TathiviQ platform
Plans and Modules
Package the right plan, modules, limits, websites, portals, billing, support, and implementation path for each tenant.
Tenant ownership
Scoped
Sites, pages, leads, and identity resolve through tenant-owned data.
Module catalog
Data-driven
Plans and tenant types come from platform reference/config records.
Launch surface
Unified
Website, CRM, portal, signing, compliance, and workflows in one platform.
Platform depth
Plans, modules, and limits are configurable.
Commercial packages, tenant types, plan defaults, module entitlements, and launch settings are data-driven so the platform can grow without frontend rewrites.
CRM
Tenant CRM and operations
Contacts, accounts, opportunities, deal context, tasks, communications, pipelines, assignments, and reporting per tenant.
Sites
Site Studio and Product Studio
Tenant-owned pages, layout packs, public website content, product packs, lead capture, and launch-ready publishing.
Portals
Agent and client portals
Role-aware surfaces for agents, clients, tenant admins, support, and platform operators.
Documents
Signing and compliance
Signing flows, compliance documents, trust reconciliation, ledger workflows, brokerage controls, and audit-friendly outputs.
Platform
Modules and entitlements
Plans, module registry, seats, permissions, API keys, webhooks, billing, usage, and tenant-specific controls.
Automation
AI and workflow automation
Extraction, routing, campaigns, support intake, content generation, and business-process automation connected to tenant data.
Tenant models
Every business gets the right tenant.
The same platform can support a brokerage, mortgage office, solo agent, team, builder, partner, or TathiviQ’s own product-owner business without pretending every tenant is a brokerage.
Map my tenant modelBrokerage
Brokerage CRM, agent network, listings, compliance, signing, trust workflows, admin controls, and branded public website.
Mortgage
Mortgage brokerage or agent sites, intake, pre-approval, document workflows, renewal/refinance paths, and client follow-up.
Agent or team
Personal/team CRM, public website, lead routing, listing/search workflows, client portal, marketing, and task management.
Builder and partner
Project launches, registrations, partner/vendor workflows, referrals, support intake, integrations, and webhooks.
01
Choose the tenant model
Brokerage, mortgage, agent, team, builder, partner, or platform owner. The tenant type drives site, module, and plan defaults.
02
Launch the workspace
Create the tenant, starter site, pages, admin user, module entitlements, roles, domains, and public identity.
03
Operate and improve
Use CRM, portals, signing, compliance, API/webhooks, support, content, and reporting without cross-tenant identity bleed.
Production guardrails
Designed to prevent tenant bleed.
Sites, pages, leads, identity, modules, roles, and public content are tied to the tenant. Brokerage references remain compatibility data only where the tenant is actually a brokerage.
Discuss pricing
Share your tenant model, modules, launch timeline, and support needs.
Share your tenant model, modules, launch timeline, and support needs.