Brokerage office managementwithout the spreadsheet sprawl.
Run staff, leave, expenses, documents, meetings, tasks, approvals, policies, offices, and internal workflows in one operational layer — the free operating core every workspace starts with.
ENCRYPTED IN TRANSIT & AT REST · FREE FOR YOUR WHOLE OFFICE
BUILT FOR — OFFICE MANAGERS, OPERATIONS MANAGERS, BROKERAGE ADMINISTRATORS, HR AND ADMIN LEADS
Illustrative product data
THE FAILURE MODES
What breaks without it
01
Approvals die in email threads
Expense claims, profile changes, and leave requests routed by reply-all have no status, no SLA, and no record.
02
Document access is all-or-nothing
Shared drives leak sensitive employee files or wall off the policies people actually need.
03
Onboarding is reinvented every hire
Checklists in someone’s head mean week-one chaos and missing tax forms discovered months later.
SYSTEM CAPABILITIES
Inside OfficeOps
Expense approvals & internal workflows
Expenses with receipts, leave requests, and sensitive profile changes route to the right approver with status, reasons, and a full trail.
- Expense submit → approve/reject with reason
- Leave approval with type policies
- Profile-change approval for sensitive fields
- Recurring task programs
Document library
Folders with view/edit/admin permissions by role, team, or user — inherited by subfolders so access stays predictable as the office grows.
- Permission inheritance by folder
- Employee documents with tiered access
- Policy & template homes
Staff operations & leave calendar
Staff records, onboarding steps, job descriptions linked to roles, and a who’s-out calendar with company holidays.
- Onboarding step tracking
- Job descriptions tied to roles
- Who’s-out leave overlay
Compliance configuration
Compliance rules, review queues, document requirements, and important-date configuration that downstream modules consume.
- Compliance rule builder
- Document requirement sets
- Important-dates engine
Office configuration
Multi-office setup, admin dropdowns, custom form fields, commission templates, and integration settings — the control panel for the tenant.
- Multi-office management
- Custom fields per entity
- Commission template config (flat/percent/waterfall)
Office Workflow Orchestrator — preview
The Office Workflow Orchestrator monitors overdue approvals, creates action items, and routes tasks across teams before work gets stuck.
- Arrives through the AI Intelligence preview
- Human approval required
- Drafts and routes — people decide
OPERATING SEQUENCE
Requests become records, not threads
STEP 01
Submit
Employee files an expense, leave request, or profile change
STEP 02
Route
Workflow engine assigns the right approver by role
STEP 03
Decide
Approve or reject with a reason — status visible to the requester
STEP 04
Record
Decision, documents, and dates land in the audit trail
STEP 05
Recur
Recurring programs regenerate the next cycle automatically
Tiered access that survives growth
Folder-level permissions inherit downward; employee documents carry their own access tiers; every approval decision is attributed and timestamped. The office record stays clean even as teams, roles, and offices multiply.
COMMERCIALS
Free
OfficeOps — the platform core, CRM, and back-office operations — is the free tier every workspace starts on (3 users included). Paid plans add seats and switch on DealFlow or ProBuild beside it.
- CRM, tasks, calendar, chat & documents
- Approval workflows
- Document library with permissions
- People ops & onboarding
Bring your messiest approval process.
A demo runs on your workflows, not a canned script. Thirty minutes, your scenarios.