INDUSTRYOS™
FOR BROKERAGES
Make a growing brokerage easier to lead.
BrokerageOS™ brings leads, communication, follow-up, pipelines, and team operations into one managed operating system, helping brokerage leaders support their teams as the brokerage grows.
Growth can make work harder to see.
As your brokerage grows, more opportunities, people, and handoffs need attention. When the work is scattered, ownership and support can become unclear.
WHAT CHANGES FOR YOUR TEAM
Lead with clarity as you grow.
BrokerageOS™ helps leaders understand what needs attention, set clearer expectations, and support more consistent work across the brokerage.
Know where to focus
Understand where opportunities stand and which priorities come first.
Make ownership clear
Give responsibilities, next actions, and follow-up expectations a visible place.
Grow with less friction
Build processes that can evolve without multiplying unnecessary complexity.
Support consistent service
Create repeatable ways of working while preserving each agent's judgment and relationships.
WHAT IT BRINGS TOGETHER
Shared work, easier to manage.
Each BrokerageOS™ system is configured around the brokerage's approved processes, team structure, and growth goals. Depending on the implementation scope, it may include:
Book a ConsultationAssign new opportunities
Centralize brokerage leads and distribute them using approved assignment rules.
Keep follow-up consistent
Use approved follow-up workflows, reminders, and notifications to support accountability.
Understand team activity
Use approved lead-source tracking, dashboards, and management reporting to understand team activity.
Track opportunity progress
Give authorized leaders a clearer view of agent and team pipelines, plus approved agent, client, and opportunity records.
Create repeatable processes
Support recruiting, agent onboarding, and standardized processes across teams.
Coordinate appointments and conversations
Bring brokerage calendars, scheduling, and database communication into a more coordinated process.
A CLEARER TEAM FLOW
Keep ownership clear at every step.
Give leaders and agents a shared view of who owns the next action and where support may be needed.
Inquiry received
Next action clear
Follow-up recorded
Owner assigned
BUILT FOR THE TEAM
Visibility should support, not control.
BrokerageOS™ helps leaders understand where support is needed while agents remain responsible for their client relationships.
Roles and next steps stay clear.
Agents keep control of client conversations.
Access is planned around each person’s role.
WHAT YOU RECEIVE
From setup to ongoing support.
ProctorAI plans, configures, tests, launches, and supports your approved BrokerageOS™ system, so leadership does not have to assemble and manage disconnected systems.
What your implementation includes
Your implementation fee covers the work required to prepare your approved BrokerageOS™ system for launch.
Planning and configuration
Brokerage, team, and workflow discovery, system architecture, and approved configuration.
System setup and connections
Approved forms, calendars, pipelines, automation, and supported third-party connections.
Data and communication setup
Approved contact-data import and organization, plus email and text-message sequence configuration.
Testing, training, and handoff
Quality assurance, administrator and team onboarding, training, launch preparation, and system handoff.
The final implementation scope is confirmed before work begins. Additional custom development or services outside the approved scope may be quoted separately.
What your monthly subscription provides
Your monthly subscription provides continued licensed access, maintenance, updates, and support for your approved BrokerageOS™ system.
System access
Continue using the hosted environment and approved ProctorAI workflows and automation.
Maintenance and monitoring
We provide routine maintenance and monitor approved core functions.
Updates and resources
Receive system and template updates, plus access to training and support resources.
Support and adjustments
Receive technical support and reasonable adjustments within the approved service scope.
Your business remains yours.
You retain
Business data
Contacts
Branding
Original content
ProctorAI retains
Reusable frameworks
Templates
Workflow architecture
Automation methods
Documentation
Related intellectual property
COMMON QUESTIONS
Clear answers before we talk.
Didn’t find your answer?
Send us your question and our team will get back to you.
What is BrokerageOS™?
BrokerageOS™ is a managed operating system built around how brokerages and real estate teams work. It brings leads, follow-up, responsibilities, pipelines, communication, and role-based team visibility into one connected place.
Is every BrokerageOS™ setup the same?
No. ProctorAI first learns how your brokerage works, then recommends a setup based on your team, daily work, priorities, and goals.
How does team visibility work?
Visibility is planned around each person’s role. The approved setup determines which information each person can see and use.
Will BrokerageOS™ replace our current tools?
That depends on the approved setup. Some tools may remain, some may connect to BrokerageOS™, and others may no longer be needed.
Is BrokerageOS™ designed to monitor agents?
No. Its purpose is to clarify ownership and support needs, not watch every action. Access should match each person’s agreed role.
What happens after the consultation?
We learn how your brokerage works, where coordination breaks down, and what needs to become easier. If BrokerageOS™ is a suitable fit, we confirm the next step and the proposed implementation scope.