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Team Leads & Brokers! - BROKERAGE IN A BOX

Get Ready To Go Documents for your team or brokerage and launch today. Without the hassle of spending time and money thinking through all the things agents and clients will do to harm your team or brokerage.

Save Time & Money

Built by a Broker For a Team Lead or Broker

Launch With Confidence

Recruit & Retain Agents Effortlessly

Launch your team or brokerage immediately with plug-and-play templates built by active brokers.

Streamline compliance and onboarding without hiring admin or legal support.

Give new hires a professional, structured onboarding experience with the Entire New Agent Onboarding Binder — everything they need from day one.

Created by an active real estate broker who’s done the heavy lifting — you get real-world tested tools, not generic templates.

Easy Set Up - Search Our Brokerage Name, Replace with Yours

Our mission is simple: to help you start faster, without learning the hard way

What is Included in Brokerage in a Box?

Brokerage in a Box is built by Brokers and Team Leads For Brokers and Team Leads.

ICA – customizable and compliant. 14 Pages of tested and proven contingencies to protect you from fraud, what happens when an agent leaves, your splits, how they should conduct themselves, etc. We have been doing this long enough to have learned that agents will do non compliant actions, this will protect your team and brokerage against that.

Policy & Procedures Manual – 30+ Pages of customizable policies and prodcedures to protect your team, brokerage, AND brand. Our manual also allows you to get cheaper E/O insurance.

Client EMD Agreement - Our brokerages tested and proven method to make sure we get EMDs ON TIME, with no liability if the client refuses. You might think it won't happen to you, it will.

Our Home & Co. Closers Handbook - Our brokerages onboarding handbook that we give to our new onboardees so that they can put brain to paper and understand WHY they need to use our onboarding materials in our binder.

Our Home & Co. Onboarding Binder - Our brokerages onboarding binder given to every single agent that provides structure to the onboarding process and helps them close a deal in their first 90 Days.

Why Choose Our Documents?

TESTED AND PROVEN BY BROKERS

Nothing else like this exists in the marketplace. Our brokerage spent years perfecting these documents and rewriting them. In the past 12 months, we have had no changes to these documents. Save yourself the headache we had building our brokerage over the past four years. Use our documents.

Our Pricing

Feature / Plan

Contacts

Users

Transaction Automations

Automated EMD Collection

Special Day Reminders

No Movement Reminders

Branded Templates

Social Planner (Post Directly to Social Media)

Website

Link Tree

Automate Showing Agreements / Contracts

Sales Funnels w/ Calendar Automations

Review Automations

VIP / Black Card Automations (Client Retention)

Purchase Agreement Scanner (Coming Soon)

Basic Plan

250

1 Automated-Agent Branded

Automated Plan

500

3 Custom Branded (Upload Logo)

THE Automated Agent Plan

Unlimited

5 White Labeled Account

FAQ

Can we purchase documents separately?

Yes of course, however, it is cheaper to buy as a bundle.

Should I consult an attorney?

Yes, please do. They may make minor adjustments depending on your brokerage and state laws. However, you won't have to pay for entire documents like we did.

Why these documents and not others?

The documents we provide you in this are what our pain points were for over 2 years. Our Agent onboarding was weak. Now we onboard new agents 5 at a time.

All of the things we have included CYA (Cover Your Ass)

Do you offer any brokerage launch style consultations?

That is coming soon. But beware, that'll be pricy!

Why not just use ChatGPT to craft these?

You absolutely can. But there are certain scenarios that Chat will just not think of that we have personally experienced. Such as an agent has an EMD put into their name and deposits it into their account, committing fraud.