Broker Platform

The unified deal execution platform for real estate brokers

Automated data ingestion, market intelligence for faster and sharper BOVs, real-time buyer and client tracking, and the workflow tools to move transactions to close. One platform for how you actually run deals.

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Trusted by top brokerage teams
CBRENewmarkCushman & WakefieldColliersNorthmarq

All-in-one platform for brokers

Deal data buried in emails, spreadsheets, and shared drives slows you down and puts your clients at risk of a missed window. Altrio centralizes every deal and automates the busywork, starting with data extraction from client documents. With everything in one place, you build targeted buyer lists, track engagement in real time, and stay ahead of what each client needs. Price properties, manage buyer interactions, and keep clients current — and close with more conviction.

Win the mandate, then execute it

Harness your market intelligence

Every deal you touch builds a comps database only your team sees. Pull cap rates, rents, and recent trades in one click to price with conviction, deliver accurate BOVs, and show clients the depth of your market read — no more digging through old file folders.

Altrio surfacing market comps and buyer engagement analytics from a broker's deal activity.

Target the right buyers and lenders

A purpose-built CRM tracks buyer preferences, lending criteria, and every past interaction. Filter your network by sector, deal size, and location to reach the highest-probability buyers instead of blasting your whole database. Every CA signed logs their details and criteria back to your CRM automatically.

Altrio's contact view showing buyer requirements and investment criteria for targeted outreach.

Generate deal flyers in one click

Upload your photos and property data, and Altrio generates a polished, mobile-friendly flyer with images, maps, key facts, and contact details. No external design tools, no reformatting, and clear calls to action that drive engagement from the first send.

A polished, mobile-friendly deal flyer built directly in Altrio.

Launch data rooms in a few clicks

Setting up a data room is as simple as choosing what to share. Launch in a few clicks, and Altrio handles the confidentiality agreements against your firm's templates and grants access permissions for you. When a buyer passes, their access is revoked automatically.

Altrio managing the full CA process and data room access from one place.

Deliver standout client service

Manage every client interaction with precision. Keep sellers and borrowers current, address their needs before they ask, and move qualified parties forward without delay. That responsiveness sets your brokerage apart.

Altrio automatically logging buyer contact details and activity so brokers can keep clients informed.
Built by real estate experts

Made by people who have run deals

Altrio was built on decades of commercial real estate experience, working with many of the leading investment teams in the industry. We know the information and the capabilities you need to win.

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AI-powered data extraction

Deliver BOVs in record time

Skip the tedious review. Send vendor docs like rent rolls and T12s and get structured, underwriting-ready data back — verified for accuracy by CRE-trained analysts, not by you.

See how data extraction works
Why Altrio

From fragmented chaos to one integrated system

When deal data, flyers, CAs, and buyer lists live across four different tools, you lose days to admin and hand your clients avoidable risk. Altrio puts every tool you need to run a deal in one platform.

Without Altrio
  • Deal data scattered across emails and shared drives
  • Flyers and marketing built in disconnected tools
  • CAs and data room access tracked by hand
  • Buyer lists and criteria living in someone's memory
With Altrio
  • Every deal centralized, with data extracted automatically
  • Polished flyers and data rooms launched in a few clicks
  • CA signing, approval, and access managed end-to-end
  • A living CRM of buyers, lenders, and their criteria
Enterprise-grade

Built for the way institutions work

API integration

Access the valuable store of data in Altrio through a robust, easy-to-use REST API, so your deal data flows into the systems your firm already runs on.

Security and privacy

Altrio is SOC 2 Type II certified. Your deal flow, relationships, and model assumptions stay private to your firm, protected by the tools and practices the largest institutions trust.

Reliability

With 99.97% uptime since launch, Altrio is there when a deal can't wait — so your team never loses momentum to downtime.

FAQ

Questions, answered

How fast can I get a deal to market?
Minutes. Upload your photos and property data and Altrio generates a polished, mobile-friendly flyer, then a data room launches in a few clicks with confidentiality agreements and access permissions handled for you.
Do I need design tools to build a flyer?
No. Altrio generates the flyer for you from your images, maps, key facts, and contact details — no exporting, reformatting, or third-party design software required.
How does Altrio handle confidentiality agreements?
End-to-end. Altrio manages CA signing and approval against your firm's approved templates, grants data room access as buyers sign, and revokes access automatically when a buyer passes or is disqualified, with a centralized, auditable record for compliance.
How does buyer matching work?
Filter your network by sector, deal size, and location to reach the highest-probability buyers instead of blasting your whole database. When a buyer signs a CA, their contact details and criteria are logged back to your CRM without manual entry.
Can I see how buyers are engaging with a deal?
Yes. Altrio tracks buyer activity across every deal so you know who is engaged, capture pass reasons, and refine future outreach so each new opportunity reaches a sharper audience.
Is our deal data secure?
Yes. Altrio is SOC 2 Type II certified. Your deal materials, buyer relationships, and engagement data stay private to your firm, and your data is never used to train AI models.
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