Broker Dashboard
Listings, BOVs, buyer outreach, and transaction milestones tracked against the same record investors and operators read from.
Capabilities
- Listings & assignments — Active assignments, exclusivity windows, and seller deliverables in one place.
- BOVs & offering memos — BOV and OM packages pulled from the live operating record, not stale decks.
- Buyer pipeline — Targeted buyer outreach, NDA tracking, and tour scheduling.
- Pipeline & velocity — Stage-based pipeline with velocity, fall-off, and re-trade insight.
- LOI & PSA tracking — LOIs, counters, and PSA milestones with document lineage.
- Co-broker & team views — Team and co-broker assignments, splits, and visibility controls.
How it works
- Onboard the assignment — Seller deliverables, exclusivity, and timeline captured in one record.
- Package the deal — BOV and OM generated from the live operating record.
- Run the pipeline — Outreach, NDAs, tours, and LOIs tracked against each buyer.
- Close the trade — PSA, diligence, and closing milestones evidenced in one record.
Integration facts
- Module — Broker HQ
- Tier — Tier 1 · Production
- Scope — Listings · Pipeline · LOIs
- Output — BOV / OM ready
https://seniorcre.com/features/broker-dashboard