For team leaders running 10+ agents

See what's slipping before it slips.

Cockpit is the morning briefing for real estate team leaders. It reads the CRM you already use and tells you which deals are going quiet, which leads are waiting too long, and which agent needs a hand today.

Book a 30-minute call →See the 30-day pilot
Ready for pilotsPaid pilots open · 5 founding teamsBuilt in Canada
7:00 a.m. · Your briefing

What needs you today, counted and ranked.

Sample team
  • 3deals gone quiet for 10+ daysDeals
  • 7new leads waiting past 15 minutesLeads
  • $46kcommission sitting in quiet dealsPipeline
  • 2agents behind on follow-up this weekCoaching
  • 12past clients near a likely movePast clients
  • 1closing at risk this FridayDeals
How it works

Your whole team, read for you every morning.

Cockpit watches the work your agents already log, then tells you the few things that need you today. No new system for your agents to learn.

01 · The briefing

Open one page. Know your day.

What changed overnight, which deals are at risk, who needs help, and three actions, written from your own numbers before you finish your coffee.

What changedDeals at riskThree actions
Cockpit overview with the morning briefing, sample data
02 · Deals at risk

Catch the deal that went quiet.

Every deal with no activity for days, with the agent and the address. You call the right person before the client calls someone else.

Days since last touchAgent on the deal
Deals at risk list, sample data
03 · Your team

Every agent, every office, one place.

See every agent and every office side by side, and give each person access to exactly what their job needs. Nothing more.

Every officeThe right access for each roleSecure sign-in
Team members with roles, offices and sign-in methods, sample data
04 · Past clients

Your history is your pipeline.

Bring your past clients in from your CRM. Cockpit flags the ones showing signals and queues a check-in before they call another agent.

SignalsQueued check-ins
Past clients with signals, sample data
05 · Bring your history

Bring your client history with you.

Bring in past clients from a spreadsheet or your CRM. You see exactly what's coming in before anything changes, and every client's contact preferences come with them.

Preview firstContact preferences keptMatched to the right agent
Import review showing new past clients, consent and rows that won't import, sample data
Your CRM stays

Cockpit sits on top. Nothing gets ripped out.

Your agents keep working where they work today. Cockpit reads from your tools and gives you the view from above.

Beyond real estate

Any team that lives on follow-up.

Built first for real estate teams. The same morning view helps mortgage, home services, insurance and auto sales teams catch the leads and deals that slip.

Real estate 3.8×Mortgage 1.7×Home services 3.2×Insurance 2.8×Auto sales 4.4×

Figures are the return in each industry's worked example, against the cost of Cockpit. See how we got there →

Ask Cockpit

Ask your team's numbers a question.

Type a question in plain English and get an answer from your own team's numbers, limited to what you're allowed to see.

  • Answers come only from your own team's information.
  • Your clients' names and details stay private.
  • Drafts wait for a person. Cockpit never messages a client on its own.
  • Owners can see what's been asked, so there are no surprises.
How we protect your data
Built for every seat

One platform, five ways in.

Everyone sees what their job needs, and nothing more.

TEAM LEADERThe whole pictureBriefing, risk, coaching, recruiting and every office.
OFFICE MANAGERTheir officeTheir agents, their leads, their pipeline.
OPERATIONSBehind the scenesWho gets which lead, client lists and keeping records tidy.
AGENTTheir own workTheir leads, waiting times and drafts.
ASSISTANTSupportHelp an agent with their day without changing their records.
22modules, from briefing to recruiting
15 mindefault first-response target, set your own
5roles, so everyone sees what their job needs
0changes to your CRM unless you ask for them
Where Cockpit is today

Built, tested, and opening to five founding teams.

Cockpit is built and ready for its first teams. A pilot connects it to your own CRM, with us beside you for 30 days.

BUILT

The product

The morning briefing, deals at risk, response times, the team view, past clients, and connections to Follow Up Boss and Lofty.

THE PILOT

Your real data

We connect your CRM, take a snapshot of where your numbers are today, and check in with you every week.

OUR PROMISE

No invented results

We don't promise a lift in closings. The pilot measures it on your team, and you decide.

ProductEverything in the morning briefingSee the product →IntegrationsWorks with the CRM you already useHow it connects →SecurityYour clients' data, locked downHow we protect it →
Next step

Let's talk.

Thirty minutes with us: we'll show you Cockpit, talk through how your team runs today, and answer your questions about the pilot. Pick a time that suits you, tell us about your team, or just email us.

Pick a time on Calendly →Tell us about your team
[email protected]