Broker Intelligence reads your pipeline, your inbox, your transactions and your market overnight — then hands you a plan for the day. Built by a top-producing broker, for every agent tired of starting from scratch.
5-day free trial · Founding rate locked for life · 500 seats only
Deadline is Thursday and the lender hasn't uploaded. Call Marcy before 9.
They asked about Alameda inventory. Three new listings since. Draft ready.
Worth mentioning to the four buyers you have circling that zip.
Broker Intelligence isn't a CRM and it isn't a chatbot. It's the layer that connects everything you already have — and tells you what to do with it.
Wake up to an action plan you didn't have to build. It reads your pipeline, email, closings and market overnight, then tells you who to call and what to say.
Every call, text, email and meeting in one timeline. The system knows the relationship and coaches you on the next move — so you never lose the thread.
Real numbers for your zip codes — median price, days on market, inventory — pulled daily and woven into your briefing and your client conversations.
Connects to SkySlope today, with Dotloop, Brokermint and Paperless Pipeline in build. Reads your open files every morning, flagging missing documents and approaching deadlines before they cost you a deal.
Your partners get personalized market updates in your voice, four to six times a year. You approve, it sends. Relationships stay warm without you lifting a finger.
Reads Gmail or Outlook to understand every relationship, flags what you haven't answered, and drafts follow-ups in your tone. Your inbox becomes a relationship engine.
Scores your pipeline health and your sphere health every week, then gives you one specific instruction — the partners going cold, the leads to convert first. It handles objections and analyses offers too.
For team leaders and managing brokers: every agent's pipeline health, close rate and momentum in one view, so you coach where it actually matters.
Five guided scenes you click through at your own pace — nothing to install, no card, no salesperson. You'll know within a few screens whether this is for you.
Interactive · 5 scenes · about 5 minutes
The same one you'd get at 6 AM, from a working pipeline.
See how it surfaces the miss, and what it drafts for you.
The document that's missing, before it costs the deal.
Founding members get everything new first, and never pay more for it.
Names, anniversaries, preferences, promises made — surfaced before your next call. Your CRM stores fields; this stores context.
You're in cars, at showings, between appointments. Speak to it. It logs, updates and schedules. Hands-free.
Both ship to founding members at no additional cost.
We weren't trying to build a software company. We were trying to fix our own businesses.
After fifteen years in luxury real estate — including a $119 million sale, the largest in Engel & Völkers history — I learned one thing. The agents who win don't work harder. They have better systems.
At that level the margin between great and forgotten isn't talent. It's preparation: knowing the right detail at the right moment, showing up like you've already done the work.
So I built the system I wish I'd had on day one.
A confession. I've paid for Lofty, kvCORE, and another CRM that shall remain nameless — thousands of dollars over the years. Actually used them? Barely.
You know what I used every week for almost a decade? An Excel spreadsheet I stole from my mentor in 2017. Goals at the top, active transactions in the middle, leads at the bottom. That's the whole thing.
Every time I tried to graduate to a real CRM I'd get overwhelmed in about three weeks and quietly reopen the spreadsheet. For nine years. It wasn't better than the CRMs — it was just the only thing that let me see my entire business on one screen without having to think.
That's the honest reason I helped Sam build this. I'm an agent, not a systems architect. I want AI working for me, not me becoming an AI expert.
Worried this ends up as one more tool you stop opening? Setup is one sitting — Joe walks through every minute of it.
The first 500 agents keep the founding rate for as long as the subscription stays active. Everyone after pays $79. Every plan starts with a 5-day free trial — a card is required to start, and nothing is charged until the trial ends.
Locked in for life — even at renewal. Every engine we ship, included.
Standard pricing. Same product, higher price.
Create your account, add your card, and your first briefing is waiting for you at six. Free for five days — cancel anytime during the trial and you pay nothing.