For independent commercial real estate brokerages
The lease notice, the listing update, the callback — drafted before anyone asks.
Truvo watches the firm’s email, calls, and documents, builds the record, and puts the next step in an approval queue. A person says yes before anything leaves the building.
What it covers
Six lanes of back-office work.
Each one supervised by a person before anything executes.
Approvals
Every proposed change waits in one queue. Approve, edit, or reject it with the source email or document attached.
Critical dates
Lease notices, expirations, and closing dates are pulled out of the documents and tracked against the responsible broker.
Listings and leases
Listings, sales, and leases with their documents, contacts, broker assignments, and full activity history.
Voice intake
Inbound calls are answered, matched to a property, and turned into a reviewed lead assigned to a broker.
Marketing handoffs
Approved listing details, signage, photography, and budget go to marketing with billing status tracked.
Commission invoices
Transaction closeout, invoice status, and approved client follow-up tracked through to payment.
Control
Nothing executes without a name attached.
Brokerage work involves private documents, client information, material dates, and outbound messages. New workflows are configured and validated in one bounded lane before wider rollout.
Tenant isolation
Firm data is scoped to the authenticated tenant. A tenant identifier supplied by the client is never treated as authority.
Roles and permissions
Separate access for brokerage administrators, brokers, and workflow-specific users.
Approval and audit
Material record changes and client-facing messages are held for a named reviewer. The source, the proposal, the reviewer, and the outcome are retained.
No unverified badges
This site claims no certification or compliance attestation that has not been independently verified.
In production
It runs inside an independent commercial real estate firm today — their listings, leases, commission invoices, document library, and inbound calls.
Adoption varies by workflow. Marketing handoffs run every week; the research library less. We are not publishing hours-saved or ROI figures, because nobody has measured them honestly yet. When the client approves attribution, we will put you on a call with them.
Request a Demo
Tell us which workflow costs your team the most time. We’ll walk that one through the platform with your team on the call.
We ask what tools you use today, who owns the work, and where it stalls.
We run your workflow through the product using demo data, end to end, including the approval step.
You get one recommendation: configure it, integrate it, pilot it, or do nothing.