Manual entry
ReducedAI-powered real estate brokerage software
Extract documents with AI, populate deal data, write emails, and run brokerage workflows in one workspace.
BrokerPilot helps US brokers, agents, and transaction coordinators save hours of manual work with AI document extraction, auto-populated transaction fields, AI-written emails, signing, commissions, closing, and post-closing record keeping.
AI document extractionAuto-populated fieldsAI emailsAI campaignsClient intakeE-signing
BrokerPilot AIExtracting data
1
Upload PDF or DOCX
2
AI extracts key fields
3
Populate transaction
4
Write emails & close
Deal data
PopulatedFrom first call to closed file
Built around the way real estate transactions actually move.
A client can start as a buyer or seller. Once an offer is accepted, BrokerPilot converts that work into a deal, keeps the assigned agent and brokerage team aligned, and gives each party clearer next steps around documents, signing, compliance, commission, and closing.
Free AI document extractor
Try a sample contract and see how BrokerPilot turns paperwork into usable deal data.
Preview how BrokerPilot reads PDF and DOCX contracts, identifies key transaction details, and prepares the information your team would otherwise type manually.
PDF + DOCXAI-powered previewStructured contract fields
BrokerPilot AI
AI document extraction is the fastest way to turn paperwork into deal progress.
Instead of manually reading forms, contracts, disclosures, and transaction documents line by line, BrokerPilot AI helps extract the important details and move them into the workflow.
Extract data from uploaded documents
BrokerPilot AI reads uploaded PDFs and DOCX files, identifies important real estate transaction details, and turns messy paperwork into structured deal data.
Populate the workflow automatically
Extracted information can help populate client, transaction, document, and deal fields so agents and coordinators spend less time copying and checking values.
Write emails with deal context
Use BrokerPilot AI to draft clear emails for updates, reminders, document follow-up, and brokerage communication using the workflow already in the system.
Launch AI-assisted campaigns
Prepare marketing campaign copy for brokerages, agents, buyers, sellers, and nurture lists with AI support built around real estate communication.
Choose your seat
Different roles, one shared transaction truth.
BrokerPilot gives brokers, agents, and transaction coordinators the right view of the same deal, so the team can move faster without losing accountability.
Know what needs review before it becomes a closing problem.
See deal status, document readiness, signing blockers, commission progress, and closed-file storage from one broker-owned operating view.
Compliance reviewCommission visibilityDrive storage
Answer client questions quickly from the field.
Open the client or deal, check progress, see pending signing work, and keep buyer or seller workflows moving without digging through email threads.
Client progressPending signaturesMobile snapshots
Keep documents, fields, parties, and deadlines moving together.
Prepare signature and read-only fields, coordinate parties, track completion, and keep deal workspace sections aligned with the brokerage process.
Signing packetsWorkflow sectionsTask follow-up
BrokerPilot companion app
Available on the App Store and Google Play for brokers and agents on the go.
BrokerPilot’s mobile companion app helps brokers and agents answer client questions, review deal progress, sign assigned documents, view and download transaction files, and check payment reports from anywhere.
Download on theApp StoreGet it onGoogle Play
Deal snapshotSign nowBroker packet ready Documents12 files available Payment report$29,999 remaining
701 Melrose Place
Under ContractClosing Jul 29
Sign on the go
Brokers and agents can open assigned signing work from their phone and keep documents moving without waiting to get back to a desk.
View deal snapshots
Quickly check the deal status, closing date, pending actions, and key transaction details when a client calls from the field.
View and download documents
Access deal documents on mobile so agents and brokers can review files, share context, and stay informed wherever they are.
Review payment reports
See commission and payout visibility from the mobile app, including payment progress and remaining balance snapshots.
Client portal and calendar sync
Keep buyers, sellers, agents, and brokers aligned without another round of phone calls.
BrokerPilot lets teams send unique portal links to sellers or buyers so clients can sign documents and check deal progress. Google Calendar sync helps agents and brokers keep important transaction dates and reminders visible where they already plan their day.
01Send unique link
Buyer or seller receives a secure portal link for their transaction.
02Sign documents
Clients complete assigned signing work from the portal.
03Track deal progress
Clients see status without calling the agent for every update.
04Sync calendar dates
Key milestones and reminders can stay visible in Google Calendar.
Unique client links
Send buyers or sellers a secure deal-specific link instead of asking them to create a full app login just to review status or sign documents.
Client signing portal
Let clients open assigned documents, complete required signatures, and keep signing work moving without long email chains.
Deal progress visibility
Give buyers and sellers a simple view of where they are in the transaction so agents are not answering the same status question all day.
Google Calendar sync
Keep closings, inspections, reminders, and important transaction milestones aligned with the calendars agents and brokers already use.
Transaction journey
From first client call to broker-owned closed file storage.
Time back for the brokerage
Less chasing. Fewer missing pieces. Cleaner handoffs.
BrokerPilot is built to reduce the manual work that piles up between accepted offer and closed file: follow-up messages, document status checks, signing reminders, payout questions, and post-closing storage.
Example team12 deals / month
Potential admin time clarified21+ hrs/month
Product snapshots
What brokers and agents can see at a glance.
BrokerPilot gives teams a practical operating view for deal progress, signing work, compliance follow-up, documents, and commission status.
Broker dashboard
See active deals, upcoming closings, review work, signing requests, and recent activity without chasing every agent for an update.
Deal workspace
Move an accepted offer through contract execution, disclosures, inspections, closing, documents, notes, and post-closing storage.
Document signing
Upload documents, prepare signature and read-only fields, send packets to the right party, and track completion status.
Commission visibility
Track payout status, remaining balance, funds received, deductions, and whether commission work is ready, processing, or paid.
AI document extraction and auto-population
Upload real estate documents and let BrokerPilot AI extract key transaction data, reduce manual entry, and populate deal fields so teams save hours of document review work.
BrokerPilot AI email writing
Draft brokerage emails with AI using the context already inside BrokerPilot, then send updates to the right users, clients, agents, or transaction parties.
AI marketing campaigns
Create AI-assisted marketing campaign copy for brokerage follow-up, client nurturing, listing updates, and team communication without starting from a blank page.
Client workflows for buyers and sellers
Start with a buyer or seller client intake, collect key details, track progress, and convert accepted offers into live deals without rebuilding the transaction from scratch.
Deal workspace by brokerage process
Keep contract execution, disclosures, inspections, pre-closing, closing, post-closing, tasks, contacts, emails, and documents in one operational workspace.
Document upload, signing, and client portal
Upload PDF and DOCX files, place signing fields, mark read-only fields, send unique buyer or seller portal links, and keep broker, agent, TC, buyer, and seller signing status visible.
Buyer and seller client portal
Send secure unique links so clients can sign documents and see where they are in the deal without calling the agent repeatedly for progress updates.
Google Calendar sync
Sync important deal dates, closing milestones, follow-up reminders, and transaction tasks into Google Calendar so teams stay coordinated.
Commission and payout tracking
Track commission plans, deal commissions, funds received, deductions, payment status, and payout progress so brokers know where money stands.
Google Drive document sync
After a deal closes, BrokerPilot can sync deal documents into the broker's Google Drive folder so closed transaction records stay organized.
Mobile-ready brokerage view
Agents and brokers can quickly check deal progress, pending signing actions, and key transaction status when clients call from the field.
Custom deal workspaces
Adapt workspace sections and terminology to the way different brokerages, counties, and teams run their real estate transactions.
Why teams switch
Replace scattered tools with one brokerage operating layer.
Before BrokerPilotWith BrokerPilot
Manual document review and retyping data
AI document extraction that populates deal fieldsEmail threads for documents and signing updates
AI-written emails and prepared signing workflowsShared folders that depend on someone remembering to upload
Closed-deal Google Drive sync into broker-owned foldersCommission status tracked after the fact
Payout visibility while the deal is still movingTrusted by transaction teams
Agents, brokers, and coordinators want one calmer way to run every deal.
BrokerPilot is designed around the daily handoffs that make or break real estate operations: documents, signatures, deal visibility, compliance, commissions, and closing records.
“BrokerPilot gives me the broker view I always wanted: active deals, documents, signatures, and commission status without asking my team for a separate update.”
“The AI document extraction preview is exactly the direction real estate needs. Anything that saves us from retyping contract details is a huge win.”
“As an agent, I care about speed. BrokerPilot makes it easy to answer a client when they ask where the deal stands or what still needs signing.”
“The deal workspace feels built for transaction coordination. Sections, tasks, documents, and parties all live together instead of scattered across email threads.”
“Having signing status and document progress in one place helps me know what to chase first. It removes a lot of the daily guesswork.”
“Commission visibility is a big deal for brokers. Seeing payout progress beside the deal workflow makes the financial side feel much more controlled.”
“I like that BrokerPilot thinks about the full transaction, not just documents. Intake, offer, deal, signing, closing, and storage are connected.”
“The mobile view is practical. When a client calls, I do not need to be at my desk to check deal progress or pending signature work.”
“BrokerPilot makes broker review feel less reactive. I can see the blockers earlier and help the team fix issues before closing week.”
“The Google Drive sync idea is one of those features that sounds simple but saves everyone from hunting for closed-file documents later.”
“For a TC, fewer duplicate updates means more time on real coordination. BrokerPilot gives everyone the same transaction truth.”
“I want software that keeps agents moving without making the broker lose control. BrokerPilot feels designed around that balance.”
Who BrokerPilot helps
For brokerages that want less chaos between offer acceptance and closing.
- Independent brokerages that need cleaner deal operations
- Managing brokers who want stronger compliance visibility
- Agents who need quick client and deal progress answers
- Transaction coordinators managing documents, signatures, and deadlines
- Real estate teams replacing spreadsheets, email threads, and scattered folders
US brokerage operations
Real estate transaction management, document signing, and commission tracking in one place.
BrokerPilot is designed for brokerages that need a practical operating system for client intake, buyer and seller workflows, real estate deal management, transaction coordinator tasks, document signing, broker compliance, commission tracking, payout visibility, and closed-deal document storage.
Learn more about BrokerPilot for real estate brokeragesBrokerPilot insights
News, product updates, and brokerage operations guides.
What Real Estate Transaction Management Software Should Do for Brokers
A practical guide for US real estate brokers evaluating transaction management software for deals, documents, compliance, commissions, and post-closing records.
Read articleHow Brokers Can Keep Closed Deal Documents Organized in Google Drive
Why closed real estate deal documents should sync automatically into broker-owned storage and how organized folders help brokerage compliance.
Read articleCommission Tracking for Real Estate Brokerages: What to Automate First
A broker-focused look at commission tracking, payout status, funds received, deductions, and why brokerage teams should automate the repetitive parts first.
Read articleQuestions
Common BrokerPilot questions
Is BrokerPilot built for US real estate brokerages?
Yes. BrokerPilot is positioned for US brokerage operations, including buyer and seller workflows, accepted offers, transaction coordination, document signing, commission visibility, and broker review.
Can agents and brokers both use BrokerPilot?
Yes. BrokerPilot supports brokerage teams where brokers, agents, and transaction coordinators may need different views and signing responsibilities inside the same transaction workflow.
Does BrokerPilot replace document signing tools?
BrokerPilot focuses on the transaction workflow around documents: upload, prepare signing fields, send for signing, track completion, and keep the signed documents attached to the client or deal.
Can BrokerPilot help after closing?
Yes. BrokerPilot includes post-closing workflow support and Google Drive document sync so closed-deal records can be stored in the broker's Drive structure.
Contact BrokerPilot
Tell us about your brokerage workflow.
Use the form to ask about BrokerPilot for your brokerage, team, or transaction coordination workflow. We reply by email and do not publish a phone number on this site.