Questions real agents ask.

Not a lead-gen CRM, no — we don't do prospecting or pre-listing pipelines, and you don't need another tool for that. What we do cover is everything the deal needs, on both sides of it: capture the listing, build the offer — purchase or lease — auto-fill the forms, counter, track conditions and dates, take in the offers on your own listings, and keep the client file in one place through to closing. It sits alongside your CRM, not in place of it.

If you pay for them today: a separate e-signature subscription, a PDF editor for filling and signing forms, a FINTRAC forms tool, and the paperwork part of an assistant's job. Signing is built in with no per-envelope fee. The OREA package fills itself from the offer, and you can place signature and text fields on any other PDF. The FINTRAC identification and receipt-of-funds records are pre-filled for you to review and sign off. Alfred reads your inbox for client documents and deposit receipts, sends onboarding links, and puts irrevocability, condition and closing dates on your calendar.

If your board already gives you a forms and signing tool, you still save the retyping: the listing, client and offer data fill every form once.

Brokerages generally hold commission until the deal file is complete, so the fastest file is the one that doesn't come back to you. The deal review checks price, deposit, dates and conditions before any form is generated. Waivers and notices of fulfilment are prepared and pre-filled from the deal. After acceptance, a checklist tracks the FINTRAC records, proof of funds and deposit receipt, and you can download every deal document as one zip for your brokerage's system or print the whole file as one PDF.

Your MLS: REALM and Matrix — including the TRREB, OREB and ITSO Matrix portals. Open a listing on any of them and the full record flows straight into your offer.

Public listing sites: realtor.ca, HouseSigma (Ontario, B.C. and Alberta), Condos.ca and Zolo.ca — so you can start an offer from whatever page you happen to have open.

If your board uses a portal we haven't covered, let us know — new sources usually take a couple of days to add.

The offer wizard is deterministic — the AI's role is to suggest text (clauses, disclosures, condition wording) and extract data (from listings, uploaded pre-approval letters, status certificates). You see every suggestion before it's saved, and generated forms are filled from structured data — not from free-form AI output. The due-diligence copilot cites its sources for every finding so you can verify.

The standard residential offer and lease package (Forms 100/101, 105, 300, 320, 400) plus waivers and amendments are auto-filled. Other OREA forms are available on request.

Yes. Add your team with roles and permissions and see every active offer by stage, firm-wide. The admin seat is free. Brokerage plans include onboarding and setup, plus anytime call support.

You send a magic link from your dashboard, or they can sign up. They open it on their phone, complete a onboarding wizard (identity, preferences, financial profile, upload needed docs and ID). You can upload an existing BRA or get them to sign one. Easily get a complete client profile + signed BRA, with the client's ID read into their record — no back-and-forth.

Their own portal, showing only their deal. They see every offer you're preparing for them with a plain-English status — in preparation, awaiting signatures, submitted to the seller, counter-offer, accepted — along with the property, the amount and when it last moved. They sign the paperwork there too, and get notified as things progress.

It's read-only. Clients can't draft, edit or submit an offer, and they can't open the offer editor. You stay the agent of record and the file stays yours — the portal just means they stop calling to ask where things are at.

No. Signing is built in: legally binding e-signatures with a signing certificate, with signature and initial fields already placed on the offer forms. There's no separate subscription, and your clients don't need to create a third-party account to sign.

If your brokerage mandates a particular tool, OfferCopilot still generates signature-ready PDFs you can route through DocuSign, SignNow, Authentisign or whatever they require.

Yes. Every term from the original offer carries forward, so you only touch what's actually changing — price, dates, conditions, whatever moved. The counter package regenerates from there, and a side-by-side view shows exactly what differs from the previous version, which is what you send your client when they ask "what changed?"

Yes. Add the seller as a client, link their listing, and every offer that comes in shows on one board — buyer, price, deposit, conditions and over/under ask — with the best live offer surfaced and dead ones sunk. Upload the package the buyer's agent emailed you and AI extracts it into the same view. Works for sales and rentals, and for double-ends your own offer is kept separate from the ones you've received.

Irrevocability, condition and closing dates are tracked on every offer and surfaced on your dashboard, and they sync to your calendar so they're in front of you wherever you actually look. Your pipeline view shows each deal's stage — draft, out for signing, signed, accepted — so nothing sits waiting without you noticing.

Connect your Google account once and two things happen. Gmail: Alfred watches for client documents and offer activity as it arrives and suggests the next move — attach this document to that client, create a profile for this new contact, start an offer on the property you showed yesterday. Google Calendar: every offer's key dates — irrevocability, condition deadlines and closing — sync to your calendar automatically, so they show up wherever you already look.

Both are in beta, opt-in and included on every plan, from Essentials up. The inbox suggestions are suggestions, not actions — nothing is written to a client record until you confirm it — and you can disconnect Google at any time from your profile.

Where it's stored. Client, offer and account records are stored in Toronto (northamerica-northeast2). Uploaded files and some AI and voice processing run in the US. Every provider and region is listed on our Security page. Data is encrypted in transit and at rest, and the Google Cloud infrastructure we run on is independently audited to SOC 2 and ISO 27001.

Access is enforced on the server, not just hidden in the UI. Security rules scope every record to the agent who owns it. Those isolation rules are backed by an automated test suite we run against changes to them.

Key deal events are logged. Sends, signatures, attestations and status changes are timestamped on each deal. We don't sell client data or use it to train AI models. Our analytics provider, PostHog, receives an account ID and role, not client names or email addresses.

Running a vendor security review? Email support@offercopilot.ca — we'll work through your questionnaire and DPA.

Each deal records the form version it was generated with, so a form update never changes a deal in progress.

Month-to-month. Cancel anytime. Sign up with code FREE-TRIAL for your first 2 months free. Brokerage plans include onboarding and setup, plus anytime call support.