AI-Powered Client Onboarding

    Onboard Smarter.
    Close Faster.

    BROCA is your intelligent AI platform that automates client onboarding, extracts document data, and helps brokers in real estate, insurance, and mortgage save hours—all in one elegant platform.

    Join 2,500+ brokers already using BROCA. 14-day free trial included.

    BROCA AI

    Processing documents...

    Extract data from uploaded ID document

    ID Extraction Complete

    • Full Name: Sarah J. Johnson
    • Date of Birth: March 15, 1985
    • ID Number: D12345678
    • Address: 123 Main St, NY

    Send onboarding email to client

    Sending invitation...

    What BROCA Does

    Six powerful AI features designed to transform how brokers onboard and manage clients

    Client Onboarding

    Send branded onboarding links via email & SMS. Clients fill forms and upload documents seamlessly.

    AI Document Extraction

    Automatically extract data from IDs, contracts, and financial documents using advanced AI.

    Custom Forms

    Use predefined templates or build custom intake forms for real estate, insurance, or mortgage clients.

    Email & SMS Notifications

    Automated reminders keep clients engaged and ensure onboardings are completed on time.

    Token-Based AI

    Predictable pricing with token packages. Use AI features based on your subscription plan.

    Secure & Compliant

    Bank-level encryption, secure document storage, and compliance-ready for your industry.

    Built for High Performers

    The AI platform that top brokers wish they had years ago

    BROCA doesn't just save time—it elevates your entire practice. From first contact to complete onboarding, you'll have an intelligent partner handling document extraction and client intake while you focus on relationships and revenue.

    10+

    Hours saved weekly

    40%

    Faster onboarding

    WHY BROKERS CHOOSE BROCA

    Why Brokers Love BROCA

    Join thousands of professionals in real estate, insurance, and mortgage who've transformed their client onboarding with intelligent automation.

    • Save 10+ hours per week on client onboarding
    • Onboard clients 40% faster with AI automation
    • Never miss a document or deadline again
    • Extract data from documents automatically
    • Scale your business without scaling your stress
    TOKEN-BASED PRICING

    Simple, Predictable Pricing

    Choose the plan that fits your business. Upgrade anytime as you grow.

    Free

    Get started for free

    $0/month

    150 AI tokens included

    • Up to 5 active clients
    • Basic form templates
    • Email notifications
    • AI document extraction

    Starter

    Perfect for solo brokers

    $29/month

    250 AI tokens included

    • Up to 25 active clients
    • Basic form templates
    • Email notifications
    • AI document extraction
    MOST POPULAR

    Professional

    For growing teams

    $99/month

    1000 AI tokens included

    • Unlimited clients
    • Custom form builder
    • Email + SMS notifications
    • Branded onboarding
    • Priority support

    Enterprise

    For large brokerages

    $299/month

    5000 AI tokens included

    • Everything in Professional
    • Full API access
    • Custom integrations
    • White-label option
    • Dedicated account manager

    Need more tokens? Purchase additional token packages anytime from your dashboard.