Built for Real Estate Brokers

The CRM brokers run listings, buyers, and closings out of.

Real estate brokers at residential and commercial brokerages carry a listing pipeline, a buyer pipeline, and a transaction coordination workload against a split structure that pays only on the closing table. The CRM has to hold the listing agreement, the purchase contract, the commission split, and the closing checklist on one record from first showing to the deed recording.

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Why buyers are here

Real Estate Brokers: the daily pains.

The real estate broker job runs on a different clock than any other sales job. A SaaS deal has a price list and a signed MSA inside 60 days. An agency deal has a scope conversation and an SOW inside 90 days. A real estate deal has a sign-call lead that goes cold for six months, a listing appointment that turns into a 90 day listing agreement, a buyer who tours 11 homes across three school districts, a purchase contract that triggers inspection, appraisal, financing contingency, title search, and three or four addendums before the closing table pays anybody. The broker at a 5 to 150 agent shop almost always wears four hats across the same day: listing agent for one client, buyer agent for a second, transaction coordinator for a third, and the recruiting manager for a new agent interviewing on the fifth. The common stack is Follow Up Boss or kvCORE for the CRM, Dotloop or SkySlope for transaction coordination, DocuSign for signatures, a spreadsheet for commission splits, and a Google Doc for the CMA. The sections below show how Strkr collapses that into one workspace with the Products module holding commission splits and co-broker math natively, DocuSign and PandaDoc as proposal and contract integrations, and the Projects module picking up transaction coordination at Under Contract.

Sphere database rot

My sphere is spread across five tools nobody updates.

Every broker has a sphere database that lives half in the MLS contact export, half in the Google Contacts phone sync, half in the Mailchimp list, and half in the Follow Up Boss import. The sphere never has one source of truth, the birthday nudge misfires on stale phone numbers, and the just-sold postcard goes to the wrong street. Strkr holds the sphere as one record per contact with the home anniversary, the kids, the dog, the referral source, the lender, and the title company all on the same timeline. Updates from mobile, calendar, email, and MLS imports all land on the same record.

Listing versus buyer pipeline

My pipeline is not one shape, it is two.

A real broker day carries a listing pipeline (sign-call to listing appointment to signed listing agreement to under contract to closed) and a buyer pipeline (lead to tour to offer to under contract to closed) running in parallel. Follow Up Boss forces one deal shape and the forecast lies. Strkr pipelines carry both motions on separate boards with shared contact records so the sphere lead that converts to a listing in April and a buyer referral in October lives on one record with two deals on it.

Commission split math

My commission split lives in a spreadsheet nobody can audit.

Every brokerage has a split structure (70 or 80 or 90 split, cap plan, team split, mentor fee, referral fee out, co-broker split, transaction fee) that the back office recalculates on a spreadsheet after every close. The broker never sees the net until the HUD-1 lands. Strkr holds commission split lines on the deal through the Products module with the gross commission, the brokerage split, the team split, the mentor cut, the referral out, and the agent net all math-live. The broker signs the listing knowing exactly what the closing table pays.

Transaction coordination handoff

Under Contract is where the real work starts.

The broker closes the deal, hands it to the transaction coordinator, and loses visibility until the closing table. The TC runs a 30 to 45 day checklist on Dotloop or SkySlope, chases inspection, appraisal, financing contingency, title clearance, and the three addendums the attorney drafted, and the broker learns about the appraisal gap at the eleventh hour. Strkr fires a transaction coordination project in Projects the moment the purchase contract is signed with the full closing checklist, the inspection date, the appraisal date, the financing contingency date, and the closing date on the project calendar. The broker sees the status on the same deal record.

Follow Up Boss is lead-centric

Follow Up Boss was built for drip, not for brokers.

Follow Up Boss and kvCORE and BoomTown ship a lead-nurture pond with Zillow and Realtor dot com integrations and action plans that drip for 24 months. That solves the top-of-funnel. It does not solve the listing agreement, the commission split, the co-broker math, the transaction coordination, or the brokerage recruiting pipeline. Strkr covers the whole broker motion from sphere through close with the lead pond as one surface and the pipeline, Products module, and transaction coordination as the surfaces that compound after the lead converts.

Salesforce is overkill

Salesforce is a sledgehammer on a brokerage.

A 5 to 150 agent brokerage does not have a Salesforce admin on staff. The managing broker waits two weeks for a custom field on the listing record, three weeks for a flow when the state association changes the purchase contract addendum, and four weeks for a saved view of the under-contract pipeline. Strkr custom fields, Layouts, Flows, and saved views are self-serve for the broker and the office manager inside the permission matrix. The pipeline change ships the hour the state board updates the forms.

How Strkr fits the broker day

The primitives real estate brokers actually run deals on.

Strkr for real estate brokers ships the same CRM every other role at the brokerage runs, with role-aware views shaped around listing plus buyer plus transaction coordination motion. The primitives below line up with the broker weekly motion on a 30 to 180 day deal cycle: sphere nurture with birthday and home anniversary triggers, listing appointment with CMA drafting, signed listing agreement with commission split math, buyer tour with showing feedback capture, offer and counter rounds, under contract with transaction coordination, and the closing table with commission disbursement.

Listing pipeline board

Listings on one board, sign-call to closed.

Column-per-stage board grouped by listing agent, price band, days on market, zip code, or expected close month. Drag a listing between stages and the flow runs entry criteria for the signed listing agreement, surfaces the missing CMA, and prompts the next-step date. The broker builds the view that matches the week, not the view the admin shipped a quarter ago.

Buyer pipeline board

Buyers on a parallel board, lead to closed.

A second pipeline board carries the buyer motion with stages for lead, buyer consultation, pre-approval, actively showing, offer submitted, under contract, and closed. The buyer board shares contact records with the listing board so the sphere lead that converts to a listing in spring and a buyer referral in fall lives on one record with two deals on it.

Products module

Commission splits on the deal, native.

The native Products module holds every commission split line on the deal record with gross commission, brokerage split, team split, mentor fee, referral out, co-broker split, transaction fee, and agent net. The broker signs the listing agreement knowing exactly what the closing table pays, the brokerage back office audits the math in one click, and the agent sees the net before Under Contract instead of after HUD-1.

Listing and contract integrations

DocuSign and PandaDoc on every listing.

Draft the listing agreement and the purchase contract from the Products line items on the deal, route through DocuSign or PandaDoc, and the signed PDF returns to the deal with the stage auto-bumping to Active Listing or Under Contract. The brokerage keeps the signature tool it already pays for and the broker stops copy-pasting signed artifacts into a CRM document tab.

Sphere and MLS sync

Sphere records with home anniversary and MLS context.

Every contact carries home anniversary, past purchase price, past sale price, lender, title company, kids, pets, and referral source on the record. MLS exports import on a weekly cadence with duplicate detection against the sphere so the just-sold postcard goes to the right street and the home anniversary nudge fires on the right date.

Email and calendar

Thread sync and auto-logging on every account.

Native Gmail and Microsoft 365 sync. Every email, meeting, and showing event lands on the contact and deal timeline with role-aware visibility. Showing booking links ship native so the brokerage never pings a buyer with a booking link that lives outside the record.

Sequence and mobile

Cadences and offline edit on the phone.

Native sequencing covers sphere nurture, home anniversary touches, sign-call follow-up, and buyer tour recap with reply detection that pauses on response. Strkr mobile is first-class with offline queue, voice-note capture, and pipeline edit for the broker walking out of a listing appointment on a Tuesday afternoon.

Listing and buyer workflow built for brokers

The listing and buyer conversation lives on the deal, not in email.

The listing conversation and the buyer tour are the deal for a real estate broker. A broker moves a listing from Prospect to Active Listing with a CMA that the seller signs off on, a signed listing agreement that holds the commission structure, a photographer scheduled, a sign installed, and the MLS entry pushed. A broker moves a buyer from Lead to Under Contract with a pre-approval letter, a tour history of 8 to 15 showings, an offer package with price justification, and a signed purchase contract. Strkr holds every piece of that conversation on the deal with the Products module as the backbone, DocuSign and PandaDoc as the signature integrations, and Strkr AI as the drafting assistant for the first-pass CMA and the first-pass offer memo.

CMA drafting

CMA on the listing record, not in Google Docs.

The Products module carries CMA comps on the listing record with address, sale price, sale date, square footage, bed and bath count, lot size, and price per square foot. The broker builds the CMA on the deal, the seller signs off on the price band on the record, and the signed CMA travels with the listing agreement into the signed packet.

Listing agreement versioning

Every listing agreement round is on the deal.

Draft the listing agreement, send to the seller, mark up for the lower commission ask, draft version two with the compromise. Each version lives on the deal with timestamp, author, and the seller comment that triggered the change. The broker reviews the version the seller is actually signing, not the version from two conversations ago.

Internal review routing

Managing broker and compliance on the same record.

A listing moving from Prospect to Active routes a compliance review to the managing broker and a split confirmation to the office manager. Each reviewer sees the role-aware view of the record and comments inline on the Products line items instead of three separate meetings.

Strkr AI CMA draft

A first draft of the CMA off the subject property.

Strkr AI reads the subject property details and the historical comps in the same zip code, and drafts a first-pass CMA with the recommended list price band, the comp set, the days-on-market analysis, and the pricing strategy memo. The broker edits the draft in 20 minutes and sends the same day instead of the normal two day turnaround.

Offer and counter rounds

Offer packages on the buyer deal.

The buyer deal carries every offer round with price, financing terms, inspection contingency, appraisal gap language, and closing date. Each round lives on the deal with the counter and the seller response. The broker never loses track of which offer the seller is actually countering.

Purchase contract to signature

DocuSign and PandaDoc on the deal.

The broker drafts the purchase contract from the Products line items, routes to the buyer or seller for signature through DocuSign or PandaDoc, and the signed PDF returns to the deal. The contingency addendums follow the same path with each round captured on the deal timeline.

State form library

The state association forms live in the template library.

The brokerage keeps the state association listing agreement, purchase contract, seller disclosure, lead paint disclosure, buyer representation agreement, and standard addendums as a template library the broker pulls from on every deal. A new agent builds a signed packet on day one with the same forms every senior broker uses.

Approval thresholds

Price adjustments and non-standard terms route automatically.

A listing adjustment past 5 percent, a commission structure outside the brokerage standard, a seller concession past a threshold, or a buyer offer below asking by more than a cutoff fires a Strkr Flow that routes the deal for managing broker approval. The brokerage never finds a non-standard commitment in a signed listing agreement after the fact.

Audit trail on every move

Who changed what, and when.

Every price change, every commission adjustment, and every form flip lives on the audit log with timestamp, author, and reason code where required. The broker answers the compliance question about listing version 2 versus version 3 from the record, not from a Dotloop activity log scroll.

Flows for the broker motion

Automations across sphere, listing, buyer, under contract, and closing.

The best brokers automate the administrative drag between stages and spend their hours on the three conversations where client judgment matters most: the listing appointment, the offer strategy, and the closing table negotiation. Strkr Flows cover the automations every broker should run as native triggers with no webhook plumbing. The pattern below compounds into a cleaner listing pipeline, a tighter buyer pipeline, a transaction coordination handoff that does not drop the context the broker spent 90 days building, and a sphere nurture that actually fires on the right anniversary.

Stage entry criteria

A listing cannot move without the required artifact.

A listing moving from Prospect to Active Listing needs a signed listing agreement, a CMA on file, a signed seller disclosure, and a listing photo set uploaded. A buyer moving from Lead to Actively Showing needs a signed buyer representation agreement and a pre-approval letter. Strkr enforces entry criteria at the stage transition with inline prompts for the missing field.

Sphere anniversary nudge

Home anniversaries fire the touch without manual chase.

Daily flow checks the sphere database for home purchase anniversaries, birthdays, listing anniversaries, and buyer close anniversaries landing in the next 7 days. The record surfaces on the broker triage view with a drafted touch message. The broker edits in 60 seconds and sends instead of letting the anniversary pass unmarked.

Sign-call auto-route

Inbound sign-call lands on the right agent.

A sign-call lead from the listing phone number fires a flow that pulls the subject property from the active listing, routes the lead to the listing agent, drops the lead on the buyer pipeline board at the Lead stage, and schedules a 24 hour follow-up task. The broker never guesses which agent catches the lead from which sign.

Listing agreement sent

Listing agreement fires DocuSign and schedules follow-up.

Move the deal to Listing Agreement Sent and the flow drafts the DocuSign or PandaDoc document from the Products line items, routes to the broker for review, and schedules a 48 hour follow-up task on the deal. The broker never forgets to send the agreement or chase the signature.

Offer round captured

Offer round captured and routed to the counter party.

An offer round lands on the buyer deal. The flow stores the artifact, pings the listing broker on the counter side, and surfaces the comparison against the asking price and the comp band on the deal timeline. The offer strategy conversation shrinks from a 20 minute phone call to a 5 minute review of the record.

Purchase contract signed

Signed contract bumps the stage and fires transaction coordination.

DocuSign or PandaDoc returns the signed purchase contract. The flow stores the artifact, flips the stage to Under Contract, pings the transaction coordinator for intake, pings the title company for the order, pings the lender for the loan file, and schedules the inspection, appraisal, financing contingency, and closing dates on the deal calendar.

Under Contract handoff

Transaction coordination project spins up with the full checklist.

At Under Contract, a flow creates a project in Strkr Projects, maps the Products line items to the project template, auto-generates the inspection and appraisal and title and financing contingency tasks on the right calendar dates, assigns the transaction coordinator, and surfaces the project on the deal record. The handoff is a status change, not a 30 minute rebuild on Dotloop.

Closing table disbursement

Closed Won fires the commission disbursement memo.

The deal closes at the closing table. The flow stores the HUD-1 or Closing Disclosure, flips the stage to Closed, pings the brokerage accounting for the commission disbursement memo, posts the agent net to the agent record, and schedules the home anniversary touch for the next 12 months. The broker moves on to the next deal without a status email thread.

Head-to-head

Strkr for real estate brokers vs the Follow Up Boss + Dotloop + spreadsheets stack.

A typical real estate broker stack runs Follow Up Boss or kvCORE for the CRM, Dotloop or SkySlope for transaction coordination, DocuSign for signatures, a Google Doc for the CMA, a spreadsheet for commission splits, and Mailchimp for the sphere nurture. Strkr collapses that into one workspace with the Products module holding commission splits and CMA comps natively, DocuSign and PandaDoc as native integrations, and the Projects module picking up transaction coordination at Under Contract.

What matters Strkr Follow Up Boss + Dotloop + spreadsheets
Number of tools broker opens daily 1 (Strkr) 5 to 7 (CRM, transaction tool, signature tool, CMA doc, split sheet, Mailchimp, MLS)
Listing pipeline vs buyer pipeline Two boards sharing contact records with mixed motion on one sphere Single lead pond, forecast lies on blended listing plus buyer revenue
Commission split math on the deal Native Products module with gross, brokerage split, team split, mentor fee, co-broker, agent net Back-office spreadsheet, agent sees net only after HUD-1 lands
Listing agreement and purchase contract signature DocuSign and PandaDoc native with signed artifacts stored on the deal Dotloop or SkySlope for coordination, DocuSign bolted on for signature
CMA drafting and comp library CMA comps on the listing record with Strkr AI first-pass draft Google Doc nobody else can see, rebuilt from scratch per listing
Approval routing on price or commission adjustments Strkr Flow routes managing broker approval before the client sees the change Manual text message, non-standard commitment found after signature
Transaction coordination handoff Native flow to Projects with checklist, inspection, appraisal, title, closing on calendar Dotloop or SkySlope rebuild, broker loses visibility until the closing table
Sphere anniversary and home purchase date touches Daily flow surfaces anniversaries 7 days out with drafted touch message Mailchimp drip on stale list, misses half the sphere birthdays
Sign-call lead routing Inbound call pulls subject property, routes to listing agent, drops on buyer pipeline Front-desk forwards manually, lead goes cold waiting for the right agent
Admin changes to pipeline or state forms Self-serve for broker and office manager inside the permission matrix Vendor queue when the state board updates the purchase contract addendum

See the CRM brokers actually run listings, buyers, and closings in.

Start a 14 day trial with the full real estate broker stack enabled: listing pipeline and buyer pipeline boards, Products module for commission splits and CMA comps, DocuSign and PandaDoc for listing agreement and purchase contract signature, Strkr AI for first-pass CMA drafts, Flows for sphere through Closed, and the under-contract handoff into Projects for transaction coordination. The pricing page lays out the per-seat line in full, and the sales-forecast feature page shows the forecast surface for mixed listing and buyer commission revenue if that is the piece to pressure-test first.

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Common questions

Real Estate Brokers buyer FAQ.

Does Strkr work for a 20 agent brokerage, or is this built for bigger shops?

Strkr is built for brokerages in the 5 to 150 agent range running residential or commercial motion. The sales-first primitives (listing pipeline, buyer pipeline, deal record, Products module for commission splits, self-serve custom fields and Flows) do not need a dedicated CRM admin to run. A 20 agent residential brokerage gets the same workspace a 90 agent regional commercial shop runs, with role-aware views so the broker sees deal mode, the transaction coordinator sees checklist mode, and the office manager sees commission disbursement mode on the same deal record.

How does the Products module handle commission splits with team, mentor, and co-broker cuts?

The Products module carries commission split lines on the deal with gross commission on one line, brokerage split on another, team split on another, mentor fee on another, referral out on another, co-broker split on another, transaction fee on another, and agent net on the bottom. The forecast report pulls both gross commission income and agent net off the same deal record without a parallel spreadsheet. The managing broker reviews the split before signature, the office manager confirms the disbursement after close, and the signed artifact carries the exact lines into the brokerage accounting workflow so the agent is paid against the split the deal actually signed on.

Can Strkr replace Dotloop or SkySlope for transaction coordination?

Strkr replaces the fragmented record that lives across Follow Up Boss, Dotloop, SkySlope, the Google Doc CMA, and the commission split spreadsheet. The Products module on the deal is the single source of truth for the commission split lines. DocuSign and PandaDoc are the native signature integrations. The Projects module runs the transaction coordination checklist from Under Contract to closing with inspection, appraisal, financing contingency, title clearance, and closing date on the project calendar. For brokerages that still want Dotloop or SkySlope for the state-specific transaction compliance surface, those can continue in parallel and the signed documents live on the Strkr deal record either way.

How does the under-contract handoff work when the broker is also the transaction coordinator?

At Under Contract, a Strkr flow creates a project in Strkr Projects, maps the Products line items to the project template, auto-generates the inspection and appraisal and title and financing contingency tasks on the right calendar dates, and assigns the transaction coordinator. When the broker double-hats as the transaction coordinator (common at 5 to 30 agent shops), the same person owns both the deal record and the transaction coordination record with role-aware views. The context from the listing or buyer conversation compounds into the transaction coordination work instead of resetting at the signature. For brokerages with a dedicated TC, the TC owns the project and the broker sees the status on the same deal record.

Why not just use Follow Up Boss or kvCORE for a brokerage CRM?

Follow Up Boss and kvCORE and BoomTown were built around lead-nurture ponds with Zillow and Realtor dot com integrations and action plans that drip for 24 months. That solves the top-of-funnel, which is one surface of the broker job. It does not solve the listing agreement, the commission split, the co-broker math, the transaction coordination, or the brokerage recruiting pipeline. Strkr covers the whole broker motion from sphere through close with the lead pond as one surface and the pipeline, Products module, and transaction coordination as the surfaces that compound after the lead converts. Brokerages that still want kvCORE for the IDX website can keep that running in parallel and pipe inbound leads into Strkr through native integration.

Does Strkr integrate with DocuSign and PandaDoc for listing agreements and purchase contracts?

Yes. Both DocuSign and PandaDoc ship as native integrations. Draft the listing agreement from the Products line items on the deal record, send for signature, and the signed PDF returns to the deal with the stage auto-bumping to Active Listing. Draft the purchase contract the same way with signatures auto-bumping the deal to Under Contract. Signature events fire Strkr Flows so the transaction coordination handoff, the lender ping, the title company ping, and the inspection scheduling all run in parallel the moment the deal moves under contract.

Also considering

Related combinations.

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