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01 / The Broker OS

Run your brokeragewithout the spreadsheets.

The one-stop platform for licensed energy brokers running commercial accounts in any deregulated US market. Whether you have a 200-customer book or you're signing your first contract — finally one place that knows what a matrix is.

Every deregulated US marketBring your license · keep 100% commissionSetup waived on annual

Lone Star Energy

Dashboard · April 2026

Live
+9 mo

85

Customers

8 deals

$22,298

Pipeline

+22%

$18,420

Commission

4 expiring

$52,400

At Risk

Revenue at Risk
$0/yr
Metro Office Park
14d$1,847
Acme Manufacturing
31d$3,240
Sunrise Apartments
47d$1,116
02 / Rate SearchView all providers →

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

Live · 6 results
Houston · 7700224-month term200 kW · High LFAI ranked
▼ 6 results — sorted by lowest rateAs of Apr 30, 2026
APG&E
AI Pick24 mo
Customer Rate
7.900¢/kWh
Base 7.400¢+Margin 0.500¢
PlanCommercial Saver 24
Rate TypeFixed
StartMay 2026
Est. Monthly$1,738
Annual Comm$1,320
Frontier
24 mo
Customer Rate
8.000¢/kWh
Base 7.600¢+Margin 0.400¢
PlanBusiness Fixed 24
Rate TypeFixed
StartMay 2026
Est. Monthly$1,760
Annual Comm$1,056
Champion Energy
24 mo
Customer Rate
7.800¢/kWh
Flat-fee comp
PlanChampion Commercial
Rate TypeFixed
StartMay 2026
Est. Monthly$1,716
Annual Comm$300
Gexa Energy
24 mo
Customer Rate
8.400¢/kWh
Base 7.900¢+Margin 0.500¢
PlanGexa Business
Rate TypeFixed
StartJun 2026
Est. Monthly$1,848
Annual Comm$1,320
Chariot Energy
Green24 mo
Customer Rate
8.100¢/kWh
Residual comp
PlanGreen Business 24
Rate TypeFixed
StartMay 2026
Est. Monthly$1,782
Annual Comm$660
TXU Energy
24 mo
Customer Rate
8.300¢/kWh
Residual comp
PlanTXU Business Advantage
Rate TypeFixed
StartMay 2026
Est. Monthly$1,826
Annual Comm$792
Sources · 4 matrices · 2 portals · refreshed nightly✓ Margin auto-applied
Any REP.

Bring your supplier relationships. Drop their matrix or we scrape their broker portal nightly — the engine doesn't care which.

Any market.

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.

Any format.

CSV, XLSX, multi-sheet, merged cells, irregular headers. AI infers a parsing spec in under 60 seconds.

Connected to

Constellation
TXU Energy
Reliant
APG&E
Gexa
Just Energy
Frontier
Champion
Chariot
BKV
Acacia
Payless
Constellation
TXU Energy
Reliant
APG&E
Gexa
Just Energy
Frontier
Champion
Chariot
BKV
Acacia
Payless
03 / The platformSee all features

Everything your brokerage runs on. In one place.

CRM, pipeline, rates, quotes, proposals, commissions, campaigns, your customer-facing website — the entire stack a brokerage actually runs on, one subscription, one login, one source of truth.

Lone Star Energy

Dashboard · Apr 2026

Live
+9 mo

85

Customers

8 deals

$22.3K

Pipeline

+22%

$18.4K

Commission

4 exp

$52.4K

At Risk

Renewal flagged · Metro Office Park
14d

Pipeline

Kanban deals + 90-day renewal alerts

Pipeline

  • Drag-and-drop kanban stages
  • Auto-flag renewals at 90/60/30 days
  • Estimated commission per deal

Customers

Energy-native CRM with ESI ID + history

Customers

  • ESI ID lookup + auto-fill
  • Contracts, rates, and renewal history
  • Tasks and notes per customer

Tasks

Per-deal todos, follow-ups, reminders

Tasks

  • Linked to customers and deals
  • Overdue + upcoming filters
  • Bulk-assign to team members

Quotes

One-click send, tracked open + reply

Quotes

  • Send via your Gmail or Outlook
  • Tracked opens, clicks, replies
  • Auto-attach to customer timeline

Proposals

Branded PDFs + DocuSeal e-signature

Proposals

  • AI-drafted exec summary
  • Multi-page branded template
  • DocuSeal signature, tracked through close

Commissions

Forecast + auto-match remittance

Commissions

  • Forecasted at quote time
  • Auto-match supplier remittance
  • Underpayment flags + dispute log

Documents

LOAs, contracts, attachments — versioned

Documents

  • LOA + contract templates
  • Versioned customer attachments
  • Exportable audit log per file

Rate Search

Every supplier, every state, AI-ranked

Rate Search

  • Filter by zone, term, load factor
  • Your margin auto-applied
  • AI Pick on every search

Matrix Import

AI infers any spec in <60s. CSV + XLSX.

Matrix Import

  • Drop CSV, XLSX, or multi-sheet
  • AI infers + saves a spec template
  • Reuses spec for next month — zero AI cost

ESI Lookup

13.2M Texas meters, search by address

ESI Lookup

  • Search by address or service ID
  • TDU, load profile, meter type
  • One-click create customer from result

Bill Parser

Drop a PDF, get fields + ESI + rate

Bill Parser

  • Gemini Vision reads any utility bill
  • ESI ID, usage, provider, contract dates
  • One click to create customer

Market Intel

ERCOT zone trends, lock-window signals

Market Intel

  • Live ERCOT zone pricing
  • Lock-window AI signals
  • Renewal timing recommendations

AI Brain

Scoped agents for every workflow

AI Brain

  • Bill parser, rate ranker, proposal drafter
  • Scoped to your brokerage data
  • No generic chat — action-oriented

Campaigns

Email + SMS renewal sequences, opt-out

Campaigns

  • 90/60/30-day renewal sequences
  • TCPA-compliant SMS opt-in
  • Tracked through reply + close

Power-ups

Bolt on what you need, when you need it.

Optional add-ons priced per brokerage — keep the core lean.

Websites

White-label rate-comparison site on your domain

Reviews

Auto-trigger Google Review asks at enrollment

04 / Integrations

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

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.

Zapier
Plus 5,000+ apps via Zapier

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.

Slack
NotionNotion
Salesforce
HubSpotHubSpot
QuickBooksQuickBooks
XeroXero
AsanaAsana
monday.com
DiscordDiscord
MailchimpMailchimp
AirtableAirtable
ClickUpClickUp
+ 5,000 more
05 / AI that works

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.

Forge AI

Scoped. Action-oriented. Built into the workflow.

Powered by Gemini 2.5 Pro and Claude. Each AI surface is purpose-built — bill parsing, rate ranking, proposal drafting. No generic chatbox to figure out.

Gemini 2.5Claude

Reads the bill

Bill parser

Drop 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 ranker

Across 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 AI

Branded HTML proposal generated in your voice with the executive summary, savings math, and term comparison written for you.

06 / Built for your brokerage

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.

07 / The math

Why brokers move. In plain numbers.

POWWR was built for the UK. Enerex shipped its first version in 2019. The legacy platforms run on architecture older than retail choice in most states. The Broker Forge is what broker software looks like rebuilt today — AI-first, multi-state, and unbundled from the umbrella brokerages that take a piece of every deal.

Matrix to searchable
0s

Drop any supplier matrix — CSV, Excel, irregular columns, merged cells. AI infers the schema in under a minute. Manual mapping is dead.

Tools replaced
0+

CRM, matrix manager, quote engine, e-sign, email/SMS, white-label site — one platform instead of six subscriptions and ten browser tabs.

Of every commission
0%

The Broker Forge is software. Not a master broker. You bring your license, you bring your suppliers, you keep every dollar of every deal you close.

08 / Websites

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.

🔒your-brokerage.com
Your Brokerage
SolutionsCompareAbout

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.

1247 Westheimer Rd, Houston
Live · 14 results
Annual savings
$18,420
NRG / ReliantBest8.39¢
Constellation8.52¢
TXU Energy8.64¢
500+
Texas REPs supported
13.2M
Commercial meters
$8–30K
Avg annual savings
Included in every plan

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
Path 02 of 03

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.

09 / Pricing

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.

$499/mo

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
Get Started
Most popular

Growth

Same platform, built for a team of brokers.

$999/mo

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
Get Started

Agency

For multi-office brokerages and sub-broker networks.

$2,499/mo

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
Contact Sales
10 / Questions brokers ask

Direct answers. No marketing fog.

Got a question that isn’t here? Drop it in the demo call — we’ll answer it on screen.

  • Every deregulated US market — Texas, Pennsylvania, Ohio, New York, Massachusetts, Illinois (ComEd), New Jersey, Maryland, Connecticut, Delaware, New Hampshire, Maine, Rhode Island, and DC. Customer CRM, deals, contracts, commissions, proposals, and matrix import work in any of them from day one. ESI ID lookup is currently Texas-only with PJM markets coming next.

Now onboarding founding brokerages

The tools you need to power your brokerage.

Bring your supplier matrix and your messiest customer file. We'll drop them into The Broker Forge on a 30-minute demo and show you exactly what your book looks like — your margin applied, your renewals flagged, your commissions forecast — in real time.

Licensed brokers, every deregulated marketFlat monthly · zero commission cutsWhite-glove migrationCancel anytime