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Real Estate PropertyTop 10 Best Real Estate Brokerage Management Software of 2026
Top 10 ranking of real estate brokerage management software tools, comparing dotloop, Paperless Pipeline, and Brokermint for broker teams.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Dotloop is the best fit if a mid-size brokerage needs consistent transaction workflow execution with coordinator visibility across many agents, while Paperless Pipeline is the entry choice when you want checklist and document routing in one workflow, and Brokermint works best for teams focused on audit-ready commission split disbursements.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
dotloop
Deal room workflow checklists with role-based task routing tied to transaction status.
Built for fits when mid-size brokerages need consistent transaction workflow execution with coordinator visibility across many agents..
Paperless Pipeline
Editor pickWorkflow-driven transaction checklist automation tied to document requests and coordinator task routing.
Built for fits when brokerages need transaction checklists, document capture, and routing in one workflow..
Brokermint
Editor pickSplit-aware commission calculations tied to transaction step completion and change history for auditable disbursement readiness.
Built for fits when brokerage teams need checklist-driven transactions with split-aware commission disbursement and audit trail..
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Comparison Table
dotloop
vertical specialistReal estate transaction management software for agents, teams, brokers, and offices.
Deal room workflow checklists with role-based task routing tied to transaction status.
dotloop’s deal room model keeps transaction data, documents, and signatures attached to a single record that staff can work through in sequence. Brokerage teams typically use workflow templates to enforce consistent step completion and to route tasks to agents, transaction coordinators, and support roles. Document management is core to daily use, with versioning and share controls tied to each transaction record instead of relying on external drives.
A practical tradeoff is that tailoring broker governance requires deliberate configuration, especially when multiple offices or teams use different process stages and roles. dotloop fits best for brokerages that want operational consistency across many agents while still allowing deal-specific changes in documents and task status.
- +Deal rooms consolidate tasks, documents, and e-signable artifacts per transaction
- +Workflow templates support repeatable coordinator-driven steps
- +Collaboration controls keep agent and office work tied to deal status
- +Integration options connect broker workflows to CRM and web lead sources
- –Broker configuration for multi-office workflows needs ongoing governance discipline
- –Some advanced automation depends on integration availability and setup effort
- –Transaction stage customization can add friction for highly atypical deals
- –Commission-focused workflows are less central than transaction orchestration
Transaction coordinators
Standardize deal steps and task routing
Fewer missed deadlines
Listing agents
Centralize listing documents and approvals
Faster document turnaround
Show 2 more scenarios
Broker admins
Maintain process consistency across offices
More predictable operations
Admins configure workflows and visibility so agents follow the brokerage’s deal progression.
Recruiting and team leads
Track onboarding progress via deal activity
Better onboarding outcomes
Team leaders review how new agents use transaction workflows and document tooling.
Best for: Fits when mid-size brokerages need consistent transaction workflow execution with coordinator visibility across many agents.
More related reading
Paperless Pipeline
SMBReal estate transaction management software for brokerages, teams, and transaction coordinators.
Workflow-driven transaction checklist automation tied to document requests and coordinator task routing.
Paperless Pipeline fits teams that need one system for listing management, lead routing, and coordinator-led transaction checklist execution. The product includes document management with versioned attachments, plus activity history to support audit trail expectations during compliance reviews. Automation rules help route tasks to agents or coordinators based on status changes in the transaction workflow.
A key tradeoff is that MLS synchronization and website or IDX connectivity create dependencies on external data sources and feed configuration. A strong usage situation is a multi-office brokerage that wants consistent transaction coordinator workflows across teams while still separating permissions for agents versus admin staff.
- +Transaction checklist workflows reduce coordinator handoff errors
- +Document management includes change history for transaction files
- +Lead routing rules connect inquiry handling to pipeline stages
- +Electronic signature integration supports faster signature collection
- –MLS synchronization and IDX behavior depend on feed setup discipline
- –Some automation changes require careful workflow configuration
- –Reporting depth can lag for bespoke commission disbursement rules
- –Cross-office configuration can take time for large hierarchies
Transaction coordinators
Run standardized checklist for every deal
Fewer missed deadlines
Broker operations
Control access across multi-office teams
Cleaner audit trail coverage
Show 2 more scenarios
Agent teams
Route leads into active pipeline stages
Higher response consistency
Lead routing rules send inquiries to the right agents based on configured distribution logic.
Recruiting coordinators
Track onboarding and recruiting pipeline stages
Faster agent readiness
Onboarding workflows move agents through document and task steps tied to internal milestones.
Best for: Fits when brokerages need transaction checklists, document capture, and routing in one workflow.
Brokermint
vertical specialistBrokerage management software for transactions, commissions, accounting, and agent operations.
Split-aware commission calculations tied to transaction step completion and change history for auditable disbursement readiness.
Brokermint coordinates transaction coordinator workflow with task gating, checklist completion, and document-centric progress updates. Brokerage accounting features focus on commission calculations and commission disbursement readiness, which reduces end-of-month reconciliation churn. An agent split and desk fee aware approach supports multi-party payouts without manual spreadsheet re-entry.
A key tradeoff is that customization for edge-case commission logic can require careful configuration rather than instant free-form edits. Best fit appears when coordinators need consistent step order and when offices want auditable handoffs between agents, teams, and accounting staff.
- +Workflow-driven transaction checklist reduces coordinator follow-up gaps
- +Commission calculations handle agent splits and desk-fee driven outcomes
- +Audit trail captures transaction step and document change history
- +Unified record keeps listing, leads, and deal operations in sync
- –Edge-case payout rules can take configuration work to implement
- –MLS-style publishing and IDX lead ingestion are not the primary center of gravity
- –Role permissions need planning across agents, teams, and accounting users
- –Reporting depth may lag dedicated accounting-focused tools
Transaction coordinators
Run offer-to-close checklists
Fewer missed tasks
Brokerage accounting teams
Produce commission disbursement outputs
Less spreadsheet reconciliation
Show 2 more scenarios
Teams and offices
Standardize handoffs between agents
Clear accountability
RBAC-style access with an audit trail supports controlled updates across roles.
Lead operations managers
Route leads into active deals
Cleaner deal starts
Lead intake links to listing work so transactions start with consistent context.
Best for: Fits when brokerage teams need checklist-driven transactions with split-aware commission disbursement and audit trail.
Loft47
API-firstBrokerage financial management platform handling trust accounting, commission disbursement, agent payouts, and deal compliance with REST API and webhooks.
Checklist-driven transaction coordinator workflow with per-role task progression and document binding across the deal lifecycle.
Loft47 is a brokerage management system built around transaction coordinator workflow and agent and team operations. It coordinates end-to-end transaction tasks with checklists, document handling, and role-based assignment patterns that support multi-office brokerage setups.
Loft47 also focuses on brokerage reporting needs tied to production and agent structure, which matters for desk fee tracking and commission disbursement oversight. Automation is centered on workflow states and task progression rather than generic CRM activity tracking.
- +Transaction coordinator workflow keeps milestones and ownership visible per deal
- +Document management attaches artifacts directly to checklist tasks
- +Multi-office and team hierarchy supports office and team reporting
- +Role-based task assignment reduces handoff errors across agents and coordinators
- –MLS synchronization coverage can require additional integration work for full flow
- –Brokerage accounting workflows need careful mapping to commission calculation steps
- –Audit trail depth depends on how transactions and documents are structured
- –Lead routing rules are limited compared with dedicated lead distribution systems
Best for: Fits when brokerage teams need coordinated transaction checklists with strong handoffs.
Brokerage Engine
SMBCommission and transaction management software supporting flexible splits, caps, team structures, franchise fees, escrow tracking, and ACH payments.
Deal-centric transaction checklists that route coordinator tasks and commission inputs from the same record.
Brokerage Engine centers operations on deal files that connect workflow steps, task ownership, and transaction documentation. Commission calculations and agent split handling are designed to stay attached to the transaction record instead of living in a separate spreadsheet workflow.
Listing intake and lead handling can feed the brokerage workflow so staff activity and deal progression stay connected. Document management supports storing transaction documents and collecting signatures in the context of the transaction timeline.
Administrative controls include office and team hierarchy so brokerage leaders can supervise workflow execution across locations and groups. Audit trail support helps track key actions during transaction processing and review stages.
- +Deal file workflow and checklist stages keep transaction tasks consistent
- +Commission tracking supports agent splits and disbursement-ready calculations
- +Document management ties forms and signatures to specific transaction records
- +Office and team hierarchy helps multi-office reporting and governance
- –Automation depth requires deliberate configuration of workflows and handoffs
- –Some MLS and IDX behaviors depend on external feed setup and mapping
- –Role permissions can become complex in larger teams with shared task roles
- –Reporting coverage can lag behind custom brokerage metrics without add-ons
Best for: Fits when mid-size brokerages need transaction coordinator workflows tied to commissions and documents across multiple offices.
Upfront
SMBBack office platform for residential brokerages covering trust accounting, commission disbursement, AP/AR, agent invoicing, collections, and document management.
Coordinator-driven transaction checklist automation with role-based handoffs tied to deal stages.
Upfront is a brokerage management system focused on managing transactions end to end, with a workflow-centered approach for coordinators and team leads. It supports document handling for transaction tasks, task assignment, and stage tracking from intake through close.
Upfront also connects with common brokerage tools used for lead capture and client communications, reducing manual status updates during busy cycles. Automation is centered on coordinator workflows and handoffs between agents, transaction management roles, and back-office review steps.
- +Transaction task stages support coordinator workflows across the deal lifecycle
- +Document management keeps checklists and package items attached to each transaction
- +Handoff tracking reduces status drift between agent activity and office review
- +Integrations support common brokerage lead and communication flows
- –Accounting coverage is narrower than dedicated brokerage accounting suites
- –Workflow automation depth depends on disciplined admin configuration
- –Commission disbursement reporting can require outside spreadsheets for edge cases
- –MLS synchronization capabilities are not as comprehensive as MLS-first systems
Best for: Fits when transaction coordinators need workflow visibility and document-centered tracking across multiple teams.
Sisu
SMBPerformance intelligence and transaction management platform with lead auditing, eSignature, automated coaching, and real-time reporting for real estate teams.
Checklist-driven transaction templates that enforce deal milestones and approvals as the deal status changes.
Sisu coordinates brokerage transaction coordinator workflow from intake to close using structured tasks, role-based assignments, and document milestones. It connects brokerage operations to downstream commission disbursement steps by tracking each deal’s progress state and required fields.
The system supports agent onboarding and recruiting pipeline records alongside day-to-day transaction work, so the same hierarchy can drive routing and approvals. Sisu’s configuration centers on repeatable checklists that reflect desk practices without forcing custom work per transaction.
- +Deal stage automation reduces missed checklist items during coordinator handoffs
- +Role-based assignments align coordinator, agent, and admin responsibilities
- +Brokerage hierarchy records support routing for teams and offices
- +Transaction document milestones keep compliance artifacts tied to status
- –MLS synchronization needs careful mapping to match internal listing field rules
- –Deep brokerage accounting requires consistent setup of commission formulas
- –Multi-office reporting workflows can take time to configure for franchises
- –Complex approvals may require additional governance rules to prevent bottlenecks
Best for: Fits when brokerages want checklist-driven transaction coordination with controlled roles and document status tracking.
Broker Controls
SMBCloud-based broker management platform centralizing compliance, agent management, MLS listing integration, CRM, contracts, marketing, and internal communication.
Broker Controls workflow administration for broker and coordinator oversight across transaction task lifecycles.
Broker Controls is brokerage management software built around broker-led operations like agent workflow coordination and transaction follow-through. It centers on administrative governance for broker oversight, including how work moves from listing to closing and how tasks get assigned and monitored.
The system focuses on auditability for brokerage processes tied to compliance and transaction handling workflows rather than on standalone CRM-only use. Broker Controls also supports integrations that matter for brokerage execution, such as document and platform connections used during transaction operations.
- +Broker-led workflow control for transaction coordinator task assignments
- +Audit-oriented transaction handling for brokerage governance and review trails
- +Operational focus on brokerage execution workflows beyond basic lead tracking
- +Integration support for brokerage documents and transaction execution touchpoints
- –Admin setup and ongoing governance discipline are required for consistent task routing
- –Workflow configuration depth can slow changes when business rules shift often
- –Reporting breadth may lag specialized accounting-focused brokerage suites
- –CRM-adjacent automation depends on external integration rather than native segmentation
Best for: Fits when mid-size brokerages need broker governance over transaction workflows with strong operational review trails.
Trackxi
SMBAI-powered transaction management platform with visual pipeline dashboards, automated contract data extraction, compliance tracking, and audit trails.
MLS synchronization that feeds listing data into website and IDX publication from the same listing record.
Trackxi manages brokerage operations around transaction workflow, listing data, and lead handling inside a single workspace. It supports listing management with MLS synchronization and related website and IDX publication so listing changes can propagate to consumer-facing surfaces.
Transaction tracking focuses on checklists and document handling tied to deals. It also provides lead routing and lead response tracking to keep inbound activity aligned with the right agent.
- +MLS synchronization connects listing records to publication-ready data
- +Deal checklists keep transaction coordinator tasks attached to each file
- +Lead routing and response tracking reduce missed follow ups
- +Document handling supports transaction communication and workflow steps
- –Automation coverage for commission disbursement and splits is less complete
- –Complex office and team hierarchies need careful role configuration
- –Customization of workflow steps can require administrative overhead
- –API and integration depth for third-party accounting systems is limited
Best for: Fits when mid-market brokerages need MLS-driven listing publishing and deal checklists tied to each transaction.
BrokerChamp
SMBCommission automation software calculating splits, caps, bonuses, referral fees, and franchise fees, with electronic disbursements and 1099 generation.
Transaction checklist automation that operationalizes coordinator work by pushing deal-stage tasks to agents.
BrokerChamp is a brokerage management system built around transaction workflows and brokerage operations rather than just lead tracking. It combines listing and transaction handling with brokerage-side controls for splits, payments, and document routing across agents and teams.
Automation is centered on task checklists and status updates tied to deal stages. Governance focuses on office and role-based access patterns used to run multi-agent transaction coordination.
- +Deal-stage checklists tie agent actions to a consistent transaction coordinator workflow
- +Commission and split handling reduces manual rework when offers shift or deals stall
- +Document routing keeps transaction files connected to the right deal record
- +Multi-agent execution supports team-based handling of the same transaction
- –Automation coverage centers on deal tasks and may not span every back-office process
- –MLS and IDX connections require tight external workflow alignment for reliable synchronization
- –Reporting depth can feel transaction-centric instead of covering full brokerage accounting views
- –Administrative setup for offices and roles requires careful governance to avoid access mistakes
Best for: Fits when brokerage operations teams need deal-centered coordination and split tracking across many agents.
Conclusion
After evaluating 10 real estate property, dotloop stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right real estate brokerage management software
Real estate brokerage management software manages transaction coordinator workflow execution, deal-room document routing, and commission disbursement readiness across agent and office hierarchies. This buyer’s guide covers dotloop, Paperless Pipeline, Brokermint, and eight other transaction-centered tools.
The tools reviewed focus on how deal checklists bind to documents, how tasks move between roles as deal status changes, and how commissioning and splits stay traceable. Deal room checklists with role-based task routing are a signature strength in dotloop, while workflow-driven transaction checklist automation tied to document requests is a core emphasis in Paperless Pipeline.
Real estate brokerage management software for transaction workflows, deal rooms, and commission-ready tracking
Real estate brokerage management software connects listing and transaction activities to operational back-office execution, including transaction checklists, document management, and commission calculations that can follow agent splits and workflow completion. Many systems also route tasks between coordinators, agents, and admins based on deal status so handoffs stay consistent.
dotloop centers workflow checklists inside a deal room so each transaction consolidates tasks, documents, and e-signable artifacts with role-based task routing tied to transaction status. Brokermint emphasizes split-aware commission calculations connected to transaction step completion and change history so commission disbursement readiness aligns with auditable workflow progress.
Workflow execution, deal room bindings, and commission readiness
Brokerage management software wins when transaction workflow steps stay tied to the deal record, so coordinator tasks, document bundles, and commissioning inputs move together instead of splitting across disconnected screens. The cards below reflect that reality through deal-room checklists, coordinator task routing tied to transaction status, and commission calculations that can follow agent splits and step completion.
Role-based transaction checklists inside a deal room
dotloop uses deal room workflow checklists with role-based task routing tied to transaction status. Loft47 binds per-role tasks and document attachments directly to checklist milestones across the deal lifecycle.
Coordinator task routing tied to document requests
Paperless Pipeline drives transaction checklist automation from document requests and coordinator task routing. Upfront ties coordinator-driven transaction task stages to deal workflow visibility with documents attached per transaction.
Split-aware commission calculations connected to workflow progress
Brokermint ties commission calculations to transaction step completion and change history with split-aware outcomes for auditable disbursement readiness. Brokerage Engine keeps deal-centric transaction checklists and commission inputs in one workflow record so commission tracking follows split logic.
Deal-stage automation that enforces approvals and milestone completeness
Sisu enforces deal milestones and approvals as deal status changes through checklist-driven transaction templates. Brokermint complements that approach by using workflow-driven checklist completion to trigger commission readiness inputs with auditable change history.
Governance controls for broker and coordinator oversight of task lifecycles
Broker Controls focuses on broker and coordinator oversight over transaction task lifecycles with an audit-oriented workflow handling posture. dotloop provides role-based deal-room routing with consistent transaction status execution across many agents, reducing coordinator handoff drift.
MLS-driven listing publishing and deal linkage for website and IDX
Trackxi centers on MLS synchronization that feeds listing data into website and IDX publication from the same listing record. Sisu requires careful MLS mapping for internal listing field rules, which can shift implementation effort depending on how listing data is modeled.
Choose by workflow binding depth, governance model, and integration surface
The first decision is how workflows should be bound to the transaction record. dotloop, Paperless Pipeline, and Brokerage Engine keep checklist execution and deal artifacts aligned so coordinators can work from one transaction context instead of reconciling tasks and documents separately.
The second decision is how much admin governance and change control the brokerage expects around those workflows. Broker Controls and dotloop both expect ongoing governance discipline for consistent task routing, while Paperless Pipeline shifts complexity toward workflow configuration and feed setup when MLS and IDX behavior must match operational rules.
Map transaction tasks to the deal record with coordinator visibility
Pick dotloop when transaction coordinator work must be executed through deal-room workflow checklists that route tasks based on transaction status. Pick Loft47 when per-role task progression and document binding must stay visible per deal milestone so ownership and handoffs remain explicit.
Decide whether document requests drive the checklist
Pick Paperless Pipeline when checklists need to be driven by document requests with coordinator task routing and document capture in the same workflow. Pick Upfront when the transaction workflow must remain document-centered and stage-based across deal lifecycle teams.
Validate commission readiness logic against split and change scenarios
Pick Brokermint when split-aware commission calculations must follow transaction step completion and change history to support auditable disbursement readiness. Pick Brokerage Engine when commissions must be pulled as inputs from the same deal-centric workflow record that manages checklist stages.
Select a governance model for multi-office workflow consistency
Pick Broker Controls when broker and coordinator oversight requires workflow administration focused on transaction task lifecycles and operational review trails. Pick dotloop when standardization needs to scale across many agents with deal-room task routing, while accepting that multi-office workflow governance requires sustained discipline.
Assess MLS and IDX linkage needs based on where publishing originates
Pick Trackxi when MLS synchronization must directly drive website and IDX publication from the same listing record with deal checklists tied to each file. Pick Brokermint when commission readiness and split-aware workflow tracking are the priority, since MLS-style publishing and IDX lead ingestion are not its primary center of gravity.
Confirm back-office coverage for commission versus task-only automation
Pick Brokermint or Brokerage Engine when automation must span from transaction checklist execution into split-aware commission disbursement readiness. Pick Brokermint carefully against edge-case payout rules and pick BrokerChamp when deal-stage tasks and split tracking are the automation scope, since broader back-office process coverage may be thinner.
Who should buy which workflow shape
Brokerage management software selection aligns with team workflow design. Brokerages that centralize coordinator execution around a deal room typically favor dotloop or Loft47. Brokerages that want checklist automation driven by document requests typically favor Paperless Pipeline or Upfront.
Mid-size brokerages running multi-agent transaction coordinator workflows
dotloop supports deal-room workflow checklists with role-based task routing tied to transaction status, and Loft47 keeps milestones and ownership explicit per deal while attaching documents to checklist tasks.
Brokerages that treat documents as the driver for transaction completion
Paperless Pipeline ties transaction checklist automation to document requests and coordinator task routing, and Upfront attaches package items and checklists per transaction for document-centered tracking.
Brokerages that need split-aware commission calculations tied to workflow progress
Brokermint connects commission calculations to transaction step completion and change history for auditable disbursement readiness, while Brokerage Engine keeps commission tracking tied to deal-centric checklist stages and split handling inputs.
Brokerages that require broker-level oversight and audit-oriented workflow administration
Broker Controls provides broker-led workflow control for coordinator task assignments and emphasizes audit-oriented transaction handling, while dotloop offers role-based routing that still needs ongoing governance discipline for multi-office workflow consistency.
Brokerages that prioritize MLS synchronization feeding website and IDX publication
Trackxi centers MLS synchronization that feeds listing data into website and IDX publication from the same listing record and ties deal checklists to each file, while other systems may require extra mapping to align MLS fields with internal rules.
Common implementation mistakes when workflows and publishing must stay aligned
Most failures come from treating workflows, commission logic, and publishing behavior as independent configuration projects. The tools below show that checklists and transaction records are usually the foundation, while MLS and IDX behavior depends on feed setup and mapping discipline.
Configuring multi-office task routing without a governance plan
dotloop and Broker Controls both require ongoing governance discipline to keep workflow routing consistent across offices, so task templates and role assignments need owner-driven change control.
Assuming MLS and IDX will align without mapping effort
Paperless Pipeline and Sisu both flag that MLS synchronization and IDX behavior depend on feed setup discipline and careful mapping, so internal listing field rules must be matched to the publishing fields before rollout.
Treating commission logic as a later step after checklist automation is live
Brokermint expects edge-case payout rules to take configuration work, and Brokerage Engine requires deliberate configuration of workflows and handoffs, so commission and split scenarios should be validated using real transaction histories.
Over-scoping for split and disbursement while choosing task-first automation
BrokerChamp focuses on deal-stage tasks and split tracking tied to a coordinator workflow, and its automation coverage may not span every back-office process, so brokerage accounting and disbursement workflows need separate fit checks.
How We Selected and Ranked These Tools
We evaluated transaction checklist execution depth, with dotloop scoring highest for deal room workflow checklists that route tasks based on transaction status. We weighted automation and ease of repeating coordinator steps across the deal lifecycle, and dotloop’s workflow templates for coordinator-driven steps supported that emphasis.
We weighted features and value, and dotloop earned higher value than other tools while still keeping deal room tasks and documents consolidated in one transaction context. We used these factors together because Brokermint separated commission readiness using split-aware calculations tied to workflow step completion, while Paperless Pipeline separated checklist automation through document request workflows.
Frequently Asked Questions About real estate brokerage management software
How do these platforms handle transaction checklist automation across the coordinator workflow?
Which tools integrate lead intake and transaction execution into one record?
Which systems support MLS synchronization and propagate changes to website and IDX publication?
How does split-aware commission calculation and commission disbursement differ across the tools?
What provisioning and admin controls exist for multi-office and agent or team hierarchy management?
How are document milestones and audit trails implemented during transaction handling?
How do integrations for electronic signature and document workflows reduce manual handoffs?
What breaks if brokerages rely on workflow states without enforcing coordinator role-based task routing?
How is security handled through SSO and access governance for brokerage operations?
How does data migration typically work when moving transaction records and documents into a workflow-first system?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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