Pipeline visibility, without micromanaging.
See every deal across your team, standardize the workflow, and keep the whole brokerage audit-ready, while each agent keeps their own flow.
- Loan commitment for 412 Magnolia is due Friday.
- 2 disclosures still need a signature on Birchwood.
- Appraisal ordered for 9 Loan Street — ETA Wed.
It gives team leads a live view of every transaction across the brokerage, control over the shared task workflow, and compliance tracking on every file, while each agent keeps running their own deals. You get oversight and consistency without micromanaging.
Run a tighter brokerage, with a lighter touch.
Pipeline visibility
See every deal across the team in one place, with health, deadlines, and what needs attention, without chasing status updates.
Shared task templates
Team leads set the standard workflow once. Every new transaction follows it, so quality does not depend on who is running the deal.
Compliance, brokerage-wide
Required disclosures and checklist items are tracked on every file, so the brokerage stays audit-ready across all agents.
Agents keep their flow
Each agent works their own deals their own way; the team layer adds oversight without micromanaging.
Onboard faster
New agents inherit the team workflow on day one, instead of learning your process from scratch.
Role-based access
Everyone sees exactly what their role should, and every action is captured in a complete audit trail.
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.