Your agents have a pipeline. You shouldn’t have to ask for it.
Baltimore and Main Line boutiques live in Bright MLS and Dotloop—but the owner-broker rarely sees pipeline weight by stage next to commission booked in QuickBooks until a deal stalls.
Active listings, stale sellers, and GCI in one broker boardRoland Park
Main Line
Towson
Annapolis
The board pulls MLS, transaction management, and commission data into one weekly command view so stale sellers and agent bottlenecks show up before Monday gets wasted.
MLS, transaction feed, and commissions. One broker board.
Data your brokerage already touches
- MLS feed (Bright MLS, NEREN, TREND, or local board)
- Transaction management (Dotloop, SkySlope, kvCORE)
- QuickBooks or brokerage commission ledger
- Optional: marketing spend per listing, sphere CRM
A broker’s weekly board
- Every active listing scored on DOM, price drops, and showings
- Per-agent pipeline, closed GCI, and conversion
- Sellers at risk of going stale surfaced before they do
- Recruiting dashboard: who’s trending up across the market
Boutique & luxury brokerages
- Owner-brokers with 8–60 agents
- High-end residential in Baltimore, DC, Philadelphia metros
- Teams inside larger brokerages running as a business
- Principal brokers who still personally price listings
A Monday brief for the owner-broker.
AI reads listing movement, showing activity, price changes, and back-office numbers into one weekly summary you can act on before the office meeting.
- 4218 Greenway is now 42 DOM after the second price cut with no offer activity. Reset seller expectations this week.
- A. Haley is outperforming in the luxury band while paid social trails sphere referrals on net-to-house.
- Sherwood Pl is at risk of going stale; push showing-feedback follow-up within 48 hours.
Recommended action: Spend the Monday meeting on two sellers and one lead-source change, not the whole pipeline.
For owner-brokers who already live in MLS and Dotloop.
This is not a new CRM. It is a stitched board and brief so pipeline weight, stale listings, and GCI show up before the office meeting burns an hour.
Is this a replacement for our MLS or transaction platform?
No. The board is a read-only stitch across MLS, transaction management, and your commission ledger so owner-brokers see risk and pipeline in one place without re-keying deals.
Which MLS feeds and transaction systems do you start from?
Most builds begin with the MLS and TMS your market already uses, for example Bright MLS, NEREN, or TREND paired with Dotloop, SkySlope, or kvCORE exports. We map whatever is authoritative for listing status, DOM, and price history.
How do you align closed GCI with pipeline?
We reconcile commission booked in QuickBooks or your brokerage ledger to agent and listing identifiers from the MLS and TMS so closed dollars and in-flight pipeline read from the same agent and listing keys.
Do agents log into another app every day?
The first version is usually a weekly broker and GM view plus a short Monday brief. Agents keep working in the MLS and TMS they already use; the system pulls forward what leadership needs to intervene on.
What should we send to scope a first version?
A read-only MLS pull, a month of closed transactions with commission splits, and how you run the Monday meeting today. That is enough to model the board and stale-seller signals.
How long until we are in production?
Most boutique brokerage builds land in about five to eight weeks from kickoff once feeds are stable, because the surface is narrow: listings, agents, pipeline, and GCI rather than a full CRM suite.
Want this built for your firm?
Share a read-only MLS pull and a month of closings and we’ll show you what your Monday board looks like.