Waypoint OS is the brokerage operating system built by a working brokerage that got tired of watching brokerage data become someone else's product.
Your brokerage. Your rules. Your data stays yours.
Fifteen minutes, live, with the broker who built it.
| Transaction | Status | Deadlines |
|---|---|---|
| 1234 Canyon Rd | Pending review | 3 due today |
| 987 Mesa Vista Dr | Active | None |
| 456 Adobe Ln | Active | 1 due tomorrow |
| 789 Sunset Ave | Pending review | 2 due in 3 days |
| 1010 Old Pecos Trl | Active | None |
Sample data. Not a real brokerage.
Your roster, your production history, and your client relationships are part of what your brokerage is worth. That value belongs to you.
We built this inside a working brokerage, so we know exactly what that database is worth. Which is exactly why we protect it.
We do not sell or license your brokerage data. It is used only to provide, secure, support, and improve Waypoint OS.
Download your transaction files whenever you want. If you leave, ask for a full copy of your data and take it with you.
Each brokerage works in its own space, with access controlled by brokerage and role.
Everyone who touches a file works from the same record, and each person sees what their role needs.
Qualifying broker
Realtors
Transaction coordinators
Clients
Not a CRM with a compliance tab bolted on. The workflows follow the way a qualifying broker supervises files, because that's who designed them.
Checklists and deadline tracking built on real estate rules, so a missing disclosure surfaces while there's still time to fix it.
Every file waiting on you in one place, with what's needed and who's waiting. Approve, return for correction, and keep the audit trail.
Buyer agreements, listings, referrals, and closings, with timelines, documents, compensation math, and payouts connected to the same record.
Link keeps every contact, call, text, and email in one place, with the next follow-up date and the reason right on the record.
Add Waypoint OS to your home screen. Check deadlines and upload documents from wherever you are.
One download with the whole transaction for the brokerage, and a copy of their own documents for the client.
Waypoint Sign. Electronic signatures built into the file, so a signed document lands on the checklist where it belongs.
Free field guide · Section 1
“I’d rather have five people in your system that you actually know what’s going on with than 500 names sitting there doing nothing.”
The first section of The Waypoint Way by Will Lambert. Five real people, all the way through, with a checklist for each. Use whatever system you already have.
No sign-up. Your checks and notes stay in your browser.
More sections of The Waypoint Way will be released here as they're ready.
Priced by the number of realtors on your roster. Every plan includes the full system.
1 to 5 realtors
$299
per month
For small brokerages ready to bring their operations into one system.
6 to 15 realtors
$399
per month
For growing brokerages that need more visibility across the team.
16 to 25 realtors
$499
per month
For established brokerages managing more people, files, and production.
More than 25 realtors
Let's talk
Custom pricing
For larger and multistate brokerages that need a tailored setup.
Zero setup fees. First 30 days free. Billed monthly after that, and your first month includes guided setup and direct access to the team.
A working walkthrough with the broker who built it, not a sales call with someone reading a script.
Waypoint OS was designed and tested inside an operating brokerage by a qualifying broker who needed a better way to run the business.