Solutions by role

Built for every role that moves a commercial real estate deal forward.

Each participant gets the access and workflow they need while everyone works from the same connected business context.

Different responsibilities. One operating picture.

BrokerPlan keeps accountability clear without splitting the business across separate tools.

Brokerage Owners

See pipeline, performance, workload and operational risk across the business.

Brokers

Manage opportunities, listings, clients, tours, documents and follow-ups in one place.

Agents

Stay focused on assigned projects, tasks, communications and deadlines.

Operations

Standardize processes, approvals, documentation and reporting across deals.

Clients

Provide controlled access to relevant information without exposing internal brokerage data.

Collaborators

Bring external participants into specific workflows with limited, role-aware access.

See how BrokerPlan fits your brokerage.

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

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