transaction workflow management, commission and sales tracking, unlimited e-signatures, unlimited document storage with 256-bit encryption, a company forms library, a built-in CRM for agent lead management, multiple office support, agent management tools, recruitment tracking, and 24-hour customer support. All capabilities are available from the entry-level plan, with no feature gating between tiers.
    Does RealtyBackOffice include e-signatures?
    Yes. RealtyBackOffice includes unlimited built-in e-signatures at no additional cost and without requiring a separate DocuSign, Dotloop, or other e-sign account. Features include reusable signature templates, signing order assignment, the ability to assign forms from the company library to transactions, and online or on-the-go signing for agents and clients.
    Can RealtyBackOffice manage multiple offices?
    Yes. RealtyBackOffice supports unlimited branch offices within a single account. Each office has its own agent roster, announcements, and reporting while sharing the same commission plan library and document templates. Broker-owners can view combined or office-specific sales reports and manage agent permissions per office.
    What integrations does RealtyBackOffice support?
    RealtyBackOffice integrates natively with G-Suite and telephony/SMS platforms. It also connects to Zapier, which enables connections to hundreds of third-party tools including email marketing, accounting, and lead capture platforms. Direct native integrations beyond G-Suite and telephony are limited, so brokerages with complex third-party tool stacks should verify Zapier coverage for their specific systems before purchasing.
    Can RealtyBackOffice import data from another transaction management system?
    Yes. RealtyBackOffice offers data migration from other transaction management systems. The vendor provides a CSV file template where brokerages supply their existing transaction data, and the RealtyBackOffice team handles the import. Contact the vendor directly to discuss the scope of data that can be migrated from your current system.
    Is there a long-term contract with RealtyBackOffice?
    No. RealtyBackOffice operates on a month-to-month subscription with no long-term contract required. Brokerages can cancel at any time. All plans are billed monthly and there is no annual prepay requirement listed on the vendor pricing page as of June 2026.
    Does RealtyBackOffice have a mobile app?
    RealtyBackOffice operates as a web-based platform. A dedicated native mobile app was not confirmed on the vendor website as of June 2026. The platform is accessible through a mobile web browser, but agents and admins requiring native mobile app functionality should test the mobile web experience during the free trial before committing to a subscription.
    What CRM features does RealtyBackOffice include?
    The built-in CRM lets broker-owners assign leads to specific agents, create custom pipeline stages for tracking lead status, build action plan templates with structured follow-up steps, and convert leads directly into transactions when a contract is executed. Telephony and SMS integrations let agents log calls and send text messages from within the platform. The CRM covers internal lead distribution and follow-up tracking rather than outbound lead generation from paid advertising or IDX websites.
    Who is RealtyBackOffice best suited for?
    RealtyBackOffice is best suited for independent US real estate brokerages and agent teams that process residential transactions and need commission tracking, back-office document management, and agent supervision tools in one subscription. It fits offices where the broker-owner or office manager is the primary admin user rather than field agents managing their own leads. It is less suited to investment-focused operations, commercial real estate teams with complex distribution requirements, or agents primarily needing a lead generation platform rather than transaction and commission management tools.
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