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Broker Dashboard

Every office, every agent, one view.

AdClosr Broker Dashboard rolls up leads, appointments, pipeline, and revenue across every office and team — with drill-through to the source data.

Illustrative scenario — not customer data
Multi-office
Rollups & filters
Real-time
No manual consolidation
SSO
SAML/OIDC + SCIM
Audit
Every action logged
The problem

Brokerages run on spreadsheets no one trusts.

Multi-office visibility requires manual consolidation from each team's CRM, ad tool, and reporting sheet. By the time the numbers are compiled, leadership is looking at a report that describes a week that's already over.

  • No unified view across offices.
  • Weekly rollups built by hand from mismatched sources.
  • Delayed insight into underperforming teams and campaigns.
  • No governance over automations, AI, or ad spend.
  • Compliance and audit trails scattered across tools.
The AdClosr approach

A brokerage-grade operating layer.

The Broker Dashboard is the same platform your agents use — with the reporting, governance, and controls brokerages need to run at scale across offices, teams, and franchises.

Multi-office rollups

Every metric aggregates cleanly to the top and drills through to source.

Revenue reporting

Commission-level reporting across teams, offices, and franchises.

Governance

Roles, audit logs, SSO, SCIM, and per-office ad spend limits.

How it works

How a broker uses AdClosr on Monday morning.

  1. 01

    Overview

    Total closings, revenue, tours, and speed-to-lead across every office in one glance.

  2. 02

    Compare

    Filter by office, team, agent, campaign, or price band.

  3. 03

    Drill

    Click any tile to inspect the underlying leads, tours, or closings.

  4. 04

    Intervene

    AI surfaces at-risk pipelines and coaching moments per office lead.

  5. 05

    Govern

    Review AI usage, ad spend, and compliance events with full audit trail.

  6. 06

    Report

    Board-ready exports for the leadership meeting, on demand.

Product

Brokerage overview

Illustrative sample — not customer data.

Brokerage Overview
5 offices · 120 agents · $14.8M YTD
Search⌘K
JM
YTD Revenue
$14.8M
+28%
Agents active
120
+12
GCI
$2.1M
+22%
Pipeline
$48.4M
+18%
Offices
San Francisco HQ
38 agents
$4.8M
+24%
Los Angeles
29 agents
$3.6M
+18%
Austin
21 agents
$2.4M
+31%
Miami
18 agents
$2.1M
+22%
New York
14 agents
$1.9M
+12%
Market mix
48%
Buyer
34%
Seller
18%
Lease
Compliance
Contracts on file412 / 414
Pending signatures8
Disclosures up to date100%
License renewals (30d)3

Sample workspace — illustrative UI, not customer data.

Feature highlights

Everything a brokerage needs to run at scale.

Per-office branding

Subdomains, templates, landing pages, and workflows per office.

Roles & permissions

Fine-grained roles for brokers, team leads, agents, and admins.

Cross-office rollups

Any metric, any dimension, any office grouping.

Audit logging

Every automation run, AI conversation, and admin action logged.

SSO & SCIM

SAML/OIDC single sign-on and SCIM provisioning on Enterprise.

Ad spend governance

Per-office budgets, approvals, and spend limits.

Benefits

Why growing brokerages standardize on AdClosr.

Weekly reporting in minutes

Retire the multi-office spreadsheet build.

Underperformers surfaced

AI flags offices and teams drifting on SLAs before the quarter closes.

One agent experience

Every office runs on the same platform — training and onboarding scale.

Compliance ready

SSO, SCIM, audit logs, and DPA-ready posture for enterprise deployments.

Measurable ROI

What teams actually see after switching

Outcomes AdClosr customers report across their first 60–90 days on the platform.

Sub-minute speed-to-lead

AI Voice and AI SMS reply within seconds so leads never go cold — a documented driver of higher connect and close rates.

Higher qualified appointment rate

Automated qualification and calendar routing send only ready-to-talk buyers to your team, improving show-up rates.

Lower cost per acquisition

Closed-loop attribution shows which campaigns produce revenue so budget shifts to what works — not what looks good in ad manager.

One-platform savings

Replace CRM + dialer + SMS + landing pages + attribution with a single subscription. Most teams cut recurring tool cost by 40–60%.

Works with your stack

Fits your enterprise stack.

Bidirectional sync with the ad platforms, calendars, and business tools your team already uses.

Okta
Microsoft Entra ID
Google Workspace
Snowflake
BigQuery
Slack
Follow Up Boss
Salesforce
Customer stories

Trusted by operators who ship revenue

How teams describe AdClosr in their own words — from RevOps leads, sales directors, and heads of marketing.

We consolidated four tools into AdClosr and cut our monthly stack cost in half. The AI follow-up alone paid for the platform in the first month.
Revenue Operations LeadRevOps Lead, Growth-stage brokerage
Speed-to-lead went from 40 minutes to under a minute. Booked appointments are up meaningfully and reps stopped complaining about the CRM.
Sales DirectorSales Director, Multi-office team
The migration was painless. Our data, campaigns, and automations moved over in a week — no downtime, no lost leads.
Operations ManagerOps Manager, Independent brokerage
For the first time we can see exactly which campaigns produced revenue. Attribution finally matches what closed.
Head of MarketingHead of Marketing, National franchise
FAQ

Questions, answered.

Yes. Each office can have its own brand, subdomain, templates, landing pages, and workflows — while still rolling up to the brokerage dashboard.

Ready when you are

Run every office from one screen.

See the brokerage rollups live with sample data in the demo.