Trusted by real estate brokerages

The operating system
everyone has been
waiting for.

OKTO brings your transactions, team, checklists, and communications into one intelligent platform — built specifically for real estate professionals.

MB
JR
LF
Trusted by brokerages across the country
oktosoftware.com/okto/dashboard.php
Dashboard
CRM
Transactions
Marketing
Reports
Dashboard — CASAS Real Estate
BROKER PRO
Company gross
$300,732
Active files
5
Closed YTD
34
Address
Type
Status
COE
3390 N Campbell Ave
Purchase
Contract
Apr 30
192 E Croydon Park Rd
Purchase
Active
Apr 28
656 N Richey Blvd
Purchase
Active
Apr 30

Up and running
in three steps.

No lengthy onboarding. No IT department. Just a clean, intelligent platform that fits the way you actually work.

01

Set up your brokerage

Create your account, invite your team — agents, TCs, team leaders — and configure your brokerage profile in minutes. Your branded website is included.

02

Open your first transaction

Use the guided wizard to create a new file. Purchase, listing, or dual — the right checklist is generated automatically. Every document, contact, and deadline in one place.

03

Run your business

Track your pipeline, communicate with your team, monitor checklist progress, and close more files — all from one dashboard designed for how brokers actually think.

Built for every role
on your team.

One platform that speaks the language of every person in your brokerage — from the designated broker to the newest agent.

Designated Broker

See everything.
Control everything.

Your brokerage at a glance. Production numbers, agent activity, compliance status, and financials — all in one command center you can actually use.

  • Company financial dashboard
  • Agent production tracking
  • Full transaction visibility
  • Team and roster management
Team Leader

Lead your team
with clarity.

Know exactly where every file stands, who needs help, and what's closing this month — without chasing updates through texts and emails.

  • Team pipeline view
  • File progress tracking
  • Agent communication hub
  • Deadline and task alerts
Transaction Coordinator

Never miss
a deadline again.

Manage multiple files at once with confidence. Auto-generated checklists, deadline tracking, and direct communication — all in your TC dashboard.

  • Auto-generated checklists
  • Multi-file management
  • Document and contact tracking
  • Deadline and milestone alerts
Agent

Focus on clients.
Not paperwork.

Open a new file in minutes, track your active transactions, communicate with your TC, and keep your clients informed — all from one clean dashboard.

  • Personal transaction dashboard
  • Client communication tools
  • Branded website included
  • Commission and production tracking

Everything you need.
Nothing you don't.

OKTO is purpose-built for real estate. No bloated feature sets from software that tries to do everything for everyone.

Transaction wizard

Guided file creation for purchase, listing, and dual transactions — with the right checklist generated automatically every time.

Smart checklists

Auto-generated, customizable checklists per transaction type. Check items off in real time — progress updates instantly for the whole team.

Team management

Add agents, TCs, and team leaders to your brokerage. Set roles and permissions. Everyone sees exactly what they need to see — nothing more.

Communication hub

Log calls, notes, and messages directly on the file. Lucy — your AI file assistant — helps you draft, summarize, and act without leaving the platform.

Branded website

Every account gets a professionally designed, branded website — on your own domain or an OKTO subdomain. No developers, no monthly web fees.

Financial dashboard

Company gross, broker split, agent production, and closed units — all tracked automatically as transactions close. Real numbers, not spreadsheets.

Simple pricing.
No surprises.

One subscription covers your entire brokerage — agents, TCs, and team leaders included. No per-seat fees, no hidden costs.

Broker
Starter

For growing brokerages ready to get organized.

$ 99 /mo
  • Up to 10 linked accounts
  • 100 transactions/year
  • Branded website included
  • Smart checklists + team tools
Start free trial
Broker
Pro

For established brokerages that want every feature.

$ 199 /mo
  • Up to 50 linked accounts
  • Unlimited transactions
  • Branded website included
  • Custom domain
  • AI employee — Lucy COMING SOON
  • Smart checklists + team tools
Start free trial
Broker
Elite

For large brokerages and enterprise teams.

$ 349 /mo
  • Unlimited linked accounts
  • Unlimited transactions
  • Branded website included
  • Custom domain
  • AI employee — Lucy COMING SOON
  • API access
  • Smart checklists + team tools
Start free trial

Broker plans cover your entire brokerage — agents, TCs, and team leaders are included under your subscription.

Also available as standalone plans

For team leaders, TCs, and agents who operate independently.

Team Leader
$49/mo
Starter · up to $99/mo Pro
Start free trial
Transaction Coordinator
$39/mo
Starter · up to $79/mo Pro
Start free trial
Agent
$19/mo
Solo · up to $39/mo Pro
Start free trial

What brokers
are saying.

★★★★★

"Finally, a platform that was built for how we actually work — not adapted from some generic CRM."

MB
Marcela Fuentes
Designated Broker · CASAS Real Estate
★★★★★

Your testimonial could be here.
Be among our founding brokerages.

Get early access →
★★★★★

Your testimonial could be here.
Be among our founding brokerages.

Get early access →
Get started today

Ready to run a
better brokerage?

Start your free trial. 14 days free — no charge until trial ends.

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