Brokerage command

Run the brokerage like you can see all of it — because you can

Multi-office brokerages die by a thousand default settings. This is the layer above the agents: who's in which office, who may see and do what, where leads route and why, and what left the building — with an audit trail under all of it.

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What it does

What’s in the box.

Offices and teams, modelled properly
A real hierarchy — brokerage, offices, teams, agents — that reporting, routing, and permissions all respect. Not a tag pretending to be structure.
Permission profiles
Define what an agent, a team lead, an admin, and a reviewer may see and do — once — and apply it across the roster. Exceptions are explicit, not folklore.
Routing you can explain
Leads route by source, geography, and rules you set — and every assignment can answer "why did this lead go to Jordan?" with the actual rule that fired.
Lender & partner seats
Give a lender a seat that sees exactly what a lender should see. Nothing else. Structurally.
Enterprise SSO & audited exports
SAML/OIDC single sign-on connected with your IdP during Enterprise onboarding; exports gated by role and logged — so "who pulled the database" is a query, not a mystery.
Recruiting funnels
Landing pages and pipelines for the agents you're recruiting, run on the same machinery your agents use for leads — because recruiting is lead gen with higher stakes.

In practice

How it runs, day to day.

1
Model the org once
Offices, teams, roles, profiles. Ten minutes of structure that every later question inherits.
2
Set routing and watch it explain itself
Rules per source and market; reassignment when someone leaves; an answer on every assignment.
3
Give everyone exactly enough
Agents see their book; team leads their team; compliance sees the review queue; the lender sees the deals they're on. The audit trail sees everything.
4
Read the brokerage in one view
Response times, conversion, pipeline, at-risk closings — scoped by office, team, and agent, from data that wrote itself.

What you get

Included with every plan.

No module is held back for a higher tier. Plans differ on seats and usage, never on which product you get.

How pricing works →

Office / team / agent hierarchy
Permission profiles with role-scoped visibility
Lead routing rules with per-assignment explainability
Reassignment and coverage when rosters change
Lender and partner seats with structural scoping
Enterprise SSO (SAML/OIDC)
Role-gated, fully audited exports
Brokerage-wide reporting and goal roll-ups
Recruiting funnels and pipelines
White-label branding on Enterprise

The honest bit — scope

The org machinery — multi-office hierarchy, custom permission profiles, reassignment groups — comes with the Brokerage plan; SSO and white-label come with Enterprise and are connected with your identity provider during onboarding. White-label changes the chrome — name, logo, support address — never the compliance surfaces: the AI's disclosure and consent language are not brandable, on purpose, because they're what keeps your agents' licences out of the conversation.

How the gate applies here

Admin power here is deliberately bounded: no profile, however senior, can switch off consent checks, suppression, calling windows, attempt caps, or AI disclosure. The brokerage configures a great deal — just never the law.

Read the compliance detail →

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