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SPECIFICTION
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BrokerageBox

brokeragebox.com

From $39.99/mo Free plan Web
Visit brokeragebox.com
Spec score 9.0 #3 of 31 in Real Estate Transaction Management Software

What it is

BrokerageBox is a web-based operating platform for independent real estate brokerages and their agents. It supports transactions from deal opening through closing, including document upload and review. Commission tools cover compensation plans, agent caps, monthly billing, transaction documents, and direct deposits. Billing and payments also include recurring fees and dues, card charges, and commission disbursement authorizations for title companies. Cash flow tools track revenue and expenses and provide custom sales reports and agent data analysis. Brokerages can customize a virtual dashboard with their own colors and branding, manage agent contact details and office documents, and use public announcements, direct messages, and group messages. The platform also includes an online store for office products and a shareable preferred vendor list. Engage CRM manages contacts from lead generation to deal closure, with email syncing and AI-assisted drip campaigns. The Free Virtual Platform costs nothing. Engage CRM is $39.99 per agent per month, and Engage CRM Turbo is $49.99 per agent per month and marked coming soon.

Spec sheet

What it does
BrokerageBox is a cloud operating system and virtual brokerage workspace for independent real-estate offices.Read 15 Oct 2026 · brokeragebox.com
Product
BrokerageBox describes itself as an integrated operating system for real estate brokerages focused on independent offices and their agents.Read 8 Oct 2026 · brokeragebox.com
Audience
BrokerageBox is designed to support independent real estate brokerages and agents building their own brokerage businesses.Read 8 Oct 2026 · brokeragebox.com
Integrations
The maker says users can link a bank account through payment processing integration partner Payload to pay agents directly.Read 8 Oct 2026 · brokeragebox.com
Headquarters
BrokerageBox says it is headquartered in Austin, Texas.Read 8 Oct 2026 · brokeragebox.com
Access model
The FAQ says agents who are not brokerage owners generally need an invitation from a participating brokerage owner; an agent-only portal was described as future functionality.Read 15 Oct 2026 · brokeragebox.com
API and SDK status
The reviewed official pages describe a web application but provide no public API, SDK, self-hosting package or open-source licence information.Read 15 Oct 2026 · brokeragebox.com
Availability disclaimer
The terms provide the service as available and disclaim guarantees that it will be uninterrupted, timely, secure or error-free.Read 15 Oct 2026 · brokeragebox.com
Billing and payments
The platform supports recurring or one-time agent charges, credit-card payments, direct deposits and commission disbursement authorizations.Read 15 Oct 2026 · brokeragebox.com
Cash flow
Cash flow tools track revenue and expenses and provide custom sales reports and agent data analysis.Read 8 Oct 2026 · brokeragebox.com
Cash-flow reporting
Cash-flow tools record revenue and expenses and produce custom sales and brokerage-performance reports.Read 15 Oct 2026 · brokeragebox.com
Commission management
Brokerages can create compensation plans, track caps and billing, generate commission documents and pay agents by direct deposit.Read 15 Oct 2026 · brokeragebox.com
Communication
The communication module provides announcements, public posts, direct messages and group conversations, including image and video sharing.Read 15 Oct 2026 · brokeragebox.com
Company update: interface
A LinkedIn update says BrokerageBox refreshed its user interface in 2026 and attributed the change to user feedback.Read 15 Oct 2026 · linkedin.com
Company update: transaction flow
A LinkedIn update says transactions were changed to begin in the active pipeline.Read 15 Oct 2026 · linkedin.com
CRM
Engage CRM manages contacts from lead generation to deal closure and includes email contact syncing and AI-assisted drip campaigns.Read 8 Oct 2026 · brokeragebox.com
Custom dashboard
Each brokerage can brand its dashboard with custom colors, a name, web slug, icons, links and stored office documents.Read 15 Oct 2026 · brokeragebox.com
Dashboard
Brokerages can customize a virtual dashboard with their own colors and branding and manage agent contact details and office documents.Read 8 Oct 2026 · brokeragebox.com
Document checklists
Owners can create buyer or seller checklists, categorize document items and mark items as required before submission.Read 15 Oct 2026 · brokeragebox.com
DocuSign integration
The features page says BrokerageBox connects to DocuSign Rooms for forms and electronic signatures.Read 15 Oct 2026 · brokeragebox.com
Engage CRM
Engage CRM manages contacts from lead generation through closing, synchronizes email contacts and supports AI-assisted campaigns.Read 15 Oct 2026 · brokeragebox.com
Independent company address
LinkedIn lists 111 Congress Ave, Suite 500, Austin, Texas 78701 as the primary location.Read 15 Oct 2026 · linkedin.com
Independent company profile
LinkedIn describes BrokerageBox as a privately held Austin, Texas real-estate software company founded in 2019 with 2–10 employees.Read 15 Oct 2026 · linkedin.com
Independent company specialties
LinkedIn lists transaction, document, roster, license, commission, recruiting and brokerage-management software among the company specialties.Read 15 Oct 2026 · linkedin.com
Independent funding estimate
GetLatka reports $0 in funding for BrokerageBox.Read 15 Oct 2026 · getlatka.com
Independent revenue estimate
GetLatka reports $52.1K in 2021 revenue and says the company launched with zero revenue in 2019.Read 15 Oct 2026 · getlatka.com
Independent team estimate
GetLatka lists one total employee and names Tim Horst as founder and CEO.Read 15 Oct 2026 · getlatka.com
Limit: address entry
Entering a property address in a sale transaction requires browser location services to be enabled.Read 15 Oct 2026 · brokeragebox.com
Limit: integrations and reporting
Axiobench says CRM and MLS connectivity may depend on external feeds and that multi-office reporting is less granular than specialist systems.Read 15 Oct 2026 · axiobench.com
Limit: native signatures and forms
A support article states that the application does not natively provide electronic signatures or a forms library, so users need a fully signed offer before proceeding.Read 15 Oct 2026 · brokeragebox.com
Limit: split complexity
Axiobench says complex team-split setups can require heavy governance and that limited per-transaction calculation visibility can slow dispute resolution.Read 15 Oct 2026 · axiobench.com
Online store
Brokerages can list products with prices, images and inventory, sell them to agents by card and receive restock notifications.Read 15 Oct 2026 · brokeragebox.com
Payment processor
BrokerageBox sends brokerage payment-account setup to Payload, and the support instructions allow up to three days for processing contact.Read 15 Oct 2026 · brokeragebox.com
Payments
Billing and payment features include agent direct deposits, commission disbursement authorizations for title companies, recurring fees and dues, and card charges.Read 8 Oct 2026 · brokeragebox.com
Praise: commission controls
Axiobench credits BrokerageBox with commission-plan logic that reduces manual recalculation, centralized approval before payments and support for referral or co-broker splits.Read 15 Oct 2026 · axiobench.com
Privacy claim
The FAQ says users retain access to their information and BrokerageBox will not sell it to third-party providers.Read 15 Oct 2026 · brokeragebox.com
Proprietary workflow tools
BrokerageBox names OneScroll, OmniSearch and DotView as proprietary transaction-document workflow features.Read 15 Oct 2026 · brokeragebox.com
Rating on Axiobench
Axiobench scored BrokerageBox 6.9 out of 10 overall, with feature 6.6, ease-of-use 7.0 and value 7.1, in its 2026 commission-software comparison.Read 15 Oct 2026 · axiobench.com
Security disclosure
The privacy policy says the company uses commercially acceptable safeguards but cannot guarantee absolute security of transmissions or storage.Read 15 Oct 2026 · brokeragebox.com
Store and vendors
The platform includes an online store for office products and a preferred vendor list agents can share.Read 8 Oct 2026 · brokeragebox.com
Support and documentation
BrokerageBox publishes support articles and accepts in-app support tickets, with a blog listing setup, transaction, payment, marketplace and CDA guides dated in 2026.Read 15 Oct 2026 · brokeragebox.com
Trademark ownership
Justia's trademark record identifies BrokerageBox, Inc. as owner of the BrokerageBox mark for web-based non-downloadable real-estate company software, with first commercial use dated October 5, 2018.Read 15 Oct 2026 · trademarks.justia.com
Transaction fees
Terms state that credit-card charges incur 3.95% plus $0.20 and direct deposits cost $4.95.Read 15 Oct 2026 · brokeragebox.com
Transaction management
The transaction module tracks deals from active pipeline through listings, pending sales and closed categories, with document uploads and review.Read 15 Oct 2026 · brokeragebox.com

Plans and prices

Free Virtual Platform Free Transaction Management · Commission Management · Custom Virtual Dashboard · Cash Flow Management · Billing & Payments · Online Real Estate Store · Communication Platform Read 15 Oct 2026 · brokeragebox.com
Engage CRM $39.99 a month per Agent per Month Everything in Free Virtual Platform · Lead-to-close contact management · Up to 10,000 email contacts · Static AI-assisted drip campaigns · Universal contact and campaign tags Read 15 Oct 2026 · brokeragebox.com
Engage CRM Turbo $49.99 a month per Agent per Month; marked COMING SOON Everything in Free Virtual Platform and Engage CRM · Dynamic personalized drip campaigns · Boxy AI in-app actions · AI market insights · Advanced deal analytics with AI suggestions Read 15 Oct 2026 · brokeragebox.com

Every BrokerageBox plan and price →

Strong points and limits

Strong points

  • Free Virtual Platform includes transaction management.
  • Commission tools include agent caps and direct deposits.
  • Brokerages can brand their virtual dashboard.
  • Engage CRM syncs email contacts and supports drip campaigns.
  • Includes e-signatures, templates, and compliance checklists.

Limits

  • Engage CRM costs $39.99 per agent per month.
  • Engage CRM Turbo is marked coming soon.
  • The listed platform is web only.

Who it suits

It is designed for independent real estate brokerages and agents building their own brokerage businesses. Brokerages seeking transaction, commission, payment, and agent communication tools may find its scope useful.

BrokerageBox in depth

Read the full write-up

BrokerageBox is a web-based operating system for independent real-estate brokerages and their agents. It is strongest for offices that want transactions, commissions, billing, payouts and communication in one place without paying for the core platform. The main qualification is cost: contact-management and campaign tools are charged per agent, while the top AI tier is not yet available.

Overview

The platform follows a transaction from deal opening through closing, including document upload and review, while also handling brokerage finances and agent administration. That broad operational scope makes the free tier more useful than a basic transaction tracker. Brokerages seeking a full CRM, however, must budget for an additional subscription, and the service runs only on the web.

Key features

Transactions and compliance

Teams can manage deal workflows, upload and review documents, and use e-signatures, document templates and compliance checklists. This connects paperwork and oversight in the same brokerage workspace, making it a practical fit for offices that need repeatable closing procedures rather than a standalone signing utility.

Commissions and payments

Commission management covers compensation plans, agent caps, transaction documents, monthly billing and direct deposits. Billing tools add recurring fees and dues, card charges and commission-disbursement authorizations for title companies. A bank account can be linked through Payload, the payment-processing partner, to pay agents directly. These functions address the back-office work that otherwise tends to be split between accounting and transaction systems.

Cash flow and reporting

Revenue and expenses can be tracked, with custom sales reports and agent-data analysis for management. The value is greatest for broker-owners who need a financial view across agents; the available facts do not establish a deeper accounting system.

Office workspace and communication

Brokerages can brand a virtual dashboard with their own colors, maintain agent contact details and office documents, and use public announcements, direct messages and group messages. An online store for office products and a preferred-vendor list give agents additional office resources, though these are supporting features rather than reasons to buy the platform alone.

Engage CRM

Engage CRM manages contacts from lead generation through deal closure, syncs email contacts and creates AI-assisted drip campaigns. Universal tagging is included on the paid plan. Turbo adds dynamic personalized campaigns with Boxy AI, AI market insights and advanced deal analytics, but it is marked coming soon, so it should not drive a current purchase decision.

Pricing

Free Virtual Platform

The free plan costs nothing and includes transaction management, commission management, a custom virtual dashboard, cash-flow management, billing and payments, an online real-estate store and the communication platform. It is the clear starting point for independent offices that need operational infrastructure and can work without CRM campaigns. A free trial is also offered.

Engage CRM

Engage CRM costs $39.99 a month, billed per Agent per Month, and includes the Free Virtual Platform. It syncs up to 10,000 email contacts, provides static email drip campaigns with AI content creation and adds universal tagging. Choose it when lead follow-up and contact organization matter; the per-agent billing makes the total rise with headcount.

Engage CRM Turbo

Turbo costs $49.99 a month, billed per Agent per Month. It includes the free platform and Engage CRM plus personalized campaigns, market insights and advanced deal analytics, but is coming soon. Treat the 10.00 USD per-agent step up as a future option rather than a presently assured capability.

Platforms

BrokerageBox runs on the web. That suits browser-based office work but excludes a stated native mobile option.

Who it's for

Independent brokerages and agents building their own brokerage businesses are the intended audience. The free operating tier fits offices consolidating transactions, commissions, payments and communication; offices dependent on CRM automation should plan for the paid per-agent tier. It is less suitable for buyers who require a native mobile app or only need a narrow transaction or e-signature product.

Pros and cons

Pros

Broad free foundation: core transaction, commission, cash-flow, billing, payment and communication tools cost nothing.

Brokerage-specific financial workflows: caps, compensation plans, recurring dues, direct deposits and title-company authorizations connect operations to payouts.

Built-in office identity and messaging: branded dashboards, announcements and group or direct messages keep brokerage administration together.

CRM capacity: Engage supports up to 10,000 synced email contacts and AI-assisted static campaigns.

Cons

CRM is an extra per-agent cost: the free plan does not include contact syncing or campaigns, and charges scale with agents.

Turbo is not ready: personalized AI campaigns, market insights and advanced analytics are coming soon rather than current benefits.

Web-only access: no native Android or iOS platform is stated.

Alternatives

For a broader comparison, see Real Estate Transaction Management Software.

Paperless Pipeline is a paid, multi-platform choice with up to five new transactions monthly, unlimited users and storage for $69 a month.

AFrame suits teams wanting a free plan with unlimited managed agents, a branded client portal, reminders and reporting.

dotloop is worth considering for a free tier capped at 10 transactions or a 34.99 USD monthly individual plan with unlimited transactions.

REALM is a paid web and extension option centered on its EVE intelligence layer at $49 per seat per month.

CTM Smart eContracts is a paid, cross-platform alternative.

Open To Close is a paid mobile and web product with a 99.00 USD monthly Grow plan for one user and unlimited transactions.

CLOSd offers a paid Solo plan at $59 a month for one seat, with additional seats at 20.00 USD monthly each.

Jointly provides a free-for-seven-deals starter arrangement and a 49.00 USD monthly Pro plan.

Verdict

Choose BrokerageBox if you run an independent brokerage and want a substantial free operating core spanning transactions, commissions, payments, cash flow and office communication. Its main reason to look elsewhere is equally clear: CRM users pay per agent, Turbo is not yet available, and web-only access may not suit mobile-first teams.

Verdict

BrokerageBox brings brokerage operations and agent-facing tools together, with a free core platform and paid CRM options. Review the plan contents and whether the coming-soon Turbo features are available before selecting a tier.

Where Specifiction places it

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