Broker operations, in motion
Close more deals with every detail in view.
BrokerPlan brings transactions, clients, properties, documents, and follow-ups into one calm workspace built for commercial real estate teams.
One connected workspace
Everything your team needs to move a deal forward.
Replace scattered spreadsheets, inbox threads, and disconnected tools with a shared operating picture for your brokerage.
Deal pipeline
See every opportunity, milestone, owner, and next action in one reliable view.
Explore pipelineClient relationships
Keep conversations, contacts, requirements, and commitments close to the work.
Explore relationshipsProperty intelligence
Give your team a clear record of spaces, assets, tours, documents, and deal context.
Explore propertiesDocuments & tasks
Keep critical files, approvals, deadlines, and handoffs moving without surprises.
Explore workflowsBuilt around your workflow
From first conversation to signed agreement.
BrokerPlan gives every person the context they need without asking them to become a systems expert. Create momentum with fewer handoffs and clearer accountability.
See how it works
Clarity in the field
Make the next step obvious, wherever work takes you.
Walk into a tour, call, or review with the details already at hand. BrokerPlan keeps your team aligned from the office, the road, and every place in between.
- Fast search across your active business
- Simple updates from any device
- Reports that show where attention belongs
The whole picture, finally together
Work that feels clear, even when the deal is complex.
Bring your workflow togetherA better operating rhythm
Built for teams that take the details seriously.
Automate reminders and make ownership visible.
Give leadership a live view of the business.
Respond to clients with the full picture in reach.
Ready to put your pipeline in motion?
See what BrokerPlan can do for your team.
Tell us how your brokerage works today. We will show you a clearer way forward.
Start the conversation