Broker reports

The Friday brokerage report, with a record behind every number

Nora builds the week from your own records: leads by source, first-response times, showings, transactions by stage, closings, and gross commission with the splits. Every number links to its record, and a number it cannot source says Unavailable. You approve the email before it goes to the office leads.

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The problem

Every Friday someone pulls four spreadsheets and still cannot say which lead source paid for itself.

How the broker weekly report is built

Nora reads the lead board, the showings calendar, the transaction board, and the closings for the week of October 5. It counts 23 new leads by source, 9 showings, 2 new contracts, and 1 closing, and reads the commission split on the closing from the transaction record.

Reads
Drafts
You approve
Logged

Nora’s computer

Live

Inbox

Lead board23 new leads by source, week of October 59:12 AM
Transaction board2 new contracts, 1 closing9:05 AM
Showings calendar9 showings this week8:58 AM
First replies6 replies lack timing evidence8:51 AM

Sheets

Source	New leads	Status
Website form	9	Linked to record
Listing portal	7	Linked to record
Phone and text	3	Linked to record
Open house	2	Separate line
Past client referral	2	Linked to record

Nora is working. Take over to pause Nora and use the computer yourself.

Done: Counts 23 leads by source and 9 showings
Done: Reads 2 new contracts and 1 closing with its split
Done: Marks average speed to lead as Unavailable: 6 replies lack timing evidence
Waiting: Waiting for your approval
Next: Dana approves, and the report is filed

Nora, Billing, books and reports

Sending the weekly report to Dana and the two office leads

If approved: Dana reads the draft, asks Nora to add the two leads that came from the open house as their own line, and approves. The report goes to the two office leads by email and is saved to the report library with the date and the record behind each number. Your setup includes scheduled weekly report drafts, and every send waits for your approval.

The draft shows each figure with a link to its record and a note where a number is missing. Gross commission on the closing is $18,000, split $12,000 to the agent and $6,000 to the brokerage. Nothing is sent until you approve it.

Nothing is sent until you approve.

What runs alone and what waits for you

Does on its own

Reads leads, showings, transactions, and closings from your records
Counts by source, stage, and agent
Reads commission splits from the transaction record
Marks any number it cannot source as Unavailable, with the reason

Waits for your approval

Sending the report
Changing a saved report
Adding a figure that needs an accounting sync
Sharing a report outside the office

Never does

Estimate a number it cannot source
Report net income: Omni shows commission and splits, not expenses or taxes
Change a transaction or commission record

Sending, spending and changing records wait for your approval by default. You choose what, if anything, may run on its own, and every decision is logged.

For team leads and single agents

A team lead gets the same report for their team. A single agent gets a personal week: leads, replies, showings, and pipeline, with the same rule that every number has a record behind it.

Connects to your tools

Each connection shows its status today.

QuickBooks
Gmail
Weekly schedule

See all 1,500+ tools

We connect 1,500+ tools during setup and build the workflows to match how you work. These are the most common ones. If yours is not listed, we can still connect it. Talk to a person

Cal.com
Calendly
Gmail
Google Calendar
Google Meet
Mailgun
Microsoft 365
Microsoft Outlook
Microsoft Teams
Postmark
SendGrid
Zoom
Aircall
Messenger
Telegram
Twilio
Vonage
WhatsApp
Discord
Google Chat
Slack
Airtable
Box
Canva
Coda
Confluence
Dropbox
Evernote
Figma
Google Docs
Google Drive
Google Forms
Google Sheets
Loom
Microsoft Excel
Microsoft Word
Miro
Notion
OneDrive
SharePoint
Apollo
Close
HubSpot
Pipedrive
Salesforce
Zoho
ADP
Adyen
Braintree
Expensify
Gusto
Klarna
PayPal
Plaid
QuickBooks
Shopify
Square
Stripe
WooCommerce
Xero
Adobe Acrobat Sign
DocuSign
Asana
Basecamp
ClickUp
Jira
Linear
monday.com
Todoist
Trello
Ahrefs
Brevo
Buffer
Constant Contact
Eventbrite
Facebook
Google Analytics
Hootsuite
Hotjar
Instagram
LinkedIn
Mailchimp
Semrush
Similarweb
Squarespace
Vimeo
Webflow
Wix
WordPress
Yelp
YouTube
Zillow
Front
Help Scout
Intercom
SurveyMonkey
Typeform
Zendesk
1Password
Amplitude
BigQuery
Datadog
GitHub
GitLab
Make
Mixpanel
n8n
Okta
PagerDuty
PostHog
Segment
Sentry
Snowflake
Supabase
Zapier

Frequently asked questions

Where do the numbers come from?

From the lead board, the calendar, the transaction board, and the closing records in your workspace. Each figure links to the record behind it. Commission figures come from the split rows on each closed transaction.

What does Unavailable mean on a report?

That Nora could not source the number. Average speed to lead needs a time-stamped first reply from a connected channel; a reply typed in by hand does not count. Net operating income needs accounting data. Nora says why rather than guessing.

Can it show lead-source return on spend?

We connect your marketing spend sources during setup and build your return-on-spend report. Every figure needs a source record; Nora marks missing figures Unavailable rather than guessing.

Does it send every Friday on its own?

No. We set up your weekly report schedule for you, so Nora prepares the draft on your schedule and you approve each send.

Is this a replacement for my accountant?

No. Nora reports what the records show: leads, showings, contracts, closings, gross commission, and splits. Expenses, taxes, and net income stay with your books and your accountant.