About BrokerPlan
The operating system for modern broker teams.
BrokerPlan helps commercial real estate teams bring people, properties, transactions, documents, and follow-through into one connected workspace.
Our history
Built to make complex business feel manageable.
BrokerPlan began with a simple idea: the best teams should not have to choose between lightweight tools that cannot keep up and enterprise systems that slow everyone down. We build practical, configurable software for organizations that need their people, processes, and information to work together.
Our product grows through close collaboration with the teams who use it. Short release cycles, useful feedback, and a focus on real operational problems keep BrokerPlan moving forward without losing the clarity that makes it valuable.
Today, BrokerPlan supports broker operations across the full business cycle: from the first client conversation and property brief to the signed agreement, reporting, and the next opportunity.
One platform, connected work
A clear record of what matters.
Transactions
Keep opportunity stages, milestones, documents, and ownership visible from first contact to close.
Properties
Connect spaces, tours, requirements, notes, and deal context so every conversation starts informed.
Relationships
Give clients, partners, and internal teams one dependable place to coordinate the work.
The BrokerPlan framework
As your operation evolves, BrokerPlan evolves with you.
Configurable workflows
Shape pages, fields, stages, approvals, and reports around the way your brokerage actually works.
Role-based visibility
Give each person the right view of the business while keeping sensitive details controlled.
Connected search
Find people, properties, contracts, tasks, and opportunities without hunting across systems.
Decision-ready reporting
Turn live operational data into clear reports that show where attention belongs next.
See BrokerPlan in action
Make the next step easier for everyone.
Tell us how your team works today and we will show you where a connected workspace can create momentum.