Broker CRM and Lead Management
Own the brokerage database across all developers.

Run one independent brokerage tenant while collaborating with every developer through controlled project pipelines, keeping your brand, users, credentials, lead sources, customer history, and internal analytics private while sharing only developer-authorized information.

Own the brokerage database across all developers.

Separate stages, permissions, inventory, targets, and reporting.

Capture leads while keeping credentials private.

Guide buyers using authorized project information.

Preserve call, SMS, email, and chat continuity where enabled.

Coordinate transaction steps.

Share agreed results and track commercial milestones.


Developer-specific permissions and shared dashboards

Lead routing by project, location, budget, source, and agent
The model protects the broker’s brand, credentials, users, customer relationships, and cross-developer intelligence while giving each developer transparent performance for its own opportunities. It reduces spreadsheet reporting, improves response discipline, and makes commissions and service handoffs easier to follow.

The broker captures a lead from its own campaign, qualifies the buyer, opens the relevant developer pipeline, shares approved opportunity fields, and coordinates the viewing and reservation while the full relationship stays in the broker tenant.
Start with the pipeline stages, information ownership, sharing rules, service levels, and success measures agreed by the participating tenants. Configure the required modules, train each team for its role, and review performance without exposing unrelated tenant data.
Design Your Tenant Workflow
