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Upstream Lowers Price as Roster Function Deploys Nationwide

August 12 2020

Upstream is getting ready to launch its roster functionality. Unlike typical MLS rosters limited to members/agents, Upstream's rosters are far more comprehensive.

Let's look at the example of ABC Realty owned and managed by Jane Austin. Jane has 350 agents across 15 offices, each with a local managing broker. Many offices have teams, and all have non-agent staff who help process transactions.

Jane has contracts with vendors that provide CRM, virtual tours, single property websites, etc. Each time an office recruits a new agent, accounts and software instances need to be provisioned. Of course, each time an agent defects, those accounts need to be closed.

Jane would also like better to understand her revenue pipeline across all 15 locations in real-time. Unfortunately, she's dependent on reporting from the individual offices as listings are entered into their MLS using the local managing broker ID, and there's no linkage between her and the 15 local brokers in their MLS.

Upstream's new roster functionality can help Jane as the system understands and manages:

  • Head Broker: Jane Austin
  • Offices: Location (1), location (2), location (x)
  • Managing Brokers that roll-up to Jane
  • Teams and who rolls up into them
  • Agents
  • Staff members, photographers and more

upstream lowers price roster function 1

Jane can manage her listings across every office and delegate access and management to team members even if the listing is in another office. Jane's vendors can access the roster via an API and can instantly see organizational changes, new office acquisitions, agent migrations, etc., and can respond appropriately.

Brokers have asked if the roster feature could be available even if Upstream isn't in their market (integrated with their MLS for listings). Our initial launch has an MLS dependency mostly to pre-populate the rosters with agents. We are working on enabling the feature to operate independently, and as we considered various use cases, we determined that we should revisit pricing.

Upstream is announcing new pricing for participating brokers. We've reduced the price until we launch the listing Add/Edit component in 2021. As Add/Edit rolls out, participating brokers will return to the original/full fare. Brokers pay a fixed, flat fee based on the size of their organization. The "size" factors the number of agents with an MLS membership. Administrative and staff accounts do not impact price. Additionally, if a broker has 35 agents but has a listing coordinator manage all office listings (a.k.a., only one account in the system), the price is based on 35 agents. Upstream will continue to provide services to authorized vendors receiving brokerage data at no charge.

New Pricing until Phase 3 (est. Q3 2021)

upstream lowers price roster function 2

Post Phase 3 (Add/Edit) Pricing

upstream lowers price roster function 3

​To learn more about Upstream and how it enables brokerages to take control of their data, contact us at [email protected].

To view the original article, visit the Upstream blog.