Stop Juggling Agents
Across Five Apps.
PREP gives every agent on your team a shared workspace with role-based permissions. One pipeline for the whole team — every deal visible, every role respected, nothing falling through the cracks.
Maple Realty Group · Shared Workspace
Team Pipeline
1420 Desert Willow Dr.
$675,000 · Buyer Representation
Reviewing all 14 team deals
One workspace. Every role. Every deal.
Real estate team collaboration software gives brokers and team leads a shared pipeline where every agent's deals are visible in one place. PREP adds role-based permissions so Owners see everything, Agents see their own work, and Assistants see only what you share with them.
When an agent creates a deal inside the shared workspace, it appears in the Owner and Admin view automatically. No manual sharing required for oversight. For finer control, share any individual deal with a specific person at exactly the right permission level.
- Owner and Admin see all workspace deals without manual sharing
- Agents see their own deals plus anything shared with them
- Personal deals each agent keeps private never cross into the team view
- Roles are assigned once per member — no per-deal configuration needed for standard visibility
Sees all team deals by default. Full workspace oversight.
Everything a real estate team actually needs
Built around how brokerages and agent teams work — not adapted from generic project management software.
Team workspaces
Invite agents to a shared workspace. Every deal they create inside it appears in your Owner view automatically — no manual sharing needed for oversight.
Role-based permissions
Four role tiers — Owner, Admin, Agent, Assistant. Each controls default deal visibility. Assign once; the right access follows automatically.
Per-deal sharing (VIEW / EDIT / DELETE)
Share any deal, contact, or property with a specific teammate at exactly the right permission level. Revoke access at any time without affecting the deal.
Team activity feed
Every change to a shared deal is logged with a timestamp and the person who made it. Full audit trail across your entire team — no spreadsheet required.
Growth-ready pricing
Start with the free plan. Add seats as you hire. Team plan starts at $149/month for the workspace owner, then $25 per additional seat — no surprise overages.
Email-based invitations
Invite teammates with a single email. They sign in, accept the invite, and land directly in the shared workspace. Setup takes minutes, not a day.
Your whole team, one pipeline, in three steps
Set up your workspace once. Every agent you invite lands in the right view from day one.
Create your team workspace
Set up a shared workspace under your PREP account. Give it a name — your brokerage, your team, your market area. Takes under two minutes.
Invite agents and assign roles
Send email invitations to each team member. Assign Owner, Admin, Agent, or Assistant. Each role controls default deal visibility from day one.
Share deals with the right access level
Owners and Admins see all workspace deals by default. Share any individual deal with VIEW, EDIT, or DELETE access to give the right person the right lens.
One pipeline. Every role. Every view.
Give your team a shared workspace without the five-figure CRM they won't open. PREP keeps every agent's deals visible to you, and their work private from each other. Small teams can start free.
Start FreeShare a deal. Keep the rest private.
Team workspace visibility gives Owners and Admins a full view of all deals inside the workspace. For finer control, share any individual transaction, offer, agreement, property, or contact with a specific team member at exactly the right permission level.
Three levels keep things simple. VIEW lets someone read the deal. EDIT lets them update fields and add notes. DELETE gives full control including removal. The person sharing decides exactly what the recipient can do — and can change it at any time.
- Share any deal type: transactions, offers, agreements, properties, or contacts
- Three permission levels: VIEW, EDIT, DELETE — you choose per deal per person
- Revoke access at any time without affecting the deal itself
- Shared deals appear in the recipient's pipeline alongside their own work
See what else PREP can do
CRM & Contact Management
Organize contacts by category — leads, clients, professionals, and vendors.
Transaction Pipeline
Track deals from contract to close with stage-based workflows.
Smart Checklists
Automate recurring tasks with templates that trigger at the right time.
Lead Capture Forms
Public forms for open houses, newsletter footers, and link-in-bio. Leads route straight to your CRM.
Smart Alerts
Every alert tells you why you got it, and you choose which categories you receive. Follow-ups, closings, contingencies, offers, and stalled deals surface in your bell before they slip.
TC Deal Intake
One reusable submission link per agent. New deals land in your pipeline with property and contact created.
Smart Contact Import
CSV and Excel import with auto-detection for FUB, kvCORE, Top Producer, Wise Agent, BoomTown, and Google Contacts.
Manage your deals
in one place.
Free forever plan. No credit card required. Set up your first transaction in under five minutes.