Complete brokerage operations
RealtySlate Features
One all-access platform for the public website, lead management, and back-office work behind a modern real estate brokerage.
Included with 5 or more active paid users
A public brokerage website connected to your back office
RealtySlate Complete companies can launch one primary managed IDX website for the full company, selected offices, selected teams, or a combination. The website is optional below the inclusion threshold and can be activated under the $99 monthly software-and-website combined minimum.
IDX property search connects through approved RETS or RESO Web API feeds. MLS approval, data availability, technical support, and separate third-party fees may apply.
Explore Brokerage Website & IDXOne primary company websiteOptional below 5 paid users and included at 5+ paid users.
Unlimited standard email accountsProfessional 10 GB mailboxes are included with managed nameservers. Add 10 GB for $12.99 per year or upgrade an inbox to Premium 50 GB for $49.99 per year.
Company-owned website leadsCapture valid inquiries in RealtySlate and assign them using active company routing rules.
IDX property searchSupport one or multiple approved MLS data connections when technically available.
RealtySlate platform
Transaction and compliance operations
Manage the complete real estate file from opening through review, signature, commission approval, closing documentation, and long-term recordkeeping.
Real Estate Transaction Management Software for Brokerages
Give brokers, admins, transaction coordinators, and agents one place to manage every transaction from contract to close.
- Track buyer, seller, lease, referral, and commercial files
- Manage deadlines and required documents
- Move cleanly from review to commission
Explore Real Estate Transaction Management Software for Brokerages
Real Estate Document Management Software
Keep transaction files, brokerage forms, agent documents, and completed signed PDFs organized and accessible.
- Upload and preview PDF documents
- Track approval and missing-document status
- Keep a complete document activity history
Explore Real Estate Document Management Software
Built-In Real Estate E-Signature Software
Prepare real estate PDFs, place fields directly on the document, add signers, and send secure signing links.
- Place text, date, signature, and initial fields visually
- Send to multiple signers without requiring accounts
- Store completed PDFs with an audit trail
Explore Built-In Real Estate E-Signature Software
Real Estate Compliance Review Software
Give authorized brokerage staff a consistent way to review transaction files and help agents resolve missing or rejected documents.
- See files that need review
- Track missing and rejected documents
- Record approvals, comments, and change history
Explore Real Estate Compliance Review Software
Document Review With On-Page Markup
Read the document and record the decision in the same place, and show the agent precisely which line is wrong instead of describing it.
- Review the file and decide on one full-screen page
- Highlight the exact line that needs fixing
- Confirm each issue was resolved on the resubmission
Explore Document Review With On-Page Markup
Required Document Checklists for Real Estate Transactions
Standardize what each buyer, seller, lease, referral, or commercial file needs without duplicating the forms library.
- Customize requirements by workflow
- Identify missing documents quickly
- Open approved forms directly for signature preparation
Explore Required Document Checklists for Real Estate Transactions
Real Estate Commission Tracking Software
Move from gross commission to a clear agent payout, company dollar, referral payment, and disbursement summary.
- Configure real compensation plans
- Calculate splits, caps, tiers, and deductions
- Generate commission and closing letters
Explore Real Estate Commission Tracking Software
RealtySlate platform
Lead generation and relationship management
Capture opportunities, protect lead ownership, coordinate follow-up, publish a connected brokerage website, and move qualified clients into transactions.
Real Estate CRM Built for Brokerage Operations
Help agents work leads while giving authorized brokerage staff the visibility needed to support follow-up and conversion.
- Keep contacts, leads, notes, and tasks together
- Use buyer and seller pipelines
- Convert clients into organized transaction workflows
Explore Real Estate CRM Built for Brokerage Operations
Real Estate Lead Management for Agents and Brokerages
Keep ownership, follow-up, activity, and pipeline progress clear from first inquiry through active client.
- Protect lead ownership with clear visibility rules
- Share or transfer leads within an office
- Measure follow-up and conversion activity
Explore Real Estate Lead Management for Agents and Brokerages
Custom Fields for Contacts and Leads
Track what your brokerage actually tracks, instead of bending your process to fit somebody else's idea of a contact record.
- Add your own fields to contacts and leads
- Edit the lead source and contact type options
- Keep custom fields through import and export
Explore Custom Fields for Contacts and Leads
One Primary Company IDX Website
Connect your public brokerage website with the company, office, team, directory, CRM, and lead-routing information already managed in RealtySlate Complete.
- Launch one primary managed company IDX website
- Create company-owned CRM leads from website inquiries
- Connect approved RETS or RESO feeds
Explore One Primary Company IDX Website
Real Estate Recruiting Software for Brokerages
Keep recruiting activity organized and convert successful recruits into company users without retyping their information.
- Use a clear recruiting pipeline
- Schedule and complete follow-up tasks
- Convert joined recruits into agent accounts
Explore Real Estate Recruiting Software for Brokerages
Real Estate Agent Onboarding Software
Guide new, experienced, returning, and existing agents through the right company setup without forcing unnecessary steps.
- Build detailed reusable onboarding templates
- Assign the right checklist for each agent
- Skip or review steps when appropriate
Explore Real Estate Agent Onboarding Software
RealtySlate platform
Switching to RealtySlate and owning your data
Bring your records across from the CRM you are leaving, and take a complete copy back out whenever you want. Both are free, because your data is yours.
Free CRM Data Migration
Bring your contacts, leads, listings, and notes across from your old CRM yourself, from the export file it already gives you, at no cost.
- Import contacts, leads, listings, and notes
- Map columns automatically and approve before anything is written
- Assign each record to the right agent as it lands
Explore Free CRM Data Migration
Data Export and Scheduled Backups
Take a complete copy of your brokerage records whenever you want, and schedule automatic backups so a current one is always waiting.
- Export contacts, leads, listings, and notes with every field
- Schedule automatic daily, weekly, or monthly backups
- Download as CSV or Excel with no request and no fee
Explore Data Export and Scheduled Backups
RealtySlate platform
Company, office, team, and financial management
Give owners and authorized administrators practical visibility across people, offices, teams, billing, production, security, and daily operating activity.
Real Estate Back Office Software for Modern Brokerages
Replace scattered back-office tools with one organized brokerage operations platform.
- Connect contract-to-close work in one system
- Give agents and admins role-appropriate access
- Keep brokerage operations visible across offices
Explore Real Estate Back Office Software for Modern Brokerages
Real Estate Agent Billing Software for Brokerages
Keep brokerage-to-agent charges separate from RealtySlate software billing and under the brokerage company account.
- Track recurring and one-time agent charges
- Use brokerage-owned Stripe settings
- Configure state-specific tax percentages and reports
Explore Real Estate Agent Billing Software for Brokerages
Brokerage Billing Without Confusing the Back Office
See software subscription status, active billable users, brokerage agent charges, and payment records in the appropriate billing area.
- Understand active billable user counts
- Keep software and agent billing separate
- Track invoices and payment status
Explore Brokerage Billing Without Confusing the Back Office
Real Estate Team Management Software
Give team leaders and members a focused workspace while preserving brokerage-level ownership and permissions.
- Assign members and team roles
- Coordinate team leads and transactions
- Review team production with controlled visibility
Explore Real Estate Team Management Software
Multi-Office Real Estate Brokerage Management Software
Organize brokerage operations by office while giving authorized company leaders a complete cross-office view.
- Assign users to one or more offices
- Filter transactions, leads, and calendars by office
- Keep office announcements and resources relevant
Explore Multi-Office Real Estate Brokerage Management Software
Real Estate Brokerage Reports and Dashboards
Turn daily brokerage activity into clear operational visibility for owners, brokers, admins, and teams.
- Track transactions and sales volume
- Review commissions and production
- Monitor leads, recruiting, billing, and usage
Explore Real Estate Brokerage Reports and Dashboards
Security and Audit Logs for Brokerage Operations
Protect brokerage information with company separation, role-based access, secure document handling, and accountable activity history.
- Separate each company workspace
- Control access by role and individual permission
- Maintain activity and signature audit trails
Explore Security and Audit Logs for Brokerage Operations