Help, answers, and a team in your corner

Data is encrypted in transit and at rest, access is controlled by role, and every sensitive action is written to an immutable audit log. Uploaded documents are stored in protected storage that is never publicly reachable.

Yes. The platform is multi-tenant with row-level data scoping by company, so one brokerage can never see another's data — even when both run on the same infrastructure.

Access follows role-based permissions and office scoping. Owners and admins see the whole company, managers see their office, and agents see only their own records.

Your data is backed up on a regular schedule so it can be restored if needed. Backup cadence and retention can be tailored for enterprise agreements.

Pricing is tailored to your brokerage's size, offices, and modules. Contact sales for a quote — see the pricing page for what each tier includes.

Plans are structured around your brokerage rather than nickel-and-diming every seat. We'll build a package that fits how you're structured today and where you're headed.

You can start with the modules you need most and expand over time. Talk to sales about the terms that make sense for your brokerage.

It answers questions in plain language, summarizes deals and documents, drafts marketing and email copy, explains commission calculations, and proactively flags compliance risk — all grounded in your own data.

Your brokerage's data is used to serve you, not to train third-party foundation models. AI features respect the same role-based access as the rest of the platform.

The platform supports MLS connectivity so property and listing data can flow into your transactions. Availability depends on your MLS; our team will confirm during onboarding.

Common connectors include QuickBooks, Google and Microsoft, e-signature providers, cloud storage, Stripe, Twilio, Zapier, and AI providers. Integrations are configured per company.

Yes. Our team helps you bring over agents, transactions, and documents so you start with your real data, not an empty slate.

You can import agents from a spreadsheet with guided column mapping, duplicate detection, and validation before anything is created.

Onboarding includes guided setup and training for your staff and agents so the platform is productive from day one.

You get responsive support through onboarding and beyond, with help available for admins, staff, and agents. Enterprise plans include priority support.

Invite agents to the portal with a secure temporary password; they set their own on first login. Their profile, licenses, and plan are ready before they ever sign in.

Yes. Configure your logo, colors, and login experience per company so agents log in to your brokerage's brand, not ours.

The platform is multi-company by design, with isolated data and independent branding for each brokerage you operate.

Define required documents per transaction type, enforce broker review before a file can close, and track license, E&O, and continuing-education deadlines with early alerts.

Granular role-based permissions and office scoping let you decide exactly what each role can view and change.

The engine models traditional splits, graduated tiers, caps, 100% desk-fee, flat-fee, salary, team splits, franchise and referral fees, client-paid broker fees, and revenue-share overlays.

Disbursements and brokerage revenue can post to QuickBooks with configurable account mapping, so your books stay clean without double entry.

The platform serves property-management workflows alongside brokerage operations, keeping records, documents, and compliance in one place.

Capture contacts and leads with full interaction history, then run segmented email and multi-channel campaigns — with AI drafting the copy.

Yes. The platform is fully responsive, so agents and brokers can work from a phone or tablet without a separate app.

Because it's cloud-based, improvements ship continuously — you're always on the latest version with no upgrades to install.