Your listings, buyers, and
owner relationships —
agent-orchestrated
95 AI agent tools purpose-built for CRE brokerage. Manage listings, match buyers with 100-point scoring, generate BOVs, run underwriting, and advise owners on portfolio strategy — with 4 stackable intelligence modules. MCP-native. Every tool is callable by Claude Desktop, the Claude web app, or any connected agent.
30-day free trial. No credit card required. White-glove onboarding included.
Active Listings
18
4 new this month
Qualified Buyers
86
12 high-match
Avg. Match Score
74
Top 10 avg: 91
YTD Closed
$42M
8 transactions
Sunbelt 6-Pack Portfolio
Multi-Market, FL
DFW Industrial Conv.
Dallas, TX
Nashville Class A
Nashville, TN
// workflow
95 tools, built around how brokers actually work
Not a generic CRM with an AI chatbot bolted on. Every workflow in Broker OS is an executable agent tool — callable from the dashboard, your phone, Claude Desktop, or any MCP-connected AI assistant.
Build your owner universe
Maintain a living database of every owner and property in your market. Track relationship history, log every touchpoint, and know exactly when to reach out. Proximity intelligence flags opportunities near your active listings.
Multi-channel outreach, fully coordinated
Reach owners across email, phone, and text — with every touchpoint logged and your next step queued automatically. Drip campaigns pause on reply. Calendar integration schedules meetings directly from the platform.
Listings and buyer matching in one place
Create listings with full property details, then let the platform score and rank your buyer pool. Match scoring weighs asset type, geography, price range, cap rate, and proximity to buyer portfolios — so you know exactly who to call first.
Advisory tools that build trust
Generate broker opinion of value reports, run underwriting scenarios, and model portfolio strategy — all from the platform. Hold/sell scoring and 1031 exchange tracking help owners make informed decisions, and position you as a strategic partner.
Nothing slips at the finish line
Track every deal through your pipeline with clear stages and key dates. Due diligence checklists, document management, and deal summaries keep every transaction organized from engagement to closing.
// agent interface
The agent runs your book. You close the deals.
Every tool the dashboard uses, the AI agent uses. Pull match scores, generate BOVs, run underwriting, log calls, draft marketing emails — in plain language, from your phone, desktop, or any MCP-connected AI assistant. 23 broker write operations require your confirmation. The agent proposes. You approve.
Institutional memory
Semantic vector memory retains every owner conversation, buyer preference, and deal detail across your book.
Proactive intelligence
Daily briefings surface conviction score shifts, stale listings, overdue follow-ups, and 1031 deadlines — before you ask.
MCP-native
Connect Claude Desktop, ChatGPT, or any MCP-compatible agent directly to your brokerage pipeline. 95 tools, production-ready.
And everything else you'd expect
4 intelligence modules. Each one adds agent tools.
Underwriting engine (DCF, IRR, sensitivity analysis). Market intelligence (AI-synthesized briefs, submarket trends). BOV generation (three-approach valuation). Portfolio advisory (hold/sell scoring, 1031 tracking, capital redeployment). Each module unlocks new agent tools — callable from the dashboard, mobile, or MCP.
Pricing
Start with the CRM. Add intelligence as you grow.
Full brokerage platform on every plan. Layer in add-on modules when you're ready.
Founding Member Program
First 10 broker customers lock in $125/mo Solo or $179/seat/mo Team — forever.
Solo
Independent brokers.
Billed annually at $1,250(reg. $1,740)
Lock in this rate forever as a founding member
What's included:
- 1 user seat
- 50 active listings
- Owner CRM with full relationship history
- Buyer-listing match scoring
- Email & SMS integration
- Mobile assistant with full access
- Document storage
- Email support (48hr)
Team
Small brokerage teams, 2–5 people.
2–5 seats
Billed annually at $1,790/seat(reg. $2,496/seat)
Lock in this rate forever as a founding member
What's included:
- 2–5 user seats
- Unlimited listings
- Everything in Solo, plus:
- Drip campaigns & automated outreach
- Cloud drive integration (SharePoint, Google)
- Calendar integration with virtual meetings
- Team activity visibility & territory management
- Priority support (24hr)
Brokerage
Growing firms, 6–20 people.
6–20 seats
Billed annually at $1,990/seat(reg. $2,748/seat)
Lock in this rate forever as a founding member
What's included:
- Up to 20 user seats
- Unlimited everything
- Everything in Team, plus:
- Premium support & onboarding
- Custom pipeline stages
- Advanced analytics & reporting
- White-glove onboarding & migration
- Dedicated CSM & SLA
Add-On Modules
Layer in intelligence when you're ready
Each module unlocks new AI-powered tools in your assistant. Enable in Settings > Add-Ons.
Underwriting Suite
DCF engine, sensitivity analysis, financial extraction, readiness scoring
7 agent tools
Market Intelligence
FRED rates, news synthesis, submarket trends, weekly briefings
4 agent tools
BOV Generator
Three-approach valuations, comp analysis, print-ready reports
2 agent tools
Portfolio Advisory
Hold/sell scoring, 1031 tracker, capital redeployment, portfolio reports
7 agent tools
Deal Room
Coming SoonParty management, milestone tracking, document checklists, client portal
Marketing Studio
Coming SoonOM builder, flyer generator, branded PDFs
Lease Intelligence
Coming SoonLease tracking, tenant data, expiration alerts, renewal scoring
Bundle & Save
Intelligence Pack
Save 23%
Underwriting Suite
Market Intelligence
Advisory Pack
Save 25%
BOV Generator
Portfolio Advisory
Full Suite
Save 25%
Underwriting Suite
Market Intelligence
BOV Generator
Portfolio Advisory
Deal Room
Marketing Studio
Lease Intelligence
Frequently asked questions
Your listings deserve more than a spreadsheet
We're onboarding founding broker customers now with white-glove setup, direct access to our team, and pricing that locks in permanently.