Seller Tools
One guided signup flow for every seller
Collect financials, documents, and business details through one form, customized to your brokerage and running on your own website.
Common problems with manual onboarding
A few problems tend to show up when onboarding isn't built into your website:
Seller information is still collected through email, with no standard process behind it.
There's no standardized process for onboarding a new seller.
Sellers have no way to submit information directly through your website.
Too much time goes into chasing down information that was already asked for once.
Onboarding slows down at the same recurring points, deal after deal.
A customized signup flow, built for your website
Sellers move through one guided intake form that collects everything you need upfront, instead of piecing it together over email.
Customizable per brokerage, so the form reflects how your firm works
Runs directly on your own website, not through your inbox
Collects financials, documents, and business details in one sequence
Every seller goes through the same guided process, in the same order
No manual forms to send, track, or resend
Step by step
How a seller moves through it
1
The seller opens the form on your website
No account setup call and no email thread to start.
2
They work through each guided step
Business details, financials, and supporting documents, collected in the same order every time.
3
Everything lands in one place
The submission arrives organized and complete, instead of scattered across inboxes.
4
The rest of the deal builds from it
Valuation and listing content generate from the same information, so nothing gets re-entered.
.avif)
You're not the bottleneck anymore
Sellers start onboarding on their own time, and what lands in front of you is already organized.
Sellers start the process whenever they're ready, not when you get to it
Every intake arrives complete, so your first real conversation starts from a full file
One standardized process feeds valuation and listings, so nothing is typed twice
Frequently asked questions
Answers to what brokers usually ask before picking a tool to start with.
Do I need to use every tool, or can I start with just one?
Start wherever makes sense for your workflow. None of these tools require the others to work.
What's the difference between Seller Tools, Buyer Tools, and Developer Tools?
Seller Tools are what a seller interacts with directly. Buyer Tools are what a buyer interacts with. Developer Tools sit underneath both, running the experience under your own brand.
Can I customize the platform to match my brand?
Yes. The White Label Platform runs the entire client experience under your own branding and domain.
Do these tools work together automatically?
Yes. Seller intake, valuation, and listings all pull from the same source of information.
Can I see a tool in action before committing?
Schedule a demo, or sign up directly on the three self-serve tools: Seller Onboarding & Client Intake, Buyer Intake & Qualification, and the Business Valuation Calculator.
Connect
