Built for teams and brokerages
Manage all your agents with less resources
Add seats, assign roles, and share the same source of truth. See progress, spot risks early, and coach your agents with facts.
Seats and permissions that just make sense
- Invite agents, TCs, and admins with the right level of access.
- Lock down sensitive fields while keeping the team fast.
- Switching roles or offices is painless.
Shared pipelines without spreadsheets
- Board views by office, team, or lead source—kept in sync automatically.
- Assign owners and watchers so nothing falls through.
- See stuck deals and coach with context.
Reporting that answers real questions
- Active pipeline, closings this month, and revenue YTD.
- Spot bottlenecks by stage and fix them early.
- Export summaries for weekly standups.
Scale with clarity
We’ll help import your data and set up roles, views, and automations.
Built for leadership and operations
Control, visibility, and speed—without extra busywork.
Org and offices
Support for multi-office structures with clean scoping.
Roles and approval rules
Guardrails for sensitive steps and documents.
Shared views
Create and save team views so everyone is on the same page.
Easy onboarding
Invite new agents with templates that set them up right.
Playbooks
Checklists for common scenarios keep quality consistent.
Simple reporting
Answers for weekly meetings without manual exports.
Flexible settings
Customize stages, prompts, and fields to match your workflow.
Ready to add your brokerage? Talk to sales.