Every agent, as sharp as
your best agent.
OfferCopilot gives every agent on your roster an AI copilot that drafts complete, compliant, brokerage-standard offers in minutes — and gives you something you've never had: real-time visibility into every deal in the firm.
Rolling out a whole office? Onboarding, setup and training are included on the Brokerage plan — and the admin seat is free.
Your top producer's habits, installed across the whole roster.
The gap between your best agent's paperwork and everyone else's is where deals slip, complaints start and audits get uncomfortable. OfferCopilot closes it.
One standard of quality
Every offer that leaves the firm gets the same complete, polished treatment — the right forms, the right clauses, nothing missed. Rookie or veteran.
See every deal, live — both directions
Draft, out for signing, submitted, accepted — every active offer across the brokerage on one screen: the offers your agents are making, and the ones their listings are receiving.
Compliance you can prove
Every change, send and signature is timestamped in the audit log. When RECO or FINTRAC comes asking, the answer is a click, not a file hunt.
Your clauses, everyone's clauses
Set brokerage-standard clauses, templates and defaults once. The whole team drafts with them automatically — no more freelancing on Schedule A.
New agents productive in days
The wizard encodes how a great offer gets written. A first-year agent's package looks like a fifteenth-year agent's — from their first deal.
Fewer errors reaching your desk
AI flags missing info, conflicting terms and compliance gaps before an offer is generated — so problems get fixed upstream, not escalated to you.
A client experience that markets you
Polished summary emails, a client portal, in-app signing. Every buyer your agents serve sees a firm that has its act together.
Deadlines that don't slip
Irrevocability, conditions and closings tracked on every deal and synced to calendars — so the firm's critical dates stop living in agents' heads.
A recruiting edge
Top agents join firms that make them faster. Offering real-estate-grade AI as house tooling is a pitch your competitors can't match yet.
Insight and control, without micromanaging.
Your agents get a copilot. You get the instrument panel — visibility into the work without standing over anyone's shoulder.
Firm-wide pipeline
Every active offer in the brokerage, grouped by stage — who's drafting, what's out for signatures, what went firm this week.
Compliance audit logs
A complete, timestamped record on every deal — first draft to final signature. Built for the day a regulator, lawyer or complaint asks "what happened, and when?"
Team defaults & schedules
Deposits, irrevocable windows, condition defaults, standard schedules — set the house rules once and every wizard run starts from them.
Roles & permissions
Admins, team leads and agents each see what they should — agents keep their own book, you keep the firm-wide view.
Brokerage clause library
Your standard language, centrally managed. Add custom clauses and templates so every agent drafts brokerage-consistent offers by default.
White-glove rollout
Onboarding, setup and anytime call support are part of the plan. We train the team, migrate your clauses and stay on call — you don't become the help desk.
You can't coach what you can't see.
Today, most brokers find out about a deal when it goes wrong. With every offer drafted, signed and tracked on one platform, the picture is live — not reconstructed after the fact.
What's in flight
Every draft, every offer out for signatures, every irrevocable counting down — and every offer received on the firm's own listings — across all agents, in real time.
What went out the door
The exact package each client signed — forms, schedules, clauses and revisions — attached to the deal, forever.
What's at risk
Conditions approaching their deadline, deals waiting on signatures, offers sitting in draft — surfaced before they become fires.
What actually happened
When a dispute or audit lands, the complete timeline is already assembled: who changed what, who sent what, who signed when.
Where we're taking the platform next.
Every offer on OfferCopilot is structured data, not a PDF in a shared drive. That's the foundation for a class of brokerage intelligence the industry has never had. Here's what we're building on it — in the open, with our pilot brokerages steering.
Brokerage intelligence
Offer-to-close conversion, days-to-firm, condition usage, win rates in competing-offer situations — real analytics on how your firm actually transacts, not just how it lists.
AI compliance copilot
Every deal reviewed by AI against RECO obligations and FINTRAC requirements before it leaves the building — with exceptions flagged to the broker of record, not discovered in an audit.
Coaching insights
See where deals stall by agent and by stage, which terms win in your market, and what your top producers do differently — then spread those playbooks to the whole roster.
Market intelligence
Aggregate, anonymized offer-flow signal — what's moving, at what terms, under what conditions — insight that listing data alone has never been able to show.
AI won't replace your agents. Brokerages that arm their agents with AI will replace the ones that don't.
Your clients already use AI to research the market — most buyers show up briefed. The judgment, negotiation and trust stay human; the paperwork, checking and busywork are being automated. The firms that win the next five years are the ones that hand every agent real-estate-grade AI as house tooling, set the standard centrally, and use the data coming back to run a smarter business. That's the brokerage we're building this platform for. Read our take on AI and the agent →
Priced to roll out to everyone — not just the top team.
Every seat includes the full Top Producer feature set: the AI wizard, voice assistant, auto due diligence and unlimited offers.
- Everything in Top Producer, for every agent
- Admin dashboard & team permissions
- Set team defaults & schedules
- Firm-wide offer visibility
- View compliance audit logs
- Onboarding, setup & anytime call support
The practical stuff.
How long does a rollout take?
Do my agents have to change how they work?
What does the broker of record actually see?
We mandate DocuSign / SignNow. Is that a problem?
Where does our data live, and who owns it?
Does AI mean the brokerage takes on more risk?
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