Help Docs
Step-by-step guides for setting up your brokerage and getting the most out of SplitRE.
Core How-Tos
Creating a Commission Plan
Splits, caps, and deductions — how SplitRE's commission plans work, and how to set one up for your brokerage.
Adding Agents
Add agents one at a time, or bring your whole roster in at once with a CSV import.
Importing Agents and Deals via CSV
Exact column-by-column guide to the agent and deal import wizards — what's required, what's optional, and what happens at each step.
Entering and Managing Deals
Draft, confirm, amend, or void — how the deal lifecycle works and what each action actually does.
Setting Up Agent Caps
How to set a cap opening balance for agents joining mid-year, and how the cap ledger tracks progress the rest of the time.
Sharing and Exporting Deals
Email an agent their commission breakdown, download it as a PDF, copy a shareable link, or export confirmed deals to a QuickBooks-ready CSV.
Exporting Your Brokerage Data
Download a full backup of your deals, agents, and cap history as a ZIP archive.