Connected CRE operations

One platform for the entire commercial real estate deal lifecycle.

BrokerPlan replaces disconnected spreadsheets and point tools with one operating workspace for brokers, agents, clients and transaction teams.

Everything around the deal stays connected.

Move from opportunity to close without rebuilding context between systems.

CRE CRM

Connect brokers, agents, clients, contacts and organizations to the work they support.

Transactions

Track stages, milestones, owners, approvals and activity from first contact through close.

Listings & Properties

Manage properties, spaces and listing lifecycle with controlled internal and external publishing.

Documents

Keep leases, proposals and supporting files connected to the exact project or property.

Tasks & Calendar

Coordinate assignments, deadlines, tours and follow-ups from one shared operating rhythm.

Reporting & AI

Surface current pipeline, priorities, risks and AI-assisted next actions from connected data.

See how BrokerPlan fits your brokerage.

Walk through your current workflow and see how BrokerPlan can connect the work from listing through close.

Request a Demo →