Finish Real Estate Brokerage Compliance App (Appsheet + Google workplace)
Budget: $250 – $750 USD
I have an AppSheet project already connected to Google Sheets and Drive that covers the basics of our brokerage workflow; what’s missing are the final touches that make it production-ready.
Here is what still needs to be completed and polished:
• Broker dashboard
– Overview of all transactions in real time
– Commission reports with export to Sheet/Drive for taxes
– Agent performance metrics (volume, caps, splits) auto calculated
• Agent dashboard
– Personal commission tracking tied to their cap
– Ability to view only their own active and closed transactions
• Core workflows
– “Submit Transaction” form with the right show/if logic and approval triggers
– Automated commission & cap calculations that respect individual splits
– Onboarding application that creates the agent’s profile, folders in Drive, and the first blank cap record
• Compliance & reporting
– Role-based security so agents see only their data while the broker sees everything
– One-click export or scheduled email of commission reports in a tax-friendly format
The key is automation and simplicity when an agent submits a transaction. Files need to be orgainized in google drive.
The data tables are set up, and many views are sketched; I need an AppSheet expert to refine the UX, finish the automations, and document the final solution so it’s easy to maintain. If you are comfortable working directly in AppSheet with Google Sheets/Drive back-ends and can deliver a smooth, audit-ready workflow.
Here is what still needs to be completed and polished:
• Broker dashboard
– Overview of all transactions in real time
– Commission reports with export to Sheet/Drive for taxes
– Agent performance metrics (volume, caps, splits) auto calculated
• Agent dashboard
– Personal commission tracking tied to their cap
– Ability to view only their own active and closed transactions
• Core workflows
– “Submit Transaction” form with the right show/if logic and approval triggers
– Automated commission & cap calculations that respect individual splits
– Onboarding application that creates the agent’s profile, folders in Drive, and the first blank cap record
• Compliance & reporting
– Role-based security so agents see only their data while the broker sees everything
– One-click export or scheduled email of commission reports in a tax-friendly format
The key is automation and simplicity when an agent submits a transaction. Files need to be orgainized in google drive.
The data tables are set up, and many views are sketched; I need an AppSheet expert to refine the UX, finish the automations, and document the final solution so it’s easy to maintain. If you are comfortable working directly in AppSheet with Google Sheets/Drive back-ends and can deliver a smooth, audit-ready workflow.