Real Estate Brokerage Office System
Sales and leasing brokerage offices with property listings, clients, and field agents.
The property from listing acquisition to commission, with daily viewing coordination and agent commissions calculated in full privacy.
No credit card required — your project is set up with the full system in under a minute
This is the system board as you'll receive it: workflow columns and starter cards showing the first steps
How does work flow in this system?
Every property is a card that starts in “Listing”, documenting its details from the owner: location, area, asking price, and the marketing authorization. It then moves to “Marketing”, where it is photographed and published on the approved platforms and channels. When buyers get in touch, their appointments are logged and the card moves to “Viewings” with every tour the field agent conducts, documenting the buyer's impression. When a buyer turns serious, it enters “Negotiation” to work through price and terms between the two parties, then “Closing” with the contract signed and the deal completed, and finally “Commission” to document the commission earned and collected.
Chat is the daily viewing-coordination channel: the agent on site requests the key, confirms the client's arrival, or uploads live photos for the team, and the marketing coordinator reports new leads from the ads. Announcements carries the hot opportunities to the team: a new property at a competitive price picked up by one of the agents, or a serious buyer looking for specific specs — so everyone moves before the opportunity escapes the whole office.
Dues manages broker commissions in full privacy: each agent's share of a closed deal, what has fallen due and what has been collected, visible only to the brokerage manager and the share's owner. The brokerage manager reviews the “Negotiation” cards weekly to push stalled deals with a call or a considered concession, and makes sure every property in “Marketing” has fresh photos and an up-to-date ad — so no listing is forgotten and no commission is lost after closing.
Who does what?
The operational roles in this system and each role's responsibility in daily work — assign them to your team as-is or adapt them to your reality.
Brokerage Manager
Assigns properties and clients to agents, steps into complex “Negotiation” deals, and approves deal closings and commission distribution in Dues.
Field Agents
Source new properties and document them with their owners' authorization, conduct viewings, lead initial negotiations, and move cards across columns daily.
Marketing Coordinator
Prepares property photos and ads and publishes them on the channels, and updates “Marketing” cards with each ad's performance and lead count.
What's prepared for you from day one?
System units
- Tasks — A kanban board with workflow columns and execution cards
- Chat — The team's fast daily coordination channel
- Announcements — The official voice of management — circulars and alerts that reach everyone
- Dues — Internal money with strict privacy — dues, advances, and expenses
Welcome announcement: «Welcome to the Brokerage System»
From today, every property is a card that moves from listing to commission collection, every viewing and negotiation is documented on the card as it happens, and hot opportunities are published in Announcements for everyone to act on. First step: register the properties you currently have available as cards in “Listing”, with their owners' authorizations.
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