Know which buyers are serious before the financials go out.
BrokerFolder runs the NDA, buyer qualification and document release for every listing, and records every file a buyer opens. From first inquiry to closing, in one place.
Built for Main Street deals from $200K to $5M. Month to month, cancel anytime.
One deal. Five tools. None of them talk.
A buyer inquires on BizBuySell. Now you're juggling an inbox, a signature tool, a shared drive and a spreadsheet to keep one deal moving. Then do it again for every listing you carry.
Built around how a deal actually moves
Confidential information stays with you until you decide to release it.
- 1
List
Publish a teaser with photos and only the figures you choose to show. The business name and address stay private.
- 2
Inquire
A buyer requests information. Your NDA and qualification questions go out in one packet, automatically if you like.
- 3
Sign and qualify
The buyer signs your NDA online and answers your questions. You approve the ones worth your time, or let a signed NDA clear them.
- 4
Share
Cleared buyers get your Standard documents. Reserved files, like tax returns or the lease, go out one buyer at a time.
- 5
Close
Track every deal from inquiry through LOI, due diligence and closing on one board.
Everything a Main Street deal needs. Nothing it doesn't.
Not a generic CRM stretched to fit M&A. Not an enterprise data room priced for deals ten times your size.
Your NDA, signed online
Upload your own NDA once. Buyers sign it in their browser, with no account to create. Every signature gets a timestamped Certificate of Acknowledgment for your file.
Qualify before you share
Choose what clears a buyer on each listing: a signed NDA, or a signed NDA plus your approval. Add questions on proof of funds, financing and background. Answers land on the deal.
See who's reading, and when
Every view and download is recorded against a named buyer. You'll know who opened the P&L last night and which buyer has gone quiet. When the seller asks how marketing is going, you'll have a real answer.
Documents released on your terms
Mark each file Standard, Reserved or Internal. Block a buyer, and access stops immediately.
You decide what the public sees
Revenue, SDE, year established, employees, address, reason for selling: set each one on its own.
Know what needs you today
Your dashboard shows buyers ready to approve, NDAs still out, stalled deals, and overdue tasks. The pipeline tracks every deal from inquiry to closing, and you can filter it to one listing.
See every deal in the office. Lose none when an agent leaves.
Add your agents and assign each listing to one of them. Buyer emails go out with that agent's reply address and phone number.
- One view, your choice. As a principal, switch between your own deals, one agent's, or the whole office. Agents see only their own.
- Clean handoffs. Deactivate an agent and their open listings, deals and tasks move to the person you pick. Nothing is stranded.
- Separate logins, always. Each person has their own login, so the record shows who did what.
Working alone? Everything above works for a one-person shop at the same price.
Your seller trusted you with the books. We built for that.
Nothing opens by accident
A buyer sees only what you have cleared or released, and you can block access at any time.
A paper trail you can show
NDAs are signed online with a timestamped certificate. Every view and download is tied to a named buyer.
Every upload scanned
Files are checked for viruses before a buyer can open them.
Two-factor sign-in
Available to everyone in your office.
Your data stays yours
Each brokerage's data is kept separate, and it is never sold or shared.
One plan. Every feature. Pay for the people, not the listings.
No listing caps and no annual contract. Winning a new engagement never raises your bill.
- Unlimited listings and unlimited buyers
- Your own NDA, signed online, with a certificate for every signature
- Buyer qualification questions you control
- Standard, Reserved and Internal documents
- Every document view and download logged
- Pipeline, tasks and a full history on every deal
- Team view and clean agent handoffs
- Free setup of up to 25 active listings, for a limited time
Free setup, done for you
Join now and we'll move up to 25 of your active listings and their buyers off your spreadsheets and shared drives. You start with your book already in place.
Your bill follows your team
Add an agent when you hire one and remove a seat when someone leaves. Listings and buyers never change the price.
Help from real people
Questions go straight to the team that builds BrokerFolder, not a ticket queue. Most get an answer the same day.
Easy to leave
Cancel any month. Want a copy of your data? Ask within 30 days of cancelling and we'll export it for you.
Questions brokers ask us
Do I still list on BizBuySell?
Yes. Keep listing where you do today. Add your BrokerFolder teaser link to each listing, and BrokerFolder can send your NDA the moment a buyer inquires.
Can I use my own NDA?
Yes. You upload your brokerage's NDA once, and every buyer signs that one.
Do buyers need to create an account?
No. Buyers get a secure link by email. They sign, answer your questions and open documents without a password.
What if a buyer forwards the link?
Anything opened through that link is still recorded on the buyer's deal, and the buyer stays bound by the NDA they signed. You can block access at any time.
How long does setup take?
For a limited time, setup is free. We move up to 25 of your active listings and their buyers for you, so you don't retype a thing.
Can my agents see each other's deals?
No. Each agent sees only their own listings and deals. Principals can see the whole office.
What does it cost for a team?
$99/month includes your first user, and each additional user is $49/month. A principal with three agents pays $246/month. Listings and buyers are unlimited.
What happens if I cancel?
Cancel any month. If you want a copy of your data, email us within 30 days of cancelling and we'll export it for you. After 30 days, your data is permanently deleted.
Is there a free trial?
Book a demo and we'll walk through it on one of your live listings.
See it on a deal you're running now
Pick a time, and we'll walk through BrokerFolder using one of your live listings instead of a canned demo.
- 30 minutes, screen-shared
- No prep needed
- Questions answered by the team that builds it
Questions first? Email [email protected] and we'll get right back to you.