Governance & security
Your agency's data, on your agency's server. With permissions, an audit trail and backups.
Client lists and owner numbers are a brokerage's most valuable asset. Every paying agency gets its own private server and database, role-based permissions, an audit log and automatic backups.
The problem. What most agencies live with today.
Shared databases
Most CRMs keep every customer in one shared database. Your client list sits next to your competitor's.
Everyone sees everything
Without fine permissions, a new agent can export the entire owner list on day one.
No trail
When something is deleted or changed, there's no way to know who did it or when.
How it works.
A server of your own
A dedicated server and database for each paying agency.
Roles and permissions
Decide who can view, edit, approve, publish, copy listings and export.
Safe sign-in
Email and password, with an emailed one-time code on new devices.
Audit and backups
Important actions logged; data and photos backed up automatically.
Isolated by design
Your agency's data runs on infrastructure that serves only your agency — not a shared pool of customers.
- Dedicated server per agency
- Own database
- Encrypted integration keys and HTTPS everywhere
Least access by default
Roles from Administrator to Viewer, adjustable action by action. People see what their job needs, nothing more.
- Fine-grained permissions
- Active, inactive and removed staff
- Agent drafts private until submitted
Answers, not guesses
The audit log and property timelines tell you who did what and when — sign-ins, edits, approvals and publishing.
- Searchable audit log
- Property and lead timelines
- Automatic backups
Everything included. In every plan.
Dedicated server
Infrastructure that runs only your agency.
Own database
Never shared with another customer.
Permissions
Roles adjustable action by action.
Audit log
Sign-ins, edits, approvals and publishing.
Secure sign-in
Emailed one-time code on new devices.
Encrypted keys
Integration tokens stored encrypted.
Backups
Database and photos backed up automatically.
Your branding
Your logo and name on sign-in and emails.
Data export
Your data, available to you on request.
Questions. About governance & security.
Is the trial on its own server?
Trials run on our shared demo platform; your data moves to your own server when you subscribe.
Where are the servers?
We agree the hosting region with you when your server is set up.
Can we export our data?
Yes. It's your data.
Who can see client phone numbers?
Only roles you allow. Viewing and exporting contacts are separate permissions.