Integrated commercial brokerage solution

Listings, two-sided deals and commissions on the CRM you already run.

A contact-and-pipeline CRM answers who the customer is. A brokerage needs it to answer where the deal stands, who owns the next step and what is blocking it. We connect the CRM, documents, e-signature, listings and accounting, and build the deal screens, with no AI in the build.

Who it is for

Built for brokerages running complex deals.

It fits a brokerage that represents owners and buyers on the same property and tracks the deal across email and a shared drive.

  • The owner side and the buyer side of one property sit in two unrelated pipeline entries.
  • Whether an NDA or a letter of intent is signed is found by asking.
  • A commission split is worked out in a spreadsheet at the close.
What it connects

The CRM, the documents and the books, joined.

Your CRM stays where it is. We connect it to documents and e-signature, listing data and portals, marketing automation and accounting, so a listing, a deal and a commission are written once.

  • CRM and deals
  • Marketing automation
  • Finance
  • Documents and e-signature
  • Listing data and portals
  • Analytics

Named by category: the applications are yours, and the solution is built on the ones you run.

The screens your team gets

Five screens, from listing to commission.

Each screen shows one stage of the transaction, read from the application that owns it, so a broker sees the deal and not just the contact.

Listing.

The property, the listing and the owner-side deal on one record, with the marketplaces it is published to.

Deal.

The owner-side and the buyer-side deals linked to one property, each with its own stage, parties and documents.

Documents.

NDAs and letters of intent with their status, and who has signed, tracked on the deal.

Close.

Due diligence dates, approvals and what is blocking the next step, in one view of where the deal stands.

Commission.

The split computed from the rules held with the deal, gross percentage, co-broker share, house share and the agent's share, and recomputed when the price or terms move.

The step up

Step up to the agentic version.

AI Brokerage OS puts an agent on this same surface. It creates the property, the listing and the owner-side deal from one message, drafts the letter of intent and watches both sides, and a person approves each one.

  • Listings published to every target on a 1
  • Both sides of a deal watched
  • Commission computed from the split rules
What it costs to start

What it costs to start.

An integrated solution is built for a professional services fee. You choose between a larger upfront fee, or a lower fee with a monthly managed services fee for a minimum term, which is how the build is recouped. The proposal carries the figures, and it comes after a short conversation, not before. We templatize our solutions as far as we can, so the customization for each client stays small. The estimate is guaranteed: if we estimate low, we absorb the difference. Discovery is no-risk, so the first number you see is one you can budget against.

Questions people ask.

What should a commercial real estate CRM track beyond contacts?

The transaction. A listing with its property and owner-side deal, the buyers matched to it and their buyer-side deals, the NDAs and LOIs with their status, due diligence dates, documents, approvals and the commission computed from the split rules. A contact-and-pipeline CRM answers who the customer is; a brokerage needs it to answer where the deal stands, who owns the next step and what is blocking it.

Do we have to replace the applications we run?

No. The integrated solution connects the applications you already run, through their published APIs with keys from your own instance. Replacing a system is a decision taken when it genuinely cannot do the job, not a default, because the cost that hurts is usually in the gaps between systems rather than in any one of them.

What does an integrated solution cost?

An integrated solution is built for a professional services fee, and you choose how to pay it: a larger upfront fee, or a lower fee plus a monthly managed services fee with a minimum term, which recoups the build. The proposal carries the figures, after a short discovery conversation. We templatize our solutions as far as we can, so the customization for each client stays small. The estimate is guaranteed: if we estimate low, we absorb the difference. Discovery is no-risk, so the first number you see is one you can budget against.

How is this different from the agentic version?

An integrated solution is one surface your people work in, with one record, one workflow and one dashboard over the systems you already run, and it is still a surface you operate. AI Brokerage OS adds an agent for each job on that surface, acting through the applications, with the obvious steps run without you and the money waiting for your digit. You can start with the integrated solution and step up.

The same step for other teams

The same step, for other teams.

Start with a conversation

Tell us how your team works today.

One question is enough. A person replies within one business day, and we say so plainly if a service or the agentic version fits you better.

Or just ask

Talk to us about this solution.

One question is enough. Say who you are and a person who has run this reads it and replies within one business day.

The rest of the form follows your answer.

A new client, or thinking about becoming one

Never shared. Never sold.

What are you looking for?An agentic solution (AI OS) is licensed and sold with managed services. An integrated solution is built for a professional services fee. A Service is professional work, done by the hour, the month or the project. Not sure yet is a fine answer.

Tick every one that applies, or not sure yet.

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