Vibe CFO
VibeCFO
+
Reapit

Cashflow forecast for Reapit agencies

Agency cash is lumpy. Settlements bunch. Commission splits go out the door days after the cash comes in. Trust account movements look like income but aren't. Predicting cash six weeks out — properly, including pipeline, splits, and the fact that two contracts will fall through — is hard. Most principals run on the bank balance and a feeling.

Then a quiet month hits and the conversation gets uncomfortable.

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EVA chat showing 12-week cash forecast for an agency — line chart with best/base/worst projected bank balance, key settlements annotated, one week flagged amber

How it works

VibeCFO connects Reapit to your accounting system and projects cash forward.

  • Ask EVA "what does cash look like in 8 weeks?" Forecast with pipeline weighted by stage, splits applied, overheads loaded.
  • Best, base, worst case. EVA shows you the range, not just one number.
  • Catch quiet months early. EVA flags weeks where projected cash drops below threshold so you can get listings moving.
“We saw a 4-week dip three months out and pushed harder on appraisals to fill the gap. Smoothed the whole quarter.”
— [Customer name, Agency, Location]Placeholder
SEE IT ON YOUR OWN REAPIT DATA

20-minute demo. Live connection. Real forecast on real numbers.

Frequently asked questions

Can I forecast agency cashflow from Reapit?
Reapit shows you the pipeline — listed, under contract, conditional, settling. VibeCFO turns that into a real forward cash forecast: when each settlement lands, what commission flows, what splits go out, what overheads are due. EVA gives you the picture, not just the data.
How does this handle conditional contracts and fall-through risk?
EVA weights pipeline by stage and flags fall-through risk based on your historical conversion rates. You see best, base, and worst-case cash.
Can I forecast by office or per principal?
Yes. Forecast at agency, office, or group level. EVA handles all of it.

Related

Agent commission tracking in Reapit
Agent performance reporting in Reapit
Consolidated reporting across multiple Reapit offices
Trust account reconciliation in Reapit
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