Run your entire brokerage, from first enquiry to final commission, on one platform.
Every portal lead, listing, KYC check, offer, deal and agent payout in one connected system. Built for real estate brokerages worldwide that want to close more deals, stay compliant and stop running the business on spreadsheets and WhatsApp threads.
The problems brokerages deal with every day, and how we fix them
Growing brokerages hit the same walls: leads slip through, listings go stale, compliance is done on paper and commission disputes eat into margins. Here is how the Broker Solution handles each one. Solutions marked Add-on are available on request.
Leads & clients
Leads scattered everywhere
Enquiries arrive from portals, ads, calls, WhatsApp and walk-ins. Many are never logged, and nobody knows which channel actually pays.
One central lead inbox
Every lead is captured with its source and sub-source (Property Finder, Bayut, Dubizzle, referral, cold call), so you can see which channels bring the most business.
Slow follow-up, cold leads
Hot buyers wait hours for a call back and sign with a competitor instead.
Scoring, rating & reminders
Leads are scored from critical to minimal and rated hot or cold, then assigned to an agent with scheduled activities, so the best leads get called first.
Duplicate leads & agent conflicts
The same client enquires through three portals and two agents chase them, which leads to disputes over who owns the deal.
Duplicate detection & clear ownership
Duplicates are flagged automatically and each opportunity has a named owner, a stage history and a full activity log.
Leads not shared fairly or quickly
New enquiries sit unassigned while agents argue over who should take them.
Rule-based lead assignment
Leads are assigned to agents automatically by sales team and workload, using Odoo CRM's built-in assignment rules.
Viewings & meetings in chaos
Double-booked viewings, missed appointments and no record of who saw what.
A shared calendar linked to each lead
Viewings and meetings are scheduled against the opportunity, with reminders, so the full history stays on the client's record.
Poor buyer-to-property matching
Agents rely on memory to match buyers to stock and miss obvious fits.
Detailed preference profiles
Capture budget, bedrooms, size, community, view, lifestyle, amenities, finance position and move-in date, so agents can shortlist the right listings quickly.
International, multilingual clients
Buyers from dozens of nationalities, each with their own language and contact preferences.
Language-aware client records
Record the languages each client speaks and prefers, and how they like to be contacted, and add Arabic titles and descriptions to listings.
Buyer and seller files disconnected
The buyer's agent cannot see the seller's asking price or the other buyers interested in the same unit.
Automatic buyer–seller linking
A buyer's opportunity links itself to the seller's listing on the same property, and the listing price is carried over as the expected value.
Records hard to find on a call
Clients quote a deal or offer and the agent scrolls through spreadsheets to find it.
Automatic reference numbers
Every property, lead, opportunity, KYC record, offer, deal and brokerage record gets its own number (PROP, LEAD, OPP, KYC, OFF, DEAL, BRKG), searchable in seconds.
Buyer's finance unknown until late
A mortgage falls through after the offer is signed, and the deal collapses.
Finance position on every buyer
Each buyer is recorded as self-funded or loan required from the first conversation, so agents plan the deal around it.
Lost leads with no reason
Deals fall through and nobody knows why, so the same mistakes repeat.
Lost reasons on every lead
Leads are marked lost with a reason, so managers can see where and why business is lost.
Client data walks out with the agent
When an agent leaves, their clients, owners and history leave on their phone.
One company database
All leads, clients, owners and conversations stay in the company system, whoever handles them.
Website enquiries typed in by hand
Enquiries from your own website arrive by email and are copied into the CRM, or forgotten.
Website forms that create leads
Enquiry forms on your website create leads in the CRM automatically, with the source already filled in.
Viewing no-shows
Clients forget viewings and agents drive across the city for nothing.
WhatsApp viewing reminders
Automatic WhatsApp reminders to the client before each scheduled viewing.
Listings & properties
Inventory kept in spreadsheets
Listings live in Excel files and agent phones. Prices, availability and permits go out of date.
A central property database
Every unit gets a unique reference and a lifecycle (New, Verification, Photoshoot, Published, Negotiation, Reserved or Sold), plus full specs, photos and permit numbers.
Agents re-type property details
The same unit's size, rooms, address and permit numbers are typed again into every lead, with mistakes each time.
Property details fill in automatically
Pick the property on a lead and its rooms, area, address, RERA, Trakheesi and title deed numbers are copied in instantly.
Inconsistent portal listings
Sold units stay live on portals while new ones never get published, which hurts your credibility and your quality score.
Portal status tracking
Track the status of each listing on each portal (draft, live, updated, sold, failed), with reference IDs, last sync time and error messages.
Listings updated on each portal by hand
Prices and photos differ between Bayut, Property Finder and Dubizzle because each one is edited separately.
Automatic portal feed sync
Publish and update listings on the portals from the property record through an automatic XML feed.
No idea which units attract interest
Managers cannot tell which properties have buyers waiting and which have none.
Interest counters on every property
Each property shows how many seller and buyer leads and opportunities it has, one click away from the full list.
Brochures take hours
Every new listing means another brochure built by hand in a design tool.
One-click PDF brochure
Print a branded brochure straight from the property: main photo, price, bedrooms, bathrooms, key details and a photo gallery.
Off-plan complexity
Launch dates, completion dates and possession dates for off-plan stock are hard to track across several developers.
Off-plan-ready listings
Completion status, launch, completion and possession dates, and developer versus secondary-sale source are tracked for every unit.
Seller and buyer pipelines mixed up
Listing stages and buyer stages sit in one long board that nobody can read.
Stages per side
Each pipeline stage can be set to show for listings only, enquiries only, or both, so every agent sees a clean board.
Owner details on agents' phones
The owner's number lives in one agent's contacts, and nobody else can reach them.
Owner details on the listing
The owner's name, phone and email are stored on the listing, visible to the team that needs them.
Advertising without a permit
Portal ads published without a valid Trakheesi or RERA number put the brokerage at risk of fines.
Permit numbers on every unit
Trakheesi permit, RERA registration and title deed numbers are stored on each property and carried onto every listing.
Property photos scattered in WhatsApp
The right photos for a unit are buried in chat groups and old emails.
A photo gallery per property
Photos are stored on the property with a name and description, and the first one becomes the brochure cover.
Recognise these problems in your brokerage?
See how Broker Solution fixes them for your team in a free 30‑minute demo.
Compliance
Paper-based KYC
Passport and Emirates ID copies sit in email inboxes, expiry dates are missed and audits turn into a scramble.
Digital identity records
Store passports, Emirates IDs and other IDs against the client, with issue and expiry dates, document copies and a Draft → Pending → Verified/Rejected workflow.
Expired IDs go unnoticed
A client's passport or Emirates ID expires mid-deal and nobody notices until the transfer is blocked.
ID expiry reminders
Automatic reminders to the agent before an ID on the client record expires.
AML compliance exposure
Brokerages are obliged to screen clients for money-laundering risk, and missing checks can mean heavy fines.
A built-in 12-point risk assessment
PEP, sanctions, high-risk countries, cash payments over AED 55,000, crypto and third-party payers are scored automatically to a Low, Medium or High risk level, with analyst approval recorded.
Unverified clients reach the offer stage
Compliance only finds out about a missing ID or risk check after the offer is signed.
A compliance gate before every deal
A lead cannot become an opportunity until it has a KYC record and a risk assessment, for both sellers and buyers.
Missing deal documents
Form A, Form B, NOC, title deed or proof of funds turns up missing at the last minute and delays the transfer.
Automatic document checklists
Each seller and buyer gets their required-document checklist automatically, with uploads and contract start and end dates in one place.
Listing agreements without dates
Nobody knows when a seller's agreement with the brokerage starts or ends.
Contract dates on every document
Each document in the checklist records its contract start and end dates next to the uploaded file.
Offers, deals & money
Fee mistakes in offers
Offers are negotiated over email and DLD fees, brokerage and the seller's net figure are worked out by hand, sometimes wrongly.
Automatic offer calculations
Every offer automatically calculates the DLD fee, brokerage amount and net value to the seller, records NOC fees, and goes through Draft → Sent → Approved.
Several offers on one unit get lost
Competing offers arrive over WhatsApp and email, and nobody knows which one is current.
Every offer in one place
All offers for a listing open in one click, each with its status (Draft, Sent, Approved, Rejected) and expiry date.
Sellers dispute the final payout
The seller expected one figure and receives another once brokerage is deducted.
Net value to seller on every offer
Each offer shows the price, the brokerage and the seller's net amount before anyone signs.
No visibility after the offer
Once an offer is accepted, nobody knows whether funds are ready, the NOC is issued or the transfer is booked.
A deal pipeline through to transfer
Deals move through New → Fund Ready → NOC Applied → NOC Issued → Deal Closed, linked to the listing, the buyer and the offer.
Pipeline updated by hand
Agents forget to move cards, so the pipeline never matches reality.
Stages that move themselves
Creating an offer, approving it, creating the deal and closing it move the records to Offered, Conveyancing, Deal Created and Won automatically.
Commission disputes & late payouts
Commission splits between the listing side and the buyer side are tracked in spreadsheets, and agents chase payments for months.
Brokerage & commission ledgers
Listing and enquiry percentages are applied per deal. Brokerage received and agent commission due are tracked per deal, as pending, paid or cancelled.
Managers flying blind
No clear view of the pipeline, agent performance or revenue until the end of the month.
Pipeline reports
Pipeline reports by stage, agent and lead source, with brokerage and commission records for every closed deal.
Negotiation history lost
Nobody remembers the first asking price, the agreed price or who approved the offer.
Offers that keep their history
Each offer keeps the listing amount and the final agreed amount, and every status change is logged with who made it and when.
Brokerage not followed up
Fees are due after transfer, but nobody chases them and cash flow suffers.
Brokerage records with due dates
Every closed deal creates a brokerage record with a due date and pending or paid status, and the paid date is stamped automatically.
Move-in dates missed
The buyer's move-in date is agreed on a call and then forgotten.
Move-in date carried to the deal
The move-in date recorded on the buyer flows into the deal automatically.
Commission invoices made in Excel
Brokerage invoices are typed by hand, with mistakes and missing VAT.
Invoicing from the deal
Brokerage invoices created through Odoo Accounting from the deal's brokerage record.
Agreements wait for wet signatures
Form A, Form B and offer letters are printed, signed, scanned and emailed back.
Online e-signature
Clients sign agreements and offer letters online, and the signed copy is saved on the record.
One connected journey, from lead to payout
Each stage passes its data to the next, so nobody has to re-type anything and nothing gets lost along the way.
Capture
Leads arrive from portals, ads, calls and referrals and are tagged by source.
Qualify
Score, rate and record the client's preferences and budget.
Verify
Collect IDs, run the AML risk check and gather the required documents.
Match & offer
Match buyers to listings and send offers with fees calculated automatically.
Close the deal
Track funds, NOC and transfer through to a closed deal.
Get paid
Record brokerage received and pay agent commissions.
Everything a modern brokerage needs
Purpose-built modules for real estate brokerages worldwide, running on Odoo's proven CRM, accounting and productivity platform.
Lead & Opportunity CRM
Separate pipelines for buyer enquiries and seller listings.
- Source and sub-source tracking per portal
- Lead scoring and hot/cold rating
- Custom stages from Prospect to Transferred
- Duplicate detection and agent assignment
Property Inventory
A single, structured record for every unit you represent.
- Residential, commercial and off-plan
- Rooms, areas, parking, amenities and views
- RERA, Trakheesi and title deed numbers
- Photo gallery, floor plans and geo-location
Portal Listing Management
Keep your portal listings accurate.
- Per-portal status: draft, live, updated, sold
- Portal reference IDs and last sync time
- Error messages logged for failed listings
- Automated XML feed sync Add-on
KYC & AML Compliance
Compliance built into the workflow, not handled at the end.
- Passport, Emirates ID and other ID records
- 12-indicator risk questionnaire
- Automatic Low / Medium / High risk level
- Screening result and analyst approval history
Document Management
Required documents tracked from day one.
- Separate checklists for listings and enquiries
- Form A, Form B, NOC, title deed, DEWA
- Contract start and end dates
- E-signature for agreements Add-on
Buyer Preference Matching
Know exactly what each client wants.
- Budget, price, size and bedroom ranges
- Preferred communities, views and lifestyle
- Purpose: end use, investment, Golden Visa
- Finance position and move-in date
Offers & Deals
From negotiation to a closed transaction.
- DLD fee, brokerage and NOC calculated automatically
- Net value to seller on every offer
- Offer approval and expiry tracking
- Deal stages: Fund Ready, NOC, Closed
Brokerage & Commissions
Transparent payouts that agents can trust.
- Listing and enquiry brokerage percentages
- Agent commission split per side
- Monthly commission logs and due dates
- Invoicing via Odoo Accounting Add-on
Dashboards & Reporting
Real-time insight for owners and team leads.
- Pipeline value by stage and agent
- Lead source ROI and conversion
- Brokerage earned and commission owed
- Custom BI dashboards
Viewings & Activities
Never miss a viewing or a follow-up.
- Calendar meetings linked to each lead
- Scheduled calls, emails and to-dos
- Full communication history (chatter)
- Access from desktop or mobile
Integrations
Connect the tools your team already uses.
- Email and calendar sync
- WhatsApp messaging Add-on
- Website lead forms Add-on
- Open API for custom systems
Multilingual & Multi-currency
Designed for international markets.
- Client language and contact preferences
- Arabic title and description for listings
- AED and foreign currency support
- Multi-company for group brokerages
KYC Risk Analysis · RSK-0008 Medium risk
- Non-resident customer
- Politically exposed person
- Adverse media found
- High-risk country (customer)
- High-risk country (transaction)
- Cash over AED 55,000
- Virtual assets / crypto
- Third party / POA involved
- Transaction over AED 5M
- Non-face-to-face onboarding
- Dual-use goods / proliferation
- Sanctions risk
Stay audit-ready without slowing down sales
Anti-money-laundering obligations for real estate brokers are strict, and the penalties for gaps are serious. The Broker Solution makes compliance part of the normal sales process.
Risk level calculated automatically. Tick the indicators that apply and the system sets the client's risk level. Nobody has to guess.
A complete audit trail. Every screening, approval date, analyst and remark is stored against the client, so audits take minutes.
Expiry dates tracked. Passport and Emirates ID expiry dates are recorded, so documents can be renewed before they lapse.
Value for every person in your brokerage
From the managing director to the newest agent, everyone works faster and with more confidence.
Grow with control
- Real-time view of pipeline and revenue
- Know which portals and campaigns pay off
- Client data stays with the company, not with agents' phones
- Scale to more agents without adding admin staff
Sell more, type less
- All client info and history in one place
- Clear priorities from lead scoring
- Offers and fees calculated in seconds
- Transparent, on-time commission tracking
Sleep at night
- Consistent KYC on every client
- Automatic AML risk classification
- Document expiry and missing-file alerts
- Audit-ready records on demand
Accurate numbers
- No more commission spreadsheets
- Brokerage receivables tracked per deal
- Agent payouts by month and status
- Ready to connect to accounting
Built by people who know real estate and Odoo
Ready for any market
DLD fees, NOCs, RERA and Trakheesi permits, Emirates ID and Form A/B are built in from the start, and fees, documents and stages can be configured for other markets.
Built on Odoo
A proven open platform you can extend with accounting, HR, website, marketing and more as you grow.
Tailored to your workflow
Stages, documents, commission rules and reports are configured around the way your brokerage actually works.
Fast implementation
Structured onboarding, data migration from your spreadsheets or old CRM, and team training.
You own your data
Host in the cloud or on your own server. Your client database is never locked in.
Ongoing support
A dedicated support team and continuous improvements as regulations and portals change.
Frequently asked questions
Can brokerages use it globally?
Yes. It comes with UAE rules built in (DLD, RERA, Emirates ID, AML), and stages, documents and fees can be configured for any market worldwide.
Can we import our existing leads and listings?
Yes. We migrate your data from Excel, Google Sheets or your current CRM as part of onboarding, so your team starts with a complete database.
Does it handle residential, commercial and off-plan sales?
Yes. Listings can be residential or commercial sales, including off-plan units, and enquiries cover end-user buyers, investors and off-plan buyers.
How are agent commissions calculated?
You set brokerage and agent commission percentages for the listing side and the enquiry side of each deal. The system calculates the amounts and logs them by month, with pending, paid or cancelled status.
Can agents use it on their phones?
Yes. The system runs in any modern browser and through the Odoo mobile app, so agents can update leads and schedule viewings from anywhere.
Can the system be customised to our process?
Yes. Because it is built on Odoo, we can add fields, stages, reports, approval steps and integrations to fit your brokerage.
See the Broker Solution in action
Book a 30-minute walkthrough tailored to your brokerage. We will show you how your leads, listings and deals would run on the platform.
- Live demo with real estate sample data
- Review of your current process
- Implementation plan and pricing