The operating system for the
modern brokerage.
Pipeline, TREC/NAR forms, native e-sign, broker review, and a calm client portal — all on one record. AI-powered MLS search, CRM, and marketing ride the same data, so the deal you opened this morning never has to be re-typed into another app.
Modeled against typical independent-brokerage stacks. Your results will vary — ask us to run the math on yours.
Deals, compliance, and the client experience — with Search, CRM, and Marketing on the same record.
We start where most stacks fall apart: the transaction record, broker-of-record compliance, and the calm client portal your clients actually use. CRM, MLS search, and marketing ride the same data, so the deal you opened this morning never gets re-typed into another app.
Deals · Pipeline + compliance
Pipeline, TREC/NAR forms, native e-sign, broker review, audit trail — all on the same record as the contact and the search.
Explore →CRM · One record, two views
Contacts, leads, past clients — and a branded client portal that mirrors every CRM field. What you write is what they see.
Explore →Pecos AI — across all four pillars
The same assistant in Search, CRM, Deals, and Marketing. Drafts copy, summarizes inspections, answers contract questions — knows the deal you're on.
Explore →Search · MLS in plain English
'Modern 4BR under $1.2M near Brookline T-stop with a yard.' Save it and matches auto-feed the buyer's CRM record.
Explore →Marketing · Websites, ads, e-blasts
Agent + listing sites, Meta/Google/TikTok ads, postcards, and AI e-blasts to nearby agents — all sourced from the same listings and contacts.
Explore →Workflows
Drag-and-drop automations for follow-ups, drips, and lead routing — wired to the same deal record the broker reviews.
Explore →Honest comparison. No feature theater.
"We replaced our CRM, our presentation tool, our transaction system, and most of our marketing stack with Pecos. Our team finally stops asking which app to open."
"The AI actually reads our contracts. New agents are productive in week one because Pecos answers the question instead of pointing to a PDF."
"We used the Agent Network e-blast to surface a qualified buyer for a luxury listing — lead, offer, and close all moved through the portal, with the client never asking 'where do I sign?' again."
An assistant that has actually read the contract.
Trained on residential workflows, MLS schemas, and contract templates. It drafts disclosures, flags missing signatures, surfaces comps, and answers questions in plain English — for both you and your client.
See it in action
One platform for the entire transaction
Buyers and sellers replace the email threads, doc links, and offer PDFs with one platform — timeline, documents, messages, and offers in a single calm dashboard.
Explore the portal →
One platform for every task you run
Pipeline, leads, listings, calendar, commissions, compliance — every task that used to need its own app, unified into one platform. Built for solo agents and 200-agent teams alike.
Explore the portal →What's shipping, what's in build, what's still on the roadmap.
We'd rather show you the maturity map than oversell. Every claim on this site maps to one of these three columns.
- Client portal + agent portal
- Pecos AI assistant across portal surfaces
- TREC + NAR forms · native e-sign
- CRM with shared deal record
- Public marketing site
- Live reference: josephromero.com
- Live MLS via MLS Grid (first markets)
- Agent-network e-blasts
- Workflow automations
- Multi-tenant brokerage provisioning
- Direct MLS feeds beyond MLS Grid
- SOC 2 Type I (Q3 2026)
- SOC 2 Type II (~12 months after)
- Additional state form libraries
See your transactions, compliance, and client experience on one record.
Bring a live deal and your current contact list. We'll walk the pipeline, the forms, the broker review, and the client portal — on your data, in 30 minutes.