Answers for brokerages evaluating BrokerWise.

BrokerWise is an AI-powered operations platform for real estate brokerages. It helps brokerage teams organize company knowledge, answer repeated questions, review approved documents, route internal support requests, and give staff and agents a cleaner way to find brokerage information.

BrokerWise is built for real estate brokerage owners, managing brokers, operations managers, administrative staff, transaction coordinators, support staff, team leads, and agents who need faster access to trusted company information.

Many brokerages have important information spread across PDFs, policy documents, onboarding guides, email threads, support messages, and staff knowledge. BrokerWise is designed to centralize that knowledge so users can search faster, ask better questions, and reduce repetitive support work.

No. The AI assistant is one part of the product. BrokerWise is designed around document knowledge, AI support, internal help requests, role-based access, account controls, support routing, billing preparation, and operational visibility for brokerage teams.

A structured AI support system gives agents and staff a more reliable place to ask questions, search policies, and request help. This can make onboarding smoother, reduce scattered email threads, and show that the brokerage has a modern support process.

Yes. BrokerWise is being structured for solo professionals, small teams, growing brokerages, and larger organizations that need more seats, more storage, and stronger support controls.

The main goal is to help brokerages answer questions faster, organize internal knowledge, reduce repeated staff interruptions, support agents more consistently, and give leadership better visibility into common operational needs.

Agents can ask questions about brokerage policies, onboarding steps, office procedures, document requirements, marketing guidance, internal processes, and approved reference material. The assistant helps users find direction before escalating to staff.

Yes. BrokerWise is designed to use approved brokerage materials such as PDFs, SOPs, onboarding guides, office policies, transaction checklists, support instructions, and internal FAQs.

BrokerWise is intended to support PDFs, policy documents, plain text files, onboarding guides, office manuals, SOPs, transaction checklists, internal FAQs, marketing guidelines, and other approved brokerage knowledge files.

Yes. BrokerWise can help summarize long PDFs and surface relevant sections so staff and agents can review policies, onboarding documents, and reference materials faster.

BrokerWise can help search and summarize contract-related reference materials that a brokerage has approved for internal use. It does not replace broker, attorney, or compliance review for final decisions.

BrokerWise is designed to support source-aware answers so users can understand which approved document or knowledge item was used to support a response.

Yes. BrokerWise can help draft internal replies, support responses, agent guidance, onboarding messages, and client-facing draft language. Sensitive or final communications should still be reviewed by the appropriate brokerage staff.

BrokerWise can help users draft neutral, property-focused language and remind them to follow approved brokerage guidance. It should not replace fair housing training, compliance review, legal guidance, or broker oversight.

AI answer quality improves when documents are current, clearly named, well organized, and written with direct section headings. Outdated, duplicated, or conflicting files can reduce answer quality.

Yes. BrokerWise can help convert long policies, SOPs, onboarding guides, and repeated support questions into internal FAQ-style knowledge that is easier for users to search.

Client login is not open yet. The public BrokerWise website is live for product information, FAQ, contact requests, and demo scheduling while client access is prepared.

The login page is marked coming soon because BrokerWise is currently presenting the product publicly while client onboarding, account access, billing flow, and portal tools are finalized.

The private portal is planned for AI support, approved document knowledge, PDF search, internal help requests, team access, account settings, usage visibility, support history, and billing status.

No. Public website pages are separate from private client access. Brokerage documents, support requests, account details, and internal information are intended to stay behind login.

Yes. BrokerWise is being structured so each brokerage can manage its own users, documents, support activity, settings, usage, and account information separately.

Yes. BrokerWise is designed around role-based access so owners, admins, managers, staff, and agents can see the tools and information appropriate for their responsibilities.

Yes. Early clients can use the contact form to request a demo or discuss early access. The BrokerWise team can review fit, plan needs, documents, user count, and onboarding timing.

BrokerWise is designed to support roles such as owner, admin, manager, staff, and agent. These roles help keep account controls, document access, support visibility, and billing areas properly separated.

Brokerage information is not all the same. Owners may need account-level visibility, managers may need team oversight, staff may need support tools, and agents may only need approved documents and their own requests.

Yes. Owners and authorized admins are expected to have visibility into account status, users, support activity, usage, billing state, and operational panels.

No. Agents should only see the tools intended for their role, such as AI assistance, approved knowledge access, and their own support activity.

Yes. BrokerWise is designed so managers can oversee appropriate team activity without exposing owner-only or billing-only controls.

A good setup keeps billing and account ownership limited to owners or top admins, support tools limited to staff and managers, and agent access focused on approved information and request submission.

Support routing means users can submit questions or requests, staff can review them, and the brokerage can keep a cleaner record of what was asked, answered, updated, or escalated.

Yes. BrokerWise is designed so agents can request help with policies, documents, onboarding, internal processes, or support needs.

Yes. Staff and admins should be able to review, route, update, and resolve support requests based on their permissions.

Yes. BrokerWise can help prepare draft responses using approved brokerage knowledge. Staff should review replies before final use, especially for compliance-sensitive topics.

Yes. Repeated questions can become internal FAQ entries, SOP updates, onboarding improvements, or policy clarifications so the brokerage improves over time.

A good request includes a clear subject, the relevant policy or document area, any property or transaction context, the deadline if one exists, and the action the user needs.

BrokerWise can help with onboarding, policy questions, listing language review, transaction checklist support, document lookup, support routing, staff review, agent guidance, SOP search, and repeated question management.

No. BrokerWise is not positioned as a full transaction management replacement. It supports knowledge, AI assistance, document context, support handling, and internal operational visibility around the work.

Yes. BrokerWise can help new agents find onboarding guides, office procedures, policy answers, support contacts, and approved company information more quickly.

Yes. One of the main product goals is to reduce repeated questions by giving agents and staff a searchable source of approved brokerage knowledge.

Yes. BrokerWise helps brokerages use approved documents and support history so common answers are more consistent across the team.

The best first materials are the ones users ask about most: onboarding, office rules, listing process, transaction steps, marketing review, support contacts, escalation paths, and common policy questions.

A brokerage should gather its most important documents first: office policies, onboarding guides, transaction checklists, marketing rules, support procedures, commission explanations, compliance reminders, and common agent FAQs.

Start with high-value documents that answer repeated questions: agent onboarding, office rules, listing process, transaction process, document submission steps, marketing guidelines, fair housing reminders, support contacts, and escalation paths.

Yes. Clear filenames help staff and AI search. Good filenames include topic and date, such as Agent-Onboarding-Guide-2026.pdf or Transaction-Checklist-Seller-Side.pdf.

Yes. Outdated files can confuse users and weaken AI answers. Best practice is to archive old versions, keep one approved current version, and clearly label historical material if it must remain available.

A brokerage should assign responsible admins to manage documents, approve updates, remove outdated files, and review repeated questions.

Important policies and workflows should be reviewed regularly. Monthly or quarterly review works well for active operations, while compliance-sensitive material should be updated whenever rules, forms, or company policies change.

The current public plan structure includes Solo, Team, Brokerage, and Enterprise options. Final pricing, limits, and package details may be adjusted before full production billing is opened.

Solo is intended for a single user who needs AI assistance, document support, and a smaller amount of storage and usage.

Team is intended for smaller groups that need multiple seats, shared document knowledge, support handling, and stronger admin visibility.

Brokerage is intended for larger teams that need more users, more document storage, higher AI usage, onboarding help, support controls, and account-level visibility.

Enterprise is intended for larger or more complex organizations that need custom seat counts, custom usage, advanced onboarding, and specialized support.

AI credits represent usage capacity for AI-powered actions such as asking questions, searching knowledge, summarizing documents, drafting responses, and using assistant features.

Storage measures account files and records such as PDFs, knowledge documents, uploaded resources, generated records, and support-related materials.

Yes. Pricing, seats, storage, and usage limits may change before full production billing is connected.

Checkout is not live yet. BrokerWise is currently accepting interest and demo requests while billing, subscription settings, and client onboarding are prepared.

BrokerWise is being prepared to support Stripe-based subscription checkout and billing management.

No. Full card handling should be managed by Stripe or the payment processor. BrokerWise should only store necessary subscription status, plan details, and payment processor references.

Privacy and terms pages are included to explain account responsibilities, subscription use, data handling, and customer expectations before paid access opens.

Billing should normally be limited to an owner, account admin, or authorized billing manager. General staff and agents should not have billing controls unless allowed by the brokerage.

No. Brokerage documents and account-specific information are intended to remain behind private client access. Public pages are for product information, FAQ, legal pages, and contact requests.

Brokerages should avoid adding unnecessary sensitive personal data, payment card details, passwords, private keys, unrelated client information, or documents they are not authorized to process.

Yes. BrokerWise is designed so owners and admins can manage user roles and access levels, helping users see only the tools and information appropriate for their role.

Yes. BrokerWise can support controlled setups where users rely on approved knowledge sources selected by the brokerage.

No. Client-facing pages and product panels should stay clean, simple, and focused on the product experience.

Yes. BrokerWise is planned to include activity and review visibility so owners and admins can understand important account, support, and usage events.

No. BrokerWise can help organize information, summarize documents, draft notes, and surface policy context, but it does not replace advice from a qualified attorney.

No. BrokerWise is a support and operations tool. Brokerage leadership, managing brokers, compliance staff, legal counsel, and qualified reviewers remain responsible for final decisions.

BrokerWise can help flag language that may need review, suggest neutral phrasing, and remind users to follow approved brokerage guidance. Final review should stay with the appropriate professional.

No. Agents should treat BrokerWise as a support tool. Questions involving law, compliance, fair housing, contracts, money, disputes, or risk should be escalated to the broker, manager, compliance lead, or attorney.

Yes. BrokerWise can help surface policy reminders, onboarding notes, common mistakes, and escalation guidance. It does not replace required education, licensing obligations, or formal compliance programs.

BrokerWise is currently focused on the United States, Canada, and the United Kingdom for initial availability.

A focused rollout helps keep support, onboarding, billing, and product feedback manageable while BrokerWise prepares for broader availability.

Requests outside the first launch regions may be reviewed later, but initial availability is focused on the United States, Canada, and the United Kingdom.

The public BrokerWise website is live. Client access, login, checkout, and onboarding are being prepared before broader use opens.

Early clients should prepare core documents, user lists, role structure, common support questions, preferred plan size, and internal decision makers.

Agents can use BrokerWise to ask policy questions, search office documents, check onboarding steps, review marketing guidance, submit help requests, summarize reference material, and find the correct next step before escalating to staff.

Staff can use BrokerWise to review support requests, draft replies, find policy references, summarize documents, route questions, track repeated issues, and keep agent support organized.

Owners can use BrokerWise to review usage, support activity, storage, team access, billing state, recurring issues, and operational health.

Users should ask specific questions with context. A good question includes the topic, document area, transaction or property context if relevant, and the decision that needs to be made.

A strong question would be: “What does our listing marketing policy say about describing nearby schools in a listing description?” This gives BrokerWise a clear topic and purpose.

Yes. By moving repeated questions, support requests, document lookup, and staff review into a structured system, BrokerWise can reduce scattered email threads and make internal support easier to follow.