30 minutes
quick discovery meeting
talk through your brokerage, current back-office setup, and the questions you have about moving to a new accounting platform.
best for: an initial fit check and focused questions
choose a timebook time with AccountTECH
choose the conversation that matches where you are. Theresa can help you evaluate darwin.Cloud, answer brokerage accounting questions, and plan the right next step.
the final time selection and booking details are completed on Theresa's secure scheduling calendar.
120 minutes
product demo
take a deeper look at darwin.Cloud workflows and evaluate how the platform would fit your brokerage and staff.
best for: teams ready for a detailed platform walkthrough
choose a timewhat to expect
a useful conversation starts with the operating questions your team is already asking.
your brokerage context
share your office structure, accounting team, current systems, and the back-office work you want to improve.
your operating priorities
bring questions about commissions, escrow or trust, reporting, integrations, agent payments, or historical data.
a practical next step
leave with a clearer view of fit, the right follow-up conversation, and what an implementation path could involve.
bring the workflows you want to see
a focused demo can cover the darwin.Cloud areas most relevant to your brokerage—from commissions and accounting to reporting, integrations, migration, and support.
- complex commission plans and overrides
- escrow or trust accounting and reconciliation
- financial, office, and productivity reporting
darwin.Cloud / production
