Real estate portal technology

Portal technology for modern real estate brokerages.

A reusable platform for branded agent and broker portals, built around MLS-aware workflows, CRM, documents, e-sign, training, and marketing tools.

Discuss platform setupView launch pricing
Features

Feature set

Built for agents, teams, and brokerages that want a branded daily operating portal.

Agent CRMLead capture, pipelines, follow-up reminders, drips, notes, tasks, and long-term nurture.
Transaction workspaceDocuments, emailed transaction files, forms guidance, e-sign packages, deadlines, and review status.
Marketing studioListing posts, flyers, agent websites, branded assets, and campaign prep from one workspace.
Training hubRole-play, quizzes, playbooks, scripts, onboarding, and rewards tied to completed activities.
MLS-aware toolsIDX/VOW-ready architecture, property lookup workflows, saved search concepts, and broker-approved data usage.
Daily command centerCalendar, email/Gmail workflows, calculators, important links, and action-oriented dashboards.
Implementation

Built as a product, customized per brokerage

Core setup
  • Custom domain and SSL
  • Brand colors/logo and portal copy
  • User roles and permissions
  • CRM, tasks, documents, and training modules
  • Broker/admin dashboards where applicable
Advanced rollout
  • IDX/VOW or MLS module configuration after approval
  • Google Workspace/Gmail/Calendar integrations
  • E-sign/document packet workflows
  • Marketing and agent website tools
  • Lead routing, rewards, and compliance review
Launch pricing

Simple starting packages

Starter$49/agent/moAgent CRM, tasks, calendar, calculators, links, training access, and basic marketing workspace.
Pro$99/agent/moTransactions, e-sign workflows, document inbox, marketing studio, agent website, and advanced follow-up.
Broker SponsoredCustomBroker-paid seats, lead rewards, compliance review, office templates, and brokerage-wide controls.
Pricing note: launch pricing is preliminary and does not include third-party pass-through costs such as MLS/Spark fees, domain registration, paid AI/image providers, email delivery, or custom compliance/legal review.
Private beta

Ready for a broker/agent demo page.

Next step is to connect a proper product-specific inquiry form, demo calendar, and separate auth/login surface — not the WC/Sunvest portal login.

Contact for demoPrivate beta login coming soon