CRM
Lead & relationship management
Website inquiries, contacts, client engagements, relationship history, assignments, preferences, and follow-up in a canonical brokerage record.
Brokerage operations In development
Your brokerage.
One connected workflow.
Websites, relationships and transaction operations, brought together in a platform designed around the way brokerages work.
Initial pilot brokerage: Dodd Realty · In development
CONGREOS CONNECTIllustrative workflow
Agents manage the work. CongreOS manages the lifecycle.
A relationship begins
Website inquiry received
Lead recordedSource preserved
A new inquiry enters the brokerage’s lead workflow with its source and assignment context.
Sample scenario · no customer data
Platform
One continuous brokerage relationship.
Agents manage the work; CongreOS manages the lifecycle. Relationship status follows authoritative agreements, engagement and transaction events, with a history that explains each transition.
Product direction: the capabilities below describe the platform being built, not a generally available feature list.
Visitor→Lead→Contact→Client Engagement→Transaction→Closing→Ongoing Relationship
Client
Persistent client accounts
Individual user identities, collaborative search, secure client access, transaction progress, documents, and long-term relationship continuity.
Transactions
Operational transaction workspace
Milestones, tasks, participants, timeline, compliance, documents, financial structure, and closing status within one canonical transaction.
Brokerage
Compliance & oversight
Configurable jurisdiction-aware requirements, broker review, revision requests, approval workflow, audit history, and reporting.
Public Web
Brokerage-branded websites
Public websites, agent and office presentation, lead capture, local content, and authorized property-search experiences.
Operations
Reporting & platform support
Brokerage reporting plus a separate privileged operator console for diagnostics, support, integration health, audit review, and platform operations.
MLS & Data Providers
Purposeful integrations. Clearly defined boundaries.
CongreOS Connect uses a provider-adapter architecture. MLS and other licensed industry data remain external, permissioned sources with explicit provenance and tenant-specific entitlements.
Brokerage-specific authorizationEach brokerage must hold its own applicable data rights.
Tenant isolationOne brokerage's authorization never grants another brokerage access.
License-aware usePublic display, internal use, retention, and field visibility are governed by the applicable feed agreement.
Provider-neutral adaptersCore product logic connects to defined provider contracts rather than vendor-specific implementations.
Graceful degradationCore relationship and operational records are designed to remain usable during provider outages. Licensed searches, signing and other provider-dependent actions may be unavailable.
Integration overview
IDX / MLS data
Licensed provider → authorized brokerage
Provider and brokerage approval required; display and retention follow the applicable license.
Forms & e-signature
Authorized exchange with specialized providers
Planned adapters; provider licensing and user authorization required.
Core customer records
Within the brokerage’s isolated workspace
Customer stewardship, scoped access and traceable external provenance.
Development overview · October 2026
Architecture
A focused core. Connected expertise.
Customers retain ownership of their business records. CongreOS acts as a steward, with access governed by organizational roles and permissions. Third-party data remains subject to its applicable rights and licenses.
Core platform responsibilities
- People & relationships
- Leads & client engagements
- Canonical transactions
- Workflow & milestones
- Compliance state
- Permissions & audit history
- Client experience
- Brokerage reporting
Authorized integrations
- MLS / RESO data
- Forms & transaction providers
- E-signature services
- Email & calendar providers
- Specialized property data
- Accounting / payment systems
- Other replaceable specialty services
Security & Data Stewardship
Security is part of the product architecture.
CongreOS Connect is designed around data minimization, individual identities, least-privilege access, tenant isolation, progressive visibility, auditable privileged access, and provider replaceability.
Individual identities
Every authenticated person uses their own account. Shared credentials are prohibited.
Least privilege
Access is scoped by tenant, role, relationship, transaction responsibility, and data sensitivity.
Data minimization
The platform is designed to retain only what is necessary and avoid unnecessary copies of sensitive information.
Tenant isolation
Brokerage records and data entitlements remain explicitly isolated from other tenants.
Auditability
Material user, support, security, entitlement, and integration activity is intended to be auditable.
Portable architecture
Standard adapter contracts and portable data models reduce dependence on any single outside provider.
Technology Provider Contact
Questions about CongreOS Connect?
Vendor, MLS, integration, and product-review inquiries can be directed to our development team using the form.
Prefer email?
support@congreos.com
Visit CongreOS →