Commercial real estate, connected
The operating platform for modern commercial real estate brokerages.
Manage listings, properties, clients, deals, documents, communications and AI-powered workflows from one connected workspace.
Connected data
Real-time deal visibility
Built-in workflow automation
BrokerPlanDashboard
Portfolio command center
Pipeline Value$48.2M
Current quarter
Recent ActivityView all
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Lease agreement updatedNorthpoint office project · 2m ago
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Client call completedRiverside Properties · 1h ago
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New listing added200 Market Street · 3h ago
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Task assigned to teamTenant tour follow-up · 5h ago
Upcoming
SEP
21
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Client meetingRiverside Properties
SEP
23
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Property tour200 Market Street
SEP
24
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Lease reviewNorthpoint Office
BUILT FOR COMMERCIAL REAL ESTATE TEAMS
Brokerage Operations
Listings & Properties
Transactions
Client Collaboration
AI & Automation
The problem
Stop running your brokerage across disconnected tools.
Spreadsheets, email threads, separate CRMs and shared drives create confusion, slow down deals and make it harder to serve clients.
Before BrokerPlan
- Spreadsheets
- Email threads
- Shared drives
- Separate CRM
- Manual reminders
- Disconnected calendars
- Copy/paste reporting
- Generic AI tools
With BrokerPlan
- Connected pipeline
- Contextual communications
- Deal-linked documents
- Unified relationships
- Workflow automation
- Shared events
- Live dashboards
- Context-aware AI
One platform. Everything connected.
The complete platform for commercial real estate teams.
DashboardListingsPropertiesProjectsContactsTasksCalendarDocumentsCommunicationsReports
BrokerPlan
Listings
200 Market StreetOffice · San Francisco, CA
100ActiveSep 22, 2026Riverside IndustrialWarehouse · Oakland, CA
TopPendingSep 21, 2026Westlake PlazaOffice · San Mateo, CA
TopActiveSep 20, 2026Summit TowerOffice · San Francisco, CA
100ActiveSep 19, 2026Manage your listings from prospect to close.
Market properties, track activity, collaborate with your team and keep everything connected to clients and deals.
- Create and manage listings
- Link listings to properties and transactions
- Track marketing and activity
- Publish controlled listing sources
- AI-powered descriptions and summaries
Projects & TransactionsPipeline
ProspectNorthpoint Plaza$3.2M · J. Morgan Harbor Center$1.8M · S. Lee
Tour / Review200 Market StreetTour Thu · 10:00 Riverside IndustrialDocuments in review
LOI / ProposalWestlake PlazaLOI due today
Lease / CloseSummit TowerLease redlines
Move every transaction forward with visible ownership.
Track stages, milestones, approvals and next actions without losing the history behind the deal.
- Pipeline stages and milestones
- Owners, deadlines and approvals
- Deal activity timeline
- Linked properties, clients and documents
CRM & RelationshipsRelationship view
Jordan MorganManaging Broker · Northpoint
12 active dealsSophia LeeClient · Riverside Properties
4 propertiesAlex RiveraAgent · BrokerPlan Demo Team
8 follow-upsKai ChenExternal Collaborator
Limited accessKeep every relationship connected to the work.
See brokers, agents, clients, contacts and organizations in context across properties and transactions.
- Broker and agent structure
- Client requirements and history
- Organization and contact relationships
- Communication context
Tasks & WorkflowThis week
Review lease redlinesNorthpoint Plaza · Due today
JMConfirm property tour200 Market Street · Tomorrow
SLPrepare listing packageWestlake Plaza · Friday
ARSend client recapRiverside Industrial · Completed
KCTurn follow-through into a repeatable operating rhythm.
Assign owners, priorities and deadlines and keep the next action visible from anywhere in the workflow.
- Priority and ownership
- Due dates and reminders
- Reordering and workflow steps
- Linked tasks by project or client
DocumentsNorthpoint Plaza
Lease Agreement v7.pdfUpdated 12 min ago · Lease
ReviewFloor Plan - Level 3.pdfShared with client · Property
SharedLOI Draft.docxUpdated yesterday · Transaction
DraftFinancial Summary.xlsxInternal only · Analysis
CurrentKeep the document beside the decision it supports.
Organize contracts, leases, proposals and supporting files around the exact property, project and client context.
- Contextual document storage
- Controlled sharing
- Version and activity visibility
- AI document understanding
CommunicationsNorthpoint transaction
I uploaded the new lease redlines and added the client questions.
Great — I’ll review and create the follow-up items.
2 decisions, 3 follow-ups and 1 overdue task detected.
Keep every conversation attached to its business context.
Collaborate internally and with invited external participants while controlling what each person can access.
- Deal-based conversations
- External participants by email
- Controlled shared context
- AI summaries and follow-ups
CalendarSeptember 21–25
9 AM11 AM1 PM3 PM
MONClient callNorthpoint
TUEInternal reviewLease team
WEDProperty tour200 Market
THUBroker meetingRiverside LOI deadlineWestlake
FRIClient recapSummit Tower
Keep tours, meetings and deadlines connected to the deal.
Coordinate brokerage activity with a shared view of events and the records they belong to.
- Client and internal meetings
- Property tours
- Transaction deadlines
- Linked calendar context
AI & AutomationSuggested actions
Summarize transaction activity12 updates across email, tasks and documents
Analyze lease documentExtract dates, terms and action items
Create client follow-upDraft an update and create assigned tasks
Enrich listingNormalize imported data and prepare description
Use AI where the work already happens.
Turn activity, documents and conversations into summaries, tasks and next actions without moving context into a separate tool.
- Deal summaries
- Document analysis
- Draft communications
- Workflow automation
BrokerPlan AI
AI that works inside the workflow, not beside it.
Get answers, summarize information, draft communications and automate tasks — all with the context of your deals, clients and documents.
Ask BrokerPlanWhat changed on the Northpoint transaction this week?
Here’s what happened this week:
- 3 documents were updated
- The client responded yesterday with questions
- The lease review task is overdue
- A property tour is scheduled for Thursday
Ask BrokerPlan anything… →
Built for every role
One platform. Different roles.
Give every team member the tools they need, with the right access and visibility.
Brokerage Owner
Portfolio visibility, performance, pipeline and accountability.
Learn more →Broker
Deals, relationships, listings, tours and follow-ups.
Learn more →Agent
Tasks, clients, communications and transaction activity.
Learn more →Operations
Processes, documents, reporting and administration.
Learn more →Client / Collaborator
Secure access to relevant information and real-time updates.
Learn more →Why BrokerPlan
One connected platform for the core work of commercial real estate.
01Connected workspace
Bring deals, properties, clients, tasks, documents and communications together.
02Real-time visibility
See what is moving, what is overdue and what needs attention.
03Secure collaboration
Give internal and external users the right access to the right information.
04AI-assisted workflows
Turn documents, conversations and activity into summaries, actions and follow-ups.
Integrations
BrokerPlan works with the tools around your business.
Connect the systems your team already uses so communications, calendars, payments and business data stay in sync.
Microsoft 365Productivity & collaboration
OutlookEmail & communications
Google WorkspaceDocs, mail & productivity
CalendarMeetings, tours & deadlines
StripePayments & subscriptions
API & WebhooksCustom connections
Product philosophy
Technology behind the work. People at the center.
BrokerPlan is designed to give commercial real estate teams a single operating picture across relationships, properties, projects and communication — without losing the human context behind every deal.
One workspace for every active deal, relationship, document and next action.BrokerPlan product vision
Run your brokerage with confidence
See BrokerPlan in action.
Discover how BrokerPlan can help your team manage deals, clients and opportunities more efficiently.