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BrokerageBox
BrokerageBox says it is headquartered in Austin, Texas.
What it is
BrokerageBox is a web-based operating system for independent real estate brokerages and agents. It brings deal, commission, payment, cash-flow, office, and communication work together. Teams can manage transactions from opening through closing, upload and review documents, and use e-signatures, document templates, and compliance checklists. Commission tools cover compensation plans, agent caps, monthly billing, transaction documents, and direct deposits. Billing also supports 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 brand a virtual dashboard, manage agent contact details and office documents, and share announcements, direct messages, or group messages. An online store and preferred vendor list provide office resources. Engage CRM manages contacts from lead generation to deal closure, with email syncing and AI-assisted drip campaigns. The Free Virtual Platform costs $0.00 per free; Engage CRM costs $39.99 per agent per month. BrokerageBox is available on the web.
For and against
For
- Free Virtual Platform includes transaction and cash-flow tools.
- Supports e-signatures, templates, and compliance checklists.
- Custom dashboard can use brokerage branding.
- Engage CRM syncs up to 10,000 email contacts.
- Includes direct deposits and recurring fee billing.
Against
- Engage CRM costs $39.99 per agent per month.
- Engage CRM Turbo is marked coming soon.
- Platform is listed for web only.
The verdict
BrokerageBox combines brokerage operations, agent communication, and CRM features, with a free core platform and paid CRM options. Teams should weigh the per-agent CRM cost and the Turbo plan's coming-soon status against the tools they need.
Who it suits
BrokerageBox suits independent brokerages and agents building their own brokerage businesses. It may fit teams seeking transaction, commission, communication, and contact-management tools in one web platform.
Plans and prices
Free Virtual Platform
Transaction Management · Commission Management · Custom Virtual Dashboard · Cash Flow Management
Read 15 Oct 2026 · brokeragebox.com
Engage CRM
Everything in Free Virtual Platform · Lead-to-close contact management · Up to 10,000 email contacts · Static AI-assisted drip campaigns
Read 15 Oct 2026 · brokeragebox.com
Engage CRM Turbo
Everything in Free Virtual Platform and Engage CRM · Dynamic personalized drip campaigns · Boxy AI in-app actions · AI market insights
Read 15 Oct 2026 · brokeragebox.com
On the record
- 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.brokeragebox.com · read 15 Oct 2026
- 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.brokeragebox.com · read 15 Oct 2026
- Audience
- BrokerageBox is designed to support independent real estate brokerages and agents building their own brokerage businesses.brokeragebox.com · read 8 Oct 2026
- Availability disclaimer
- The terms provide the service as available and disclaim guarantees that it will be uninterrupted, timely, secure or error-free.brokeragebox.com · read 15 Oct 2026
- Billing and payments
- The platform supports recurring or one-time agent charges, credit-card payments, direct deposits and commission disbursement authorizations.brokeragebox.com · read 15 Oct 2026
- Cash flow
- Cash flow tools track revenue and expenses and provide custom sales reports and agent data analysis.brokeragebox.com · read 8 Oct 2026
- Cash-flow reporting
- Cash-flow tools record revenue and expenses and produce custom sales and brokerage-performance reports.brokeragebox.com · read 15 Oct 2026
- Commission management
- Brokerages can create compensation plans, track caps and billing, generate commission documents and pay agents by direct deposit.brokeragebox.com · read 15 Oct 2026
- Communication
- The communication module provides announcements, public posts, direct messages and group conversations, including image and video sharing.brokeragebox.com · read 15 Oct 2026
- Company update: interface
- A LinkedIn update says BrokerageBox refreshed its user interface in 2026 and attributed the change to user feedback.linkedin.com · read 15 Oct 2026
- Company update: transaction flow
- A LinkedIn update says transactions were changed to begin in the active pipeline.linkedin.com · read 15 Oct 2026
- CRM
- Engage CRM manages contacts from lead generation to deal closure and includes email contact syncing and AI-assisted drip campaigns.brokeragebox.com · read 8 Oct 2026
- Custom dashboard
- Each brokerage can brand its dashboard with custom colors, a name, web slug, icons, links and stored office documents.brokeragebox.com · read 15 Oct 2026
- Dashboard
- Brokerages can customize a virtual dashboard with their own colors and branding and manage agent contact details and office documents.brokeragebox.com · read 8 Oct 2026
- Document checklists
- Owners can create buyer or seller checklists, categorize document items and mark items as required before submission.brokeragebox.com · read 15 Oct 2026
- DocuSign integration
- The features page says BrokerageBox connects to DocuSign Rooms for forms and electronic signatures.brokeragebox.com · read 15 Oct 2026
- Engage CRM
- Engage CRM manages contacts from lead generation through closing, synchronizes email contacts and supports AI-assisted campaigns.brokeragebox.com · read 15 Oct 2026
- Independent company address
- LinkedIn lists 111 Congress Ave, Suite 500, Austin, Texas 78701 as the primary location.linkedin.com · read 15 Oct 2026
