Deals and commission
From listing to possession: conditions, dates and documents. It reads MLS sheets and contracts, works out your commission split, and books the cheque when it lands.
For real estate and mortgage agents
Your deals, your books and every client conversation. In one place.
LedgerKey tracks your deals and commissions, books your receipts with GST, and files every call, text and email to the right client, so nothing lives in a spreadsheet or a shoebox.
Built by a working agent and mortgage broker, for his own business first.
App screenshot
Placeholder: the dashboard, taken from the demo account (fictional data).
One app instead of: your CRM · a commission spreadsheet · a box of receipts · a mileage log · screenshots of texts
Everything an agent’s week touches
Each workspace keeps its own clients, deals and books, and workspaces never mix.
Receipts with GST, done
Snap a receipt or forward the email. LedgerKey reads it, splits out the GST, matches it to your bank statement and catches duplicates.
Every call, text and email, filed
Conversations land on the right client and deal by themselves. Open a contact and the whole history is there, recordings included.
Leads and showings
Facebook and website leads arrive with where they came from. ShowingTime requests become showings with feedback follow-ups.
Client pages and newsletters
Send sellers a live page of their showings and feedback. Send past clients a monthly newsletter with CASL-safe consent built in.
Mileage and year-end
A mileage log that ties trips to deals, and a Bookkeeping package you hand your accountant at year-end.
Add-on
Meet Roco, your assistant
Ask in words or by voice while you drive. Roco answers from your own records, and it asks before it changes anything.
What does my day look like?
2 showings at your listing, a condition due Thursday on 12 Example Rd, and 3 past clients you haven’t spoken to in 90 days.
Log a call with the buyer: they want to see it again Saturday.
Set up in an afternoon
- 1
Connect your email and phone
Conversations start filing to your clients right away.
- 2
Bring your contacts and deals
Import from your current CRM or a spreadsheet. Past deals too.
- 3
Work from one dashboard
Today’s showings, follow-ups and receipts to post, in one list.
Each workspace kept apart
Clients, deals and books stay in their own workspace.
Two-step sign-in
A code from your phone, on top of your password.
Nightly backup
Your records are copied off-site every night.
Your data stays yours
Export your deals and books whenever you want.
Questions
Is it accounting software?
No. It keeps clean books and hands your accountant a Bookkeeping package. Your accountant still files your taxes.
Can my assistant use it too?
Yes. Invite them to a workspace and choose what they can see, including whether they see money.
I run more than one business. Do I need two accounts?
No. One account, with a separate workspace for each, kept apart.
Can I bring my existing contacts and deals?
Yes, from a spreadsheet or your current CRM’s export.