Solo advisors
Move beyond the spreadsheet.
Keep your contacts, listings, NDAs, appointments, and client workspaces together, with a clear record of each engagement from prospecting through the closing archive.
Brokerage owners & principal brokers
See the firm while agents run their deals.
Assign leads, follow pipeline and key dates, and measure the funnel by agent and lead source while your team prepares CIMs, recasts seller financials, and qualifies buyers in the same workspace.
M&A advisory teams
Bring financial preparation and diligence together.
Connect seller-interview intelligence, documented SDE add-backs, and buyer capacity scenarios with NDA-gated materials and role-scoped portals for clients and advisors.
Firms & brokerage networks
Cooperate beyond your own roster.
Exchange referrals, track co-broked deals, and publish embeddable listing feeds while preserving engagement permissions and an attributable activity history.