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BROKERAGE SOFTWARE · ONE LOGIN, TEN DEPARTMENTS

Brokerage software that runs the whole brokerage.

Most brokerage software covers one department and bills like it too. BrokerDIY is one platform where CRM, transactions, e-signature, recruiting, phones and follow-up write to the same private brain — with a human approving anything that touches money or a client.

One brain · ten departments · flat published pricing · $0 setup

The job to be done

What brokerage software actually has to cover.

A brokerage is not one workflow — it is a front office that sells, a back office that closes and files, a recruiting desk, and a brand clients see. Software that only covers one of those leaves the rest stapled together. The work breaks down into six jobs.

1
Run the front officeLeads, speed-to-lead, and follow-up that never forgets — a native CRM with AI sequences that respond in minutes and hand conversations to your people.
2
Run transactionsContract to close on every deal: deadlines tracked from the executed contract, signatures chased, executed documents filed to the file automatically.
3
Run the back officeComplete files, retained for your state’s required period, with the per-deal commission paperwork straight and an audit trail showing who signed what and when.
4
Recruit and retain agentsA real candidate pipeline with outreach that runs itself — in the same system the agents you hire will work in on day one.
5
Market the brandListings, email, and social publishing under your brokerage’s name, not a vendor’s.
6
Answer the phoneFront-desk and after-hours coverage that books appointments and takes messages instead of sending callers to voicemail.

E-signature across all of it is legally recognized in the United States under the federal ESIGN Act (15 U.S.C. ch. 96) and, at state level, the Uniform Electronic Transactions Act. Back-office filings for independent-contractor agents follow the IRS’s Form 1099-NEC rules.

Buyer’s checklist

How to evaluate brokerage software.

The questions worth asking every vendor you shortlist, including us. Our answers sit in the right-hand column rather than a checkmark, because a checkmark is not an answer.

What to evaluateThe question to ask any vendorBrokerDIY’s answer
CoverageHow many departments run under one login — and how many separate bills does that mean?Ten departments, one platform, one bill: CRM, transactions, e-sign, recruiting, voice, back office
IntegrationsWhich connectors are live today, versus on a roadmap slide?Native CRM is live; Lofty, kvCORE, Follow Up Boss and Dotloop connectors are planned for early access — we say which is which
Data ownershipDoes your brokerage’s data train the vendor’s models for other customers?Never. Your brain is isolated to your tenant
AI boundariesWhat does the AI do without a human, and where does it stop?Mechanical work runs alone; anything touching money or a client waits for approval — enforced by the platform
Pricing modelPer seat, per transaction, or flat? What happens when you hire?Flat monthly, published: $29 / $99 / $199, Team $349 for 10 seats, $0 setup
BrandWhose name is on the client-facing surfaces — envelopes, calls, portals?Yours. White-label is the default, not an enterprise upsell
MigrationMust you rip out your current stack to start?No — orchestrate on top of it first, move pieces over at your pace

Want the line-by-line version? Side-by-side comparisons tag every figure as the vendor’s own published price or a third-party approximation. Adding up a whole stack? The brokerage software cost calculator does the arithmetic. New to the category? Start with how to choose brokerage software.

Where the AI actually helps

The mechanical half, done for you.

A brokerage’s work splits cleanly into repetitive work and judgment work. Software should take the first half completely and stay out of the second. That line is a product decision, and we hold it deliberately.

1
Chasing, not decidingFollow-up, reminders, status updates, and filing run on their own. Negotiation and compliance interpretation stay with your people.
2
Human approval on money and clientsAnything that reaches a client or touches funds waits for a person to approve it. That is enforced by the platform, not by policy.
3
Every department writes to one brainWhat the front office learns, the back office knows — because it is the same system, not an integration between seven of them.
4
It compoundsEvery deal, message, and decision lands in a private knowledge base your brokerage owns, so the platform gets better at your business, not everyone’s.

The full map of departments is on the platform page. The deepest single workflow is transaction management; the back-office half has its own page.

Straight answers

Brokerage software questions, answered plainly.

The short version before you move your brokerage anywhere new.

What is brokerage software?

It is the software a brokerage runs its business on — the systems that handle leads and follow-up, transactions from contract to close, back-office filing and retention, recruiting, and marketing. Some brokerages assemble those from a handful of single-purpose subscriptions; brokerage software in the modern sense is one platform covering all of it under one login.

How is brokerage software different from a real estate CRM?

A CRM manages contacts and follow-up. Brokerage software covers the CRM’s job plus transactions, e-signature, recruiting, back-office filing, phone handling and marketing — the whole operation. BrokerDIY includes a native CRM and can also orchestrate on top of the CRM you already run.

Do I have to replace my current stack?

Not on day one. BrokerDIY is built to orchestrate on top of the stack you already run, with connector support planned for platforms like Lofty, kvCORE, Follow Up Boss and Dotloop for early access — those integrations are planned and are not live today. Most brokerages start alongside what they have and move pieces over at their own pace.

What does the AI actually do on its own?

The mechanical half — chasing signatures, tracking deadlines, filing executed documents, sending status updates, running follow-up sequences. Anything that touches money or reaches a client waits for a person to approve it. That boundary is enforced by the platform, not by policy.

What does it cost?

Every plan starts with a 14-day free trial. After that the published rate card is Starter $29/mo, Pro 5x $99/mo, Pro 20x $199/mo, and Team $349/mo with 10 seats included, with Enterprise scoped with you. Setup is $0 on every plan and pricing is flat monthly rather than per agent or per transaction. Full detail is on the pricing page.

Who owns the data?

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

Is this for agents or for brokerages?

Brokerages. BrokerDIY is bought and operated by the broker-owner or team leader and works for the whole operation — agents, staff, transactions and recruiting — under the brokerage’s own brand.

When can my brokerage start?

Founding brokerages are being onboarded from the waitlist now, with early access opening September 2026. Joining locks your founding rate.

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.

Deciding department by department? See every feature on one page.