Still Using Spreadsheets to Track Commissions? ❌ Time to Upgrade…
If you’re still tracking commissions in spreadsheets, let’s be honest, you’re not just managing numbers; you’re juggling chaos.
Those endless rows, broken formulas, and version mix-ups might feel “fine for now,” but they’re costing you deals, time, and peace of mind.
Why Spreadsheets Are Holding You Back
Every MCA broker starts with spreadsheets. They’re easy, cheap, and flexible, until they aren’t.
The moment your pipeline grows beyond a few deals, you’re spending more time organizing than closing.
Here’s what’s really happening:
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You’re double-checking data that should be automated.
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You’re missing follow-ups because there’s no alert system.
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You’re relying on memory for renewals and payouts.
That’s not “organization”, that’s survival mode.
What the Top Brokers Are Doing Instead
The best brokers have moved beyond spreadsheets.
They’re using CRM systems that:
✅ Track every deal and renewal automatically
✅ Calculate commissions in real time
✅ Trigger reminders and follow-ups instantly
✅ Sync with lenders, affiliates, and pipelines seamlessly
With Richie AI CRM, you don’t just manage deals, you accelerate them.
Automation handles the admin, while you focus on closing.
The Real Upgrade Isn’t Software. It’s Sanity
Imagine logging in and seeing everything you need in one place: deals, renewals, commissions, team activity, lender submissions. No tabs. No files. No panic.
That’s what modern CRM does: it takes the mental clutter out of your business so you can scale faster and smarter.
So, ask yourself:
Are you building your business or babysitting spreadsheets?
It’s time to upgrade.
👉 Try Richie AI CRM today, built for brokers who are ready to grow.
#MCABrokers #CRM #RichieAI #SalesAutomation #DealFlow
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