AI co-pilot
It has read every contract on the deal.
Ask what changed in the counteroffer. Get the answer, with the clause cited — not a summary of a summary.
Solutions
One workspace.
Every party at the table.
Real estate is multi-party by definition. We built Pinnacle to fit every role — not by squeezing one tool into many use cases, but by giving each party their own view of the same source of truth.
Who it's for
Built for everyone
at the closing table.
Each profession gets a tailored view — but every party works off the same shared deal. No exports, no syncing, no 'wait, what version is this?'
Agents
For real estate agents.
Manage every deal in your pipeline, from offer to close. AI drafts your follow-ups, your clients see live progress in their portal, and your commission ledger is always current.
Learn more LendersFor mortgage brokers.
Loan estimates, underwriting status, and milestone tracking — visible to your borrowers and the listing agent. Less phone tag, fewer "where are we?" emails.
Learn more AttorneysFor real estate attorneys.
Title commitments, riders, and disclosures handled in one room. AI flags clauses worth a second look. Compliance trails ready for your review whenever you need them.
Learn more AdvisorsFor financial advisors.
Help your clients track real estate alongside the rest of their portfolio. Visibility into deal status, financing terms, and projected returns — without becoming their agent.
Learn moreInside the workspace
Powerful underneath. Quiet on the surface.
The heavy lifting happens where you don’t have to watch it.
Pipeline
Every deal, on one wall.
Stage, value, and what is blocking each one — at a glance.
Network
A vetted bench of partners.
Licences verified, response times measured, referrals tracked.
Commission
A ledger you can actually trust.
Splits, referral fees, and payouts reconciled as the deal moves — not at month end.
Client room
A branded space clients open.
Plain-English updates, documents, and one place to ask you anything.
Compliance
Audit-ready in every state.
State disclosure packets tracked, with what is due and when.
Get started
Your next closing
starts a lot calmer.
Free for buyers and sellers, free to join as a professional. No credit card, no migration weekend.