The Short Version
BrokerOS is an enterprise operating system for real estate brokerage firms. It handles everything a brokerage needs from the moment a lead comes in, all the way to handing over the keys to a buyer’s new home. At the same time, it manages an external network of real estate brokers (called Channel Partners) who bring their own clients. Think of it as the entire brain of a real estate company, running on one platform.Two Businesses. One Platform.
BrokerOS runs two separate businesses side by side under one roof:Direct Brokerage
Your in-house sales team calls leads, books site visits, and closes property deals directly with buyers.
Channel Partner (CP) Network
Your external broker network brings their own clients to your projects. You track their deals, verify their credentials, and pay their commissions.
What Does BrokerOS Actually Do?
Here is everything happening inside the platform:Lead Management
Capture leads from ads, portals, and CSV uploads. Assign them automatically to your team. Track every call, follow-up, and visit.
Auto-Dialer (Android)
Your telecalling team dials leads directly from an Android phone. The app records calls, writes out transcripts using AI, and saves everything to the CRM.
Site Visits
Make sure sales agents actually visit properties with buyers. The mobile app tracks their live GPS location at the project site to confirm the visit.
Bookings & Payments
Lock units, collect tokens, generate payment demand letters, manage home loans, draft agreements, and hand over keys.
AI Voice Campaigns
Call hundreds of leads automatically using AI voice callers on real phone lines. The AI speaks with buyers naturally, answers questions, and finds interested leads.
WhatsApp Marketing
Send official WhatsApp announcements, create auto-reply chatbots, and let your whole sales team answer buyer chats from one shared business number.
SMS & Email Campaigns
Send SMS text messages and designed HTML emails with photos. See who opened your message and who clicked on links in real time.
Ad Lead Ingestion
Connect Facebook, Instagram, and Google Ads directly to BrokerOS. Whenever someone fills out an ad form, their details show up in your CRM within seconds.
Channel Partner Network
Manage outside property brokers. Register their agency, verify their RERA documents, track which deals they bring in, and calculate their commission payouts.
How to Navigate These Docs
1
Start with the Overview
Read How the System Works to understand the full picture before diving into any specific feature.
2
Learn About Roles
Every person in your team sees a different workspace. Read Who Uses BrokerOS to understand the 14 roles.
3
Explore Your Feature Area
Use the top navigation tabs to jump to Brokerage CRM, Marketing, Integrations, or Developer docs.
4
Set Up Integrations
Connect your phone carriers, WhatsApp, SMS gateways, and email providers in the Integrations section.