Run your brokerage like a real business —
not a spreadsheet
Everything you need to manage agents, leads, deals, money, and your brand in one operating system. Built for solo brokers and 50-person teams.
The 30-year asset
Client retention insurance
Clients stay with the brokerage
Even if an agent leaves, the client's portal stays — and you can reassign them to another agent without losing the relationship or the data.
Compounding referral pipeline
Past clients with an active portal generate 3–5× more referrals than ones who never hear from you again.
Brokerage-wide touches at zero effort
Push seasonal market updates, holiday notes, and tax-time reminders to every past client across every agent — one composer.
Repeat business attribution
Past clients opening 'Thinking about selling?' are routed back to the same agent. No more 'they used a different brokerage this time.'
Roster & roles
Your whole team, your rules
Invite agents in one click
Email invite link, agent signs up, they're in — with their own dashboard, clients, and properties scoped to them automatically.
Reassign leads any time
Agent leaves? Lead gets paired wrong? Reassign with one dropdown — both agents get notified and the lead's history follows.
Cross-team visibility
Brokerage admin sees every client, every transaction, every offer across every agent — read-only or full edit, your call.
Money
Commission tracking that actually adds up
Default splits, per-agent overrides
Set a brokerage-wide default split, override on individual agents who negotiated their own.
Real-time pipeline value
See total pipeline volume + brokerage net weighted by milestone confidence — know what's actually coming, not just what's possible.
Per-deal commission ledger
Every closed transaction has a clean commission breakdown ready for payroll. No more month-end reconciliation marathons.
Buyer vs seller mix analytics
Know which side of the business is paying the bills — and where to invest more agents or marketing.
Brand
Your brokerage, your brand
Branded client portal
Upload your logo, pick an accent color — clients log into your brand, not ours.
Brokerage broadcasts
Push market news, events, and company updates to every client via the portal feed. Target by market or send to everyone.
Vendor directories per agent
Agents curate their trusted lender, inspector, and contractor lists. Clients only see their own agent's vendors.
Risk
Audit-ready by default
Document vault per transaction
Contracts, disclosures, inspection reports, appraisals — stored in a private bucket scoped to your brokerage.
Offer history as evidence
Every offer, counter, and accepted price stays on the deal — even after closing — for your legal and compliance trail.
Row-level security
Built on Postgres RLS. Agents only see their own clients. Clients only see what their agent shared. Brokerage admins see everything.