Relationships & origination
Unified CRM
Maintain a single canonical record per person or company across every role, separating active client work from your broader network.
Contact import/export
Move your contact directory in and out via CSV with controls that preserve roles, relationships, and history.
Lead assignment
Route inbound inquiries and leads to the right agent automatically, with full administrative oversight.
Referral exchange & updates
Send and receive referrals with collaborators, with status updates tracked on both sides.
Prospecting & data enrichment
Discover and enrich business and owner records to build targeted outreach lists.
Appointment booking
Let buyers and sellers book directly against broker availability.
Email & sequence campaigns
Send one-to-one emails and run multi-step nurture campaigns that pause when a contact engages.
Engagement preparation & buyer qualification
CIM drafting & sharing
Draft CIMs with AI assistance from your own listing and seller data, review them, and release them through your NDA workflow.
Seller-interview transcript intelligence
Upload a recorded seller interview transcript and extract reviewable, sourced facts directly into CIM drafts.
Seller financial recasting
Standardize seller discretionary earnings with documented add-backs in a shared worksheet.
Buyer capacity modeling
Model acquisition capacity across cash, SBA, and seller-financing scenarios with stress testing.
Intake questionnaires
Capture structured seller and buyer information through printable meeting questionnaires and in-portal profiles.
Industry map & opportunity analysis
Explore a structured industry taxonomy with risk and opportunity framing to guide buyer and seller conversations.
Sample Engagement A
- 01 Overview
- 02 Operations
- 03 Financials
- 04 Opportunity
The business serves a recurring base of commercial clients. The owner oversees customer relationships and day-to-day operations.
Source: seller interview · 12:40
“Most of our work comes from repeat clients.”
Confidential marketing & collaboration
Listing activity updates
Follow every inquiry, NDA, CIM release, offer, and stage change on each listing in one activity view.
NDA e-signature automation
Deliver, sign, and track NDAs automatically, gating CIM and data-room access on signed status.
Client & collaborator portals
Give sellers, buyers, and referral partners secure, role-scoped portals with dashboards, documents, and action items.
Data uploading & sharing
Share documents through role-gated data rooms with access logging on every file.
Embeddable listing feeds
Publish listings to your own website and partner portals with responsive, filterable embeds.
Engagement documents
Activity · Sample financial worksheet opened by Broker A
Your engagement
Sample Engagement A · Preparing for market
Review your intake profile
Action needed
Upload financial records
Action needed
Meeting with your broker
Oct 29 · 10:00 AM
Your broker · Broker A
Closing, archives & firm oversight
Transaction pipeline & closing records
Track every deal from engagement to closing, with key dates, historical records, and cooperating-broker details.
KPI funnel & brokerage analytics
Measure the funnel from lead activity through offers to closings, by agent and by lead source.