A broker CRM that runs the brokerage, not just the deal.
Follow Up Boss and kvCORE sell the agent as the primary user and treat the broker as a seat on the invoice. Strkr flips that posture. The broker gets commission splits, a recruiting pipeline, a compliance queue, and an agent-roster scorecard on the same record where the deals live.
Running a brokerage with 20 to 80 agents means wearing four hats on any given Tuesday. Recruiting the next five agents off a competing shop. Reviewing the compliance file on a closing that goes to escrow Friday. Approving a split exception for the team lead who negotiated down to 85/15. Writing the weekly roster scorecard that tells your top ten who the next three are. Follow Up Boss handles the first lead touch beautifully and kvCORE builds pretty IDX sites, but neither was built for the person who signs the office lease. Three gaps show up on every broker demo call we take.
Commission math on sticky notes
Split calculations live in a spreadsheet nobody trusts.
Most agent CRMs track GCI and the agent split as a static field. The broker that runs a 70/30 cap at 23,000, with team-lead overrides and franchise fees stacked on top, ends up with a parallel spreadsheet that drifts from the CRM every month. Strkr runs the split calculator inside the deal record with cap tracking, team-lead overrides, mentor overrides, and franchise or desk fees applied in the order the brokerage actually applies them. The closing statement reads the number the agent reads.
Recruiting is a separate CRM
Prospecting agents sits in a different tool from prospecting leads.
The broker owner is running two pipelines at the same time: buyer and seller leads for the brokerage, and new agents to add to the roster. Follow Up Boss handles the first. The recruiting motion usually lives in a Google Sheet, a BoomTown instance paid for separately, or the broker's personal LinkedIn Sales Navigator. Strkr ships a dedicated recruiting pipeline that uses the same stage and automation primitives as the real-estate pipeline, so recruiting a new agent follows the same cadence rules as nurturing a buyer lead.
Compliance queue has no owner
Who checked the earnest money deposit disclosure.
Every state has a different brokerage-level compliance file: dual agency disclosure, EMD receipt, lead-paint acknowledgment, buyer representation agreement, seller net sheet signed. A broker running 40 agents has 400 open files at any time and the review queue defaults to the broker-owner clicking through transactions on Friday afternoon. Strkr adds a compliance queue to the broker dashboard with per-file status, expected documents, and an alert when a deal moves to under-contract without the state-mandated disclosure attached.
Agent scorecards are a vanity metric
Nobody actually runs the business off the roster report.
kvCORE and Follow Up Boss both ship agent-performance dashboards. Most brokers do not use them week to week because the metrics are backward-looking (closed GCI, YTD transactions) rather than forward-looking (pipeline value by stage, response time this week, listings expiring in 30 days). Strkr runs the agent scorecard on live pipeline math with a weekly delta column, so the broker can tell on Monday which three agents need a conversation this week, not which three had a bad quarter three months ago.
The split-share rebellion
Top producers threaten to leave the week before a renewal.
Every brokerage with a 70/30 cap structure has had the conversation where a top producer says "I can get 85/15 across the street." The broker has 48 hours to counter with a retention offer, a mentor-override exception, or a desk-fee concession. Strkr runs a quick-model scenario builder on the agent record that shows net to the brokerage under the current split, the counter-offer split, and three in-between options, so the retention conversation runs on math instead of panic.
Transaction coordination handoff
The TC inbox fills with deals the agent half-forgot to update.
Most brokerages employ a transaction coordinator who runs the file from contract to close. The TC gets a Slack ping or an email when a deal goes under contract, then has to chase the agent for the EMD confirmation, the inspection report, the appraisal, the title commitment. Strkr pins a TC checklist to the deal record that fires on the under-contract stage transition, with per-task owners and due dates, so the TC is working off a list instead of chasing.
What the broker CRM has that the agent CRM does not
The capabilities that make a brokerage CRM, not just an agent one.
A broker buying tools for the whole shop is answering a different question than an agent buying tools for themselves. The agent cares about lead response time and nurture quality. The broker cares about roster health, commission capture, compliance posture, and whether the agents actually log activity. The cards below map to the broker's weekly rhythm, not the agent's daily one.
Agent roster module
A record for every agent, not just a line in Settings.
Each agent gets a full record with license number, state, join date, YTD GCI, cap progress, pending transactions, pipeline value, mentor relationship, and desk-fee status. Click into any agent and see their last 90 days of activity, their last five deals, and the next three on their calendar. The record is the primary surface the broker uses in a weekly one-on-one, not a report they pull from somewhere else.
Split and cap calculator
Live commission math on every closing.
The split engine supports fixed splits, graduated splits with YTD volume thresholds, cap-and-flip (70/30 to 95/5 at cap), mentor overrides, team-lead overrides, franchise fees (6 percent off the top is common), desk fees, E&O deductions, and per-office variations. The agent and the brokerage see the same math, which is the thing that keeps the roster meeting from turning into a dispute.
Recruiting pipeline
A full pipeline for agent prospecting.
Prospect-to-licensed-agent is a 4 to 9 month funnel at most brokerages, which is longer than the buyer-lead funnel. Strkr runs the recruiting motion as its own pipeline with stages like Sourced, First Coffee, Office Tour, Offer, Signed, Onboarding, Productive. Each stage carries drip content (a licensing coach video, a split-structure explainer, a mentor-match overview) that the broker builds once and reuses across every recruit.
Compliance workflow
A disclosure checklist that fires on stage change.
When a deal moves to under contract, Strkr fires the state-specific compliance checklist (disclosure of agency, lead paint, seller property disclosure, buyer representation agreement, EMD receipt). Each item has an owner and a due date. The dashboard shows per-deal and per-agent compliance health. When something is missing 48 hours before closing, the broker gets the alert, not a surprise audit.
Team-lead overrides
The team structure inside the brokerage structure.
Many brokerages host teams within the roof. A team lead might take a 20 to 40 percent override on team-member production. Strkr models the team-within-the-brokerage with per-team cap settings, override rules, and a team dashboard that rolls up to the brokerage dashboard. The broker sees both the macro number and the per-team math on the same screen.
IDX and lead-source attribution
Which lead source actually closed, by agent and by month.
Zillow, Realtor.com, Homes.com, OpCity, SOI, open house, past client, broker referral, agent referral: Strkr tags each lead by source on intake and tracks the full lifecycle to close. The broker sees cost-per-closed-lead by source monthly, which is the number that drives next quarter's lead-gen spend. Follow Up Boss will show you lead source. Strkr will show you cost-per-closed by source, which is a different question.
Agent coaching tracker
A record of the one-on-one, not just the schedule.
Weekly one-on-ones get scheduled in Google Calendar and the notes end up in a Google Doc that neither party opens again. Strkr pins coaching notes to the agent record with action items, owner, due date, and a follow-up trigger. The broker opens the next week's one-on-one already briefed on what the agent committed to last week.
Mentor program
New-agent mentorship tracked as a formal relationship.
Many brokerages run a mentor program where a producing agent takes 20 to 30 percent of the mentee's first three deals in exchange for coaching. Strkr models the mentor-mentee relationship on the agent record, applies the mentor cut automatically to the mentee's next three qualifying deals, and sunsets the override on the fourth. The paperwork around the mentor program stops being a quarterly reconciliation.
How the day runs for the broker
Monday to Friday on the broker dashboard.
The broker who evaluates CRMs by reading feature lists ends up with a tool that looks good in the demo and goes unused by week four. The useful question is "what is on the screen Monday at 8 AM." The cards below walk through the broker's week on Strkr, with the actual surfaces that get used.
Monday roster scorecard
Top three agents to talk to this week.
Strkr AI drafts the Monday roster review by 7 AM. The three agents whose pipeline value dropped most last week. The two with closing dates this week that are missing compliance docs. The one with a listing that expires Friday. The broker reads the five-line summary in two minutes and knows which conversations to prioritize before the office opens.
Tuesday compliance queue
A triaged list of files to review.
The compliance queue sorts by expected closing date, with a flag on any file missing a required disclosure. The broker clears 20 files in 40 minutes instead of clicking through 400 deals looking for the ones that need attention. Each cleared file auto-tags the agent and timestamps the review, which becomes the audit trail when the state asks a question six months later.
Wednesday recruiting touchpoints
The 10 agent prospects you promised to touch this week.
The recruiting pipeline surfaces the 10 touches due this Wednesday across the top-of-funnel and offer stages. The broker runs the batch in a 90-minute block with pre-drafted outreach that references each prospect's current situation. Agent recruiting stops being a thing that only happens when a producer walks in the door.
Thursday coaching one-on-ones
Pre-briefed one-on-ones with the week's commitments.
The agent record pulls the previous week's commitments, the activity log for the week, the deals that moved, and the deals that stuck. The broker opens the call briefed. The commitments from today's session get captured in the same record. The next week's one-on-one opens with last week's commitments already visible.
Friday closing-week push
The deals set to close by Monday.
The closing-week dashboard lists every deal with a closing date in the next five business days, grouped by agent. Missing docs flagged red. Appraisal or inspection pending flagged yellow. Clear-to-close flagged green. The broker and the TC run through the list together in 20 minutes Friday morning. The weekend starts without the "did we miss anything" uncertainty.
Monthly commission run
The payroll conversation runs on CRM data.
The monthly commission run reads straight from the closed-and-funded deals in the CRM with splits already calculated. The accounting team imports the file into QuickBooks or the brokerage's accounting system. The payroll conversation that used to take two days and involve three spreadsheets runs in a 45-minute meeting.
Where the broker CRM stops
What Strkr does not try to replace.
Any broker who has shopped for software knows the vendor list is long and most tools overlap by half. Being honest about where Strkr stops is the thing that lets a broker build a stack they can afford. The cards below are tools we do not try to replace, with the integration posture Strkr takes for each.
IDX website
kvCORE, Boomtown, Sierra Interactive still own the IDX layer.
Strkr does not ship an IDX-powered consumer website. The brokerage keeps their kvCORE or Sierra or Real Geeks site for buyer traffic and listing display. Strkr pulls the leads from the IDX site via webhook or API and runs the nurture, the pipeline, and the compliance from there. The IDX vendor keeps doing what it is good at.
MLS integration
MLS data access runs through RESO Web API or Spark.
Strkr integrates with the MLS via RESO Web API or Spark feed where the local MLS allows it, which is most of them now. The CRM pulls listing details, status changes, and new listings matched to buyer-criteria searches. The broker does not get a replacement MLS platform. The brokerage keeps Flexmls or Matrix or Paragon for the agent-facing listing search and uses Strkr for everything that lives downstream of a lead.
E-signature and transaction documents
DocuSign, SkySlope, dotloop still handle the file.
Strkr does not try to replace the transaction document platform. The brokerage keeps SkySlope or dotloop or Lone Wolf TransactionDesk for the actual file-of-record, and Strkr integrates to pull document status (sent, signed, pending signature). The compliance queue reads from the integration, so a disclosure signed in SkySlope marks the Strkr compliance item complete without a manual update.
Accounting and commission payout
QuickBooks, Lone Wolf back office keep the ledger.
Strkr runs the commission calculation. The actual payout, agent 1099 generation, and brokerage P&L live in QuickBooks or Lone Wolf back office. Strkr exports the monthly commission run as a CSV or syncs via QuickBooks API, so accounting gets a file that imports cleanly instead of a report they have to transcribe.
Phone system and dialer
Mojo, PhoneBurner, Call Rail stay for the dialer stack.
Many brokerages run a dialer for the ISA team or for an aggressive outbound motion. Strkr integrates with Mojo, PhoneBurner, Call Rail, and the common dialers via logged-call webhook or two-way sync, so a dial made in Mojo lands on the Strkr contact record with the call outcome tagged. The brokerage does not pay for the dialer twice.
Open-house sign-in and lead capture
Spacio, Open Home Pro, Curb Hero stay for the capture.
Open-house lead capture apps are optimized for the specific motion (tablet in the kitchen, iPad on the counter) and Strkr does not try to replicate the device-level UX. The leads pipe into Strkr via webhook with the open-house attribution tagged, and the follow-up sequence fires automatically. The agent walks out of the open house with the first touch already queued.
Head-to-head
Strkr vs Follow Up Boss for a brokerage of 30 to 60 agents.
Follow Up Boss is the most-asked-about CRM in broker evaluations we take. It is a strong product for agent-level lead response, less strong for brokerage-level operations. Here is the honest head-to-head when the buyer is the broker-owner, not the agent.
Feature
Strkr
Follow Up Boss (Platform plan)
Primary user
Broker owner, team lead, TC
Individual agent
Agent roster module
Full agent record with cap, splits, pipeline
User management screen only
Commission split calculation
Native with caps, overrides, mentor, franchise fees
External spreadsheet or back-office tool
Recruiting pipeline
First-class pipeline for agent recruiting
Must repurpose contact tags or use a second tool
Compliance queue
State-specific checklist on stage change
External (SkySlope, dotloop)
Team-lead override math
Modeled on the agent and team records
Not supported natively
Mentor program tracking
Three-deal mentor override auto-applied
Manual tracking in spreadsheet
AI drafting
Strkr AI on every tier, no credit meter
Add-on, limited scope
Pricing for 40 agents
Flat per-seat line, no feature gating
Platform tier plus add-ons stack quickly
IDX integration
Webhook from any IDX; vendor-neutral
kvCORE and other partnerships preferred
How teams use Strkr
How brokerages actually run Strkr.
The common pattern across brokerages that switch from Follow Up Boss or kvCORE: they still love what the previous tool did at the agent level, and they finally have an answer for the broker-level job that used to live in a spreadsheet. The playbooks below are motions that run on brokerage accounts today.
42-agent independent brokerage, Phoenix
Monthly commission run cut from two days to one meeting.
A 42-agent independent in Phoenix ran their commission reconciliation out of a Google Sheet that the office manager spent two days updating each month. The sheet had splits, cap progress, mentor overrides, and franchise fees stacked in different tabs. On Strkr, every closed deal carries the live split math, cap progress updates in real time, and the monthly run exports as a QuickBooks-ready CSV. The office manager now runs the commission conversation in a 45-minute meeting with the broker-owner on the first of each month. The two-day reconciliation habit is gone.
28-agent franchise, suburban Atlanta
Compliance queue catches 11 missing disclosures a month.
A 28-agent Keller Williams market center in suburban Atlanta had a compliance pattern where disclosures went missing on roughly 10 percent of files. The market-center admin would catch them during the pre-close review, scramble to get signatures, and occasionally miss a filing deadline. On Strkr, the state-specific compliance checklist fires on the under-contract stage transition. Missing items alert the broker and the TC at 48 hours before close. The current catch rate is 11 missing disclosures a month found with 72-plus hours of lead time, which eliminated the Friday afternoon scramble.
65-agent brokerage with ISA team
ISA conversion-to-agent handoff visible on one dashboard.
A 65-agent brokerage with a 4-person inside sales team was running Mojo for the ISA dialer, Follow Up Boss for the agent CRM, and a shared Google Sheet to track which ISA-generated leads actually converted on which agent's board. On Strkr, Mojo dials log to the contact record, ISA notes tag with the ISA agent, the handoff to the licensed agent runs through a stage transition, and the per-ISA-per-month conversion number lives on the ISA scorecard. The broker can now compensate the ISA team on a real number instead of an estimated one.
19-agent luxury boutique, coastal California
Recruiting pipeline helped grow from 14 to 19 producing agents.
A 19-agent luxury boutique in coastal California used to recruit agents through LinkedIn messages and personal meetings tracked in the broker-owner's head. The team grew from 14 to 19 producing agents in nine months after moving the recruiting motion into Strkr as a first-class pipeline with per-stage touches, pre-drafted outreach, and a mentor-match flow that pairs new signees with producers from day one. The broker-owner reports the single biggest win was that recruiting stopped falling off the plate during busy transaction months.
A broker CRM that handles the brokerage, not just the agent.
Start a 14-day trial on the brokerage plan. Import your roster from Follow Up Boss or kvCORE, see your real splits and caps on live math, and run a full week on the broker dashboard before deciding.
How is a real estate broker CRM different from an agent CRM like Follow Up Boss or kvCORE?
An agent CRM is built for the individual agent's workflow: lead response, nurture, next-touch, task list. A broker CRM adds the brokerage layer on top: agent roster with cap and split tracking, recruiting pipeline, compliance queue, mentor program math, team-lead overrides, cost-per-closed-lead by source, and a monthly commission run that exports to accounting. Follow Up Boss and kvCORE do the agent job well. Strkr does the brokerage job that used to live in spreadsheets, with the agent CRM capabilities still intact for the agents on the roster.
Will my agents actually use Strkr if they are used to Follow Up Boss or kvCORE?
The agent-facing experience in Strkr covers the common Follow Up Boss and kvCORE workflows: inbox, drip sequences, speed-to-lead response, task list, next-touch suggestions, note-taking, mobile. Agents who were productive on Follow Up Boss are productive on Strkr within one to two weeks. The migration tool pulls contacts, open deals, drip sequences, and tags from Follow Up Boss or kvCORE directly, so the agents are not starting from zero. The bigger adjustment is that the broker is now in the system with them, which is usually welcome once the agent sees that the activity logging is actually making the one-on-ones more useful.
How does the commission split calculator handle our cap-and-flip structure?
The split engine supports fixed splits, graduated splits with YTD volume thresholds, cap-and-flip (common structure like 70/30 up to a 23,000 cap, then 95/5 after cap), mentor overrides on the first three deals, team-lead overrides at 20 to 40 percent of team-member production, franchise fees applied before or after the split, desk fees, and E&O deductions. The calculator applies the rules in the order the brokerage specifies, which matters because franchise-fee-before-split versus franchise-fee-after-split produces different agent nets. The broker configures the model once, every deal runs through it automatically.
Does Strkr integrate with SkySlope, dotloop, or Lone Wolf for transaction documents?
Yes. Strkr integrates with SkySlope, dotloop, Lone Wolf TransactionDesk, and Paperless Pipeline via API where available or webhook otherwise. The integration pulls document status (sent, viewed, signed, pending) onto the Strkr compliance queue, so a disclosure signed in SkySlope marks the Strkr compliance item complete without the TC updating two systems. The transaction document platform stays as the file-of-record for the actual signed PDFs. Strkr handles the workflow around it.
What about MLS integration for buyer-criteria searches and listing alerts?
Strkr integrates with the MLS via RESO Web API or Spark feed where the local MLS supports it, which covers most MLSes in the United States and Canada now. The CRM pulls listings matched to a buyer-criteria search, sends automated listing alerts on new matches or price drops, and tracks which alerts the buyer actually clicked. The agent still uses Flexmls or Matrix or Paragon for the primary listing-search workflow. Strkr handles the lifecycle around a saved search, not the listing-search experience itself.
How is the recruiting pipeline different from using contact tags for agent prospects?
A tag-based workaround puts agent prospects in the same contact list as buyers and sellers, with the only differentiation being a tag. That breaks the moment the broker wants different stages, different drip content, different pipeline velocity reporting, or different reports. The dedicated recruiting pipeline in Strkr has its own stages (Sourced, First Coffee, Office Tour, Offer, Signed, Onboarding, Productive), its own drip templates aimed at agents considering a move, and its own velocity reports. The broker can run the recruiting motion with the same rigor as the lead-nurture motion without polluting the lead database.
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