Book a DemoFor real estate agents
Move from client conversation to closed deal without rebuilding the file.
Broker Pilot gives real estate agents one workspace for buyer and seller clients, offers, accepted deals, documents, signature requests, emails, calendar deadlines, client portals, broker reviews, and commission status. The information already entered during the client workflow carries forward when the transaction becomes a deal.
Manage buyer and seller work separately
A listing-side transaction and a buyer-side transaction do not follow the same path. Broker Pilot provides separate workflows so the questions, documents, offers, contacts, and next steps match the side the agent represents.
Accept an offer and continue in the deal
When an offer is accepted, Broker Pilot creates the connected deal and provides a direct route to it. Property, party, contract, offer, and date information can continue into the deal workspace instead of being entered again.
Keep clients informed without exposing internal work
Buyer and seller portals give clients a dedicated place for shared documents, signature requests, questionnaire inputs, selected net sheets, and deal status. Internal brokerage checklists, compliance notes, and commission details remain in the team workspace.
Bring in a transaction coordinator when needed
An agent can assign an eligible transaction coordinator to one deal. The coordinator can then help with the corresponding deal and client transaction while the agent retains visibility into the shared source of truth.
Frequently asked questions
Answers about for real estate agents
Can an agent customize one deal?
Yes. An authorized agent can add deal-specific documents, emails, checklist items, and calendar events without changing other deals.
Can agents create reusable email templates?
Yes. Agents and transaction coordinators can use available templates and create personal templates for future deal emails.
Can agents share documents for signing?
Yes. Agents can prepare signature fields, assign signers, monitor signing status, and share relevant documents through client portals.
Can agents see commission progress?
Broker Pilot can display commission details and payout progress connected to the underlying deal, subject to brokerage access settings.