Every tool your brokerage needs,
in one platform.
BrokerageX covers the full spectrum of brokerage operations — from agent onboarding to deal closing to payout management.
Complete control over your organization structure.
Manage unlimited branches, define custom multi-role permissions, set up flexible subscription plans, and configure dynamic transaction tiers across your entire brokerage network.
- Customizable multi-role permissions and user access levels
- Manage multiple branches, regions, and subscription models
- Dynamic transaction tiers based on volume and performance
- Centralized org-wide reporting and analytics dashboard
Onboard agents digitally in minutes, not weeks.
Eliminate paperwork with fully digital onboarding workflows. Assign documents, equipment, and training curriculums automatically the moment a new agent joins.
- Digital document collection and e-signature support
- Automated equipment and access provisioning
- Auto-enroll new agents into onboarding training tracks
- Track every step of the onboarding checklist in real time
Empower your team with continuous learning.
Build a world-class internal education system. Deliver professional development, sales coaching, and certification programs — all tracked and automated within the platform.
- Create rich media courses with video, quizzes, and attachments
- Track individual agent progress and completion status
- Auto-enroll agents into role-specific or mandatory programs
- Issue digital certifications upon course completion
Keep your entire team connected and engaged.
Foster a winning brokerage culture with a centralized internal news feed. Celebrate wins, share updates, and eliminate scattered email chains — all in one place.
- Centralize brokerage announcements and platform updates
- Agents can comment, react, and share achievements
- Pin critical documents and forms directly to the feed
- Moderation controls for admin and branch managers
Manage every deal from listing to closing.
Track every milestone in your deal lifecycle with automated deadline reminders, integrated document management, and real-time status updates that keep your team on track.
- Full deal lifecycle tracking from offer to close
- Automated deadline reminders and status notifications
- Real-time document review with status flags
- Integrated e-signatures and document uploads per deal
Smart lead routing that maximizes every opportunity.
Stop dropping leads. Automatically route inbound prospects to the right agent based on geography, specialization, or availability — and track ROI for every source.
- Auto-route leads by geography, specialty, or round-robin
- Track lead source ROI and conversion funnel analytics
- Automated follow-up sequences and re-engagement triggers
- Full lead history and communication timeline per contact
Recurring billing that runs itself.
Automate all recurring revenue streams — desk fees, monthly dues, premium tier subscriptions — with flexible billing cycles, automated invoicing, and failure recovery.
- Flexible billing tiers: monthly, annual, or per-transaction
- Automated invoice generation and payment collection
- Smart retry logic for failed payments with agent notifications
- Revenue dashboards and subscription health metrics
Real-time insights across your entire operation.
Make data-driven decisions with dashboards built for brokerage leaders. Track agent performance, deal velocity, revenue trends, and pipeline health — all in real time.
- Live dashboards for deal pipeline and revenue tracking
- Agent performance leaderboards and scorecards
- Branch-level and portfolio-level reporting
- Exportable reports for stakeholders and auditors
Trigger-based automation for everything repetitive.
Define smart automation rules that fire on any event — deal status changes, onboarding completions, payment failures — so your team can focus on what actually matters.
- Trigger automations on deal milestones or system events
- Auto-assign tasks, send notifications, and update records
- Pre-built workflow templates for common brokerage processes
- Full automation history log for debugging and transparency
Your brand, front and center.
Maintain your professional identity across every touchpoint. White-label the entire platform with your logo, colors, and custom domain to provide a seamless experience.
- Custom domains and branded client-facing portals
- Full control over color themes, logos, and typography
- Branded automated emails and document templates
- Create unique experiences for different branches
Ready to transform
your brokerage?
Book a demo today and see how BrokerageX can streamline your operations and accelerate growth.