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Brokerage IQ
How It Works

For Our Clients

One valley.
One platform.

Your journey through the desert market — from the day you sign to the day you get the keys.

Buying and selling are two different journeys. Brokerage IQ is the place where they come together — where your agent and broker bring everything into one view, and nothing falls through the cracks.

One journey — start to keys
Buyers
+
Sellers

Two sides of the same valley.

One platform where they meet — and where your agent and broker see the whole picture.

Most transactions live in a hundred emails and a dozen inboxes. Yours lives in one place — watched, organized, and always in front of you.
Cycle 1You come aboard
1
You sign with us
Your buyer or listing agreement — the real beginning of the relationship, and the moment the clock starts.
2
We pick it up
The moment it's signed, it comes straight into the platform. Nothing to forward, nothing to chase.
3
You're in
Your own login, your onboarding, your journey — live from day one, months before there's ever a deal.

The runway

The long stretch in between.

Getting ready, finding the right property, showings and open houses — sometimes months of it. We're with you the whole way.

Cycle 2The transaction
4
The offer
The deal comes together. This is where the transaction begins in earnest — the second clock starts.
5
Your file opens
Every disclosure, every deadline, every document — tracked and explained in plain English, never a surprise.
6
All the way to close
You always know where things stand and what's next, right up to the keys.

Close of escrow

The keys, and the whole story.

The thank-you, and every document from your transaction in one place — yours to keep.

— The same platform, from the other side of the desk —

For Agents

Your day, back in your hands.

You do the work only you can do. Max reads your brokerage inbox, recognizes your executed forms, and files them onto the right client — automatically. You originate and advise. Max watches, organizes, and surfaces. The licensee always acts.

You — the agent
Max — the platform
Cycle 1The client comes aboard
1
You
Draft & send
The BRBC or RLA goes to your client, your way. Nothing changes about how you work.
2
Max
Picks it up
Reads the signed agreement the moment it lands in the inbox — no forwarding, no data entry.
3
Max
Client's onboarded
Credentials created, client on the platform — done for you, before there's ever a deal.

The runway

You do the work only you can do.

Showings, strategy, the relationship. The paperwork waits quietly in the background until it's needed.

Cycle 2The transaction
4
You
Send the RPA
The package, assembled your way, sent like always.
5
Max
Opens the file
Recognizes your client, files every form, and surfaces anything that's missing.
6
Max
Tracked to close
Every deadline surfaced the whole way. You never chase paperwork again.
Max amplifies the licensee. It never substitutes for one — it watches, organizes, and surfaces, and you always make the call.
Brokerage IQ · CA DRE 02135943 · Palm Springs, CA · An AI-powered California real estate platform.
Max is an AI assistant that watches, organizes, and surfaces. It does not provide licensed real estate advice; the licensee always confirms and acts.