See How Often Your Deals Use Your Partners

At Qvery, we help brokerages spend less time counting partner deals, with custom AI agents that read every closed deal. We build them around your own closed-deal export, partner list and systems. You have partner arrangements for title, mortgage and insurance, but your closing records are patchy. Nobody can say what each partnership is worth. The agent turns the records you have into one page of numbers for leadership. A closed-deal export is all it needs to start. The size of the unknown sits beside every number.

Title, mortgage and insurance partnerships are part of the business. Without clean records nobody can say how much each one is used. Once a month, the agent reads your closed-deal export and your list of partners. For each deal, it finds who handled the title, the loan and the insurance. It matches names spelled several ways to the right entry on your list. A deal handled by a title company that isn't on your list is still recorded, as another provider. A deal counts as use only when the record names one of your partners. It runs once a month, so the count stays current.

Yes, and it shows you how patchy they are. A blank field does not mean the buyer went elsewhere, so it stays unknown. A deal with no provider named is tallied apart from the rest. Unknowns are counted and shown, never folded into a rate. The records to fill in are listed one by one, so your team knows where to start. Leadership sees real numbers beside the size of the unknown. Your team fills in the missing records, and the next report shows the difference.

No. The report covers branches and partners, never individual agents. A closed-deal record shows who handled a service, not what anyone offered the buyer. There is no per-agent view and no ranking of people. The agent sets no target and promises no revenue. It tallies what your records show, and every rate sits beside the number it rests on. Branches are compared with each other, never one person with another. Nothing in the report points at one person.

No. It works only from your records. Referral arrangements, disclosures and licensing stay with your compliance team and your counsel. The agent does not judge any of them, and it does not encourage steering a buyer. It shows how often each partner appears in your closed deals. What to do with each partnership stays with your leadership. A deal record can't show what a buyer was told, so the agent says nothing about it. A partner named on the record is the only evidence the agent uses.

In your build, yes. The agent can produce a separate view for each partner, showing only the deals it handled. Each partner sees its own deals and nothing else. Leadership keeps the full one-page report on how often each partner is used, so the comparison stays in your hands. A partner's view is the part of the report that concerns its own deals. Partners never see another partner's deals. Which partners get a view stays leadership's call.

It costs about $25,000 to build and $400 a month to run. The calculator above puts that against your team's time. You enter your own team's numbers, and the result updates as you type. It shows what tracking partner use costs you today, from reading each closed deal to finding who handled each service. Counting use by hand across branches is the work it measures.

The agent reads only the exports you connect it to. It needs no buyer contact details, because the names of providers and the deal records are enough. It works from the export your transaction system already produces. You decide where it runs and how long anything is kept. Branches and providers by name are enough to produce the report. You choose the exports it can read and the ones out of reach.

We deliver a working agent in about two weeks, set up with your partner list and your transaction export. Your leadership sees the first report before it runs monthly. From then on, it reads the new closed deals once a month. The partner list you give us is what names are matched to, so the first report reflects your own records. Blanks show up as unknowns from that first report.

How often each partner is used, on one page, plus the deals with missing records. The page shows each partner's use for each of your branches, with the unknowns beside it. You send your closed-deal spreadsheet and your list of partners. The sample is a four-branch brokerage's month of closed deals. It comes from vlad@qvery.ai within 15 minutes. We delete your files as soon as the result is sent.