The Desk · software for brokerages worldwide
The demand lives in your software, not your inbox.
Run the whole brokerage on it. Keep your book private. Receive network requests you can see the reasons for. Build your own sites on the same system the Atlas runs on.
Leads and clientsEvery source, versioned Briefs, ownership, tags with provenance, service states.
- Pipelines: table, board, calendar
- Tasks, service expectations, escalation
- Contacts and organizations
Placement and policyMarket relationships recorded as they are, submissions frozen as packages, quotes versioned.
- Quote differences workbench
- Bind request kept separate from confirmation
- Renewals as updates
StudioBranded sites and landing pages with governed components and working forms.
- Draft, preview, review, publish, roll back
- Custom domains with verified control
- Attribution by page and form version
Network and transfersVerified profile, request receipt with reasons, specialist case room, live transfer as a handshake.
- Why you, why not others
- Accept, ask, decline
- Evidence before billing
WorkspaceThe CRM for your own clients and work.
Subscription GrowthStudio sites, landing pages, campaigns, attribution.
Subscription BranchesMulti-office controls, roles, continuity rules.
Subscription NetworkVerified profile, flat-fee requests, transfers, case room.
Separate agreement How network requests reach you
A request is routed only after hard gates: platform operating policy for the market, your verified authority for the line and territory, your declared appetite, the applicant's sharing permission, capacity and service hours. Only then does ranking apply, and ranking is explained. You see why you were chosen and why others were not.
Fees are flat per delivered request, never a share of commission, never contingent on a sale. A request is billable only when delivery is evidenced. A bounce passes the slot to the next eligible broker and is not billed.
Where this stands
Slice 1 ships the public Atlas and request storage. Verified profiles and the licence check arrive in Slice 2; the Desk workspace and Studio in Slice 3. Nothing here is a commitment to pricing, which is set only after costs, support effort and the permitted model per market are established.
Not yet available: broker sign-up and profile claims. When the claim flow opens, it verifies your licence against the regulator's register and your control of the firm's domain before any request can reach you.