Broker & advisor mode
Know which sellers are actually ready — before you take the listing.
Send one link. Your client completes the interview. You get structured readiness data across your whole portfolio instead of anecdotes.
You already do this work by hand
Dozens of hours per listing, gathering the same readiness facts by email, phone and follow-up. Bizzter collects them in one interview.
You can tell which sellers are ready
See owner dependency, customer concentration, documentation gaps and financial hygiene before you commit your time to a listing.
Clients hear it from a third party
"Your business depends too much on you" lands differently when it comes with evidence, a score and a fix list.
You keep the relationship
Advisor Mode is white-labelled to your firm, with a small "Powered by Bizzter" mark.
Portfolio view
Every client, ranked by readiness.
A single table across your book: score, owner dependency, top risk, and how fresh the data is. Sort it, and you know where to spend the next month.
| Client | Score | Owner dep. | Top risk |
|---|---|---|---|
| Northside HVAC | 54 | 72% | Owner closes every sale |
| Falcon Machining | 71 | 38% | One customer at 41% of revenue |
| Ridge Landscaping | 46 | 81% | No documented estimating method |
| Delta Auto Group | 83 | 19% | Key tech has no agreement |
Illustrative example, not real client data.
Advisor plans
Multi-client dashboards, white-label reports and bulk client invitations run from $999 to $2,499 a month depending on portfolio size. Create an account and switch on Advisor Mode to get started.