When your top producer leaves, their client relationships leave too.
Independent brokerages depend on knowledge that lives in agents' phones, not in any system. Client relationships, transaction history, and hyperlocal market intelligence belong to individual producers. When they leave, that knowledge leaves too, and your brokerage starts over with the next client who calls.
Every agent departure takes client relationships with them
Client preferences, communication history, and years of relationship context live in an agent's personal phone and memory. When they move to a competitor, your brokerage loses the relationship and the knowledge. There is no backup.
Transaction knowledge vanishes after closing
Which concessions saved the deal, which lender actually performed, what nearly fell apart at inspection. This context could inform every future transaction, but it disappears into email threads and the minds of whoever worked the file.
Hyperlocal market intelligence is trapped in individual minds
Your experienced producers know which streets sell fast, which builders have issues, and which neighborhoods are shifting. None of this is searchable. New agents start with MLS data and zero context.
Past client follow-up depends on agents remembering
91% of agents never contact clients after closing. The brokerage has no system to capture who bought what, when they might move again, or what they care about. Repeat and referral business falls through the cracks.
The brokerage knowledge gap
45%
of agents use their CRM a few times a month or less
91%
of client relationships get zero follow-up after closing
0
purpose-built tools for brokerage knowledge capture
100%
of transaction context is undocumented after closing
Client relationships that stay with your brokerage, not just your agents.
Most PropTech is built for agents, not for the broker-owner who runs the business. We capture the institutional knowledge your brokerage depends on: client relationships, transaction history, vendor contacts, and hyperlocal market intelligence. Your team searches it in plain English and gets real answers.
- Client relationship history preserved across agent departures, past transactions, and follow-ups
- Transaction context documented: what concessions saved deals, which lenders performed, what nearly fell apart
- Vendor and partner intelligence across title companies, inspectors, lenders, and their track records
- Hyperlocal pricing knowledge captured from years of closed deals and market shifts
Where brokerage knowledge lives today
Searchable brokerage knowledge base
Every client, every transaction, every relationship in one place
Agents that run compliance, retention, and reporting for your managing broker.
88% of clients say they would use their agent again, but only 12% actually do. Our agents help your brokerage capture and act on the relationships your business depends on.
- Client retention agent identifies past buyers and sellers due for follow-up and drafts outreach for review
- Transaction compliance agent monitors open files for missing documents, deadlines, and broker approvals
- Agent performance agent tracks production trends and surfaces early retention risk signals
- Everything routes through your managing broker before it reaches a client or agent
Weekly brokerage briefing
Your brokerage runs on knowledge that no system captures. We change that.
We build a searchable knowledge base from your client relationships, transaction history, and market intelligence, then deploy agents that put it to work every day. Your team asks questions in plain English and gets real answers.