The platform
One platform from the first listing to the final payout
Aurum Estate is the infrastructure underneath a property marketplace: the data spine, the branded storefront, the rental lifecycle, the transaction workflow, the provider network, and the settlement rails. Tenants run it under their own name and configure it from their own dashboard.
What ships on day one
Configured, not promised
- 13
- Modules, one data model
- 10
- Audiences served
- 50
- States configured
- 100%
- Tenant-scoped data
Sales through settlement
Owners to movers
Per-state rulesets and packets
Isolation on every query
Platform metrics describe configured capability, not measured tenant results.
The platform
13 modules that replace a stack of disconnected tools
Property data core
One canonical property model that absorbs MLS/IDX feeds, agent entries, bulk imports, rental inventory, and proprietary off-market supply.
- RESO Web API, CSV, SFTP, and manual ingest
- Dedupe, geocode, and validate on ingest
- Per-tenant visibility rules and gated tiers
- Sale, rental, and land records in one schema
Branded storefront
Every tenant gets its own themed marketplace on its own domain, with Buy, Rent, Sell, Off-market, and Find a pro surfaces and a search that works the way a buyer expects.
- Buy / Rent / Sell / Off-market / Find a pro tabs
- Subdomain or custom domain, per-tenant logo and palette
- Saved searches with instant alerts
- Analysis tools: rental yield, ARV, deal grade
- Brokerage name and license number on every listing page
Lead routing & CRM
Every inquiry is attributed to a tenant, branch, and agent, then routed by coverage, rotation, or performance — with consent captured before anyone is contacted.
- Coverage- and performance-based routing
- Round-robin with SLA timers
- Attribution log that survives the deal
- Pipeline stages shared with the transaction record
Offer & negotiation
A negotiation state machine where every counter is versioned, so the contract trail is always reconstructable — including the representation agreement behind it.
- Buyer and seller side, both with agents
- Submitted → countered → accepted → executed
- Full counter-offer version history
- Expiry, withdrawal, and escalation rules
Rentals & leasing
Rental listings, applications, screening, lease signing, rent and deposit collection, renewals, and maintenance requests — with the per-jurisdiction rules wired into the workflow rather than into a checklist.
- Rental listings with published screening criteria
- FCRA-compliant screening and adverse action workflow
- Lease templates, e-signature, and renewal tracking
- Rent and deposit collection via a licensed payment partner
- Maintenance requests with a status history
Off-market inventory
Gated deal flow for investor audiences, with qualification tiers, deal analysis, and the MLS filing rules enforced before anything is exposed.
- NDA and qualification gates by tier
- Deal analyzer: ARV, rental yield, deal grade
- Investor buyer lists you own
- Configurable gated exposure limits per MLS
Wholesale & assignments
Assignment and double-close workflow with a buyer list, tracked assignment fees, and a per-state rule set that decides whether a deal may publish at all.
- Assignment contracts and double-close tracking
- Assignment fee recorded on the deal, never collected by the platform
- Buyer lists with saved searches and alerts
- Per-state rule presets
Lending
Consumer-initiated pre-qualification, a lender directory, a loan application handoff the consumer controls, and loan milestones tracked on the deal.
- Lender directory with verified profiles and NMLS IDs
- Consumer-initiated pre-qualification requests
- Consumer-chosen loan application handoff
- Loan milestone write-back onto the transaction
Service provider network
Agents, lenders, settlement, inspectors, appraisers, insurers, and movers as first-class participants: profiles, a directory inside each marketplace, onboarding, plans, and per-transaction scoped access.
- Directory and profiles with license display
- Provider onboarding and plan management
- Moderated reviews
- Request and booking intake from the deal or the consumer
Transaction & compliance
An accepted offer becomes a tracked transaction with deadlines, documents, and the state-specific disclosure packet — sales and leases alike.
- Milestone and contingency tracking
- Auto-assembled disclosure packets by state and deal type
- E-signature envelopes with a full audit trail
- Document vault with a retention policy
Settlement & closing
Title, escrow, lender, and appraisal ordered and tracked from one place, with status flowing back to the deal record and the closing statement reconciled against it.
- Title & escrow order handoff or API integration
- Lender and appraisal coordination
- Wire and funding verification checklist
- Closing statement reconciliation
Revenue & payout
Commission splits between licensed parties, flat platform fees, rent payouts, and provider billing settled from the closed deal or the signed lease, with an auditable statement.
- Flat per-deal platform fee billed monthly in arrears
- Commission splits between verified licensees only
- Tenant payout statements and provider billing
- Tenant-facing GMV, rental, and revenue analytics
Tenant admin dashboard
Where a marketplace owner configures the business: brand, business-model template, modules, fees, users and roles, inventory sources, providers, disclosures, and billing.
- Brand, domain, and storefront content
- Business-model templates and module toggles
- Tenant fee schedule and provider plans
- Users, roles, and scoped invitations
- Compliance: operating states, disclosure packets, verification status
- Billing: platform plan, usage, and invoices
Turned on in the dashboard
Modules ship together and are switched on in whatever order suits your business — a business-model template sets the starting set, and most tenants add rentals or providers once their team is living in the first one.
See every feature →How a marketplace is configured
Start from a template, then turn modules on
- Brokerage
Listings, agents, leads, and transactions for a licensed brokerage that wants its own consumer marketplace.
8 modules · 3 fee defaults
- Rental marketplace
Rentals first: listings, applications, screening, leases, rent collection, and renewals.
8 modules · 3 fee defaults
- Investor & off-market
A gated deal network with qualification tiers, deal analysis, and assignment tracking.
7 modules · 3 fee defaults
- Wholesale
Buy low, assign or double-close, and manage a buyer list — with the per-state rules enforced before anything publishes.
7 modules · 3 fee defaults
- Title-led
A settlement business that launches a marketplace upstream of its own order flow.
6 modules · 3 fee defaults
- Lender-led
A lender or mortgage broker with a consumer surface, a pre-qualification request flow, and loan tracking on the deal.
5 modules · 3 fee defaults
- Hybrid
Sales, rentals, off-market, lending, settlement, and a provider network in any combination, which is what most operators grow into.
12 modules · 3 fee defaults
Data model
One object graph, scoped at every level
Tenant scope resolved from the session
Never from a URL parameter, header, or form field. A request cannot ask to be a different tenant.
One schema, every module
A rental listing is the same record as a sale listing with different rules attached. That is what keeps adding a module from becoming a migration.
Auditable by default
Listing approvals, document access, impersonation, consent events, and every fee line are written to an append-only audit log.
Permissions
13 roles, because a marketplace is not just admins and users
| Role | Scope | Powers and boundaries |
|---|---|---|
| Platform Super Admin | Global | Tenants, plans, fee schedules, rulesets, integrations, global analytics, emergency suspension |
| Platform Support / Billing / Compliance | Global, narrow | Audited impersonation, disputes, refunds, data-subject requests, incident response |
| Marketplace Admin (tenant owner) | Tenant | Brand, domain, business model, module toggles, fee schedule, provider plans, admin management, billing, tenant analytics |
| Branch / Brand Admin | Branch | User management, listing approval, branch settings, local lead routing rules |
| Agent / Broker | Branch | Listings, leads, offers, transactions, commissions view |
| Property manager (landlord role) | Own units | Rental listings, applicant pipeline and decisions, leases, rent and deposit collection, renewals, maintenance |
| Transaction Coordinator | Tenant or branch | Documents, deadlines, compliance packets, settlement coordination |
| Marketing / content manager (tenant) | Tenant | Storefront content, boosts and campaigns, provider placements. No listing, lead, or transaction access. Targeting never offers a protected-class audience. |
| Consumer (buyer, seller, renter) | Self | Browse, save, apply, offer, counter, sign, pay rent, submit maintenance requests, list a property |
| Wholesaler / Investor | Gated inventory | Access gated off-market inventory by qualification tier, deal analysis, assignment tracking, buyer lists |
| Lender | Assigned deals only | Lender profile, pre-qualification requests the consumer initiated, loan milestone updates on deals assigned to them. No listing or lead access. |
| Service provider admin | Own profile and assigned jobs | Own profile and team, accept requests, upload deliverables. Task and document access scoped to assigned jobs only — no listing or lead access. |
| External party (title, escrow, appraiser) | Per transaction | Task and document access scoped to a single transaction — no listing or lead access |
External parties, lenders, and providers get per-transaction or per-job access only — never listing or lead visibility.
Scalability & growth
The path from one marketplace to a network of them
| Step | What triggers it | What it unlocks |
|---|---|---|
| Start | Launch tier, one branch, five staff seats, sales module | A branded sales marketplace with transaction workflow and disclosures |
| Add rentals | Rentals module enabled, up to 250 units on Growth | Applications, screening, leases, rent collection, renewals, and maintenance |
| Add providers | Provider directory enabled | Provider profiles, onboarding, flat-fee plans, per-job scoped access |
| Add off-market and wholesale | Scale tier, or the module as an add-on | Gated inventory, per-state wholesale rules, assignment tracking, investor buyer lists |
| Add lending and settlement | Scale tier | Lender directory, pre-qualification requests, loan milestones, settlement API integration |
| Scale or add branches | Seats, branches, or units beyond the tier | Per-seat and per-branch expansion priced from the tier, plus advanced analytics |
| Enterprise | Multi-brand, franchise sub-tenants, or MLS/association governance | Unlimited tenants, per-tenant fee schedules, SSO, data residency, contractual SLA |
Enterprise multi-brand
Franchise sub-tenants, per-tenant fee schedules and billing, corporate reporting without exposing one unit's data to another.
SSO and directory sync
Single sign-on with the identity provider you already run, and directory sync for staff and member accounts.
Data residency and retention
Custom residency and retention terms are negotiated per tenant rather than offered as a single global default.
Trust
Built for the questions enterprise buyers ask
Tenant isolation by construction
Row-level tenancy on every query, with the tenant scope resolved from the session, never from a client-supplied identifier. Cross-tenant reads are impossible by design, not by convention.
SOC 2 aligned controls
Access reviews, change management, encryption in transit and at rest, key rotation, and immutable audit logging. The security brief maps every control to evidence.
Fair Housing guardrails
Filter vocabulary, ad-copy review queues, and a human-approval gate on generated listing descriptions. Protected-class targeting is not offered anywhere in the product, and the Equal Housing statement is fixed on every storefront.
Rental screening through an FCRA-compliant CRA
Screening is ordered only through a consumer reporting agency with recorded written consent, and a denial cannot be finalized without an adverse action notice. Screening criteria are published before the application and exclude protected characteristics.
Nothing of yours is in our custody
Rent, deposits, and earnest money are held and moved only by licensed payment and escrow partners. We hold no funds as a principal and take no percentage of a sale.
Lending data handled as nonpublic personal information
Documents gathered in a lending flow are field-encrypted, scoped to the deal, and excluded from analytics and export pipelines, in line with GLBA-appropriate handling.
The marketplace owner keeps data ownership
The tenant owns its listing, rental, lead, provider, and transaction data. We take a license limited to operating and supporting the platform, support export at any time, and never resell tenant-identifiable data.
Money handled explicitly
Every fee is computed from a published rule — a flat software fee, a subscription, or a flat technology fee — applied to a closed deal or a signed lease and written to an auditable ledger.
Integrations
Connect the systems your operation already runs
Property data
RESO Web API
Standards-based MLS/IDX ingestion with per-feed field mapping and display rules.
Property data
CSV / SFTP bulk import
Scheduled imports with mapping profiles and reject reports.
Rentals
Rental screening (CRA)
FCRA-compliant consumer reporting agency integration with consent capture and adverse action notices.
Rentals
Rent & deposit payments
A licensed payment partner collects rent and holds deposits. The platform never takes custody of funds.
Title & settlement
Qualia
Title and escrow order creation with status write-back to the deal.
Title & settlement
RamQuest / ClearEdge class systems
Adapter built per tenant; portal handoff available day one.
Lending
Lender & LOS handoff
Consumer-chosen application handoff, pre-qualification requests, and loan milestone status on the transaction record. No lead routing to lenders.
Documents
E-signature providers
Envelope creation, status webhooks, and certificate archiving for sales and leases.
Services
Provider scheduling & booking
Inspection, appraisal, and moving requests with calendar handoff and per-job scoped document access.
Payments
Marketplace payouts
Split payments between licensed parties, rent payouts to landlords, provider billing, and tenant payout ledgers.
Growth
CRM & marketing suites
Two-way lead and activity sync with configurable field mapping and consent-state sync.
Analytics
Valuation & AVM providers
Multiple AVM sources with tenant-selectable default models, plus rental-yield models.
Messaging
SMS & email delivery
Template management, quiet hours, opt-out handling, and TCPA-aware consent capture.
Questions
Platform questions
13 modules ship on this platform. The full capability list, including the rules each module enforces, is on the features page.
Next step
Register a sandbox and configure it yourself
You do not need a demo call to see this. Register, pick a business-model template, and you have a sandbox marketplace and the admin dashboard in the same sitting.