The operating system for your brokerage.
Deals, compliance, compensation and your realtors' CRM in one place, built by a working broker for the way a brokerage really runs.
- Every deal, document and approval in one record
- Your broker is notified the moment a document needs review
- Waypoint CRM built in for every realtor
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Sign in to Waypoint OS
From contract to close, in one place.
The same three steps on every deal, so nothing lives in someone's inbox.
Open the deal
The realtor starts the transaction once: property, clients and dates, with the right checklist for the state.
Attach documents to the checklist
Each document goes to its checklist item, from a computer or a phone, and the broker is notified when it is ready for review.
Broker reviews and approves
Approvals record who approved and when. At closing, the whole file downloads in one zip.
Built for every seat in the brokerage.
Realtors, brokers, transaction coordinators and owners each get the screen made for their job.
Screens show illustrative demonstration data.
Every deal, start to finish
One page per transaction: the checklist, the documents, the dates and the people, with progress you can see at a glance.
- The right checklist for each state and side
- Upload from a phone in seconds
- Your clients see their own signed documents
Review without the chase
The Broker Desk opens on what needs you: documents waiting for review, deals near closing, realtors who need a hand.
- Told the moment a document is uploaded
- Approve or send back with a note
- Only your own brokerage's states and people
Know who to reach today
Every realtor's database, built in. See what is overdue, due today and coming next, and log calls, texts and emails on each contact, with every follow-up in one place.
- Daily outreach scoreboard
- Lead gen timer and goals
- Results by week, month and year
Every file, every state, one desk
The TC Desk lists every open file across the brokerage's states, with what is missing and what is due next.
Your brokerage in your pocket
Waypoint OS on your phone opens on your day: deals, documents and Waypoint CRM, one tap away. Add it to your home screen and it opens like any other app.
Your records stay yours.
A brokerage's files are its business. Waypoint OS is built so they stay where they belong.
Kept separate
Each brokerage works in its own space, with access controlled by brokerage and role.
Access by role
Realtors, state brokers, owner brokers and coordinators each see only what their role allows.
Every approval recorded
Who approved a document, and when, is kept with the file.
Take your file with you
Download a deal's complete file at closing, documents and approvals together.
See it with your own brokerage in mind.
A short walkthrough, built around how your brokerage runs today.