financial data
is sitting on
Google's servers.
Your pipeline
is in a spreadsheet.
Your documents
are everywhere.
We build real estate agents and small brokerages a private, unified system — deal pipeline, document management, automated follow-up, and drip campaigns. Your client data stays yours. Flat monthly rate. No per-seat fees.
You handle the biggest financial decisions of people's lives
And most agents manage it with a Google Sheet, a Gmail inbox, and a prayer. Here's what that actually costs you.
Documents Scattered Everywhere
Offer letters in email. Disclosures in Google Drive. Contracts in DocuSign. Pre-approvals in texts. No deal has a single home for its paperwork.
No Pipeline Visibility
You can't see at a glance which clients are at which stage. Who needs a follow-up? Who's close to offer? You're holding it all in your head.
The 6-Month Follow-Up Never Happens
You know you should check in with past clients. You never do. That referral goes to another agent instead.
Client Data on Big Tech Servers
Pay stubs, pre-approval letters, tax returns — forwarded to your Gmail, stored in Google Drive. You don't own that data. Google does.
Per-Agent CRM Pricing
Follow Up Boss, Salesforce, kvCORE — all charge per seat. Add a buyer's agent and your software bill immediately goes up.
Drip Campaigns Don't Run
You have a list of interested buyers. You have listings. You never send the campaign because setting it up is a project you never have time for.
Every deal, every stage — one place
ERPNext's CRM is configured as a real estate deal pipeline. Each stage has its own tasks, documents, and automation triggers. You always know where every deal stands.
Template → signed doc → client's phone in minutes
We integrate Documenso — open-source, legally binding e-signatures — into your ERPNext workflow. When a deal hits the offer stage, n8n pulls the right template, populates the client's details, and texts them a signing link. No DocuSign subscription. No manual prep.
Already using your brokerage's document platform? Documenso can run alongside it for the documents that are yours to manage: buyer representation agreements, listing agreements, and anything else that doesn't go through the MLS.
See what's includedYour clients trust you with the most sensitive documents of their financial lives
Pay stubs. Tax returns. Bank statements. Pre-approval letters. These are forwarded to your Gmail, stored in Google Drive, run through DocuSign — all on infrastructure owned by companies whose business model is data.
Digital Sovereignty stores everything on your private server. No third party has access. No terms of service can change what happens to your client data. You own the infrastructure.
Google's servers. Subject to their terms. Used to train their models.
Your server. Your encryption. Nobody else touches it.
Google scans and indexes your inbox. Always has.
Private email server. Your data doesn't leave your server.
Your client list lives on their servers. If you cancel, they keep it.
Your CRM on your server. Export everything at any time.
Per-envelope fees. Documents stored on their servers. $45–$130/mo.
Open-source. Legally binding. Unlimited envelopes. Your server.
The referral you never got because you forgot to follow up
Most agents lose past-client referrals not because they did bad work — but because they disappeared after closing. n8n and Mautic keep you present without requiring you to remember anything.
Every closed deal triggers a long-term follow-up sequence. You set it up once. It runs forever. Past clients hear from you at exactly the right moments — and think of you first when someone they know needs an agent.
What agents actually pay for fragmented software
Add a buyer's agent to your team and every one of these bills goes up. We don't charge per seat.
| Tool | What it does | Cost (1 agent) | Replaced by |
|---|---|---|---|
| Follow Up Boss | CRM + pipeline | $69/mo per user | ERPNext CRM |
| DocuSign | E-signatures | $45–$130/mo | Documenso |
| Google Workspace | Email + file storage | $14/mo per user | Mailcow + Nextcloud |
| Mailchimp | Drip campaigns | $20–$75/mo | Mautic |
| Zapier | Automation glue | $29/mo | n8n |
| WordPress hosting | Agent website | $25–$50/mo | WordPress (yours) |
| Subtotal | ~$200–$370/mo | ||
| Digital Sovereignty | All of the above | $349/mo flat | Unlimited agents |
Get a free Business Blueprint
Every agent runs a different operation. We map out exactly how yours would work on a sovereign digital architecture — which tools replace what, what automations make sense, what it costs. No commitment required.