Brokers in a Box

Modules

Everything a brokerage runs on, in one workspace.

Each workspace launches with the included modules. Items marked Coming soon are in development and not yet available.
  • Included

    CRM and contacts

    Every client, prospect, and property relationship in one shared record.

  • Coming soon

    Call notes and logging

    Log every call and attach notes to the right contact and deal.

  • Coming soon

    Skip tracing

    Find current contact details for owners and decision makers.

  • Coming soon

    AI buyer/seller targeting

    Surface the owners and buyers most likely to transact next.

  • Coming soon

    Valuation and BOV builder

    Build broker opinions of value with consistent, branded output.

  • Coming soon

    Offering memorandum builder

    Assemble polished offering memorandums from your listing data.

  • Coming soon

    Document templates

    Standardized agreements and forms, branded for your firm.

  • Coming soon

    E-signature

    Send, sign, and store documents without leaving the workspace.

  • Coming soon

    Escrow automation

    Track escrow milestones and deadlines from open to close.

  • Coming soon

    Email and campaigns

    Send branded campaigns to the right segment of your database.

  • Coming soon

    Listing management

    Manage active listings, status changes, and marketing assets.

  • Included

    Lead tracking

    See where every lead came from and who owns the next step.