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Broker Quick Start

Manage multiple listings and clients, run your pipeline, and drive deals to close.

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Steps

1

Set up your firm profile

Represent your practice

Set up your brokerage profile so clients and counterparties know your credentials.

  • Add your firm name, license details, and specializations
  • Set your service areas and track record
  • Configure security and notifications
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Account Settings
2

Add and manage listings

Bring your inventory online

As a broker you manage listings on behalf of your seller-clients.

  • Create listings and tie them to the right client
  • Publish managed listings directly
  • Track views and engagement per listing in Analytics
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Create a ListingMy ListingsAnalytics
3

Run your pipeline & clients

Stay on top of every deal

The Pipeline gives you a CRM view across all your active deals.

  • Track deals by stage with scoring and touchpoints
  • Manage client relationships and follow-ups
  • Prioritize where to spend your time
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PipelineDeals Hub
4

Run diligence & data rooms

Move deals through diligence

For active deals, coordinate the data room and due-diligence workstreams.

  • Stand up an Advanced VDR per deal and control access
  • Drive the DD Workspace checklist with both sides
  • Use AI analysis to keep reviews moving
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Advanced VDRDD Workspace
5

Negotiate and close

Get to the finish line

Shepherd terms and the closing process across your deals.

  • Manage offers and counteroffers in Negotiations
  • Drive the Close checklist to completion
  • Hand off to post-close integration where relevant

The Closing and Negotiations guides go deeper on each stage.

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Negotiations