Send a project to brokerages
Write a project once and send it to the brokerages you work with, or to any agent by email. It lands in their listings as a draft under their own name.
Who it is for
BuildersBuilder
Where to find it
- Builder console: Projects
How to do it
Open Projects and press New project. Fill in the project as you would a listing (price, units, deposit schedules, photos, documents) and save. Nothing is public.
Open the project and press Send to brokerages. Tick the brokerages you work with, or type agents' email addresses, add a note if you like, and send.
Each one gets it in their own Listings as a draft, marked Copied from your company. They check it, confirm they may market it and publish it under their name.
Change the price, units, deposit schedule, completion, photos or documents later and save: everyone who has it is told an update is waiting. Their title and description stay theirs.
Where it went shows each brokerage or agent, whether it is live, and whether they have your latest version.
Your projects are yours and your colleagues': anyone whose confirmed email is at your company's own address (say @meridianhomes.com, matching the builder's website) sees and keeps them too. With any other address, or one not yet confirmed, only you do.
Or ask Claude
“Send the Harbor View project to every brokerage I work with”
With the Lead Brunch connector, Claude does the same from a sentence. How the connector works
More in Builder portal
- Update a listing at a brokeragePrices, units, deposit schedules, status, photos, documents and availability; the brokerage keeps the title and location.
- Your company profileLogo, description, facts and PDFs, offered to every brokerage you work with; each decides what it shows.
- Keep a project's units, holds and pricesEvery unit of a project on one floor-by-floor grid: what is available, held, reserved, booked, purchase agreement signed or sold. Partner brokerages see it live on their own listing.
- Issue booking forms and purchase agreementsYour own lawyer-approved booking form and purchase agreement, filled in for each buyer and unit, kept as issued with their signed copies, and the registration tracked against its deadline.
- Keep your brokerage partnersThe brokerages your projects went to, ranked by what they sell, with each one's agreement, the commission per project, their invoices and your payments.
- Accept an invitation, or leave a brokerageThe brokerages you work with, and invitations sent to your email.