Agents get daily value
CRM, deal management, Today, calendar, documents, goals, and AI make the workspace useful beyond compliance reporting.
AgentNook gives leadership an organization-level view of pipeline, production, responsibilities, and risk while agents, staff, and transaction coordinators continue working in the same connected client and deal system.
Brokerage plans are contracted around your organization and rollout

What this view changes
Leadership visibility comes from live operating records—not a separate report agents have to maintain.
Organization-scale workspace
Start with 25 Agent seats, 10 staff seats, and room to grow under a contracted plan.
Roles and governance
Keep membership, permissions, reporting, storage, and AI visibility inside the organization boundary.
Roll-up reporting
Move from brokerage performance to the active pipeline and records behind the number.
The cleanest brokerage data is created when the same records help an agent run today’s follow-up, transaction, and production goal. AgentNook makes the operational system useful at both levels.
CRM, deal management, Today, calendar, documents, goals, and AI make the workspace useful beyond compliance reporting.
The organization view is connected to the same current relationships, transactions, dates, and ownership agents use.
Move from a summary to the responsible team, transaction, or record without asking someone to rebuild the context.
Review active pipeline, upcoming milestones, appointments, overdue work, production, and goals from a shared organization context, then inspect the underlying records when leadership needs an answer.

The roll-up and the daily work come from the same system
Brokerage leaders can use shared transaction context to understand what is moving, where work is overdue, and which deals need the attention of the responsible team or leader.

Organization-level visibility with transaction-level context
Connect closed production and goal progress to the active deals and relationship activity capable of changing the result. Leaders can coach from current facts while agents retain a clear view of their own plan.

From the performance number to the work capable of moving it
AgentNook AI can use authorized organization context to explain risk, follow-up gaps, workload, and goal pressure. Owners and admins also receive numeric AI usage visibility for the organization rather than a vague shared pool.

8:05 AM · Leadership context before the week accelerates
AgentNook
Ready in your workspace
The highest immediate exposure is in three active transactions: one appraisal deadline is under-supported, two Friday milestones have no owner, and a buyer document request is still open. The North team also has eight overdue relationship touches tied to near-term intent.
Leadership brief
Brokerage plans start at $1,499 per month and are contracted around the organization’s seats, storage, operational needs, and rollout.
Support a larger membership and operating model inside a defined brokerage workspace.
Start with 25 Agent seats and 10 staff seats, with expansion available for the organization.
Control appropriate access for agents, assistants, TCs, leaders, owners, and admins.
Connect organization performance to pipeline, production, goals, transactions, and current operating work.
The base Brokerage plan includes 2 TB for the organization’s CRM and transaction files.
Owners and admins can see numeric organization AI usage while members work within authorized context.
Real estate teams
See the shared operating workspace for a smaller team, assistants, and transaction coordinators.
Explore solutionReal estate CRM
Understand the client, household, partner, property, and follow-up system agents use every day.
Explore solutionDeal management
See how active transactions connect milestones, tasks, documents, parties, and risk.
Explore solution
Tell us how the organization is structured and what leadership needs to see. We’ll scope the right rollout, seats, and operating model.