Listings, buyer qualification, NDAs, gated documents, and your pipeline — in one system instead of five. Log in and see exactly what needs you today.
Built for Main Street deals in the $200K–$5M range.
A buyer inquires, and you're suddenly working an inbox, a signature tool, a shared drive, and a CRM that was never built for M&A — just to keep one deal from slipping.
Confidential information stays locked down at every step — and opens only when you say so.
A confidential full listing for you, an anonymized teaser for everyone else.
A buyer reaches out. You send the NDA and qualification packet in one step.
They sign and answer your questions — proof of funds, financing, background.
Release the CIM first. Full financials open only after you approve qualification.
Every buyer, every listing, one pipeline — with quiet deals flagged.
Not a generic CRM stretched to fit M&A. Not an enterprise data room priced for deals ten times the size.
An inquiry triggers one packet: NDA plus your qualification questions. Set them per brokerage — text answers or document uploads, defaulting to proof of funds, financing plan, and background. Tire-kickers screen themselves out.
In-app acknowledgment with a full audit trail. Sent, viewed, signed — you always know who's outstanding without chasing an inbox.
Log in and the work is already triaged: qualifications to review, NDAs awaiting signature, buyers ready to be granted documents — each with a one-click action.
The overview and CIM unlock once the NDA is signed and you grant overview access. Full financials sit behind a second, separate gate — released only after you approve qualification and explicitly grant them. Nothing sensitive moves without a deliberate decision from you.
See exactly who opened the P&L, who downloaded the CIM, and when. Real interest is obvious — and so is a buyer who's gone quiet.
Any deal with no activity in seven days gets surfaced automatically. With 15 open deals running, the quiet ones are the ones that die — this catches them first.
Every buyer across every listing, with stage, last activity, and your notes. One board from inquiry through LOI to close.
Confidential details stay private behind an anonymized teaser. A per-listing pulse shows inquiries, deals in diligence, and last document activity across your whole book.
Purpose-built for Main Street brokers — not a CRM stretched to fit M&A, and not an enterprise data room priced for deals ten times the size.
Book a short call and we'll walk through BrokerFolder using one of your live listings — not a canned demo.
Or email [email protected] — we reply within a day.