Brokerage operating system

Run the brokerage from one clean command center.

Recruiting, onboarding, compliance, training, lead distribution, transactions, marketing, and broker visibility — packaged as a brokerage-owned portal.

Features

Feature set

Built for broker owners, managers, admins, team leaders, and compliance staff.

Broker dashboardProduction visibility, recruiting pipeline, agent activity, review queues, and office-level priorities.
Compliance workflowTransaction review queues, document tracking, e-sign packets, audit trails, and broker/admin controls.
Agent managementOnboarding, training assignments, resource links, permissions, office rosters, and performance follow-up.
Lead distributionBroker-controlled lead rewards, quotas, duplicate prevention, follow-up confirmation, and outcome tracking.
Marketing oversightBrand-safe templates, agent websites, social/flyer tooling, and campaign visibility.
Multi-office readyTenant-style architecture designed for separate brands, domains, users, and permission boundaries.
Implementation

Built as a product, customized per brokerage

Core setup
  • Custom domain and SSL
  • Brand colors/logo and portal copy
  • User roles and permissions
  • CRM, tasks, documents, and training modules
  • Broker/admin dashboards where applicable
Advanced rollout
  • IDX/VOW or MLS module configuration after approval
  • Google Workspace/Gmail/Calendar integrations
  • E-sign/document packet workflows
  • Marketing and agent website tools
  • Lead routing, rewards, and compliance review
Launch pricing

Simple starting packages

Launch$499/moSingle brokerage brand, core broker dashboard, agent portal foundation, CRM, training, documents, and standard support.
Growth$999/moMulti-office controls, advanced lead distribution, marketing oversight, deeper reporting, and onboarding assistance.
EnterpriseCustomCustom MLS/data approvals, integrations, white-label packaging, migration support, and dedicated implementation.
Pricing note: launch pricing is preliminary and does not include third-party pass-through costs such as MLS/Spark fees, domain registration, paid AI/image providers, email delivery, or custom compliance/legal review.
Private beta

Ready for a broker/agent demo page.

Next step is to connect a proper product-specific inquiry form, demo calendar, and separate auth/login surface — not the WC/Sunvest portal login.