Get everyone on the same page as soon as you secure a listing. With a comprehensive dashboard for the entire deal process connected to pipeline tracking—your team always has what’s needed to push deals forward.
See where each listing is in the deal cycle, how many leads are in the pipeline, and expected gross commission splits.
Keep your team organized, connected, and on task with a project management system built directly into the software.
Accurately forecast brokerage revenue for the month, quarter, or year with a high-level view of every deal your team has in motion.
Ensure every property gets the attention it deserves. Track and add new leads, get website activity and inquiries on listings, and add tasks for every member of your team working the deal.
Turn your process into product with integrated marketing, project, and lead activity. Create dynamic reports connected to live marketing metrics and activity to offer easy transparency into your process for your clients.
Delegate tasks across collaborators and save time with customizable templates for each deal stage. Streamline your process with prebuilt checklists and assigned to-dos for material creation, meeting reminders and more—accessible to everyone in brokerage.
Get a holistic view of how your brokerage is performing. See how deals are flowing through the funnel from proposal to close, configure likeliness to close, and assess how your brokers are doing in comparison to each other.
Explore our Lite CRM and Back Office upgrades to connect your entire brokerage and close more deals.
