Run your office with complete visibility.
Stop discovering problems at the closing table. See every deal, every agent, and every risk across your brokerage — in real time.
Broker Dashboard
Summit Realty — Office overview
12
Active Deals
3
Closing This Week
2
At Risk
78%
Avg Readiness
221B Baker St
Maria R.
350 Fifth Ave
James C.
100%
Deal Visibility
2x
Faster Risk Detection
Zero
Audit Surprises
Real-time
Agent Performance
Exception management
Spot problems before they become emergencies
The exception dashboard surfaces every issue across your office: overdue tasks, at-risk deals, missing documents, and compliance flags. Prioritized by severity so you know exactly what to address first.
- Automatic severity classification
- Overdue tasks flagged before they slip
- Compliance review exceptions in one view
- Drill into any deal with one click
Exception Dashboard
4 items require attention
221B Baker St
Maria R. — Inspection report 3 days overdue
350 Fifth Ave
James C. — Financing contingency expires tomorrow
742 Evergreen
Sarah M. — Appraisal report not yet uploaded
12 Grimmauld Pl
Sarah M. — Agency agreement flagged for review
Office Analytics
Summit Realty — March 2026
Deals Closed (MTD)
8
Avg Days to Close
32
Agent Performance
Office analytics
Data-driven decisions for your brokerage
Track deals closed, average days to close, and agent performance over time. Identify your top performers, spot coaching opportunities, and make informed decisions about office operations.
- Monthly deal volume and close rate trends
- Agent performance leaderboard
- Average days to close benchmarks
- Exportable reports for ownership reviews
Everything a broker needs
Visibility, compliance, analytics, and team management — all in one platform.
Full Office Visibility
See every deal across your brokerage on one screen. Filter by agent, status, or risk level to find what matters.
At-Risk Deal Alerts
Deals with low readiness scores, overdue tasks, or missing documents are flagged automatically — before they become emergencies.
Compliance Review Queues
Review and approve documents, flag exceptions, and maintain audit-ready records for every transaction.
Office Analytics
Track deal volume, close rates, average days to close, and agent performance with real-time reporting.
Agent Scorecards
Compare agent performance against office averages. Identify coaching opportunities and celebrate top performers.
White-Label Branding
Your brokerage brand on the platform. Custom colors, logos, and domain support for a seamless experience.
Role-Based Permissions
Agents see their deals, TCs see their files, managers see the office. Everyone gets exactly the right access.
Custom Templates
Create standardized workflows for different deal types. Ensure every agent follows the same process.
Exception Dashboard
A single view of everything that needs your attention: overdue tasks, compliance flags, at-risk deals.
“We went from constantly firefighting missed deadlines to having complete visibility across every deal. The exception dashboard alone saved us from two deals falling apart last month.”
Sarah Mitchell
Managing Broker, Summit Realty — 12 agents, 60+ deals/year
Take control of your brokerage
Get real-time visibility into every deal across your office. Set up your team in minutes.
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