For brokerages, teams & branches

Roll up your team. Without rolling them.

Brokerage-grade visibility, compliance, and lead routing — without forcing your agents to adopt the world’s clunkiest CRM. They actually use Katalyst, so your reporting is finally accurate.

Book a brokerage demo
Conversion funnel

Every stage. Every drop-off. Live.

Watch leads flow from New → Contacted → Engaged → Won in real time. See where deals stall, which agents have the biggest gap, and which sources actually convert.

  • Drop-off percentages calculated per stage
  • Slice by agent, branch, source, or product type
  • Disposition breakdown with one-click drill-down
app.thekatalystcrm.com / kpi
Conversion Funnel
Drop-off between each stage
New → Contacted
811 of 1,064 contacts
76%
Contacted → Engaged
237 of 811 responded
29%
Engaged → Won
71 of 237 engaged
30%
Disposition breakdown
New Lead253
Contacted809
Engaged237
Won71
app.thekatalystcrm.com / health
Follow-up Health
3
OVERDUE
12
THIS WEEK
Tasks
14 pending 87 done 3 overdue
Outreach efficiency
This Week
1,734
On Track
Today
34
touches logged
Follow-up health

Spot the cracks before they become churn.

Live counters on overdue and upcoming follow-ups. Task health pills (pending / done / overdue) per agent. Activity counts (emails, calls, meetings) per period. You see who’s on track and who needs coaching — at a glance.

  • Overdue / this-week / today drill-downs
  • Outreach efficiency per agent and per branch
  • Activity breakdown by channel

We replaced three tools with Katalyst — our CRM, our drip platform, and our document collector. My loan officers stopped dreading admin and started closing 30% more files per quarter.

+34%
funded loans per LO, quarter over quarter

Your next closing
starts in Katalyst.

Join 2,000+ agents, brokers, and loan officers running their book of business on the only CRM built for the way property deals actually close.