Bring your portfolio across
A broker workspace is separate from a buyer or seller account. You get license verification, a portfolio view, a buyer pipeline, and associates with scoped access.
Setting up the firm
Choose the broker path at signup. You enter the firm name, license number, and state, plus roughly how many active listings you will bring. Your workspace stays separate from any personal buying or selling account.
License verification
A person at Revanu reads your license document and approves it by hand. Listings can be drafted while it runs; they simply cannot publish until it is approved.
Once the license is approved, the badge shows on the firm page, and it means Revanu checked the license number. It does not change where a listing appears in search.
Importing listings
Upload your intake spreadsheet, or create listings one by one. Either way the same 11-step flow applies per listing.
It is a per-listing decision, not a firm-wide default. Most brokers run confidential on anything with staff.
Load what the client has already given you into the deal room and set tiers before the first inquiry lands.
Assigning owners
Every thread carries an owner. Invite associates from Settings with scoped roles — full access, documents only, or view only — and assign threads so nothing sits in an unassigned queue over a weekend.
Client threads
The seller you represent gets their own thread, labeled as your client and separate from buyer threads on the same listing. Use it to request release approval and to send buyer summaries, so the record of what the client authorized lives in one place.
Bulk document release
- Release the financial tier to every verified buyer who signs, or select files and pick buyers individually. The sensitive tier releases to named buyers only.
- Every open is logged against the buyer’s name, so what was seen is on record.
- A release to buyers you pick opens for 14 days unless you make it open-ended. The release to verified buyers has no window: it stays open until you close that buyer.
- The activity log shows who opened what, which is what clients ask about on every call.