Broker Quick Start

Welcome! This guide helps you manage multiple listings and clients and drive deals to close.

What you can do as a broker

• Manage listings on behalf of your seller-clients
• Track every deal in a pipeline CRM with scoring and touchpoints
• Stand up data rooms and run diligence for active deals
• Negotiate and close across your book of business

5 steps to get started

1. Set up your firm profile

Add your firm name, license details, specializations, and service areas, then configure security and notifications.
Dashboard: Account Settings (/dashboard/settings)

2. Add and manage listings

Create listings tied to the right client, publish managed listings directly, and track engagement per listing in Analytics.
Dashboard: Create a Listing (/listings/add), My Listings (/dashboard/listings), Analytics (/dashboard/analytics)

3. Run your pipeline and clients

The Pipeline gives you a CRM view across all active deals — track by stage with scoring and touchpoints, and manage follow-ups.
Dashboard: Pipeline (/dashboard/deals/pipeline), Deals Hub (/dashboard/deals)

4. Run diligence and data rooms

For active deals, stand up an Advanced VDR and drive the DD Workspace checklist with both sides. AI analysis keeps reviews moving.
Dashboard: Advanced VDR (/dashboard/dataroom-adv), DD Workspace (/dashboard/dd-workspace)

5. Negotiate and close

Manage offers and counteroffers in Negotiations, drive the Close checklist to completion, and hand off to post-close integration where relevant.
Dashboard: Negotiations (/dashboard/negotiations)

Next steps

The Navigating Negotiations and Closing a Deal guides go deeper on each stage.