Real Estate CRM & Management
The command center for brokers and agents. Transactions, commissions, e-signatures, CRM with texting, calculators, listing marketing, and an AI assistant you can talk to.
Broker Simple is the command center for real estate businesses — from solo agents to full brokerages. Everything you juggle across spreadsheets, email, e-sign subscriptions, calculators, and design tools — commissions, disbursement agreements, clients, transactions, client-ready numbers, and listing marketing — in one clean app built for brokers and their agents.
COMMISSIONS, HANDLED
• Agents submit commission requests right from their phone
• Brokers review and approve in seconds — the disbursement agreement is generated and emailed automatically
• Track paid, pending, and projected commission across your cap year
NATIVE E-SIGNING
• Send documents for signature without a separate e-sign subscription
• Signers get a secure link — they can sign on any device, no account needed
• Tap a field and fill it in right on the document — text, dates, dropdowns, and drawn signatures
• Every document files under its transaction, so a deal's paperwork stays together
• See what's signed and what you're still waiting on, right from your dashboard
• Full audit trail, e-consent, and access-code protection on every envelope
• Scan paper documents into PDFs with your camera and send them for signature
TOOLS — NEW
• Payment Calculator: principal & interest, taxes, insurance, PMI, and HOA, with live benchmark rates and a full amortization schedule
• Buyer Cost Sheet: loan programs, prepaids, closing fees, credits, and earnest money — what to bring to closing, client-ready
• Seller Net Sheet: compare offers, prorate taxes, and show what the seller walks away with
• Investment Analyzer: cash flow, cap rate, IRR, and taxes at sale, with a shareable report link
• Export a polished PDF report, send a sheet for signature, or share a calculator link that opens the same numbers anywhere
DESIGN STUDIO
• Turn any listing into flyers, social posts, postcards, and cards from professional templates
• Listing details, photos, agent info, and brand colors drop in automatically
• Export ready-to-share graphics sized for social feeds, stories, and print
• Included with Pro plans
BUILT-IN CRM
• Scan a business card and the contact creates itself — company and title included
• Text clients one-on-one from your business number, right inside the CRM
• Mass text a group through Messages — one at a time with an editable draft, or automatically — and pause or resume any time
• Important dates: birthdays, anniversaries, and renewals with follow-up tasks and reminders that renew every year
• Pipelines, follow-up tasks, and action plans keep every relationship moving
• Archive or delete contacts to keep your book clean
YOUR BUSINESS, AT A GLANCE
• Dashboard metrics for volume, deals, and commission — YTD, cap year, or all time
• Brokers see the whole brokerage; agents see their own performance
• Manage agents, commission arrangements, and join requests
• Track every transaction from contract to close
MEET SIMPLY — YOUR AI ASSISTANT
Ask in plain language — "What should I focus on today?", "Show my overdue tasks" — and Simply answers from your own brokerage data, or drafts the change and waits for your OK. Talk instead of type: tap the mic and the orb moves with your voice. Put Simply on your Action button, run it from Siri or Shortcuts, or link your phone and text it from anywhere.
ALWAYS IN THE LOOP
• Push notifications for commission requests, approvals, and signature events
• Home-screen and lock-screen widgets with your key numbers and quick actions
FOR BROKERS AND AGENTS
Brokers get the full picture; agents get a focused view of their own deals, commissions, and documents. Role-based from the first sign-in.
Broker Simple requires an account. Create your brokerage at brokersimple.app — solo agent or full office — then sign in on the app. Your data is protected with tenant-isolated security rules and encrypted in transit.
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