Case study Brokerflow
Onboarding a brokerage took weeks of chasing documents
The client partnered with brokerage companies to expand their property sales network. Every new partner meant collecting documents, negotiating contracts, and coordinating approvals across several parties. by email, with somebody keeping track in their head. The growth plan was throttled by the onboarding process behind it.
Services Portal engineering & CRM integration
Category Partner onboarding platform
Client BrokerFlow
Stack Next.js · Supabase · Zoho CRM · Serverless functions
BrokerFlow
The problem
The growth channel had a manual gate in front of it.
Document collection, contract negotiation, and multi-party approvals, coordinated over email threads.
✓Documents collected and chased by hand ✓Contract negotiation tracked in inboxes ✓Approvals coordinated across several parties manually ✓Agencies with no visibility into their own status ✓Repetitive data entry at every stage ✓No central view of concurrent onboardings
What it was costing
✓Weeks of delay before a new partner could sell anything ✓Team time spent on administration instead of relationships ✓Partner experience defined by silence and follow-ups ✓Network expansion capped by coordination capacity
Our approach
Turn the process into a tracked portal
A structured onboarding flow that collects what it needs once, shows every party where things stand, and keeps the CRM as the operational record.
✓Self-serve document submission for incoming agencies ✓Real-time status tracking visible to the agency ✓Automated notifications at every milestone ✓Centralised dashboard for concurrent onboardings ✓Bidirectional integration with the existing CRM ✓Repetitive data entry eliminated from the flow
Core capabilities
What it does now
A significantly shorter onboarding timeline, with nobody chasing anything.
✓Structured intake replacing email document chasing ✓Status transparency for every applying agency ✓Milestone notifications, automatic ✓One dashboard across all active onboardings ✓CRM as the single operational record ✓Team time redirected to relationship management