Skip to content
01 / Platform

Built for how brokersactually work.

Designed from real brokerage operations across deregulated US markets — not theoretical workflows. Pipeline to commission, in one platform.

Every deregulated US marketAI-native throughoutOne platform · no cobble
Ch.01Pipeline

Every deal, every stage, every dollar at risk.

Drag deals between stages, see exactly which contracts are about to expire, and never lose a customer to a competitor because you forgot to call them.

Drag-and-drop kanbanRenewal alertsWon/lost tracking
Lead8

Acme Corp

$8k · 18mo

Metro Group

$11k · 22mo

Sunrise LLC

$14k · 26mo

Quoted5

TechVentures

$8k · 18mo

Bayou Logistics

$11k · 22mo

Contract Out3

Global Inds

$8k · 18mo

Greenway Co.

$11k · 22mo

Won4

Pinewood Apts

$8k · 18mo

Cedar Realty

$11k · 22mo

Ch.02ESI ID Lookup

13.2 million ERCOT meters, one search.

Type any address and get the ESI ID, TDU, meter type, load profile, and zone before you call the customer. Our database refreshes every night — most competitors only update monthly.

13.2M+ recordsUpdated dailyAll 5 TDUs

Address Search

1247 Westheimer Rd, Houston, TXFOUND

ESI ID

10204000123456789

TDU

CenterPoint

Meter Type

Smart Meter

Load Profile

Small Commercial

Status

Active

Zone

Houston

Ch.03MCP Server · Coming soon

Bring your own AI agent. Plug it into your data.

Every plan will ship with a Model Context Protocol server. Connect Claude Desktop, Cursor, or any MCP-compatible agent to your Forge data — search rates, pull customers, draft renewal pitches from your own agent runtime. Agency adds write access for real agentic automation: create quotes, update customers, send proposals. Launching shortly — sign up now and get it included the day it goes live.

Coming soonRead-only on every planWrite access on AgencyOAuth + scoped tokens
forge-mcp.thebrokerforge.com
Coming soon

Available tools · 7 of 14 shown

readsearch_ratesQuery rates by ZIP, term, load
readget_customerPull customer + contract history
readlist_contractsFilter contracts by status, REP
readsummarize_quoteAI-summarize quote for renewal pitch
writecreate_quoteGenerate a quote programmatically
writeupdate_customerUpdate CRM fields from agent
writesend_proposalTrigger proposal generation + delivery
Launching shortly. Read on every plan, write on Agency — included the day it goes live.
05 / The full OS

Everything else you need, under one roof.

Tap any tool to preview it. Each one replaces a subscription you probably already pay for.

9 Tools · One platform
AI Matrix Import
CSV · XLSX · any shape

Drop matrix files here

CSV · XLSX

nrg-matrix-apr.xlsx

642 rows

Mapped

constellation-q2.csv

421 rows

Mapped

apge-commercial.xlsx

1,203 rows

Mapped
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.

Book a DemoSee the Platform
Licensed brokers, every deregulated marketFlat monthly · zero commission cutsWhite-glove migrationCancel anytime