Everything your brokerage needs.
Nothing it doesn't.
From first contact to commission check — transactions, documents, e-sign, commissions, client portal, intelligence, vendor ordering, deadlines, analytics, and compliance. All in one platform.
Smart task queues auto-generate from deal milestones. Your team always knows what needs attention — without asking.
Learn more- Automated task generation from milestones
- Real-time deal pipeline view
- Smart queue prioritization
- Multi-party collaboration
Upload documents, auto-fill from deal data, send for signature, and track status — all organized by deal.
Learn more- Platto auto-fill for PDF templates
- Built-in e-signature workflows
- Document status tracking
- Client portal sharing
Graduated splits, flat fees, team overrides, cap tracking — calculated automatically from deal data.
Learn more- Auto-calculated commission worksheets
- GCI tracking with cap progress
- Flexible split structures
- Savings proof pack for clients
Buyers and sellers get their own live dashboard with real-time deal status, documents, and next steps.
Learn more- Real-time deal status updates
- Document access for clients
- Direct messaging with agents
- Magic link auth — no passwords
Deal briefings, risk alerts, draft communications, and closing prep — powered by your actual deal context.
Learn more- Context-aware deal briefings
- Risk and deadline alerts
- Draft emails from deal data
- Closing prep guides for clients
Order inspections, title, warranty, and more from preferred vendors with negotiated pricing — right from the deal.
Learn more- Preferred vendor directory
- One-click ordering from deals
- Negotiated pricing for your team
- Order status tracking
REPC Section 24 deadlines auto-calculated from acceptance date. Every contingency tracked, nothing missed.
Learn more- Auto-calculated REPC deadlines
- Countdown timers with urgency
- Contingency status tracking
- Team deadline notifications
Pipeline health, agent performance, commission forecasts, and deal velocity — real-time dashboards.
Learn more- Pipeline health at a glance
- Agent performance tracking
- Commission forecasting
- Custom dashboards by role
Audit trails, document retention, MLS compliance enforcement, and role-based access control at every layer.
Learn more- Complete audit trail for every action
- Document retention policies
- MLS compliance enforcement
- Role-based access control
Replace your entire tool stack
One platform instead of seven disconnected tools.
9
Core features
Every tool a brokerage needs
7+
Tools replaced
CRM, docs, e-sign, and more
<10 min
Setup time
No training required
100%
Included
No per-feature charges