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For teams

Give the whole team the same associate.

One book every broker can see. One brand every document comes out on. One set of forms nothing goes out without. Reggie works for each of them, and the firm keeps what they build.

Get Started →See what a broker gets

Invite-only while we onboard in small batches.

Meridian Partners4 seats
MRM. RossiLead18 companies · 4 in lease adminTeam lead
DKD. Keller31 companies · 9 sequences liveTenant rep
AOA. Okafor12 buildings · 74 suitesAgency rep
JTJ. Tran2 surveys built this weekAnalyst
Every record above sits in one workspace. Reassign a seat and the work stays.
Why a team buys this

The work outlives the broker.

01

One book, not five spreadsheets

Every record lives in the workspace, so a broker covering somebody’s tour opens the same history the broker who built it sees. When a person leaves, the relationships do not leave with them.

02

Every document on the firm’s brand

The brand kit is set once for the workspace. After that, a survey built by the analyst and a survey built by the principal come out identical, because neither of them chose the colors.

03

One form, everybody’s drafts

Upload the firm’s LOI, RFP and proposal forms once. Every broker drafts on them, so nothing goes to a client on a form your counsel has not seen.

04

The approval gate is not optional

Nothing sends without a person approving it, and the rule is enforced on the server rather than in the interface. There is no setting anywhere that turns it off for a team.

Before you ask

What a team shares, and what it does not.

The second column is the part most tools leave you to discover in month two. It is a design decision, not a gap.

Shared across the workspace
  • The book: companies, contacts, buildings, suites and every note on them
  • The brand kit, so every document any broker sends carries the firm’s look
  • The firm’s own forms: LOI, RFP, proposal and the survey template
  • Lease administration clients, and the register of what is due on them
  • Comps, so evidence one broker banked is evidence the whole team has
Stays with the individual
  • Prospecting lists, which stay with the broker who built them
  • Drafts waiting for approval, which only their author can send
  • A broker’s own workspace, which he keeps when he joins a team

A broker who joins your team keeps his own workspace and can switch back to it from the account menu. Joining does not take his book.

Reggie, for the whole team

Ask him about the team, not just your book.

Reggie reads the workspace, so the questions a principal actually asks have answers: what is in the pipeline across every seat, what closed this quarter, which buildings nobody has touched in a month, and who is carrying what.

  • Production across the team, against goal
  • Pipeline by broker, by building, by stage
  • Every record carries who added it and who owns it
  • Ask in plain language, or take the report he builds
“How did the team do this quarter, and what is slipping?”
Team production · Q3
Deals closed11 across 4 brokers
Against goal104%
In the pipeline27 companies, 9 at proposal
Untouched 30 days6 buildings, all D. Keller’s
Lease admin dueA renewal notice in 49 days

See it on your team’s own book.

Bring the buildings and leases your team already tracks. Reggie reads them, links every row to its building, and everyone opens the same morning list, with the reports and the reply rates on top.

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Revr is invite-only while we onboard in small batches.