Does this replace our CRM or our transaction system?

No. Your team keeps working in them. Omnira One reads from them and makes them agree with your back office and your books.

Does Quinn text our leads on its own?

Only if you turn on the speed-to-lead line, and only with words you've approved. Anything else that goes to a client waits for a yes from someone on your team.

Do you work with insurance agencies and business brokers too?

Yes. A transaction, a policy and a listing each get the same treatment: where it came from, what it's worth and what's still open.

Do you work with our MLS data?

Yes, through the feed your brokerage already licenses, and only inside that license.

Omnira One for brokerages

Answer every lead fast, and see every deal and commission in one place.

Omnira One connects your lead CRM, your transaction or policy system, your back office and your books into one record your brokerage owns. You see who answered each lead and how fast, every deal from lead to commission, and the past clients due a call. It's built for real estate brokerages, insurance agencies and business brokers.

Talk to the Team Open the brokerage demo How Omnira One works

Does this sound like your week?

Leads come in from five places, and some of them wait hours for a call.
The CRM, the transaction system and the back office never agree on who closed what for how much.
We don't notice an agent slipping until they've already left.
Past clients we worked hard to win never hear from us again.
We pay for leads and can't tell which source turns into closings.

Three kinds of brokerage, one record

Real estate brokerages

Leads, listings, transactions, splits and caps. The broker-owner sees what gross commission closes this month, which agents are slipping and which files are missing documents.

Insurance agencies

Accounts, policies, renewals and claims. The principal sees renewals coming with a big increase, accounts with only one policy and quotes nobody followed up.

Business brokers

Listings, buyer inquiries, NDAs and diligence. The principal sees which listings are stuck, which buyers are waiting on a reply and what fees close this quarter.

The page your team opens

Each part shows where its numbers come from. Nothing on it has to be typed in twice.

Every company also gets a Map of its customers, work and market, and a People page with each person's numbers and who uses Omnira One.

01
Speed to lead
Every new lead, who answered it and how fast, by person and by source.
Pulls from: Your lead CRM and your phones
02
Deals in motion
Every pending deal, renewal or listing, what it's worth and what's still missing before it closes.
Pulls from: Your transaction, policy or deal system
03
Agents and producers
Each person's production this year against last year, with the ones slipping flagged.
Pulls from: Your back office and your CRM
04
Past clients and renewals
Past clients due a call and renewals coming due, with the reason to call each one.
Pulls from: Your CRM and your policy or transaction system

The tools shown are examples from the list below. We start from the ones you run.

See it working for brokerages

These are real screens from the Omnira One demo, set up for a sample brokerage. Open the demo to click through every page yourself.

The Omnira One Today page for a sample real estate brokerage. It shows $362,888 in gross commission closing this month, 46 pending transactions and a 43 minute median time to first contact over the last 7 days, then flagged items such as listings needing a price talk, agents at cap and agents slipping. — Today, for the broker-owner. It shows what closes this month, how fast leads get a call, and which agents need a check-in.

The Omnira One Map page for a sample real estate brokerage. Thousands of listings and past clients around Denver, Colorado are grouped into numbered circles, with circled market areas, a layers control, Light, Satellite and Streets map buttons, and a side list of current listings beside a tab for past clients. — The Map shows your listings, closings and past clients, and where the market is moving.

The Omnira One People page for a sample real estate brokerage. A table compares each agent to the team median on closings, gross commission, minutes to first contact, cap progress, pending deals and the last 12 months against the prior 12, with weak numbers in red. — People shows who is producing, who is slipping, and who is close to cap, each compared to the team median.

The Omnira One record page for one client household at a sample real estate brokerage. It shows a next step to get a disclosure signed, a short read that the home is under contract at $675,000 and closes in 8 days, and a timeline from five systems, each entry tagged with the system it came from. — One client record. It shows what could delay the closing and what to do today, with every claim tied to a source.

Screens from the Omnira One demo, set up for a sample brokerage. Every name and number on them is sample data.

Open the brokerage demo

Built with your team

Omnira One is built around how you work. Every page, number and alert is shaped with your team, and we keep changing it as you grow.

Your pages

Show the pages your team uses and hide the rest.

Your words

Call things what your team calls them, whether that is a deal, a listing or a policy.

Your numbers

Pick the numbers that sit at the top of Today for each role.

Who sees what

The owner sees everyone. A manager sees their team. A tech sees their own work.

Your morning text

Choose when Quinn sends the morning numbers, and whether it comes by text or email.

In the demo, open Make it yours and try it. On your second call, we make these changes live with you.

One record, one meaning

Each of these gets one definition across every system you run, so a number means the same thing on every page.

Client
Lead
Agent or producer
Transaction
Listing
Policy
Renewal
Commission
Call

Your transaction or agency management system stays the system of record, and your back office still runs splits and commissions. Omnira One makes them agree with your CRM and your books.

Works with the tools you already run

We connect the lead CRMs, transaction and agency systems, back offices and listing sites brokerages run. If yours runs on something else, ask us. Spreadsheets always work.

Built for your industry

dotloop
SkySlope
Applied Epic

Books, CRM and phones

Salesforce
HubSpot
Google Workspace

12 of 72 shown.

No tool for part of the work yet?

If part of your work still runs on paper, a whiteboard or someone's memory, we build the internal tool for it on open source and connect it the same way. Custom internal tools are what we specialize in, and we build them on top of what you already run.

Works with means we can bring that system's information into Omnira One. How we do it depends on the system. Some offer an official connection. For others we use the reports and exports you already run. Each vendor's own terms set what can be kept and for how long, and we work inside them. We'll tell you which applies to your setup on the first call. Product names and logos belong to their owners, and Omnira isn't affiliated with or endorsed by any of them.

ADP and the ADP logo are registered trademarks of ADP, Inc.

Three problems we start with

Every new lead answered right away

Quinn's speed-to-lead line texts a new lead back right away and books the call. A lead nobody touched goes on a list with the name of the person who owns it.

You stop paying for leads nobody called.

Agents and producers who stay

Each person's production, this year against last, sits on one page with their leads and response times. The ones slipping get flagged while there's still time to talk.

You have the conversation before they sign somewhere else.

Past clients brought back

We find the past clients and renewals due a call and tell you why: a purchase anniversary, a renewal with a big increase or a storm over their street.

More business from people who already chose you once.

Edge cases we plan for

These are the cases that break a normal report. We set them up from the start.

A lead two agents both claim

Each lead has one owner and one history, so a split doesn't turn into a fight.

Fees not yet paid

Closed deals with commissions or fees still owed sit on one list, by agent and by deal.

A renewal another agency wants

Policies renewing in the next 90 days sit on one list, so a client isn't shopped away.

Omnira One watches it for you

Quinn, our AI, answers questions about your business in plain English and sends your morning numbers by text and email. Watchers keep an eye on the record and tell the right person when something slips. Two of the first ones we'd set up:

Lead waiting

A new lead has no call or text after five minutes.

Deal or renewal at risk

A pending deal closes within 10 days with documents missing, or a renewal carries a big increase and nobody has started a remarket.

Then we use the same record to book more jobs.

You already paid to win your past clients and your leads. We work both, and we bring you new ones.

Past clients and renewals

Past clients due a check-in and accounts with only one policy, reached with a real conversation under your name.

Market data from Omnira Signal

Signal tracks the brokerages signing agents in your market, probate openings, new businesses and new contractor licenses.

A Quinn line for new leads

A new lead gets a text back right away and a booked time on someone's calendar, instead of a voicemail.

Signal tracks recorded commercial deeds and the brokerages signing agents in your counties.

Know who's about to buy, sell or switch.

Real estate, insurance and business deals all start with a change in someone's life, and most of those changes are on the record. Signal finds them in your counties and tells your agents who to call.

An estate and its home enter probate.
The heirs may sell. Your agent reaches them with care, before the sign goes up.
A commercial property changes hands.
The buyer needs insurance, a manager and maybe a tenant. The seller has money to place.
An agent signs with another brokerage.
You see who's moving in your market, and who might move next.
A new business gets its sales tax permit.
It needs a policy before it opens. Your producer quotes it first.
A contractor's bond or workers' comp policy is set to cancel.
The account needs a remarket. Your agency calls before it lapses.
A tax lien or a lawsuit hits a small business.
The owner may be ready to sell. A business broker gets the first call.

One example from the list above. Your counties and the kind of deals you do set what counts as a match.

Omnira Signal: Real estate Omnira Signal: Finance, lending and insurance

What our team has done

$1.65 million

A restoration company recovered $1.65 million from its own list of past customers, a list it had written off.

Read the story

$2.5M to $5M

A residential services company went from a $2.5 million to a $5 million run rate in 90 days, on follow-up our team built.

Read the story

1,649
Past customers on a dormant list, reached.
23.1%
Replied.
6.3%
Booked a job.
$53K
Recovered in just over three weeks.

One recent result: we reached out to a residential services company's dormant customer list of 1,649 past customers. 23.1% replied and 6.3% booked a job, recovering $53K in revenue in just over three weeks.

We have since turned it into a full operating system that sends job reminders, plans truck dispatch to save gas and time, manages invoices and payroll, runs follow-up campaigns on dormant customers, and finds and automatically bids on government and commercial contracts.

Each result was one client, their list and their market. It isn't a promise of what you'll get.

What you own

Your data stays yours

It lands in a database your company owns, and it stays with you if you ever stop working with us.

Nothing changes without a yes

We read from your systems. Anything written back, and anything sent to a customer, waits for someone on your team to approve it.

No charge per user

One setup fee and a flat monthly fee. Your whole team can use it.

See Omnira One pricing

Questions owners ask

Does this replace our CRM or our transaction system?: No. Your team keeps working in them. Omnira One reads from them and makes them agree with your back office and your books.
Does Quinn text our leads on its own?: Only if you turn on the speed-to-lead line, and only with words you've approved. Anything else that goes to a client waits for a yes from someone on your team.
Do you work with insurance agencies and business brokers too?: Yes. A transaction, a policy and a listing each get the same treatment: where it came from, what it's worth and what's still open.
Do you work with our MLS data?: Yes, through the feed your brokerage already licenses, and only inside that license.

Other industries

Tell us what should run itself.

We'll tell you plainly whether a build fits, and what you'd own at the end.

Talk to the Team See what we build

Answer every lead fast, and see every deal and commission in one place.

Does this sound like your week?