Every client deserves a next step. Every deal needs an owner.

How can an independent brokerage speed up lead response, keep commission splits and marketing spend visible, and give the broker-owner one view across every office — without replacing the MLS, transaction platform, or accounting system already in place?

Proposed brokerage requirements, not a verified working workflow: every contact, listing, and transaction one record that carries the lead source, routing history, approval status, milestone timeline, and commission math. Leads are routed by rule within minutes instead of sitting in an inbox, listing and advertising approvals move through a tracked review instead of an email chain, transaction milestones are visible to the whole team instead of one agent's notes, and the broker-owner sees commission forecasts, marketing spend, and office production in one dashboard instead of assembling it at month-end. The MLS stays the record for listing data, the transaction platform stays the record for closing documents, and the accounting system stays the record for the money — The Forge connects the work that happens around them.

Broader coverage — several teams and locations connected, with approvals you control and a quarterly review to keep improving how you run.

The native brokerage lane requires Pro, is Limited release and requires technical setup. A subscription does not establish a working brokerage app, commission forecast or office access separation. Confirm the selected workflow, permissions and reporting before choosing a plan or add-on.

• Up to three locations, thirty operator users
• Unlimited view-only users
• Everything in Core
• Advanced workforce, scheduling, and capacity planning
• Advanced payroll and wage-summary visibility
• Role-specific dashboards and advanced reporting
• Thirty workflows, eight integrations, and API access
• Reviews and reputation from your connected Google Business Profile
• Prospecting audit reports, social publishing, and in-composer image generation
• A daily deck of 20 ready-to-post marketing ideas
• Configurable business-process approvals and advanced permissions
• Priority support and quarterly optimization review

Every plan launches Guided or Managed — see plan and launch-path details for the full comparison.

An independent brokerage with 22 agents across two offices

Illustrative example, not a demonstrated automatic workflow or customer result. Proposed, not yet verified: A buyer inquiry comes in through the brokerage website at 6:40pm. It is matched to an existing contact record from a prior search, routed to the on-duty agent under the office's rotation rule, and the agent is notified within two minutes — logged the same way every lead is, so no one on the team can say routing plays favorites. Meanwhile, a listing agent submits a new listing for compliance review before it goes live; the office manager approves the pricing and disclosure language the next morning, and the listing moves to active status on the MLS and the brokerage's marketing channels only after that approval is recorded. Three weeks later, that same buyer goes under contract on a different property — the projected commission (a 6% gross split three ways with a 25% referral fee to the original agent) shows up on the broker-owner's forecast the same day, well before the closing statement exists. As the transaction moves toward closing, the financing contingency deadline is six days out and no update has been logged, so it is flagged to the transaction coordinator instead of surfacing as a surprise the week of closing. On Monday morning, the broker-owner opens one dashboard: 31 active transactions across both offices, $184,000 in forecasted commission for the month, two listings still waiting on compliance approval, and one agent's license renewal due in three weeks.