Your agents want freedom. Your assistants need structure. You need both.
Brokerages run on support. But when assistants are chasing details, top producers hog resources, and you're approving chargebacks you can't see — you become the bottleneck. Tally gets you out of the middle.
You didn't start a brokerage to play HR
But here you are — mediating between agents and assistants, approving expenses you can't see, and fielding complaints about uneven support. Sound familiar?
"Can you get photos for 123 Main? Thanks."
Your assistants are chasing details agents didn't provide
No lockbox code, no access notes, no client info, no preferred vendor. The assistant spends 30 minutes chasing basics before they can even start. Multiply that by 15 agents and your support staff is underwater before lunch.
"How come my orders always take longer?"
Top producers get priority. Everyone else notices.
The veteran closing 40 deals a year demands — and gets — faster turnaround. The newer agent doing 8 deals gets slower responses and less attention. They notice. They start looking at other brokerages. And you're stuck mediating.
"I approved how much last month?"
You're approving chargebacks you can't see
You want agents to choose their own vendors — that freedom is a perk. But when the bill comes in and you have no visibility into what was ordered, what it cost, or whether the work was even delivered, you're signing blank checks.
"Those photos do not represent our brand."
You can't control the quality going out under your name
You've vetted vendors. You know who delivers. But there's no way to surface that knowledge to your agents at the moment they're ordering. So they book whoever shows up first, and your brokerage reputation is in their hands.
What changes when your team runs on Tally
The same agents, the same assistants, the same vendors — but with structure that removes you from the middle.
Agents self-serve with structure
A structured order flow means agents provide lockbox codes, access notes, and scheduling upfront. Assistants stop chasing — they start executing.
Equal support becomes structural
When every agent's order follows the same process, priority bias disappears. Support quality becomes consistent — not a function of who yells the loudest.
Chargebacks with full visibility
Every order, every vendor, every dollar — visible to you before it hits the consolidated bill. Agents keep their freedom. You keep your oversight.
Assistants assigned and scoped
Assign assistants to specific agents with granular permissions. Full access, orders only, or view only — you decide who can do what.
One bill for the whole team
Consolidated billing through your brokerage. No more chasing 15 individual receipts at tax time. One payment method, one invoice, one view.
Your org, your rules
Create your organization, invite agents by email or share a join code. Approve new members, manage roles, and see a full activity feed of everything happening across your team.
Your brand. Your vendors. Your standard.
Every listing that goes out under your brokerage name reflects on you. When an agent books a photographer who delivers dark, unedited photos — that's your reputation on the MLS.
You've vetted vendors. You know which photographer makes a $400K listing look like $600K. Which stager understands your market. That's not about saving money — it's about consistency.
Right now, Tally gives you full visibility into every vendor your agents book and every dollar they spend. You see it all before it hits the consolidated bill.
Coming soon: Preferred vendor lists — curate your go-to vendors so agents see your vetted providers first when they order. Your relationships, your quality standards, built right into the workflow.
- See every vendor your agents book — before it hits the bill
- Full order details visible: services, pricing, scheduling, deliverables
- Activity feed showing who ordered what, when, and for which property
- Consolidated billing with line-item visibility per agent
- Preferred vendor lists — curate your go-to providers (coming soon)
Set up your team in minutes
No migration, no onboarding calls. Your agents keep their existing accounts — you just bring them together.
Create your organization
Name your brokerage or team. Takes 30 seconds. You become the admin automatically.
Invite your team
Send email invites or share a join code. Agents keep their existing accounts and history.
Assign assistants
Add transaction coordinators and assistants. Assign them to agents with specific permissions.
Set up billing
Add a card for your organization. Agent orders bill to the brokerage automatically.
Simple, seat-based pricing
No platform fee for the organization. Just add seats as your team grows.
Per agent or assistant added to your organization
- Free to create your organization — no platform fee
- Agents keep their existing Tally subscription tier
- Assistants and transaction coordinators included in seat pricing
- Consolidated billing — one invoice for your whole team
- Cancel or remove seats anytime
Frequently asked questions
No. If your agents already use Tally, they join your organization with their existing account — all their properties, order history, and vendor relationships carry over. If they are new to Tally, they sign up and join your org during onboarding.
Everything your team does on Tally: orders placed, vendors booked, costs incurred, deliverables submitted, and a live activity feed. You get full visibility without needing to manage each order yourself.
You add a payment method to your organization. When an agent on your team places an order, the charge goes to the org card instead of their personal payment method. You see every line item and can track spend per agent.
Yes. Agents have full freedom to browse vendors, compare pricing, and book who they want. You see every order after it is placed — freedom for them, visibility for you.
When you add an assistant or transaction coordinator, you assign them to specific agents and choose their permission level: full access, orders only, or view only. You can change permissions or reassign assistants at any time.
Yes. Agents can be members of multiple brokerages or teams simultaneously. Tally handles billing and visibility separately for each organization.
No. You can create an organization with just yourself and one agent. Add more seats as your team grows — there is no minimum commitment.
Stop playing referee. Start running your brokerage.
Create your organization, invite your team, and let the platform handle the structure. Free to set up — pay only for seats.