The brokerage pipeline,in the broker’s pocket.
A native iOS and Android companion to DealFlow: pipeline, deal detail, contacts, document capture, expenses, and mileage — seat-licensed per broker, synced with the office system of record.
ENCRYPTED IN TRANSIT & AT REST · SEAT-LICENSED COMPANION TO DEALFLOW
BUILT FOR — BROKERS AND AGENTS IN THE FIELD
Illustrative product data
THE FAILURE MODES
What breaks without it
01
Field updates wait until Friday
Deal stages and client notes pile up in agents’ heads all week, so the office pipeline is always days stale.
02
Paper walks out of the signing room
Documents photographed to camera rolls never make it into the deal file — until compliance asks.
03
Expenses and mileage evaporate
Untracked kilometres and receipts are real money lost at tax time and reimbursement time.
SYSTEM CAPABILITIES
Inside DealFlow Mobile
Pipeline on the move
The full 9-status deal kanban, deal detail with parties and history, and stage transitions — synced live with the office’s DealFlow.
- Deal kanban + 6-step deal wizard
- Stage transitions from the field
- Parties, history, and timelines per deal
- Push notifications on deal events
Capture everything
Document capture straight to the deal file, business-card scan to contact, and a digital business card with a public QR/vCard page.
- Document capture with versioning
- Business-card scan → CRM contact
- Digital card with QR sharing
Money in the field
Commission detail with split-engine audit math, expense claims with receipt attach, and mileage tracking per trip.
- Commission statements & split detail
- Expense + receipt capture
- Mileage logging
Seat-licensed, two ways in
Brokerages assign team seats on their DealFlow plan, or an individual broker subscribes directly — entitlement is per user, enforced server-side.
- Team bundle seats, admin-assigned
- Individual broker self-subscription
- Server-side entitlement gate
Native, not a wrapper
Built on Expo / React Native with secure on-device token storage, device registration, and push delivery — 70+ screens of real product.
- iOS & Android native builds
- Secure-store credential handling
- Device + push token registry
OPERATING SEQUENCE
Synced before you leave the driveway
STEP 01
Showing ends
Broker opens the deal from the pipeline tab
STEP 02
Stage moves
Deal transitions to Conditional — office sees it instantly
STEP 03
Docs captured
Signed pages photographed into the deal’s document set
STEP 04
Card scanned
New contact lands in the CRM with the deal linked
STEP 05
Mileage logged
Trip recorded against the expense ledger
Per-seat licensing the office actually controls
Mobile access is a per-user entitlement, not a shared login. Admins assign and revoke seats; unentitled users simply see no mobile surface. Individual brokers can subscribe themselves even before their brokerage buys the bundle.
COMMERCIALS
$29/mo per broker
Early access — rolling out with DealFlow brokerages now. Individual broker subscription ($290/yr prepaid). Brokerage bundle is $19/seat/mo ($190/seat/yr) on a DealFlow plan, assigned from the admin console.
- Full mobile pipeline & deal detail
- Document + business-card capture
- Expenses & mileage
- Push notifications
On your top producer’s phone this week.
A demo runs on your workflows, not a canned script. Thirty minutes, your scenarios.