The insights broker owners never had.
No resource has existed for broker owners to learn how to improve their business, or even what they should be focused on. This report aims to change that and empower broker owners to find success. This first edition starts with efficiency, the part of the business broker owners said they’d improve first.
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See how 40 broker owners answered, and get four measures to track on your own files.
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You can’t staff a brokerage with software.
Automation handles the repeatable work. Knowing which work still needs a person is what separates a lean operation from an understaffed one. Jonathan Peterson of Ember Advisory Group walks through where that line sits, and how to tell which side of it your brokerage is on.
What returned files reveal.
A file can reach the closing table and still have passed through several rounds of correction first. Each pass is work done twice, and it quietly sets the ceiling on what your team can take on.
Share of respondents · n = 40 · Bars scaled to the range shown; rounding means totals may reach 101%.
Getting a file right the first time.
Side’s VP of Product, Steven Price, on the points where files stall and what a file needs at intake to clear review on the first pass. The through-line: most delays are set before a file ever reaches the closing desk.
Steven Price · VP of Product, Side
I’ve seen brokerages buy three tools to fix a problem that was really just an unclear handoff between two people.
Where does your brokerage stand?
The report ends with a short self-audit you can run on your own brokerage. A few simple measures show whether your operation is getting more efficient over time, or quietly bogging down.
Read the full report.
Free and delivered the moment you ask. You get the full findings, the interview with Side’s VP of Product, and the self-audit for your own files.
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This edition uses 40 completed assessments submitted from September 10 through October 8, 2026. The findings are self-reported and reflect the broker owners who took part. Side’s Brokerage Ops Score is for informational purposes only and is not an audit, guarantee of results or professional advice.
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