Every agent on one system.One view for you.
Your agents run the file. You see the compliance, the revenue and the rates across all of it.
Today your book lives in one of these, or in a spreadsheet. We import it, history included.
You are on the hook for the program. Here it is, agent by agent.
Set the policy once and every agent's file is measured against it, scoped to the province the deal is in. One roster shows who is clear and who has a gap.
Revenue and volume, without the month-end chase.
Funded count, volume and revenue across the brokerage, split by agent and by month. It comes out of the same files your agents are already working in, so nobody is compiling it.
- Revenue and funded volume by agent, by month
- Time in stage, so a stalled file is visible before it dies
- Your rate sheet, custom lenders included, quoted by every agent
Every client surface, in your brand
Your logo, colours and type paint the upload portal, the PDFs, the reports and the client emails. This is the portal, painted from one brokerage's tokens.
Seats you control
Invite an agent, they are working the same day. Roles decide who owns setup, compliance and billing. One bill for the brokerage.
Scoped, not shared
An agent sees their own book. The principal broker sees the brokerage. That boundary is enforced on every query, not by hiding a menu.
Bring the brokerage over one agent at a time.
We import your book with its history, set up your compliance program with you, and start with the agents who want it. Nobody is cut over on a Friday.
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