BROKERAGE OPERATIONS / INDUSTRY 02
A better way
to run the brokerage.
A focused home for agent submissions, broker reviews, records, deadlines and transaction visibility, designed to work with Zekal’s shared CRM and document tools.
See the workspace SAMPLE PREVIEWS BELOW
01 / BROKER OPERATIONS
Every file.
Every review. In view.
Replace scattered document requests and message threads with a consistent submission and review process for the brokerage.
- Agent-to-broker submission workflow
- Missing-item requests and status history
- Role-based visibility and review actions
SAMPLE / BROKER REVIEW QUEUE
Files needing review
84 Elm StreetLISTING · AGENT A
In review12 Park LaneTRADE FILE · AGENT B
Missing item77 Maple RoadLISTING · AGENT C
ApprovedOPEN SAMPLE REVIEW CHECKLIST ＋
✓ Listing information reviewed
✓ Agreement uploaded
! Broker confirmation pending
SAMPLE / AGENT DAY VIEW
Your day, clearly.
04FILES IN PROGRESS
02ITEMS TO SUBMIT
Listing submission updated84 Elm Street · illustrative
Broker requested an edit12 Park Lane · illustrative
One document needs reviewTasks · illustrative
02 / AGENT WORKSPACE
Agents know exactly
what comes next.
Give salespeople an organized view of active work while keeping brokerage oversight and sensitive files appropriately separated.
- My listings and transaction files
- Relevant checklists and documents
- Announcements and team resources
03 / THE FILE LIFECYCLE
Less friction for the agent.
More clarity for the broker.
01 / SUBMIT
Create the file
Begin from a listing or transaction and attach the information required for review.
02 / REVIEW
Resolve outstanding items
Request corrections, attach documents and keep an attributable status history.
03 / COMPLETE
Close with context
Maintain visibility from submission through approval and file completion.
Forms, signature integrations and jurisdiction-specific legal templates are subject to appropriate licensing, provider validation and release status. This concept does not reproduce restricted OREA forms.
A brokerage should run like one team.
See how an integrated agent and broker workspace could fit your office.
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