Your logo, your colors, your name on every shared analysis, PDF report, and offer letter. On higher tiers, CapScout branding steps back entirely. A client who receives a branded analysis from your team sees your brokerage, not ours. That is by design.
Maple & Oak RealtyPrepared for the Lees
One credit pool for the whole team.
Every seat draws from a shared organization wallet. No per-agent credit tracking, no friction when one agent is busy and another is not. Credits are pooled and used where the work happens.
A CRM and a lead inbox, built in.
Every branded report link can include a lead-capture form. Prospects land in your Leads inbox and auto-create a contact. Link them to deals, tag them, add notes, and track engagement: how often they opened a report, which properties they viewed, when they last looked.
An org-wide deal pipeline.
Assign deals to agents and track which properties are under review, in the offer stage, or closed. The pipeline rolls up to an org view for owners and admins and scopes down to a team view for managers. Every deal stays connected to the analysis that informed it.
Role-based access and org defaults.
Roles run from owner through admin, manager, and member, each with permissions that match the job. Owners and admins set org-wide defaults, investor-profile assumptions and calculator starting points, that pre-fill every agent's work. Agents override for their own deals.
Analytics across the organization.
A dashboard shows leads generated, reports shared, report views, and a per-agent leaderboard, scoped to the period you care about. Owners and admins see the full org; managers see their team; members see their own. You know where deals are and who is driving them.
Team starts at $129/mo: 3 seats and 6,000 pooled credits per month. Additional seats are $49/mo each and add 2,000 credits. A card-on-file free trial is available.
Ready to put your brand on a real underwrite?
Start a free trial or reach out, and we will walk you through how it works for your team.