BrokerBaseOSCloser live · For auto brokers

Built for brokers.
Your OS. Your AI agent.

Closer reads your up sheets, drafts lease and finance proposals and logs every follow-up. You get an alert the moment a client opens the numbers.

Book a 15-minute demoBook a demo

Nothing reaches a client until you send it.

YOUR DESK IN BROKERBASEOSSample data

NB Northline BrokersSample workspace

ProposalsDraft · not sent

J. Rivera

2026 Honda CR-V EX-L AWD

Deal #1042

Selling price$36,450

Loyalty incentive−$500

Term36 months

Miles per year10,000

Monthly payment$412/mo

Typed in

Show paymentShow incentives

THE OLD WAY

Paper notes. Text threads.
One more spreadsheet.

THE BROKERBASEOS WAY

One client. One deal.
Everything stays with it.

THE WHOLE BROKER DESK

From the first phone up
to the final handoff.

Your process, in one place.
Not ten places to check.

01 · INTAKE

The lead. Not a long form.

Name, phone and what they want. Extra details can wait.

02 · DEAL JOURNEY

One deal, all the way through.

A four-step journey on the deal and client profile. Open it where you left off.

03 · DEAL SHEET

Numbers on one Deal Sheet.

Lease, finance or cash. Payment targets, drive-off, trade, miles and referrals. Copy a vehicle request without the client's private info.

04 · PROPOSALS

See when they open it.

A branded proposal link, PDF and Approve button. An open alert on Today tells you who to follow up with.

05 · UP SHEET

Paper ups become client records.

Print your branded up sheet. Its QR code opens the profile; Closer reads handwritten details for your review.

06 · DELIVERY

A clean final handoff.

A Delivery / Finalize sheet keeps the wrap-up with the same deal.

07 · TODAY & SEARCH

Find the deal. Know the next step.

Tasks and follow-ups on Today. Search by name, phone, email, VIN or vehicle.

08 · YOUR BRAND

Your brokerage on the page.

Your own logo on printed sheets and proposal PDFs. Your client sees your brand.

09 · CLOSER

Closer comes with the desk.

Log calls, add leads and set follow-ups from your phone. Commission and bill questions stay admin-only.

10 · BILLING

Your subscription, in the app.

Subscribe and manage your plan without leaving BrokerBaseOS.

MEET YOUR AI AGENT

Out on the road.
Still at your desk.

Text or chat with Closer to log the call, capture the lead and line up the next follow-up. You review anything that saves.

Sample conversations · Demo data only

CloserBrokerBaseOS

Live

Read this up sheet and check for duplicates.

Details read. No duplicate found in this sample. Check the fields before I save the record.

Client details · awaiting approval

Client: J. Rivera
Looking for: Honda CR-V EX-L AWD
Target payment: $425/mo
Timeline: This month

FROM FIRST UP TO HANDOFF

Less retyping.
More time working the deal.

The paperwork moves with the deal.
And Closer works right beside you.

Paper up sheet. Meet Closer.

Send a photo to your AI agent. Closer reads the details, checks for duplicates and asks you to confirm before saving.

Up sheet readClient details · awaiting your review

A proposal, not another spreadsheet.

Lease, finance and cash on one Deal Sheet. Closer, your AI agent, drafts the proposal. You enter payments and choose what the client sees. Your client gets a branded link; when they open it, an alert on your Today desk tells you to follow up.

Proposal draftedLease · Finance · Cash

The handoff stays on your desk.

Keep deliveries on one board. Your AI agent drafts the reminder from the saved vehicle, date and location. You copy and send it.

Reminder draftedT. Morales · Friday, 1 PM

YOUR DEAL. YOUR CALL.

Closer drafts.
You have the final say.

Every proposal and follow-up your AI agent drafts waits for your review. Closer doesn't call your clients or send their messages. You do.

You review the details

You choose what they see

You send it

Coming soon

MEET CHASER · AI VOICE AGENT

Deliver the car.
Your line answers every call.

You're handing over keys across town. The phone rings back at the office. Chaser, your AI voice agent for phone reception, picks up, so no lead hits voicemail.

Answers every office callChaser picks up by voice while you're out on deliveries, at the dealer or with another client.
Takes down what they needName, number and the car they're after, captured on the line.
Logs it to your deskThe call summary lands on the client's timeline, so you call back already up to speed.

You: on a deliveryT. Morales · Friday, 1 PM

Incoming office call · 1:12 PMAnswered by Chaser

Answered

Call logged to your desk

Caller: New lead · sample
Wants: Lease, midsize SUV
Next step: Call back after delivery

A FEW GOOD QUESTIONS

Before we
talk deals.

Does Closer contact my clients?

No. Closer drafts proposals and follow-ups. You review them, choose what the client sees and send them yourself.

Will I know when a client opens a proposal?

Yes. The moment they open their link, an alert shows up on your Today desk, so you can follow up while the numbers are in front of them.

Can I keep my paper up sheets?

Yes. Print a branded sheet for phone ups, then text Closer a photo. It checks for duplicates and asks you to confirm before anything saves.

What does my client actually get?

A private link with your branding, a PDF and an Approve button. You decide which lines they see.

Does it work from my phone?

Yes. Log calls, add leads and set follow-ups by chatting with Closer from your phone. The desk works the same on mobile.

Who can ask Closer about money?

Admins only. That covers outstanding commissions, expected versus received earnings, and unpaid bills.

BROKERBASEOS + CLOSER

Bring a deal.
See your new desk.

Fifteen minutes. One deal from up sheet to proposal,
with Closer drafting and you in control.