HelmOrbit operations

HelmOrbit

Real estate transaction command center for agents, teams, and brokerages.

Track deals, tasks, commissions, deadlines, readiness, and closing risk from one clean operational workspace.

HelmOrbit dashboard showing active deals, closings, risk alerts, and pipeline status.
Dashboard view with active transactions, risk alerts, closing activity, and pipeline status.
What HelmOrbit Helps You Do

Run daily transaction work with fewer blind spots.

Manage active transactions

Keep every deal organized by status, side, agent, close date, and readiness.

Track closing readiness

See missing items and closing confidence before problems reach the closing table.

Monitor deadlines and risk

Surface overdue tasks, upcoming closings, and transactions that need attention.

Calculate and finalize commissions

Model splits, fees, and net payout before locking the final commission record.

Organize daily task work

Separate overdue work, this-week priorities, follow-ups, inspections, and completed tasks.

Give brokers and TCs better visibility

Replace scattered updates with a shared operational view across deals and teams.

Daily Workflow

From new deal to locked commission.

1

Add a new transaction

Capture the deal, side, agents, clients, price, dates, tasks, and documents.

2

Track readiness, dates, and risk

Watch close dates, readiness, and risk indicators from the dashboard.

3

Manage tasks and documents

Work through the required checklist and keep missing items visible.

4

Review commission breakdown

Calculate GCI, agent payout, broker split, fees, and final net payout.

5

Finalize and lock the transaction

Protect finalized commission data from accidental changes.

6

Close with cleaner records

Leave the team with a clearer record of what happened and what was paid.

Product Screenshots

See the operating workspace.

HelmOrbit dashboard screen.

Dashboard

Dashboard — see active deals, upcoming closings, risk alerts, cap progress, and pipeline status.

HelmOrbit transactions table screen.

Transactions

Transactions — filter, search, and review every deal with status, readiness, sale price, GCI, and closing risk.

HelmOrbit transaction detail screen.

Transaction Detail

Transaction Detail — view side, status, close date, readiness, sale price, GCI, and missing items in one place.

HelmOrbit tasks screen.

Tasks

Tasks — organize overdue work, this-week priorities, follow-ups, inspections, and completed items.

HelmOrbit commission calculator screen.

Commission Calculator

Commission Calculator — model sale price, commission rate, side, agent, and structure before finalizing.

HelmOrbit commission breakdown screen.

Commission Breakdown

Commission Breakdown — calculate GCI, agent payout, broker split, transaction fees, regional fees, and final net payout.

Why Agents Use It Daily

Less scattered work. Cleaner closes.

HelmOrbit is built to reduce scattered notes, missed deadlines, manual commission math, and end-of-deal surprises. It gives agents, transaction coordinators, and brokers one place to see what matters next.

Run your next deal from HelmOrbit.

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