Every rate. Every supplier. One search.
Drop any supplier matrix. For REPs that won't send one, we scrape their broker portal nightly. Query everything from one place — your margin auto-applied, AI ranks the winner.
Rate Search
Acme Corp · ESI 10204000-1234 · Houston
Bring your supplier relationships. Drop their matrix or we scrape their broker portal nightly — the engine doesn't care which.
Every deregulated US market — TX, PA, OH, NY, MA, IL, NJ, MD, CT, DE, NH, ME, RI, DC. ESI lookup live in TX, PJM next.
CSV, XLSX, multi-sheet, merged cells, irregular headers. AI infers a parsing spec in under 60 seconds.
Connected to
Connects to what you already use. And 5,000 more.
Native sync with the email, calendar, and file tools you already pay for. Anything else — Slack, Notion, Salesforce, HubSpot, QuickBooks — flows through Zapier.
Google Workspace
Connect with one click
- Gmail send + reply tracking
- Calendar sync
- Drive attachments
Microsoft 365
Connect with one click
- Outlook send + reply tracking
- Calendar sync
- OneDrive attachments
Dropbox
Connect for file attachments
- Customer file storage
- Contract attachments
- LOA archive
IMAP / SMTP
Bring any email provider — drop in your SMTP credentials and we send through your server.
If it has a Zapier integration, it works with The Broker Forge.
We fire webhooks on customer events, contract signs, commission posts, renewal flags, and quote sends. Zapier turns those into anything — Slack alerts, Notion rows, QuickBooks invoices, Discord pings.
AI that does the work. Not just answers questions about it.
No empty "ask me anything" box. The Broker Forge AI is scoped, action-oriented, and built into the actual workflow — three real behaviors, not hype.
Reads the bill
Bill parserDrop a customer’s utility bill. Gemini Vision extracts the ESI, the load, the rate, the term, the supplier — auto-fills the customer record.
Picks the rate
Rate rankerAcross every matrix you carry, AI ranks the best fit by margin, term, and customer load profile. Not a chatbot — a recommendation.
Drafts the proposal
Proposal AIBranded HTML proposal generated in your voice with the executive summary, savings math, and term comparison written for you.
Your brokerage. Your team. Not someone else's umbrella.
The Broker Forge is software. Not a brokerage. Not a master broker. We don't hold your license, we don't carry your supplier relationships, and we don't take a cut of your deals. Every broker or sub-broker on your team gets a seat with the full platform — quoting, CRM, contracts, commissions, documents — all operating under your license. If you operate under BOX or another umbrella, that's a different play. The Broker Forge is for brokers who run their own brokerage and want to grow a team under it.
Promise
Flat fee. Zero deal-share. Forever.
One license. Every seat covered.
PUCT in Texas. PA PUC. PUCO. NY DPS. MA DPU. NJ BPU. The Broker Forge validates your brokerage license and routes compliance copy by state. Add as many sub-brokers as you want — they operate under your license, on your team, not ours.
Your team keeps 100% of every commission
No revenue share. No per-deal fees. No "platform cut." Just a flat monthly subscription plus per-seat pricing for your sub-brokers. Master-broker umbrellas like BOX take a piece of every contract closed under their license — The Broker Forge never does.
Every deregulated US market
TX, PA, OH, NY, MA, IL (ComEd), NJ, MD, CT, DE, NH, ME, RI, DC. ESI lookup is currently TX-only with PJM markets coming next. Customer CRM, contracts, commissions, and proposals work everywhere from day one.
C&I-native (residential coming)
Built for the deal sizes that matter: 200 kW+, multi-meter, multi-year terms, multi-tier commission splits. Residential workflows on the roadmap for brokers who run both books.
The Broker Forge runs the back office. Here's what your customers see.
Your customer-facing site is where prospects find you on Google, where commercial buyers shop rates at 2 a.m., and where renewals close themselves. Three ways to ship it — depending on what you already have.
Texas commercial · ERCOT
Drop in your address. We pull every rate from every supplier in your zone — your best deal usually saves $8K–$30K a year.
Template. No site? Live in 30 minutes.
A pre-designed template built for energy brokers, swap your logo and brand colors, point your domain. A modern customer-facing site running on Broker Forge data, ready before lunch — with more templates rolling out across 2026.
- 1 polished template today, more shipping this year
- Logo + brand color customization
- Custom domain + SSL
- Self-serve rate comparison built in
Architecture
All three paths run on the same Broker Forge backend. Same data, same auth, same renewals flowing into your CRM. Start with Embed today, switch to Template when you outgrow your old site, upgrade to Custom when you scale.
Honest pricing. No per-quote fees, no per-customer fees, no nonsense.
One subscription. One brokerage. Add seats as you grow. Setup fee covers matrix migration and platform configuration done with you, not for you.
Solo
The complete platform for the independent energy broker.
Billed monthly · $399/mo on annual
- Every Forge feature — same platform as Agency
- Full AI stack: Rate Advisor, Customer Insights, Market Intel, ERCOT
- Matrix imports — up to 20/mo with AI column inference
- MCP server (read-only) — coming soon
- White-label customer comparison site
Growth
Same platform, built for a team of brokers.
Billed monthly · $799/mo on annual
- Everything in Solo — full feature parity
- 5 seats included · $149/mo per additional seat
- Matrix imports — up to 100/mo
- MCP server (read-only) — coming soon
- Multi-tier commission splits + period management
Agency
For multi-office brokerages and sub-broker networks.
Billed monthly · $1999/mo on annual
- Everything in Growth — full feature parity
- 20 seats included · $99/mo per additional seat
- MCP server (read + write) — coming soon
- SSO / SAML + SCIM provisioning — white-glove setup
- Multi-brand white-label + custom integrations — white-glove setup
Direct answers. No marketing fog.
Got a question that isn’t here? Drop it in the demo call — we’ll answer it on screen.