By industry · Real estate

Listings, commissions and signed documents, over books that know about both.

A property business runs on a pipeline, a signature and a commission split, and usually on three products that each know one of them. WorkBOS keeps the pipeline, the e-signature trail and the ledger together.

Free for up to 5 seats · no card required

What usually goes wrong

01

Deals, documents and the money are in three systems that agree by coincidence.

02

Signed paperwork is a PDF in an inbox with no record of who signed what, when.

03

Every entity or brand you trade under means another set of books.

What you get, by name

Every capability below is enforced on the server, not a demo screenshot. Anything that needs a paid plan says so on the card rather than leaving you to find out at checkout.

A pipeline for listings and deals
Stages, activity history and lead scoring, with companies, contacts and clients as real records.
E-signature with a real trail
Signature requests with a hash-chained, tamper-evident record of what was signed and when.
Per-entity booksPro and up
From Pro, each company keeps its own ledger and invoices under its own name, logo and tax ID, consolidating on top for the group.
A branded client portalPro and up
Documents, approvals and invoices in one place your client can find again.
Booking pages and forms
Viewings and intake in the same workspace as the record they belong to.
Approve-first AI agents
An approve-first AI Chief of Staff that proposes the work and waits for a person to say yes. Every action it takes runs through the same permission checks a human would hit, is recorded against the person who approved it, and can be rolled back in one click. The full append-only audit log you can read back and export is an Enterprise capability.

Your first week

  1. 1

    Bring in your pipeline and set the stages you actually use.

  2. 2

    Send one signature request and look at the trail it leaves.

  3. 3

    Set up a second entity if you trade under more than one, and check the consolidated view.

What you are probably weighing this against

Each comparison opens by saying where the other product is the better choice, because that is the half of a comparison worth reading.

Questions property teams ask

Is the e-signature legally binding?

It records a tamper-evident, hash-chained trail of the request, the signer and the time. Whether that satisfies a particular jurisdiction or counterparty is a question for your lawyer, and we would rather you asked them than took a marketing page’s word for it.

Can I track commission splits?

Commissions are handled through the ledger and per-company tagging rather than a dedicated splits engine. If a specific split model is central to your business, raise it before you buy.

Can each brand have its own look?

Yes. Each company carries its own name, logo, address and tax ID on invoices, receipts and the public links a client opens.

Set it up the way property teams actually work.

Start free for up to five seats, or let the Business Architect lay out the whole workspace from a short conversation and show you the blueprint before anything is created.

Also worth a look: Sales and CRM, Leadership, Client services