You built your business. OKTO Software helps you run it like one.
Real Estate is more than the deal. It's clients, transactions, communication, compliance, marketing, money, systems and growth. OKTO Software brings the business behind all of it into one place, so you can spend less time managing it and more time building yours.
Listing · in escrow · closes Sep 24
Count what you pay for every month. Each one holds a fragment of the same business, so the address gets typed thirteen times, the deadline lives in one place and the document in another, the conversation lives in your phone — and the person holding it all together is you.
Dates, contacts, documents, contingencies, communication, checklists and compliance stay connected from contract to close.
Email, text and call notes stay connected to the client and transaction instead of scattered across inboxes and devices.
Your CRM connects clients, transaction parties and marketing relationships. Enter someone once and OKTO Software knows who they are.
Your logo, colors, typography and brand standards are set once and carried through signs, print, marketing, documents and your website.
Splits, caps, compensation, CDAs and year-to-date earnings connect back to the transactions that created them.
Transactions, clients, marketing, compliance, financials, training, reporting and operations work from the same information.
Broker, team leader, Transaction Coordinator and agent work in the same system, with the access and permissions their role requires.
Each OKTO Department Head specializes in a different part of your business, from transactions and compliance to marketing, operations and financials. They understand what's happening in their department, connect the information already inside OKTO Software, watch for what needs attention, and help move the work forward.
You stay in control. They keep the business moving.
tap a head — they each answer differently.Looks across the business and brings what matters to the top: what needs an answer, what is stuck, what is coming due, and where your attention belongs next.
Understands the transaction file, the documents inside it, and the dates that drive it. Ask what is missing, what is due next, or what changed, without digging through the file yourself.
Uses the business, property and brand information already inside OKTO Software to help turn listings and ideas into marketing without starting from a blank page.
Understands the financial side of the business, from commissions, splits and caps to CDAs, agent earnings and what the business is paying out.
Keeps the people side of the business organized, from onboarding and roster management to roles, permissions and the access each person needs.
Keeps an eye on the requirements around the business and its files, surfaces what is missing or needs review, and helps maintain the record behind it.
Turns your processes into repeatable workflows and keeps track of where the work stands, what comes next, and what needs to move from one person to another.
Turns your brokerage’s knowledge into onboarding, training and practice agents can actually follow, with a clear path for what they should learn next.
Whether you're an agent working solo, a Transaction Coordinator building your own book of business, a team leader growing a team, or a broker responsible for the whole operation, you're running a business.
Clients. Transactions. Marketing. Money. Documents. Deadlines. Training. Compliance. People. Growth.
OKTO Software brings the work behind all of it into one connected system, so every part of the business can work from the same information and move together.
Deals, clients, deadlines, responsibilities and what needs your attention next.
Compliance, records, licenses, broker oversight and the audit trail behind the work.
Production, commissions, splits, caps, payouts and the financial picture behind the business.
Onboarding, training, marketing, people and repeatable processes built to grow with you.
A live view of what’s waiting, what’s moving, what’s stuck and what needs attention next.
People, households, conversations, activity and history connected to the business they do with you.
Dates, contacts, documents, contingencies, communication, tasks and status stay connected from contract to close.
Build, send and track signature packets, with completed documents and the audit trail returning to the file they belong to.
Forms, templates, policies and business resources stay organized and current, with the approved version easy to find.
Build reusable workflows for transactions, listings and recurring work so the standard doesn’t depend on who remembers what.
Track required documents, disclosures, licenses and compliance items with a clear record of what was reviewed and what still needs attention.
Splits, caps, tiers, commissions, CDAs, payouts and year-to-date earnings calculated from the transactions you’re already managing.
Turn activity across OKTO Software into production, pipeline, performance and operational reporting you can use to make decisions.
Set offices, teams, roles, permissions and publishing controls around the structure you’ve actually built.
Use the people, properties and business information already inside OKTO Software to build campaigns, listing marketing, email, social and advertising.
Set your logo, colors, typography and voice once, then carry your brand throughout the work your business produces.
Create onboarding paths, courses and ongoing training so knowledge becomes part of the business instead of living in someone’s head.
Documentation, guidance and direct support from OKTO Software live where you’re already working.
Your clients sign in to your branded portal to follow the timeline, see their documents and understand where the money stands — so they stop wondering, and you stop repeating yourself.
Owners, tenants, units, leases and the recurring work that comes with them, run from the same system as the sales side of the business.
Most Real Estate software is built around the agent experience. But the broker is ultimately responsible for what happens across the brokerage. OKTO Software gives brokers tools designed specifically for that responsibility.
See the transaction, documents, compliance status and relevant activity together. Review what needs broker attention and leave a clear record of the review.
Run your own internal review across files and records to identify gaps, verify documentation and see where the brokerage needs attention before an outside audit ever happens.
Customizable notifications tell you when a new file is entered, when something needs your review, or when a compliance item is flagged — set to what you actually want to know, not everything at once.
Every part of OKTO Software works from the same information: the same clients, the same transactions, the same documents, the same brand and the same business record.
Transactions. Compliance. Marketing. Financials. Operations. Training. People. Follow-up.
All working behind the scenes, so the two hands you have stay free for the work only you can do.
Start with what you have. A signed contract, a listing you're preparing, or the details you already know. OKTO turns it into one working file that follows the deal from start to finish.
Upload the signed contract and OKTO reads the deal, pulling the property, parties, price, financing, key dates and documents into the transaction file.
Away from your desk? Start the transaction with what you have and add the rest as it comes in.
Taking a listing or preparing an offer? Create the file with what you know now. The transaction takes shape right alongside the deal.
Once the deal is in, OKTO knows what kind of transaction it's working with and starts organizing what comes next.
Dates become deadlines. People become contacts. Documents stay with the deal. Checklists map the work ahead. Compliance tracks what belongs in the file.
and your Transaction Coordinator already knows the transaction.
The transaction doesn't live in a silo. The same information connects to the CRM, compliance, financials, reporting, marketing and the Department Heads working across OKTO Software.
Your CRM knows the client. The transaction knows the deal. Financials know the commission. Marketing knows the property and the brand. Compliance knows the file.
Nobody hands you an empty system and a manual. The checklists, the required forms, the transaction types, the campaign templates and the sign layouts are all in there, built by a working brokerage, ready to run a real deal this afternoon.
no blank slate, no setup weekend.
Take what is loaded and start closing. It is already correct for a residential deal.
Rename a step, add the form your state wants, move a deadline. Small changes, no rebuild.
Your own checklist, your own transaction type, your own campaign. The house version stays as a fallback.
Transaction management is only one part of running a Real Estate business. OKTO Software connects the transaction to the clients, compliance, money, marketing, brand, training, records and people around it.
One deal is not the business. OKTO Software is built for both.
Your CRM, transactions, e-signatures, marketing, financials, reporting and more aren't separate products stitched together with connectors. They're parts of the same system, working from the same business information.
Fewer handoffs. Less duplicate entry. Fewer places for information to fall through.
Moving to a better system shouldn't mean starting your business over. Send us the data you already have — contacts, transactions, documents and people — and we'll help bring it into OKTO Software so you can start with the history you've already built.
You built the business. You shouldn't have to retype it.
OKTO Software didn't start with a list of features. It started with the work. Transactions to manage. Documents to review. Agents to support. Clients to follow up with. Commissions to calculate. Compliance to track. Marketing to create. A business to run.
The system was built around the work Real Estate professionals actually do because we were doing it too.
Whether you're an agent, Transaction Coordinator, team leader or broker, there's an OKTO Software plan built around the business you run.
Your clients see your business — your logo, your colors, your voice and your website. Behind it, OKTO Software keeps the systems, transactions, communication, compliance, marketing, financials and operations connected and moving.
