Residential Brokerage
Listings, viewings and closings — built on the Real Estate core template and adapted to how your residential brokerage actually operates. Run your store with stock, sales and the team working from one workspace built for how real estate operates.
Residential Brokerage workspace preview
One workspace, your way
About Residential Brokerage
A residential brokerage is a relationship business measured in pipeline velocity. The brokers who close consistently are the ones who never let a warm lead go cold, who follow up before the client shops around, and who have full visibility into every active listing and buyer journey — without hunting for information across their phone contacts and a shared spreadsheet.
The operational reality
Agents handle their own leads in personal systems, so the principal has no real view of the team's pipeline. Viewings get scheduled by WhatsApp and aren't recorded formally. Documents — offers, counter-offers, contracts — arrive by email and get filed in personal folders. When an agent leaves, their pipeline walks out with them.
Where growth bottlenecks
- No centralised pipeline — the principal only knows the state of deals when an agent chooses to update them
- Viewing history and offer records scattered across emails, chat and individual calendars
- Client follow-up depends entirely on agent discipline, not scheduled reminders from the system
- Commission calculations and splits done in spreadsheets post-close, creating disputes and delays
How ConfigBiz helps a residential brokerage
Starts from the Real Estate core — shared capabilities, terminology and workflows — then configures for residential brokerage: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
What residential brokerage needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a residential brokerage actually uses.
People
Keep the team organized and shifts covered.
Recruitment
Hire the people you need without losing track of candidates.
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Products/Services
Products/Services keeps the operational detail in one place.
Sales
Keep orders and revenue moving through the business.
Operations
Run day-to-day work without things slipping.
How ConfigBiz fits residential brokerage
Start from the Real Estate core (shared capabilities, terminology, workflows) then configure for residential brokerage: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your residential brokerage business and the way your team prefers since.