Pipeline visibility, without micromanaging.
See every deal across your team, standardize the workflow with shared templates and a playbook, and keep the whole brokerage audit-ready, while each agent keeps their own flow.
Agent workspace
The full deal, every tab
Client portal
Timeline, documents, payments
Vendor portal
Requests and uploads only
Attorney workspace
Matters, releases, recording
It gives team leads a live view of every transaction across the brokerage, shared task, email, vendor, and document templates, a Team Playbook every member inherits, team analytics, and compliance tracking on every file, while each agent keeps running their own deals. Pricing is per transaction, so the whole team works in the platform at no extra cost.
Run a tighter brokerage, with a lighter touch.
Team Overview
People and production in one review: every deal across the team with status, deadlines, and what needs attention, without chasing status updates.
Shared templates & playbook
Task, email, vendor, and document templates plus a Team Playbook, set once by the lead and inherited by every member on every new deal.
Compliance, brokerage-wide
The compliance checklist is tracked on every file, and the Communication Audit and Audit Log capture every message and action across the workspace.
Agents keep their flow
Each agent works their own deals their own way; the team layer adds oversight without micromanaging.
Team analytics
GCI, volume, pipeline, on-time close rate, and per-agent production, charted from your actual closings on the Team Leader dashboard.
Roles & invites
Invite members and assign roles from Settings; everyone sees exactly what their role should, nothing more.
Brokers & teams questions, answered
See your whole pipeline in one place.
Watch how a team runs every deal to the same standard, without anyone hovering over an agent's shoulder.