YOUR BrokerOS ROADMAP:
BrokerOS transforms your brokerage's technology into a powerful competitive advantage. We solve the broker's core problem: a significant investment in technology that agents often fail to adopt, leading to wasted lead generation dollars and missed opportunities. With BrokerOS, you gain a standardized, highly efficient system that increases agent productivity and retention. And it’s simple enough for any agent to use.
BrokerOS - FOUNDATION
This foundational package is designed for the brokerage owner who wants to set up a comprehensive, standardized CRM system for the entire team. This is the ultimate tool for driving agent adoption and ensuring your technology investment pays off.
Standardized CRM Setup: We configure a consistent, cohesive CRM system across all agent accounts, set up brokerage-wide lead routing, and customize key fields and tags so the system is ready to use from day one.
Making Agents Experts: We simplify the complex system and provide extensive initial training to make your entire team experts. Our approach demonstrates how agents can leverage this powerful tool in just a small amount of time each day.
Full Smart Plan Installation: Installation of automated plans for Lead Qualification & Conversion, Nurturing, Client Experience, and Post-Closing Follow-Up. Our plans are continuously updated as technology and the industry evolve.
Wasted Lead Elimination: The system automatically engages with and nurtures new, non-responsive leads, ensuring your lead-gen dollars are not wasted. Agents receive "warmed-up" leads who are ready to engage.
Brokerage Standards: We provide a documented set of best practices for maintaining data consistency and integrity across your team, including the BrokerOS Database Standards.
Expert Training & Community: Access for all agents to our extensive training library and weekly Jam Sessions, our live roundtable discussion with other users.
BrokerOS - CONCIERGE
This is our "Done-For-You" option, designed for brokerages that want to focus purely on recruiting and growth while we handle the day-to-day administrative and CRM management for the team. This highly efficient, managed system is a powerful recruiting tool that attracts agents seeking superior operational support.
Includes All Foundation Benefits: You receive every benefit of the BrokerOS - Foundation package.
Massive Administrative Savings: We clear your team's schedule of administrative chaos by handling a massive volume of tasks at a fraction of the expense of having in-house staff. Services include: MLS listing input, Dotloop/Easy Offer management, Showingtime configuration, and transaction management (contract to close).
Advanced CRM Management: We actively manage your brokerage's CRM, ensuring every lead is correctly categorized, smart plans (which are continuously updated) are maintained, and pipeline management is flawless for all brokerage clients.
Enhanced Tech Support: Your entire team benefits from rapid response support. We act as your dedicated liaison with Lofty's support team, managing issues to resolution so your agents stay focused.
Worry-Free Operations: We handle all day-to-day CRM and administrative tasks for you, ensuring consistent, high-level service across the board.
BrokerOS - ENTERPRISE
This is the ultimate premium plan for high-volume brokerages that require a dedicated technology and operations partner to drive strategic growth.
Includes All Concierge Benefits: You receive every benefit of the BrokerOS - Concierge package.
Dedicated Operations Support: We provide a fully trained operations team at a fraction of the cost of in-house staff, ready to handle almost any administrative task, from social media management to basic ISA services. We handle all recruiting, training, and setup.
Strategic Partnership: We elevate our relationship with ongoing, executive-level support. This includes a Quarterly Business Review (QBR) to analyze performance data, identify new opportunities, and collaboratively build a roadmap for the next quarter.
Recruiting Advantage: The BrokerOS Enterprise system acts as a critical agent retention and recruiting tool, offering unparalleled operational support and executive-level clarity that competing brokerages cannot match.
Priority Tech Support: Your team and your Operations Assistant will have access to our highest level of priority technical support (real-time chat/phone) to ensure near-instant issue resolution.
Expert Training & Community: Your entire team and operations staff get access to weekly Jam Sessions to stay current on technology and industry best practices.
SCHEDULE A TIME WITH US
We’d love to chat to see if AgentOS is a good fit for you.