Book a DemoFor brokerage owners and managing brokers
Give every deal a consistent path without losing room for exceptions.
Broker Pilot helps US real estate brokerages standardize buyer and seller transaction workflows while preserving deal-level flexibility. Brokerage leaders can establish default workspaces, monitor compliance review, see document and commission status, coordinate assigned transaction coordinators, and retain a clearer closed-deal record.
Create a brokerage operating standard
A broker can build default buyer and seller workspaces around the brokerage's expected process. That gives agents a repeatable structure for documents, email, dates, checklists, and closing work.
Because transactions are not identical, authorized users can add deal-specific items without changing the standard for everyone else.
Keep broker review attached to the file
Compliance review works best when the request, reviewed documents, broker feedback, agent resubmission, and final approval remain connected. Broker Pilot keeps those states visible in the dashboard, deal list, document view, and deal workspace.
Coordinate agents and transaction coordinators
Agents or brokers can assign an eligible transaction coordinator to a specific deal. The assigned coordinator receives access to that deal and its related client transaction without receiving blanket access to every brokerage file.
See the transaction and commission together
A broker should not have to search one system for documents and another for the money attached to the transaction. Broker Pilot keeps deal status, closing dates, commission records, deductions, funds received, and payout progress in the same operational context.
Frequently asked questions
Answers about for brokerage owners and managing brokers
Can brokers see all brokerage deals?
Broker Pilot supports brokerage-level visibility for authorized brokers while agents can focus on the deals assigned to them.
Can workflows vary by transaction type?
Yes. Broker Pilot supports separate buyer and seller workflows, brokerage defaults, and deal-specific additions.
Can a broker request changes during compliance review?
Yes. A broker can request a re-review, and the file remains in that state until the agent resubmits it for review.
Can closed documents be organized in Google Drive?
Yes. An authorized broker can optionally connect Google Drive for brokerage-controlled closed-deal document storage.