Client Profile

About Us

Mission & Values

Our mission is to deliver the most robust, intuitive, agent-focused, commercial real estate software platform on the market. Our role-based application will drive value and insights for agents, while giving management the real-time data it needs to make more informed decisions around potential firm investments.

In pursuit of this mission, we instill these core values into our work.

Platform Overview

Realcore is a cloud-based software platform developed to manage a commercial real estate firm from forecasting at the individual broker level, to the roll-up of the firm’s P&L to back-end accounting. It features client portals, stores and abstracts all closing files and manages all firm databases making it easy for users to get important data as needed.

 The role-based platform consists of several modules:


Enables Management to monitor the revenue production of the firm in real-time. With a real-time P&L, a manager can run reports on everything accounts receivable to individual production to firm-wide metrics that provide valuable insights to ownership.


Enables agents to better manage their practice and clients. Using the Pipeline tab, brokers can estimate future income, learn who their largest clients are, where they are doing their business, and make more informed decision about their time investments.


Enables Accountants or Controllers to close transactions, manage billing, track outstanding balances, and calculate payments. Information can be exported to Excel for further data manipulation as necessary.


Enables all the agents/producers at an office to share information in a virtual staff meeting type of setting. Agents will be able to harness the collective knowledge of the firm in future business pitches and deal negotiations, and the firm will have a running history of these discussions around everything from comps, tenants in the market, and key pieces of information posted by other agents.


Enables all users access to firm documents in one central repository, often used as an intranet of sorts for commission agreements, marketing materials, templates, handbooks, etc. Gone are the days of riffling through folders and inboxes for form letters and marketing pages. With Realcore, it's all accessible at your fingertips.


Enables agents to store and organize all client data for easy access. Another great benefit of this module is that it displays prospect and listing data, as well as important dates and reminders. Client access is also available for occupier portfolio work or agency leasing work for an additional cost.


Enables Management or Administrators to control various settings for the entire firm. Changes made in the Administration page affect other sections of the site, such as the Market page and Pipeline pages.

My Data

Enables Users full control of key data such as Prospects, Projects, Leases, or Contracts directly to their Pipeline. Users are also able to add tasks to their Calendar which ensures efficient follow-up in order to close.

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