The real estate brokerage CRM your back office can run on
A real estate brokerage CRM has a different job than an agent CRM. It has to hold the whole company's book of business, not one producer's. Brokerage360 AI keeps contacts, leads, and their sources in one record set, owned by the brokerage, visible to the people you choose, and connected to the transactions that follow.
Every lead carries its source from the first touch. That source travels into the transaction and drives the referral-fee logic in the commission engine, so the deduction is calculated before the CDA goes out rather than argued about after. Assignment, status, and follow-up live on the same record, so nothing depends on one agent's memory.
Contacts and leads that actually get worked
- Unified contacts and leads with source attribution
- Assignment, status, and follow-up tracking per record
- Interaction history across the whole brokerage
- Lead sources that drive referral-fee logic in the commission engine
- Segmented lists ready for marketing campaigns
One contact database for the whole brokerage
Agents come and go. The relationships they built at your firm should not leave with them. Contacts and leads are stored at the company level, with office and role scoping so people see what they should. When an agent departs, the record stays, the history stays, and reassignment takes minutes instead of a forensic search through somebody's personal inbox.
- Contacts, leads, and past clients live in one company-owned database rather than scattered across agent tools.
- Office and role scoping controls who sees which records without splitting the database into silos.
- Reassignment moves a record to a new agent while the full interaction history stays intact.
- Interaction history spans the whole brokerage, so a second inquiry is recognized as the same person.
- Segmented lists built here feed marketing campaigns without a separate export.
How does lead source attribution affect commissions?
Source is captured on the lead and stays with it. If a lead arrives from a referral partner, a relocation network, or a paid portal, that origin is on the record when the deal closes. The commission engine reads it and applies the referral-fee logic you configured, so the deduction shows on the disbursement before funds move.
- Lead source is recorded at intake and carried through to the closed transaction.
- Referral-fee logic in the commission engine reads the source rather than relying on a manual note.
- Deductions appear on the disbursement authorization before funds are released.
- Source data shows which channels produce sides and which only produce activity.
- Company dollar reflects what a lead actually cost the brokerage to close.
Assignment, status, and follow-up your managers can see
Every record shows who owns it, what stage it is in, and what happens next. Managers can look at a team, an office, or the whole company without asking anyone for a report. Stalled leads surface because the follow-up date passed, not because someone remembered to check. That visibility is the difference between coaching a pipeline and guessing at one.
- Each lead has a named owner, a current status, and a scheduled next step.
- Managers review pipeline by agent, team, or office from the same screen.
- Follow-up dates make aging leads visible instead of letting them sit.
- Notes and interactions are logged on the record for anyone with access to read.
- Reassignment and escalation happen inside the system, with the history preserved.
Segmented lists that are ready to market to
Segments are built from the same data your operations run on: source, status, owning agent, office, price band, and past transaction history. Because the CRM and the transaction records sit together, you can target past clients of one office or leads from a single source without stitching exports together. Those segments hand straight off to marketing automation for email and multi-channel campaigns.
Frequently asked questions
Explore the rest of the platform
- Transaction managementFrom contract to close, tracked in one place
- Commission automationEvery plan, calculated to the penny
- Compliance managementAudit-ready, every file, every day
- Agent managementOne record for every agent
- Recruiting CRMGrow your roster with a real pipeline
- Marketing automationCampaigns without the busywork
See Brokerage360 AI run your brokerage
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