Book a DemoBroker Pilot FAQ
Direct answers about Broker Pilot for US real estate teams.
Broker Pilot is a transaction management platform for US real estate brokerages, agents, and transaction coordinators. It connects buyer and seller client workflows with deal workspaces, documents, signatures, emails, calendars, client portals, broker review, commissions, payouts, and closed-file records.
Choosing a transaction management platform
A product demonstration should use a representative transaction from your brokerage. Confirm how the platform handles your actual buyer and seller handoffs, exceptions, document review, assigned transaction coordinators, client access, commission process, and final records.
Product and policy information
The answers below describe Broker Pilot's current product direction and public policies. Feature availability can vary by rollout or plan, and product behavior may be updated as the platform develops. Confirm purchasing requirements during your demonstration.
Frequently asked questions
Answers about broker pilot faq
What does Broker Pilot do?
Broker Pilot organizes the operational lifecycle of a real estate transaction, from buyer or seller client workflow through accepted deal, documents, signatures, dates, compliance review, commission activity, and closed-file records.
Who is Broker Pilot for?
Broker Pilot is designed for US residential real estate brokerages, managing brokers, agents, transaction coordinators, administrative teams, buyers, and sellers.
Does Broker Pilot support buyer and seller workflows?
Yes. Buyer and seller workflows are separate so each side can use the appropriate intake, documents, communication, offers, and deal phases.
Can a brokerage customize the deal workspace?
Yes. Brokers can configure default buyer and seller workspaces, and authorized users can add deal-specific documents, emails, checklist items, and calendar events.
Can Broker Pilot prepare documents for electronic signature?
Yes. Authorized users can prepare signature fields, assign signers, track signing progress, and retain the resulting document with the transaction.
Does Broker Pilot have buyer and seller portals?
Yes. Dedicated portals can display client-facing documents, forms, signature requests, selected financial estimates, and deal status.
Can transaction coordinators work in Broker Pilot?
Yes. Eligible transaction coordinators can be assigned to individual deals and work with those deals and their related client transactions.
Does Broker Pilot connect to Google Calendar and Google Drive?
Yes. Users can optionally authorize Google Calendar for transaction events and Google Drive for specific Broker Pilot files and folders, including closed-deal storage.
Does Broker Pilot provide legal or accounting advice?
No. Broker Pilot is an operational software tool. Brokerages remain responsible for legal, regulatory, compliance, tax, accounting, and record-retention decisions.
How much does Broker Pilot cost?
Broker Pilot currently provides pricing after confirming the brokerage's team size, workflow requirements, onboarding needs, and requested capabilities.