Transaction pipeline control
Track prospects, listings, buyers, sellers, diligence, offers, documents, and closing from one working board.
Brokerage deal office
Everything a brokerage team needs.
BrokerDesk gives business brokers and real estate brokerages a focused workspace for pipeline, contacts, valuations, listings, documents, meetings, built-in secure signatures, and follow-up across WhatsApp, Gmail, Outlook, Drive, and Meet.
01
Create or import active deal files
02
Move each client through the pipeline
03
Track value, commission, and next action
04
Generate documents, secure packets, and workbooks
Product
Built around the daily brokerage workflow.
Client and referral contacts
Keep owners, buyers, sellers, investors, agents, lenders, notes, calls, and transaction context close to the file they belong to.
Secure signatures
Create broker-side signing packets with consent records, audit certificates, hash verification, and signer routing.
Integrations
WhatsApp, Gmail, Outlook, Drive, Meet, and Secure Sign in the workflow.
Message clients, agents, investors, and referral partners from the file.
Gmail
Draft follow-ups, requests, and status updates from deal context.
Outlook
Open Microsoft Outlook drafts for clients, agents, lenders, and transaction parties.
Drive
Keep valuation workbooks, property files, financials, and closing packets organized.
Meet
Prepare buyer, seller, lender, investor, and partner meetings.
Secure Sign
Create broker-side packets without requiring every user to start with a DocuSign subscription.
Secure Sign
Built-in signing for broker-side transaction documents.
01
BrokerDesk Secure Sign
Client authorizations, disclosures, fee agreements, document checklists, NDAs, LOIs, and internal approvals.
02
Compliance Pack
Electronic consent, audit events, tamper hashes, retention policy, and legal review language in one record.
03
Professional Signing Controls
ID checks, knowledge questions, tamper seal, signer order, and lender/title routing for the file.
Move faster without losing the details.
01
Create or import active deal files
02
Move each client through the pipeline
03
Track value, commission, and next action
04
Generate documents, secure packets, and workbooks
Ready for brokerage teams on Vercel.
The current build includes deal file workflow, editable document generation, Secure Sign packets, Excel exports, and integration entry points for the services business and real estate brokers use every day.
BrokerDesk Secure Sign creates packets, audit certificates, hash records, and signer routes.