BrokerContacts & pipeline
Your whole database, organized — with a pipeline that reflects real deals.
CRM · Coming soon
Every relationship.
A clear next step.
Contacts, deals and tasks built for BC real estate — with automated FINTRAC/CREA documents and Rea working your leads. Start on the free Lite CRM; upgrade for the full pipeline.
Coming soon · CRM Lite is free today.
BP / FLIGHT DECKConcept UI
Client workspace
Every relationship has a next step.
FOCUSClients
CONTEXTProperty
DIRECTIONNext step
New inquiryQualify
Active clientFollow up
Deal in progressCoordinate
REA Assistance on hand, with you in command.
ILLUSTRATIVE WORKFLOW ONE CONNECTED COCKPIT
What’s included
Every relationship, every deal.
FINTRAC, PEP/ROF and CREA/BCREA forms auto-filled — BC compliance built into the pipeline, not a US CRM that leaves you to it.
Deals & milestones
Deadlines, checklists and transaction management so nothing slips.
Tasks & reminders
Follow-ups and to-dos tied to the right contact and deal.
Saved searches & alerts
New-listing alerts and saved searches that keep clients engaged.
Automated documents
FINTRAC / PEP / ROF + CREA forms, auto-filled — BC-compliance built in.
Client-activity tracking
See what clients view and search, so you know who's ready.
Rea, your AI assistant
Texts clients, nurtures leads and works across your whole cockpit — free with what you own.
Monthly Mailer
A newsletter drafted for you each month — local market stats, articles and your listings. Review it, edit it, send it to your contacts.
Website blog
Just-listed, open-house and just-sold posts appear on your BrokerPilot website automatically. Add posts on any topic with credits.
Better together
Stronger with the rest of the cockpit.
CRM + Rea
Rea nurtures your leads for you — texts, follow-ups and saved searches — and you can create contacts and searches from your phone.
CRM + Property Tools
Match contacts to new listings and track what clients view, so you know who's ready to move.
CRM + Website
Every site lead lands in your pipeline, tagged and ready to work.
A client journey
From product feature
to everyday work.
A new inquiry becomes a seller conversation. Record the context, prepare the next follow-up and, with Property Tools, develop the property research for the meeting.
Illustrative scenario. Final screens, integrations and feature availability must be confirmed.
BP / FLIGHT DECKConcept UI
Client workspace
Every relationship has a next step.
FOCUSClients
CONTEXTProperty
DIRECTIONNext step
New inquiryQualify
Active clientFollow up
Deal in progressCoordinate
REA Assistance on hand, with you in command.
ILLUSTRATIVE WORKFLOW ONE CONNECTED COCKPIT
Your next move
Put CRM to work in your cockpit.
Start free with CRM Lite today. The full CRM is landing next.