For independent CRE brokers and small offices
The commercial real estate deal tool you'll actually open.
BrokerOS keeps every prospect, call and deal current, from first call to close. Tell it how a call went by typing or dictating. Forward a deal email. It updates the contact, files the email to the right deal, and every morning tells you who to call and what's slipping. No data entry.
Now onboarding a small group of early access brokers. $79 per seat per month, everything included.
The status quo
Half your week goes to admin. The rest goes to remembering what you forgot.
- 46%
- of a broker's time goes to admin and manual tasks
- #1
- deal management challenge: missed follow-ups
Source: 2026 DNA of #CRE survey.
The context that wins business, who you talked to and what they actually want, ends up in a notebook or your head. Prospects sit in a spreadsheet, deals sit in email, and nothing tells you who to call this morning. The CRMs built for sales teams make you fill in a company record before you can add a person, then show a manager what you did instead of helping you do it.
How it works
One record from first call to closed deal.
BrokerOS covers the three parts of the job you juggle today. Each one feeds the next, so a prospect becomes a deal and a deal becomes a deal room without anyone re-typing a thing.
Prospect
Work your call lists without the data entry.
- Import prospecting lists from your dialer. Terrakotta CSV exports work today, and BrokerOS asks which column is which when it can't tell.
- A person's repeated phone rows merge into one contact, and duplicates are flagged across the whole office.
- Run campaigns as call lists on a board, review each call, record the outcome, and export a list back to CSV.
- Type your notes, dictate them, or tell the assistant how the call went. BrokerOS proposes who you reached and where things stand, and shows the line each proposal came from.
Nothing saves until you confirm it.
Spoke with Rosa directly, she owns the building. Tenant's lease is up next spring and she'd consider a sale if the number works. Call her back once Q1 numbers are in.
Run the deal
Every deal files itself as the email comes in.
- Four ready-made workflows: tenant rep lease, landlord rep lease, buyer rep sale and seller rep sale, each with stages, checklists and expected documents.
- Promote a prospect to a deal in one step. Tasks, notes and documents with version history live on the deal.
- Forward any email to your BrokerOS address. It files the email to the right deal or creates the deal, adds the outside people as contacts, saves the PDFs, and replies with what it did.
- Connect Gmail or Microsoft 365 and threads with a deal's contacts land on that deal, with AI summaries and suggested next steps.
- Deals stuck in a stage, carrying overdue tasks, or quiet on email for 14+ days get a risk score.
- For tenant rep, compare shortlisted properties and proposals side by side, then generate the commission invoice.
Missing whether it's a lease or sale, your side, or the address? BrokerOS asks one question, then creates the deal.
- Added contact: Priya Nair, Alder Street Partners
- Added contact: Tom Becker, Becker Law
- Saved document: LOI_2150_Folsom.pdf
Show the client
Client-ready work, built from what's already there.
- Deal rooms: one secure link per deal under your brokerage's name, with separate client and counterparty views. You choose which documents each side sees.
- A shared notes thread and client uploads. Tenant-rep rooms also show the shortlist, proposals and nearby amenities.
- Dynamic flyers from your property and deal data, published as a web page or PDF, with view and time-on-page tracking and an optional lead-capture form.
- Tour books: drop in listing flyer PDFs, pick the pages, and get one PDF with cover and closing pages. Or email the PDFs in and get the tour book back.
- Parcel number and boundary filled in automatically in San Francisco, Santa Clara, San Mateo, Alameda and Contra Costa counties, plus nearby amenities.
Your morning
Every day starts with who to call.
Today ranks your late follow-ups, calls waiting for review, and leases coming up for renewal by the priority you set. A digest lands in your inbox each morning, and you can reply to it in plain English.
- 2 follow-ups are late, starting with Rosa Mendez.
- 1450 Mission St Disposition is at risk: no email in 16 days.
- Task due: send LOI counter to Harbor Point Capital.
Sent the counter this morning, mark that done. And move Alameda Point to Negotiation.
Done. Marked "Send LOI counter" complete on 1450 Mission St Disposition and moved Alameda Point Flex Lease to Negotiation.
An assistant that does the work, too.
Use it in the app's chat or by email. Ask a question, or tell it what to do.
Ask it
- "Where does 1450 Mission St stand?"
- "Summarize my pipeline."
- "What should I focus on today?"
Have it
- Create tasks
- Move deals between stages
- Log notes and calls
- Draft emails
- Build tour books
- Link contacts and properties
- Invite co-brokers
Built for brokerages
In CRE, the broker is the boss.
Generic CRMs are built for managers monitoring reps. BrokerOS is built for the broker making the calls, from solo practitioners to small offices that share their contacts and work the same lists.
- One shared contact database
- Contacts, notes and call logs are shared across the office. Switch between Mine and Team in one click.
- Duplicates caught across teams
- When prospecting lists overlap, BrokerOS flags the duplicate instead of creating a second record for the same owner.
- Priority is your call
- You set each contact's priority and follow-up date. Today ranks by what you decided.
- Contacts with the context
- Every phone and email marked verified or wrong number, decision-maker and do-not-call flags, buildings linked by role, and one timeline of every touchpoint.
- (415) 555-0142Verified
- (415) 555-0199Wrong number
- 2150 Folsom StOwner
- 1290 Harrison StOwner
- Call logged · Follow up laterSep 28
- Email filed to 2150 Folsom St SaleSep 24
- Imported from Mission Bay owners listSep 18
A second brain for the deal
Works alongside how you already work.
On the roadmap
What we're building next.
None of these are available yet, and none have dates. They're listed so you know where BrokerOS is headed.
- Coming soon
Two-way dialer sync
Send call lists to your dialer and get calls and notes back, starting with Terrakotta.
- Coming soon
Lease abstraction
Upload a lease and get its key terms back.
- Coming soon
Offering memos and BOVs
Drafted from the deal data BrokerOS already has.
- Coming soon
Your existing folders
Save documents straight into your brokerage's SharePoint or Google Drive folders.
- Coming soon
Bulk email to lists
Send flyers, new listings and quarterly reports, with do-not-call and opt-outs respected.
- Coming soon
Comps by submarket
Ask for comps in chat.
- Coming soon
Coaching after each call
See what you still don't know about the client, like budget, timing, location and dislikes, and what to ask next.
- Coming soon
Requirement matching
Match tenant and buyer requirements to your brokerage's own listings.
Why BrokerOS
Built by someone who's built broker software before.
Before BrokerOS, I spent four years building workflow software for brokers working relationship-driven deals in a regulated market. The lesson carried over directly: the best brokers lose hours every week reconstructing context that software should hand them. BrokerOS brings that lesson to commercial real estate, so brokers can spend their time on the relationships that drive deals.
Calvin Wang, FounderClear answers
BrokerOS, in plain terms.
- What is BrokerOS?
- BrokerOS is an AI CRM and deal admin for commercial real estate brokers. It covers prospecting, active deals and client-facing work. Brokers log calls by typing or dictating and forward deal emails, and BrokerOS keeps contacts, deals, tasks and documents current, then tells them each morning who to follow up with and which deals are slipping.
- Who is BrokerOS built for?
- BrokerOS is built for brokers at boutique and independent commercial real estate firms, from solo practitioners to small offices. It supports investment sales and leasing with ready-made workflows for tenant rep, landlord rep, buyer rep and seller rep deals. Offices share one contact database, and each broker can switch between their own contacts and the whole team's.
- How does BrokerOS keep records current without data entry?
- Brokers forward emails to their BrokerOS address or connect Gmail or Microsoft 365. BrokerOS files each email to the right deal or creates the deal, adds the outside people as contacts, and saves PDF attachments. For calls, brokers type notes, dictate them or tell the assistant, and BrokerOS proposes the outcome. Nothing from a call saves until the broker confirms, and unclear inbound inquiries go to a review queue.
- Does BrokerOS send anything on my behalf?
- No reply goes to a prospect without the broker. AI-drafted replies to inquiries wait for the broker to review them, and proposed call outcomes save only after the broker confirms. The assistant does reply to the broker to confirm what it filed or changed.
- Does BrokerOS replace my email, dialer or existing software?
- No. BrokerOS works alongside the email and tools a brokerage already uses. It connects to Gmail and Microsoft 365, and imports call lists from prospecting dialers, with Terrakotta CSV exports supported today. Two-way dialer sync and saving documents into existing SharePoint or Google Drive folders are on the roadmap and not yet available.
- What client-facing outputs does BrokerOS support?
- BrokerOS supports deal rooms, dynamic flyers and tour books. Each deal room is one secure link under the brokerage's name, with separate client and counterparty views. Flyers publish as a web page or PDF and track views and time on page, with an optional lead-capture form. Tour books combine selected pages from listing flyer PDFs into one PDF with cover and closing pages.
- How does BrokerOS handle my brokerage's data?
- Each brokerage's data is kept separate. In deal rooms, brokers choose exactly which documents each client or counterparty sees.
- How does BrokerOS pricing work?
- BrokerOS is $79 per seat per month with everything included. We're currently onboarding a small group of early access brokers, and each one is onboarded directly by the founder.
Early access
One plan. Everything included.
$79 / seat / month
One recovered deal a year covers it many times over.
Early access brokers are onboarded directly by the founder. Request access and we'll get you set up.
What's included
- Unlimited prospects, contacts, deals and properties
- List imports, call campaigns and AI call logging
- Email filing by forwarding, Gmail or Microsoft 365
- Today view and a daily digest you can reply to
- AI assistant in chat and by email
- At-risk deal flagging
- Deal rooms, dynamic flyers and tour books
- Document storage with version history
Request early access
Tell us a bit about your deals and we'll get you set up.