BrokerFlow

BrokerFlow: The AI-Powered CRM Built for Real Estate Agents

Automate your workflow, manage leads smarter, and close deals faster.

What is BrokerFlow?

BrokerFlow is a personalized CRM app for individual real estate agents, designed to automate daily workflows so you can focus on closing deals.

It streamlines:

With AI-driven insights, task automation, and seamless integrations with social media and messaging platforms, BrokerFlow helps agents close faster and boost productivity.

Why Agents Need BrokerFlow

Challenges

  • Inefficient lead management
  • Untracked client interactions
  • Time-consuming manual tasks
  • Generic, non-specific CRMs

Solutions

  • AI-powered, real estate-focused CRM
  • Smart lead tracking & automated follow-ups
  • Centralized property management
  • Messaging & social platform integration

Key Reasons BrokerFlow Exists

  • Eliminating Lead Management Gaps: AI matching, syncing, filtering
  • Automating Tasks & Follow-Ups: Calendar-based scheduler + reminders
  • Personalized CRM Experience: Real estate-specific workflows
  • Centralized Property Management: Unified listing tracking
  • Gamification for Motivation: Leaderboard with points system
  • Social Media Integration: AI-suggested content + 1-click posting
  • Customization: Time zones, languages, currency
  • Real-Time Notifications: Categorized alerts
  • AI Lead & Property Matching: Enhanced conversions
  • LeadBank Integration: Telegram & WhatsApp sync
  • Digital Business Card: For quick networking
  • Maintenance Alerts: Transparent updates
  • Sales Lead Status Tracking: Clear stage view

Standout Features

AI Lead Matching

Match buyers and properties instantly using ML-powered scoring.

Gamified Leaderboard

Motivate your team with points, streaks, and achievements.

Property Management

Keep listings, availability, and documents in one place.

WhatsApp/Telegram

Manage client conversations without leaving your dashboard.

One-Click Posting

Post to social media with beautiful, branded templates.

Feature Comparison: How BrokerFlow Stands Out

Feature Industry Challenges How Other Apps Solve It How BrokerFlow is Different
AI-Powered Lead Management Agents struggle to prioritize Basic tracking Smart AI-matching & real-time sync
Task Automation Missed deadlines Manual input Calendar-based scheduling with reminders
Real Estate CRM Generic systems Not industry-specific Tailored for agents: link properties, leads, deals
Centralized Property Management Scattered platforms Need integrations Built-in management & performance analysis
Social Media Sharing Manual & time-consuming Lacks direct sharing 1-click social posting + AI content
Gamification Lack of engagement Not available Leaderboard, points & rewards
Lead-Property Matching Time-consuming Manual AI-driven auto matching
Messaging App Integration Unstructured lead capture Manual data entry WhatsApp & Telegram sync
Personalization No local formatting Fixed system Time zone, language & currency customizations
Notifications Missed alerts Unsorted alerts Categorized real-time notifications
Digital Networking Multi-tool use Not included In-app digital business card
Maintenance & Errors Forced updates Sudden changes Transparent alerts & notifications
Sales Lead Status Tracking No clear stages Unstructured Not Started, In Progress, Closed

Full Feature Set

From Sign-Up to Dashboard in Minutes

  1. 1

    Splash

    Welcome screen introducing BrokerFlow and what's next.

  2. 2

    LogIn

    Secure sign-in or create your account in seconds.

  3. 3

    SelfOnBoard

    Quick wizard to tailor the CRM to your role, goals, and region.

  4. 4

    Personal Information

    Add your name, contact details, and basic preferences.

  5. 5

    Business Information

    Enter brokerage, license info, markets, and team details.

  6. 6

    Payment

    Choose a plan and complete secure checkout (trial optional).

  7. 7

    Social Media

    Connect WhatsApp & Telegram for LeadBank and auto-sync.

  8. 8

    Dashboard

    Start working from your personalized, AI-powered dashboard.

Powerful Modules

Contacts
  • Personal Details
  • Tags & Categorization
  • Phone, Email, Address
  • Notes
  • Active Leads
  • Scheduled Tasks
  • Recent Activities
Opportunities
  • Owner Details
  • Progress Tracker
  • Scheduled Tasks
  • Linked Properties
  • Associated Contacts
  • Activity Log
Tasks
  • Calendar View
  • Add Task
  • Search Tasks
  • Filter by Status & Date
  • Sort by Priority or Deadline
Leads
  • Lead Listing
  • Filters & Search
  • Add Leads
  • Platform Sync
  • Attach Property
  • AI Match Result
LeadBank Settings
  • WhatsApp Integration
  • Telegram Integration
  • Define Relevant Keywords
  • Define Irrelevant Keywords
Properties
  • Property Listings
  • Add Property
  • Filter & Search
  • Full Property Detail View
  • Link to Leads & Opportunities
Pipeline
  • Sales Funnel View
  • Stage-wise Categorization
  • Performance Metrics
  • Conversion Tracking
Leaderboard
  • Earn Points by Usage
  • Regional Rankings (City, State, Country)
  • Play to Earn
  • Share to Earn (e.g., WhatsApp)
  • Watch to Earn (e.g., Ads)
Help Center
  • Frequently Asked Questions
  • Submit & Track Support Tickets
  • Video Tutorials / User Guides
Notifications
  • Real-time Activity Alerts
  • Custom Alert Preferences
  • Email & Push Notifications
  • Notification History
  • Mark as Read
Personalization
  • Language Selection
  • Currency Setting
  • Time Zone Adjustment
  • Regional Date Formatting
Profile
  • Digital Business Card
  • Shareable Profile
  • Contact & Business Info
  • Linked Social Media
  • Settings
  • Refer & Earn Program
Error / Issues Pop-ups
  • New Version Alerts
  • System Maintenance Notices
  • Mandatory Update Popups
Sales Lead Status Tracking
  • Not Started
  • In Progress
  • Closed
Sidebar Menu & Logout
  • Easy Navigation to All Features
  • Secure Logout Option

What Agents Say

Testimonials coming soon.

Agent success stories coming soon.