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01 / Platform

Built for the way brokers actually work. Not how software companies think they work.

Every feature was designed from real Texas brokerage operations — not theoretical workflows.

Ch.01Pipeline

Every deal, every stage, every dollar at risk.

Drag deals between stages, see exactly which contracts are about to expire, and never lose a customer to a competitor because you forgot to call them.

Drag-and-drop kanbanRenewal alertsWon/lost tracking
Lead8

Acme Corp

$8k · 18mo

Metro Group

$11k · 22mo

Sunrise LLC

$14k · 26mo

Quoted5

TechVentures

$8k · 18mo

Bayou Logistics

$11k · 22mo

Contract Out3

Global Inds

$8k · 18mo

Greenway Co.

$11k · 22mo

Won4

Pinewood Apts

$8k · 18mo

Cedar Realty

$11k · 22mo

Ch.02Rate Search

Your supplier matrices, ranked by AI.

Upload the broker rate matrices you already get from your suppliers — CSV, Excel, any format. We normalize the columns, apply your margin, and the AI tells you which option wins for each customer.

Your matricesAI rankedCustom margins
Houston · 200kW · 24mo
5 RESULTS
ProviderRateTermCommission
Constellation8.52¢24mo$1,278
NRG / ReliantAI PICK8.39¢12mo$1,259
APG&E8.71¢18mo$1,306
TXU Energy8.64¢24mo$1,296
Gexa Energy8.83¢12mo$1,324
Ch.03ESI ID Lookup

13.2 million Texas meters, one search.

Type any address and get the ESI ID, TDU, meter type, load profile, and zone before you call the customer. Our database refreshes every night — most competitors only update monthly.

13.2M+ recordsUpdated dailyAll 5 TDUs

Address Search

1247 Westheimer Rd, Houston, TXFOUND

ESI ID

10204000123456789

TDU

CenterPoint

Meter Type

Smart Meter

Load Profile

Small Commercial

Status

Active

Zone

Houston

Ch.04AI Assistant

Ask anything about your book of business.

Plain English. Real answers. "Which customers expire this month?" "Best 24-month rate for a 200kW Houston commercial?" Instant.

Natural languageReal-time dataAction suggestions
AI Assistant
Online
Which customers have contracts expiring next month?

You have 7 contracts expiring in May:

  • • Acme Corp — 5/3 — $14k commission at risk
  • • Metro Group — 5/12 — $9k
  • • TechVentures — 5/19 — $7k
  • + 4 more
05 / The Full OS

Everything else you need, under one roof.

Tap any tool to preview it. Each one replaces a subscription you probably already pay for.

8 Tools · One platform
AI Matrix Import
CSV · XLSX · any shape

Drop matrix files here

CSV · XLSX

nrg-matrix-apr.xlsx

642 rows

Mapped

constellation-q2.csv

421 rows

Mapped

apge-commercial.xlsx

1,203 rows

Mapped

See it in action.

Book a 15-minute demo and we'll walk through the features that matter most to your brokerage.

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