Model real-estate cost-to-brokerage, mortgage per-file economics, and full insurance cash flow with renewal, chargeback and vesting. Only verified public presets auto-fill; private numbers stay on your device.
Per-file fees are inputs like Loan Factory ($595 admin + $500 processing) or Barrett Financial ($695 company + optional $650 processing). Set split % to 100 when the platform pays via published bps rather than a split.
Renewal / trailer, advance and chargeback terms are contract-required. Only verified public presets may auto-fill fields; anything the carrier or MGA has not published stays blank.
Cases are stored on this device. Nothing is submitted unless you use the fee-sheet portal.
Not tax, legal or personal financial advice. Insurance renewal, chargeback and vesting terms are contract-required and vary by carrier and jurisdiction.