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NATIVE CRM · OR ORCHESTRATE YOURS

A CRM that works the way your brokerage works.

BrokerDIY gives you a native CRM — contacts, pipeline, tasks — or orchestrates on top of the CRM you already run. Leads, deals, conversations, and follow-up in one brain, without a forced migration.

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Native CRM & tasks · works alongside your CRM · one conversation history

Two modes

Keep your CRM. Or replace it.

BrokerDIY is built for both paths: run its native CRM as your system of record, or connect it around your existing stack and orchestrate from the outside.

1
Native CRM & tasksContacts, pipeline, and a task system — built in, no migration required to start.
2
Works alongside your CRMKeep Lofty, kvCORE, or Follow Up Boss if it’s working — connector support is planned for founding access.
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One conversation historyEvery call, email, and note lands on the contact record — whoever touched it.
4
Follow-up that never sleepsAI sequences run from the same record — drip, broadcasts, and speed-to-lead replies.
Why it’s different

The CRM that knows your whole brokerage.

Most CRMs stop at the contact record. In BrokerDIY, the CRM sits on the same private brain as the phones, the transactions, and the recruiting desk — so the record knows what the rest of the brokerage knows.

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Calls land on the recordVoice agents answer, qualify, and log every conversation against the contact.
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Deals stay linkedThe pipeline ties to transactions and tasks — not a separate tab nobody opens.
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Your data compoundsThe brain learns your brokerage and never trains anyone else’s — that’s the moat.
Straight answers

What brokers ask about the CRM.

The short version before you point your contact database at anything new.

Is BrokerDIY a CRM replacement or an add-on?

Either. BrokerDIY can run everything native, or orchestrate on top of your existing CRM through planned connectors — most brokerages start on top of their stack and move pieces over at their own pace.

Which CRMs does it connect to?

Connector support is planned for the platforms brokerages already run — Lofty, kvCORE, Follow Up Boss, Dotloop, MLS/IDX and more. Those integrations are planned for early access and are not live today; the native CRM is.

Do I have to migrate my contacts?

No. If you run the native CRM, standard import brings your contacts in. If you keep your current CRM, nothing moves — BrokerDIY works around it.

Who owns the data?

You do. Each brokerage’s knowledge lives in its own isolated, private brain — it never trains other tenants and never leaves your side of the wall.

What does it cost?

A 14-day free trial, then plans from $29/mo with the full rate card published — see pricing for every tier and allowance.

One brain for the whole brokerage.

Now onboarding founding brokerages. Join the waitlist and we’ll reach out as founding spots open — no payment, no commitment.

  • Founding rate locked the day you join
  • First in line when early access opens
  • No payment, no commitment

No spam. We’ll only email you about BrokerDIY early access.

Comparing brokerage stacks? BrokerDIY vs Lofty, BoldTrail & Follow Up Boss.