For teams
Shared pipeline. Fair routing. Team accountability.
Running a team on a CRM that was built for solo agents means rebuilding basic features every week. BrokerFold has team-shaped features out of the box — roles, routing, reporting — without the enterprise price tag.
What's slowing you down
- Hot leads go cold because nobody on the team is sure whose turn it is.
- Your top producer works their leads; the rest of the team works their spreadsheets.
- Every lead source needs a bespoke Zap to land in the right agent's queue.
- You can't tell which agent is actually following up without scrolling through six different tools.
What changes with BrokerFold
Lead routing
Round-robin, shark-tank, by geography, by source — any rule you can describe. No Zap wizardry.
Team inbox
Shared visibility into every conversation. See who owns each lead and step in when it matters.
Accountability
Leaderboards, response-time dashboards, and per-agent reports your ISA can actually use.
Recommended
Start on Team.
14 days free. No credit card. Upgrade when you outgrow it.