Broker Intelligence reads your pipeline, your email, your transactions, and your market overnight — then hands you a personalized action plan every morning. Built by a top-producing broker, for every agent tired of starting their day from scratch.
No card. No spam. $372/year savings, forever, if you're one of the first 500.
Until founding pricing closes — Friday, June 26, 2026 at 9:00 AM Pacific
What it does
Broker Intelligence isn't a CRM. It isn't a chatbot. It's the system that finally connects everything you already have — and tells you exactly what to do with it.
Wake up to a personalized action plan — not a to-do list you built yourself. AI reads your pipeline, emails, closings, and market overnight, then tells you exactly who to call and what to say.
Never lose the thread on a client again. Every call, text, email, and meeting lives in one timeline. The AI knows every relationship and coaches you on what to do next.
Real numbers for your zip code — median price, days on market, inventory — pulled daily and woven into your briefing and client conversations. Stop guessing.
Connects directly to SkySlope, Dotloop, Brokermint, or Paperless Pipeline and reads your open transactions every morning — flagging every missing document, every approaching deadline, every file at risk, before it costs you a deal.
Your referral partners get personalized market update emails in your voice, 4–6 times a year, automatically. You approve and send. Relationships stay warm without you lifting a finger.
Connects to Gmail or Microsoft Outlook to understand every client relationship, flags emails you haven't responded to, and drafts follow-ups in your exact tone. Your inbox becomes a relationship engine.
What's coming next
Founding members get every new feature first — and never pay more for them. Here's a glimpse of what's already in development for the next release.
Not scripts. Not suggestions. An AI that watches your pipeline health in real time and tells you exactly what to fix this week — before a deal stalls.
Every detail your clients share — names, anniversaries, preferences, promises made — surfaced automatically before your next call. Your CRM stores fields. This stores context.
You're never at your laptop — you're in cars, at showings, between appointments. Speak to it. It logs. It updates. It schedules. Hands-free, all day.
For team leaders and managing brokers: see every agent's pipeline health, adoption, and momentum in one view. Coach your team where it actually matters.
Founding member pricing
The first 500 agents in get our founding rate — for as long as you keep your subscription active. Everyone after pays $70/month. No upgrade trap. No fine print.
Why we built this
We weren't trying to build a SaaS company. We were trying to fix our own businesses.
After 15 years in luxury real estate — including a record $119 million sale, the largest in Engel & Völkers history — I learned one thing: the agents who win don't work harder. They have better systems.
I've rented homes to former U.S. presidents and worked with celebrities like Margot Robbie and Serena Williams. At that level, the margin between great and forgotten isn't talent — it's preparation. Knowing the right detail at the right moment. Showing up like you've already done the work.
So I built the system I wished I'd had on day one. Broker Intelligence is what happens when you put the wisdom of a top producer into every agent's morning routine.
A confession from a 10-year agent: I've paid for Lofty. KvCore. And another CRM that shall remain nameless. Combined? Thousands of dollars over the years. Actually used them? Barely.
You know what I actually used — every single week, for almost a decade? An Excel spreadsheet I stole from my mentor Matt Mahaffy back in 2017. One sheet. Business goals at the top. Active transactions in the middle. Leads at the bottom. That's the whole thing.
The embarrassing truth: every time I tried to graduate to a "real" CRM, I'd get overwhelmed in about three weeks and quietly reopen Matt's spreadsheet. Then I'd feel guilty for paying $300/month for a platform I wasn't using, try again, fail again, and crawl back to the spreadsheet. For nine years.
The spreadsheet wasn't better than the CRMs. It was just the only thing that let me see my entire business on one screen without having to think.
That's the honest reason I helped Sam build Broker Intelligence. Not because the CRMs were broken — because I'm a real estate agent, not a systems architect. I don't want to spend my Tuesday building automations and learning prompt engineering. I want to sell houses, take care of my clients, and have a life.
I wanted ONE tool that would show me my goals, my deals, and my leads on one screen. Tell me what actually matters today. Help me communicate with clients in a way that fits where they are in the deal. Use AI for me, not make me become an AI expert. And give me my evenings and weekends back.
Because I don't want to be thinking about real estate all day. I want to crush the important stuff early, have bandwidth for the client who calls at 4:47pm on a Friday, then go home and be a husband. Walk my dog Pickles. Hike with my wife. Take a vacation without my laptop.
There's a bigger shift coming: every agent will need to be skilled at using AI — not understanding it, using it. The agents who figure this out in the next 12 months are going to look completely different than the ones who don't.
For new agents, Broker Intelligence is a way to build your pipeline strategically from day one instead of throwing spaghetti at the wall. For experienced agents, it's the command center that finally helps you stay in control of your business instead of being controlled by it.
This is the tool I needed as an agent. Honestly? It's Matt's spreadsheet finally grown up.
Questions
No marketing fluff. Just the real questions agents ask us.
Every day you wait, another seat closes. Lock in your founding rate before June 26 — and start every morning with a plan, not a panic.
Joining the waitlist costs nothing. The price after 500 seats will.