AI transformation for your real estate brokerage.
Review available connections, configure permissioned workflows, and inspect logged actions without treating them as legal approval or performance results. Data, source freshness, and workflow coverage vary across Residential, Multi-Family, Commercial, Industrial, Land, Specialty, and Hospitality assets.
A brokerage adoption plan, from assessment to review
Inventory your CRM, transaction, and communication systems before changing them. Choose a pilot team and accountable reviewer, document standards and permission boundaries, and expand only after completed actions have been reviewed. Compare a baseline of completed follow-ups, reviewed submissions, and outstanding tasks; record elapsed time separately if you want to evaluate savings.
Workflow Demonstration
Illustration only. No account, connection, review, or automation runs here. Use a stage’s link to start its supported flow.
Frequently Asked Questions
How does brokerage governance work?
Where supported, brokerage administrators can configure roles, approvals, and workflow boundaries. Activity views reflect logged platform actions; they are not legal certification, employee surveillance, or a measure of business outcomes.
What is required for CRM and SSO integration?
A connection requires the provider relationship, API access, and permissions appropriate to the selected scope. Availability and fields vary by provider; Trexia does not promise a particular sync.
Can we control agent access to specific templates?
Where the workspace supports it, roles and permissions can limit access to selected templates or workflows. Administrators remain responsible for choosing and reviewing approved content.
How do you handle state-specific requirements?
Trexia can surface state resources and workflow references where available; it does not decide whether a brokerage is legally compliant. Confirm current requirements with the applicable official state regulator or board.
What can brokerage reporting show?
Reporting can show counts of available platform events, such as drafts, submissions, approvals, or configured actions. Counts do not establish hours saved, adoption, performance, compliance, or lead outcomes.
Can a brokerage control vendor access?
Directory and vendor workflows depend on the configured workspace and permissions. A profile or introduction is not a certification; review providers and approve access using your own process.
Systems Integration
Connect configured identity, CRM, or transaction providers where available. Provider permissions and API scope determine what can be read or written; Trexia is not automatically a single source of truth.
Compliance & Permissions
Configure roles, approvals, and template access where supported. Review Trexia's state references with the applicable official board or regulator before relying on them.
Logged Action Counts
Review counts of drafts, submissions, approvals, and other platform events when available. These counts are not measured time savings, adoption, compliance, or business performance.
View state-level compliance mapping →
Page capabilities reviewed . This is a review of the page’s claims, not a freshness date for market data. Check the date and source of each result before using it.