BBrokerOps AI
The cockpit your brokerage runs on

Every lead, every listing, every closing — in one set of controls.

BrokerOps is the agentic cockpit your brokerage runs on. You're the controller — pulling the levers on inbound triage, listings, contracts, lending, and closing. The agents do the work. You decide what goes out, what closes, and what gets paused. Nothing irreversible happens without you.

Tour the cockpit first — every capability is labeled live, building, or roadmap. Book when you want a controller to walk you through it.
Cockpit · live readouts
New leads today
+5 vs. 7-day avg14
Median response time
under 5-min SLA3m 12s
Leads with no owner
auto-routing in 15m3
Leads with no next step
2 over 72h · escalating7
Consults + listing appts booked
this week · 4 buyer / 5 seller9
Offers in progress
2 at-risk · controller alert6
Closed volume influenced
YTD · BrokerOps-touched$11.4M
You're the controller.
Pause an agent. Tighten a rule. Override a draft. Every lever has a switch — and an audit trail.
Agents do the work.
Triage, drafts, document checks, deadline chases, lender follow-ups — running on a schedule you set.
Nothing irreversible without you.
Sends, contracts, wires, takedowns — every irreversible action waits for an approved human.
What the agents are not for

BrokerOps does not replace the important human work that closes deals and makes customers feel supported. It removes the operational drag that keeps your people from doing their most important work.

The showing, the listing presentation, the negotiation, the hand-hold at the inspection, the call the day after closing — that's the work clients pay you for, and none of it leaves the human. The agents handle triage, drafts, deadline chases, document checks, and lender follow-ups so your people aren't doing that work at 9pm instead.

A note from the builder
Built WITH brokerage-owners and transaction coordinators — not FOR them.

We started BrokerOps after watching too many deals die in inboxes, group texts, and stale CRMs — and watching brokerages pay for software that promised to fix it and didn't. The agents in this cockpit exist because a brokerage-owner, a TC, or a team lead told us, in plain words, what was eating their week.

Everything here either runs today, is being built next, or is honestly labeled roadmap. No fake testimonials, no inflated logo wall, no "AI-powered" hand-waving. If a capability isn't ready, the badge says so. If it ships, it ships with the safety gates already wired.

SJSteve & Julia Jones · Founders, BrokerOps AI · Los Angeles, CA
A prototype that tells the truth.
Live running in this prototype Building being built next Roadmap on the roadmap
Where the cockpit stands today
  • Live
    Running today: lead triage, speed-to-lead drafts, approved-list calling, stale lead recovery, document checklists, transaction milestones, owner briefs, Mission Control, and safety gates.
  • Building
    Being built next: MLS ingest, listing builder, contract workflows, disclosure coordination, critical dates, and wire-fraud verification.
  • Roadmap
    Roadmap: portal syndication, e-sign routing, lender liaison, appraisal coordination, CD review, and closing-day logistics.

Built for the brokerages that don't have time to babysit a CRM.

From boutique two-agent teams up through 100-agent shops. Independent brokerages, broker-owners, team leads, transaction coordinators. The places where leads are lost in inboxes, listings sit stale on the MLS, and closings get coordinated in group texts.

Boutique brokerages
2–20 agents. The broker-owner is also the rainmaker. Operational drag is the bottleneck.
Mid-size teams
20–100 agents. Team leads need to see workload, coach junior agents, and not drop high-value leads.
Investor-focused shops
Heavy follow-up cadence, repeat clients, and high-touch transaction coordination.
Keep your stack. Trim it if you want.

Works with the stack you already pay for. No rip-and-replace.

Agents are only as good as the data, permissions, and workflows behind them. BrokerOps doesn't ask you to swap out your CRM, your MLS feed, or the inbox your team already lives in. It sits on top — reading what's already there, writing back where you let it, and giving the controller one place to actually run the seams between tools.

Want to trim instead?

If the cockpit makes a tool redundant, we'll say so. Most brokerages we work with cut 2–3 line items in the first quarter — usually the second CRM nobody logs into, a dead drip sequence still mailing old leads, or a paid integration whose contract auto-renewed three years ago. Same controller on top, fewer line items underneath.

Leads in Zillow, web forms, email, and CRM
One triage and routing layer
Agents forgetting CRM updates
Follow-up tracking and owner briefs
MLS, portals, and listing notes in separate tabs
Listing lifecycle control
Contracts and disclosures across inboxes
Checklist, deadline, and approval workflows
Lender and title updates buried in threads
Closing status and escalation queue
Tribal knowledge in people's heads
Editable brokerage rules and knowledge base
Tools the cockpit makes redundant
A short list of what's safe to cancel
Same logins. Same systems of record. New cockpit on top — with an audit trail for every action an agent proposes or takes.
Cockpit zone 1

Lead engine.

Capture, qualify, route, contact, book, nurture, convert. The work that decides whether a brokerage feeds itself — every step approval-gated, every send logged.

Live
Capture · inbound triage
Classifies every new inbound by type — buyer / seller / renter / investor — and extracts budget, timeline, location, urgency, and intent from free-text. Web forms, Zillow, referrals, all in one queue.
Live
Qualify · scoring + intent signals
Scores each lead on budget fit, timeline tightness, and pre-approval status. Flags ≥ $500k and time-sensitive intent for controller review before anything goes out.
Live
Contact · speed-to-lead drafts
Drafts a personalized reply within minutes of a new inquiry. Sends stay approval-gated; the controller decides what goes out and to whom.
Live
Contact · approved-list-only calling
Places real AI calls via Retell — but only to contacts that pass eight gates (consent, opt-out, max attempts, quiet hours, global pause, daily cap).
Live
Nurture · stale-lead recovery
Finds leads with no touch in 72h, drafts reactivation, and escalates high-value (≥ $500k) to the team lead. Cadence is editable; the send is still yours.
Building
Route · agent assignment
Routes qualified leads to the right agent by territory, specialty, current workload, and on-call status. Round-robin with overrides; the controller can reassign in one click.
Building
Book · showing + consult scheduler
Proposes showing windows and consult slots from the agent's calendar, drafts the confirmation, and holds the slot. Final send waits for controller approval.
Building
Nurture · multi-touch sequences
Runs editable nurture sequences — buyer education, seller market updates, investor comps — across email and SMS, with per-step approval and one-click pause.
Roadmap
Nurture · long-horizon SOI
Keeps the 6–18 month sphere warm with quarterly check-ins, anniversary touches, and market snapshots. Drafts only; nothing sends without you.
Roadmap
Convert · opportunity handoff
When a lead signals ready — signed buyer agreement, listing consult booked, offer drafted — the engine hands off to Zone 2 (buyer pipeline) or Zone 3 (listing lifecycle) with full context attached.
Roadmap
Convert · conversion analytics
Source-to-close attribution: which channels feed real GCI, which scripts convert, which agents close. Weekly digest into the broker brief — no spreadsheet required.
Cockpit zone 2

The buyer pipeline.

Post-NAR settlement, the buyer side is its own discipline. Intake, written buyer agreement, financing, showings, feedback, offer — every step pinned, every signature accounted for, nothing skipped because the agent was driving.

Live
Buyer intake
Captures the buyer's must-haves, nice-to-haves, deal-breakers, areas, and timeline into a structured profile the search and showing agents both read from.
Live
Buyer agreement status
Tracks whether a written buyer representation agreement is signed, by whom, when, and through what date. No showing requests are sent without one — post-NAR settlement, this is the gate.
Building
Financing + pre-approval status
Tracks pre-approval letter, lender, max purchase price, loan type, and expiration. Flags expiring letters before they become a contingency problem.
Building
Search criteria + saved searches
Translates the intake profile into MLS search parameters, watches for new matches, and drafts a curated daily shortlist — controller approves what goes to the buyer.
Building
Showing requests
Drafts showing requests to listing agents through ShowingTime / BrokerBay, with property, requested window, and buyer agreement reference attached. Sends stay approval-gated.
Building
Tour scheduling
Sequences a multi-property tour into a routed itinerary — drive time, lockbox codes, listing-agent notes — and writes it back to the controller's calendar.
Building
Feedback capture
After each showing, prompts the buyer for structured feedback (price, location, layout, condition) and rolls it into a pattern read — what's actually resonating, what's not.
Building
Offer drafted
Drafts the purchase offer — price, terms, contingencies, option period, closing date — from the buyer's intake and the listing's specifics. Controller approves every term before it's sent to the listing side.
Roadmap
Offer readiness
Checks the pre-approval, proof of funds, earnest money source, and buyer agreement before an offer is drafted. Surfaces what's missing so it gets fixed before the offer goes out, not after.
Roadmap
Accepted contract
When the offer is accepted, the agent opens the transaction record, pins effective date and every downstream deadline, and hands the deal off into the transaction zone.
Roadmap
Closing coordination
Holds the buyer side of the close — financing condition status, appraisal access if needed for the buyer, final walkthrough, keys, post-close move-in checklist — synced with the close zone.
Cockpit zone 3

The listing lifecycle.

From MLS ingest to portal syndication to auto-takedown the day it closes. The seller side, finally on the same dashboard as everything else.

Building
MLS data ingest
Pulls listings, status changes, and comps from your MLS (RESO Web API). One source of truth — no more two-tab toggling between CRM and Matrix.
Building
Listing builder
Drafts the listing — headline, narrative, feature bullets, photo ordering — from raw seller intake and property data. Controller approves before anything is published.
Building
Status sync + auto-takedown
Watches MLS for status changes. When a deal closes, the agent flags every portal that still shows it active and proposes a takedown — controller confirms in one click.
Building
CMA generator
Pulls actives, pendings, and solds within your CMA rules and drafts a comparable market analysis. The narrative is editable; the math is sourced.
Roadmap
Portal syndication
Pushes approved listings to Zillow, Realtor.com, Redfin, and brokerage IDX with a single approval. Watches for sync failures and surfaces them in the cockpit.
Roadmap
Showing feedback aggregator
Collects feedback from showing agents (ShowingTime, BrokerBay) and rolls it up into a weekly seller report — pricing pressure, common objections, traffic trend.
Cockpit zone 4

The transaction.

Contracts, disclosures, e-sign, and the deadlines that hide in everyone's inbox. The agent watches the calendar; the controller approves what moves.

Live
Document checklist
Generates the right list by audience: buyer agreement, pre-approval, proof of funds, listing agreement, disclosures, IDs — agency-appropriate, never advice.
Live
Transaction-stage milestones
Every deal stage from offer → close, with reminders. Stage changes themselves stay human-approved.
Building
Contract drafter
Drafts purchase agreements, listing agreements, addenda, and counter-offers from your forms library (TREC / state-specific). Never sends without controller approval.
Building
Disclosure coordinator
Tracks which disclosures the deal needs (seller's, lead-based paint, HOA, natural hazard), chases the missing ones, and flags incomplete bundles before closing.
Building
Critical-dates tracker
Effective date, option period, financing contingency, appraisal deadline, inspection objection, close of escrow — every date pinned, every deadline counted down.
Roadmap
E-sign routing
Sends to DocuSign / dotloop with the right signing order, reminds non-signers on a cadence you set, and reports back when the envelope is complete.
Cockpit zone 5

The close.

Lending, appraisal, wire instructions, the final settlement. The high-stakes hand-offs that no agent should be running through Gmail at 9pm.

Building
Wire-fraud verification
Wire instructions never come from an email forward. The agent verifies wire details against the title company's known number from a separate channel — and refuses to draft any client message containing wire info unless verified.
Roadmap
Pre-approval chase
Watches for pre-approval expiration during financing contingency. Drafts the lender ask, escalates to the buyer's agent if it's not back in 48h.
Roadmap
Lender liaison
Holds the lender thread — appraisal ordered, conditions outstanding, clear-to-close ETA — and writes status back into the deal record.
Roadmap
Appraisal scheduler
Coordinates appraisal access with the listing agent, tracks the appraisal report due date, and flags low-appraisal scenarios into a controller decision queue.
Roadmap
CD coordination
Pulls the Closing Disclosure, reconciles it against the contract and seller credits, flags discrepancies for the controller before the buyer ever sees it.
Roadmap
Closing-day logistics
Final walkthrough, keys, lockbox removal, sign pickup, utilities transfer, recorded deed notification, post-close thank-you and review ask — choreographed in one checklist.
Cockpit zone 6

The cockpit itself.

The brief, the controls, the audit trail. What the controller sees every morning, every Friday, every quarter.

Live
Broker owner brief
A daily digest: new + hot + stale leads, overdue follow-ups, calls completed, deals in flight, pipeline value, agent accountability.
Live
Mission Control
One screen for every agent's state, every run, every blocked call, every overdue follow-up. Pause anything in one click.
Building
Friday pipeline review
A weekly rollup the controller reads on Friday: every deal's stage and next deadline, every agent's touch count, every lead that went cold — with one-click pause, nudge, or escalate.

How the cockpit comes online.

1
Connect your sources
Web forms, Zillow, referrals, your CRM (HubSpot today), your MLS feed, e-sign (DocuSign / dotloop), and lender contacts. Every integration shows its connection state on /integrations.
2
Edit your knowledge base
Tone, do-say / don't-say, offerings, pricing rules, Fair Housing compliance, escalation triggers. Drag the knobs. Drafts respect new rules immediately — no redeploy.
3
Take the controls
Mission Control shows every agent's state, every run, every blocked call, every overdue deadline. Pause anything instantly. Override with admin approval where you need to.

Safety by default.

Real estate is regulated. Closings move money. We treat both that way.

  • Approved-list-only calling
    No outbound call can be placed to a number that isn't an ApprovedCallContact with explicit consent and not opted out.
  • Wire-fraud guardrail
    The agent will not draft, send, or include wire instructions in any client communication unless they've been verified out-of-band against a known title company contact.
  • Fair Housing-aware drafting
    The drafting engine consults your editable compliance rules — no school-quality language, no demographic descriptors, no protected-class hints.
  • Human approval on irreversible actions
    Sends, contracts, listing pulls, takedowns, deposits — all approval-gated. The agent proposes; a licensed controller decides.
  • Editable knowledge base
    Every rule the agents follow lives in a table you control. Edit it; the next draft picks it up.
  • Secrets never echoed
    API keys live in your host env. The Integrations page tells you whether each one is present — never what it is.
From the engine
Why a call was blocked just now
status   reason
-------  -------------------------------------------------------------
skipped  approvedForDemoCalling = false
skipped  contact opted out
skipped  max attempts reached (2/2)
skipped  outside contact quiet hours (local 22:00; allowed 9:00-20:00)
Every gate is in code. Every block is logged with a human-readable reason.
Post-settlement workflow controls

Compliance, wired into the cockpit.

Real estate changed after the NAR settlement. Buyer agreements, compensation disclosures, MLS rules, and client communication now require tighter controls.

BrokerOps helps teams operationalize those rules by tracking buyer agreement status, blocking risky compensation language, keeping MLS compensation out of workflows, and requiring licensed approval before anything client-facing goes out.

Every control below is enforced in code — not just documented in a policy PDF that nobody reads when a deadline is on fire.
Live
Buyer agreement gate
Showings, tours, and buyer workflows stay blocked until a signed buyer representation agreement is on file. Status is visible on every lead card.
Live
No MLS compensation in workflows
Agent workflows, listing drafts, and CMAs are walled off from any MLS compensation field. It can't be pulled, displayed, or referenced — by design.
Live
No compensation-based ranking
Property surfacing and buyer match logic ignore broker compensation entirely. Rankings are sourced from criteria the buyer actually gave you.
Live
Licensed approval on client-facing sends
Buyer agreements, compensation discussions, and any client-facing message route to a licensed controller for approval. Agent proposes; licensee decides.
Building
Compensation language enforcement
Every draft is checked against your brokerage-approved compensation phrasing. Off-script language is flagged before the controller ever sees a send button.
Building
Negotiability disclosures
Buyer and seller comms automatically carry the required language that commissions are negotiable and not set by law or any MLS.

Book a 30-minute walkthrough.

We'll put you in the controller's seat, walk you through the cockpit with live demo data, and show you exactly what's running, what's building next, and what's still on the roadmap. No pitch deck.

📍 Los Angeles, CA · serving brokerages nationally

Working prototype. Production deploys connect to your own MLS, CRM, e-sign, and calling provider accounts.

Calendly
Pick a 30-min slot.

Walk through the cockpit with live demo data — lead engine, buyer pipeline, listings, transactions, close. We answer every question you've got about safety, integrations, and what's running vs. on the roadmap.

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