Built for brokers.
Designed around relationships.
Bring sales, client onboarding, financial operations and your partner network into one accountable workspace.
One client journey. Clear responsibilities.
Follow the record from first contact to onboarding, account provisioning and a governed funding request.
Capture and qualify
Import leads with a review step, assign the right agent and keep follow-ups visible.
Onboard with evidence
Connect profiles, agreements, verification cases and provider-confirmed account requests.
Approve and reconcile
Separate request, approval and execution. Track posted funds, reservations and exceptions.
Explore the three daily workspaces.
These screenshots come from the running synthetic demonstration. Open the matching role to inspect persisted records.
Start with the sales pipeline, client records and operational queues.
Explore the sandboxSee how your team would work.
Choose a role in the shared demonstration, or request a private discussion about your brokerage.