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Broker Core
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Broker Core + SalesScreen: Turn Property Sales Data Into Daily Performance

Connect Broker Core to SalesScreen and give your whole brokerage live visibility into mandates, sales, and agent activity. Every win celebrated automatically, every manager with a real-time view of the floor, and AI that helps leaders spot performance shifts before they affect end-of-month results.

What is the Broker Core + SalesScreen integration?

Broker Core is the case management system built specifically for real estate agents, handling everything from signed mandate to final settlement. The Broker Core + SalesScreen integration pulls your live sales and activity data out of Broker Core and puts it where your whole brokerage can see it: on leaderboards, dashboards, and office displays that update automatically.

When an agent signs a mandate or closes a sale in Broker Core, SalesScreen fires an instant recognition moment on the floor. No manual updates, no waiting for the weekly numbers. And SalesScreen's AI monitors your agents' activity patterns and sales pace continuously, giving managers an early warning when performance is shifting, with a recommended action, before it shows up in the month-end report.

Benefits of connecting Broker Core with SalesScreen

  • Live sales and mandate data on the leaderboard, all day: Mandates signed, properties sold, viewings completed, and quota attainment are all visible to every agent and manager in real time. No one's waiting for a Monday report to know where the brokerage stands.
  • Contests built on real brokerage activity: SalesScreen turns your Broker Core data into live leaderboards and sprint contests, ranked by mandates signed, sales closed, or viewings conducted. Every agent competes on the same live numbers, updated automatically as they work.
  • Every mandate and sale recognized the moment it happens: When an agent signs a mandate or closes a sale in Broker Core, SalesScreen fires an automatic celebration on the office display. Recognition lands while the energy is still there, not at the monthly team meeting.
  • Full visibility into agent performance across the brokerage: Pipeline value, quota attainment, and individual activity counts are visible to every agent and manager simultaneously, always current, without anyone manually pulling a report.
  • AI that catches performance shifts before they cost you: SalesScreen's AI monitors your agents' sales pace, mandate activity, and viewing volumes against established baselines. When something deviates, managers get a proactive alert and a specific recommended action, whether that's launching a sprint contest, sending a recognition shoutout, or checking in with a specific agent.
  • A performance culture that matches the energy of the floor: Real estate is competitive by nature. SalesScreen gives that competition structure, visibility, and a reason to celebrate every step of the process, not just the final settlement.
Broker Core object Fields synced Powers in SalesScreen
Mandates / Assignments Count, value, agent, sign date Mandate leaderboards, instant recognition triggers
Sales / Settlements Count, value, close date, agent Sales leaderboards, win celebrations, AI output monitoring
Viewings / Showings Count, agent, property, date Activity contests, AI cadence monitoring
Quotas / Targets Target, attained Quota display, recognition triggers, AI suggestions

Get started with Broker Core + SalesScreen

Your agents are working mandates and closing sales in Broker Core right now. Let SalesScreen make sure every win gets celebrated and every manager stays ahead of performance shifts across the brokerage. Talk to our team to get connected.

Integration Set Up

The Broker Core integration is configured in SalesScreen using API credentials from your Broker Core account. Admin access is required to authorize the connection. Once authorized, sales and activity data flows into SalesScreen automatically with no ongoing manual work. Your CSM can guide you through the process, or reach out to SalesScreen support for assistance.

FAQ