The All-in-One Real Estate Brokerage Platform +CRM

Market analytics, agent CRM, MAXBROKER AI tools, billing management, inventory control, and digital services with AI agentiic integration.

Unified in One Platform

Analyze the market. Manage your agents. Automate billing. Track inventory. Host websites.
Ask MAXBROKER AI anything — powered by live MLS data and built-in artificial intelligence.

Access Dashboard Explore Features
MAXSTATS MAXCRM MAXSITES Billing Inventory MAXBROKER AI
MAXSTATS

Market Analytics & Intelligence

Comprehensive market data, trend forecasting, and competitive intelligence powered by live MLS board feeds

Market Insights

Market share analysis by office, area, and property type. Detailed performance metrics with competitive intelligence across your entire board.

Trend Analysis & Forecasting

Historical trend analysis with linear regression forecasting and predictive market modeling to anticipate future conditions and plan ahead.

Brokerage Comparison

Side-by-side brokerage performance comparison with agent activity tracking and market positioning analysis across all competitors.

Agent Count Tracking

Historical agent count tracking by office with growth trends and market share evolution. Monitor workforce changes over time.

Brokerage Performance

Internal agent performance metrics, sold property activity, transaction tracking with buyer ends, listing ends, and active listing analytics.

Property Intelligence

Sold and active property caches with assessed values, tax data, listing photos, and detailed property breakdowns across the board.

MAXCRM

Hybrid CRM + Agent Management

A purpose-built CRM that combines live MLS board data with your own records — automatically staying up to date

MAXCRM

Search and manage every agent on the board. Detailed profiles with photos, office details, social media, trading areas, specialties, and personal information — all in one place.

Auto-Sync from MLS

Agent records are automatically imported and updated from the MLS board feed. Changes are tracked with sync alerts so you never miss an office transfer, new agent, or departure.

Alerts & Notifications

Set follow-up alerts on any agent. Get notified of callback requests, pending follow-ups, and important CRM changes with a dedicated alerts dashboard.

Task Lists & Templates

Create task lists for onboarding, retention, and follow-ups. Use reusable templates, set priorities and due dates, and track progress with automatic CRM logging.

Teams & Groups

Create teams to group agents together for centralized management and billing. Dedicated billing tabs with period selection, invoice emailing to team leaders, and soft-archive to preserve historical data.

Performance & Migration

Track agent production before and after joining your brokerage. Compare performance metrics and identify top producers with MAXBROKER AI-powered analysis.

Full Activity History

Complete activity timeline for every agent — notes, phone call logs, email records, billing history, task completions, and permanent change history with search and date filters.

Billing Summary & Notes

Integrated billing summary on every agent profile showing recurring charges, domain fees, and one-time entries. Billing actions are auto-logged as CRM notes for a complete audit trail.

Phone & Email Logging

Record phone calls with direction, duration, and notes. Log email interactions with follow-up scheduling. Everything is timestamped and linked to the agent's timeline.

Momentum — Goal Tracking

Set your vision, define quarterly priorities with milestones, track weekly KPI scorecards, and stay accountable with structured check-ins — everything you need to measure progress and drive success.

MAXBROKER AI
MAXBROKER AI

Meet MAXBROKER AI

Your intelligent assistant built right into MAXBROKER. Ask questions in plain language, generate professional emails, analyze performance, and get instant answers from every instruction manual — all powered by AI.

Ask MAXBROKER AI Anything

Search across all MAXBROKER instruction manuals instantly. Get step-by-step answers with direct links to the relevant documentation.

Natural Language Search Direct Doc Links Conversation History

Ask MAXBROKER AI

A dedicated AI assistant page where you can ask questions about any MAXBROKER feature, search all instruction manuals, and get instant, contextual answers with source links.

Standalone Page • Instant Answers

Email Generation

Enter a subject and MAXBROKER AI drafts a complete, professional email tailored to your agents. Works for individual and bulk emails across the CRM.

Draft • Compose • Send

Smart Rewriting

Write a rough draft and MAXBROKER AI polishes it into clear, professional language — keeping your intent while improving tone, grammar, and flow.

Tone • Grammar • Flow

Performance Analysis

Analyze your agent roster with one click. Get detailed reports highlighting top performers, areas of concern, and actionable recommendations.

One-Click • Reports • Insights

Task Suggestions

Describe a workflow and MAXBROKER AI generates actionable tasks tailored to real estate — onboarding, retention, compliance, and more.

Workflows • Onboarding • Auto

Embedded Help

MAXBROKER AI help is embedded directly on every dashboard and instruction page. Ask questions without leaving your workflow and get contextual answers with quick-ask suggestions.

Dashboard • Instructions • Inline

Report Summaries

Click the MAXBROKER AI Summary button on any billing report to instantly generate an executive-level analysis — covering revenue, trends, top items, category breakdowns, and actionable insights.

Items Report • Month End • One-Click
MAXSITES

Digital Services & Hosting

Manage your brokerage's digital infrastructure — email accounts, domain portfolio, websites, and templates — with full CRM integration

Hosted Email Management

Import and manage Microsoft Exchange email accounts from CSV. Track license types, assign billing to CRM contacts, and monitor wholesale/retail pricing with automatic margin calculations.

CSV Import • Auto-Pricing • CRM Linked

Domain Portfolio

Import your domain portfolio from your registrar. Track expiry dates, auto-renewal, transfer locks, and assign billing responsibility to CRM contacts with TLD-based pricing.

Expiry Alerts • Annual Billing • TLD Pricing

Review & Audit Status

Color-coded review status for every email and domain (Ok, Review, Cancel). Work through your accounts systematically with multi-select filters and sortable columns.

Ok • Review • Cancel

Billing Alerts & Stale Data

Automatic alerts for unassigned accounts, removed services, and expiring domains. Dashboard cards flash when CSV imports are older than 20 days, ensuring data stays current.

Unassigned • Removed • Expiring

Website Hosting

Managed websites for your brokerage and agents with templates, custom domains, and content management tools.

Templates & Resources

Pre-built website and email templates with customizable designs and layouts for agents, teams, and offices.

BILLING & SERVICES

Agent Services & Billing

Comprehensive billing management with period-based billing cycles, automated service charges, billing item codes, and a complete audit trail integrated into every agent's CRM profile

Billing Period Management

Flexible billing periods with the ability to set, close, and advance periods on your schedule. One-click recurring generation creates all entries for emails, domains, websites, and custom items.

Set • Close • Advance

Automated Service Billing

Hosted emails generate monthly recurring entries automatically. Domains generate annual entries based on their expiry month. Websites bill from template pricing. All entries link to CRM contacts.

Emails • Domains • Websites • AI Tokens

Waived Services

Mark billing items as waived to track services provided at no retail charge. The retail amount is automatically credited on invoices while the wholesale cost is billed to the designated brokerage.

Auto-Credit • Wholesale Tracked • Reports

Billing Credits

Create account credits that spread evenly, apply in full each period, or follow custom schedules. Credits auto-apply during billing generation with expiry dates, pause, and cancel controls.

Spread • Full • Custom • Auto-Apply

Reports & MAXBROKER AI Summaries

Period Items Report, Month End Report, Billing Report, Credits Report, and Waived Fees Report with trend charts and category breakdowns. MAXBROKER AI generates instant executive summaries of your data.

AI Summary • Charts • CSV • PDF

Goals & Scenario Mode

Set retail and margin targets per billing category with over/under direction tracking and visual progress cards. Scenario Mode lets you model what-if scenarios by toggling items on and off.

Targets • Progress • What-If Analysis

Billing Items & Codes

Define predefined billing items with codes, wholesale and retail pricing, and automated service linking. Items auto-fill when creating entries, ensuring consistency across all invoices.

Item Codes • Auto-Link • Presets

Invoicing & Email Delivery

Generate printable invoices with inline editing, private admin notes, and waived credit rows. Email HTML invoices directly to agents and team leaders. Print all invoices for a period in one batch.

Print • Email • Inline Edit • Private Notes

CRM Billing Audit Trail

Every billing action is automatically logged on the agent's CRM profile — entries created, deleted, services assigned or removed, invoices emailed, and credits applied. Fully filterable and searchable.

Auto-Logged • Read-Only • Filterable
INVENTORY CONTROL

Equipment & Asset Tracking

Track every piece of equipment across all your offices with unique barcodes, service history, warranty monitoring, and a complete activity log for every item

Multi-Office Management

Create and manage multiple office locations with full address, contact, and phone details. Track how many active items are at each location with quick filtering.

Comprehensive Item Tracking

Track computers, monitors, printers, scanners, phones, networking gear, furniture, and more. Each item includes barcode, serial number, manufacturer, model, purchase and current value, and condition rating.

Unique Barcodes

Every item gets a unique barcode — enter your own or let the system auto-generate one. Barcodes provide instant identification and are displayed on every item view.

Move & Relocate

Move equipment between offices and locations with one click. Each move is logged with the old and new location, notes, and who performed the transfer.

Service & Warranty

Log service events with dates and notes. Track warranty expiry dates with automatic 30-day warnings. Schedule next service dates with 14-day due alerts on the dashboard.

Full Activity Log

Every change is recorded — creation, edits, moves, notes, service events, retirement, and reactivation. A color-coded timeline with before/after values provides a complete audit trail for every item.

Plug In Your Real Estate Board IDX Feed

Connects to any MLS board data feed. Analytics, CRM, billing, and MAXBROKER AI work together out of the box.

27K+

Property Records

173+

Tracked Offices

Hourly

Auto-Sync

8

Integrated Modules

MAXBROKER AI

Built-In Intelligence

Everything You Need to Run Your Brokerage

From market intelligence to daily operations — every tool works together seamlessly

CRM Teams

Group agents into teams with owners, shared billing, team invoicing, and soft-archive for data preservation

Waived Fee Tracking

Track complimentary services with automatic retail credits and wholesale brokerage billing across all reports

MAXBROKER AI Everywhere

AI assistant embedded on dashboards, reports, instructions, and a standalone page — always one click away

Billing Goals

Set retail and margin targets per category with direction tracking and real-time visual progress cards

Scenario Mode

Model what-if billing scenarios by toggling items on and off with instant total recalculations

Searchable Instructions

Built-in search bar on every instruction page with real-time highlighting and match navigation

Sprints

Feature request and change log system with status tracking and admin notes

User Management

Login with username or email, password management, and 4-digit PIN access

Billing Credits

Flexible account credits with spread, full, or custom modes, expiry dates, and automatic application

Built-In Instructions

Comprehensive documentation for every feature with MAXBROKER AI-powered search across all manuals

Invoice Emailing

Email HTML invoices to agents and team leaders with full waived credit and tax handling built in

CSV & PDF Backups

Month-end backups with printable PDFs and detailed CSV exports including waived credit line items

SYSTEM

Secure & Reliable

Enterprise-grade security, automated backups, and role-based access built into every layer

Three-Factor Authentication

Username or email login, password, and encrypted PIN quick-login with AES-256 local credential encryption.

Role-Based Access

Granular user roles and permissions. Control exactly which pages and features each user can access.

Automated Backups

Full database backup and restore system with one-click backup creation and downloadable archives.

Maintenance Mode

Toggle the entire platform into maintenance mode instantly. Only authorized administrators retain access.

Subscription Management

Built-in subscription billing, expiration tracking, and automated access control for multi-user environments.

System Notifications

Broadcast scheduled announcements, maintenance notices, and alerts to all users from a central dashboard.