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For Brokerages

The revenue OS for multi-office brokerages.

SSO, SCIM, data residency, audit logs, office rollups, and dedicated onboarding — for brokerages that need real enterprise rigor.

Launch AdClosr for BrokeragesPreselects 6 recommended products
SSO
SAML + SCIM
SOC 2
Type II (in progress)
99.9%
Uptime target
1
Roll-up view
The challenges

Brokerages are the hardest customer in real estate.

Every office has its own stack, its own leads, and its own pipeline definitions. Rolling that up costs quarters.

A different stack in every office

One office runs Follow Up Boss, another kvCORE, another Chime. Consolidating reporting is a full-time job.

No enterprise controls

Agent turnover means leaked leads, orphan accounts, and no clean off-boarding trail.

Compliance risk on every AI call

Consent, recording, retention, and TCPA/DNC rules vary by state. Manual audits don't scale.

Marketing spend is a black box

Corporate can't attribute closings to campaigns, and agents blame leads for anything that misses.

Onboarding a new office takes a quarter

Data migration, training, and change management stretch across months.

Recruiting is a data problem

You can't show recruits the tech, the leads, or the production a new office would inherit.

How AdClosr solves it

Enterprise controls without the enterprise wait.

Everything a brokerage COO needs on day one — provisioning, audit, rollups, and support.

SSO, SCIM, and role-based access

SAML SSO, automated SCIM provisioning, and granular roles per office, region, and role type.

Office and region rollups

One dashboard for pipeline, spend, and closings across every office — with drill-down by team lead and agent.

Compliance built into every call

Consent capture, state-aware recording rules, DNC scrubs, and full retention controls — with a searchable audit log.

Dedicated CS + onboarding team

A named CSM, an implementation lead, and a support SLA — plus migration engineers for legacy CRMs.

Data residency and export

US and EU data residency options, plus scheduled exports to your warehouse or BI tool.

Recruiting-ready reporting

Share office production and lead-flow benchmarks with recruits — without exposing agent PII.

Relevant workflows

How brokerages roll out AdClosr.

  1. 01

    Week 1: Provision and connect

    SSO/SCIM, org tree, offices, and Meta Ads accounts wired in a single kickoff week.

  2. 02

    Weeks 2–3: Migrate and configure

    Contacts, pipelines, and campaign history migrated from your existing CRMs; routing and SLA rules configured per office.

  3. 03

    Weeks 3–4: Agent enablement

    Cohort training for team leads and agents, with in-app onboarding and role-based playbooks.

  4. 04

    Week 4+: Rollup and optimize

    Executive rollups live; monthly business reviews with your CSM against agreed KPIs.

FAQ

Questions, answered.

Yes. SAML SSO with Okta, Azure AD, and Google Workspace, plus SCIM 2.0 for automated user provisioning and deprovisioning.

Ready when you are

Standardize every office on one revenue OS.

Talk to our enterprise team about SSO, SCIM, migration, and rollout across your brokerage.

Prefer to skip the demo? Launch a preconfigured workspace for Brokerages with your recommended stack already selected.

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