wollopit Got a problem? →

Business broker software: listings, NDAs & buyer portals

Business brokers: NDAs signed, info packs locked down. More deals, less chasing.

NDAs get emailed out and chased for a week. Information memorandums fly around as attachments and nobody knows who forwarded them. The buyer list lives in a spreadsheet only one broker understands. We build brokerage systems that qualify buyers, protect confidential information and keep every deal moving, then we host them and look after them.

Looking for business broker CRM, NDA or listing software?

Selling a business isn't like selling a house. Everything is confidential, the serious buyers are hiding among dozens of tyre kickers and a deal can drag on for six months while leases, finance and franchisor approvals get sorted. Most brokerages run it on a generic CRM, a pile of email threads, a shared drive and a spreadsheet of buyers. Every enquiry means another NDA to send and another IM to attach.

Wollopit builds custom business broker software around how your brokerage actually works. Buyers enquire, qualify themselves and sign the NDA online before they see a thing. Information memorandums sit in a secure portal with watermarks and view tracking. New listings get matched to the right buyers on their own. Vendors see how their sale is going without ringing you. We connect the listing sites and tools you already use and look after the lot on our own servers.

01The problems

What we hear from business brokers

Does your business brokerage have these problems? Here's how we'd fix them.

Most brokers we talk to are great at reading a business and closing a deal. The admin in between is what eats the week.

  • The problemNDAs emailed and chasedA buyer enquires, you email a PDF NDA, they print it, sign it, scan it sideways or forget about it altogether.
    How we fix itBuyers sign the NDA online in a minute straight from the enquiry. Access to the info pack unlocks the moment it's signed.
  • The problemInfo memorandums sent as attachmentsThe IM goes out by email and you've got no idea who opened it, who forwarded it or where it ended up.
    How we fix itA secure IM portal with each copy watermarked to the buyer, view tracking and access you can switch off in one click.
  • The problemTyre kickers eat your timeHours on calls and site visits with people who have no funds, no experience and no real intention of buying.
    How we fix itBuyer qualification forms covering funds, experience and timeframe, with proof of funds uploads and a simple score.
  • The problemEnquiries from five different sitesLeads land from BusinessesForSale, SEEK Business, Bsale, Business2Sell and your website, all in different formats.
    How we fix itEvery enquiry flows into one inbox, duplicates merged and each one tied to the right listing and broker.
  • The problemThe buyer list is a spreadsheetA new listing comes in and someone scrolls through hundreds of rows trying to remember who wanted a cafe on the coast.
    How we fix itBuyer profiles with industries, regions and price ranges. New listings get matched and the right buyers are alerted automatically.
  • The problemDeals stall without anyone noticingAn offer sits waiting on a lease review for three weeks and nobody follows it up.
    How we fix itA deal pipeline from appraisal to settlement with tasks, due dates and alerts when a deal goes quiet.
  • The problemVendors ring for updatesSellers call every few days asking how many people have looked and whether anyone's serious.
    How we fix itVendor reports and a vendor login showing enquiries, NDAs signed, IM views, inspections and offers.
  • The problemConfidentiality leaksStaff or customers find out the business is for sale because a listing was a bit too specific.
    How we fix itAnonymous teaser listings with the name hidden, the location shown by region and full details only behind a signed NDA.
  • The problemFinancials collected by emailChasing vendors for P&Ls, BAS statements, leases and equipment lists, then saving them in five different folders.
    How we fix itA vendor onboarding portal with a document checklist, upload reminders and the listing agreement signed online.
  • The problemDue diligence chaosBuyers' accountants ask for the same documents three times and the Q&A lives in someone's sent items.
    How we fix itA data room with folders per deal, buyer requests, a Q&A log and every download recorded.
  • The problemSettlement conditions on sticky notesLease assignment, landlord consent, finance approval, franchisor sign-off and the training period all tracked from memory.
    How we fix itSettlement checklists per deal with owners, due dates and reminders, so nothing slips before the big day.
02What we build

Solutions

What we build for business brokers. Usually all talking to each other.

Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.

01

Listing manager

Write a listing once with financials, photos and highlights, formatted for the portals you advertise on and your own website.

02

Anonymous teasers

Public teaser listings with the business name hidden and the location shown by region until an NDA is signed.

03

Online NDAs

Buyers sign from their phone, identity details captured and a signed copy filed against the buyer and the listing.

04

Buyer qualification

Forms for funds, experience, timeframe and finance, with proof of funds uploads and a score for each buyer.

05

Secure IM portal

Information memorandums viewed online with watermarks, download controls, view tracking and instant revoke.

06

Virtual data room

Due diligence folders per deal, buyer document requests, a Q&A log and a record of every download.

07

Buyer database & matching

Profiles with industries, regions and budgets. New listings matched and matched buyers alerted by email or SMS.

08

Enquiry inbox

Leads from BusinessesForSale, SEEK Business, Bsale, Business2Sell and your website in one place, assigned to the right broker.

09

Deal pipeline

Appraisal, listed, NDA, IM, meeting, offer, due diligence, contract and settlement, with tasks and stale-deal alerts.

10

Vendor portal & reports

Sellers log in to see enquiries, NDAs, IM views and offers. Weekly reports send themselves.

11

Appraisal & vendor onboarding

Collect financials, leases and equipment lists through a checklist portal and get the listing agreement e-signed.

12

Settlement checklists

Lease assignment, landlord consent, finance, franchisor approval, stock take and training period tracked per deal.

13

Commissions & invoicing

Commission splits between brokers, retainers and invoices raised into Xero when a deal settles.

14

A brokerage website that sells

Hand-built, quick on mobile, with searchable listings, NDA-gated details and buyer sign-ups, built to rank for 'businesses for sale' in your area.

03The systems

The big ones

Your whole brokerage, on one system.

These are the systems brokers ask us about most. Each one works on its own and they get properly clever when they're joined up.

NDA & IM portal

No NDA, no peek. Signed in a minute.

Buyers enquire, sign the NDA online and get access to the information memorandum straight away, without you lifting a finger. Every copy is watermarked to the buyer and you see exactly who opened it, which pages they read and when.

  • NDA signed online from any phone
  • Your own NDA wording per listing
  • Access unlocks the moment it's signed
  • IM viewed online, not attached
  • Watermarked with the buyer's name
  • Download and print controls
  • Page-by-page view tracking
  • Revoke access in one click
  • Signed NDAs filed against buyer and listing
  • Reminders for unsigned NDAs

Buyer qualification & matching

Serious buyers first. Tyre kickers sorted.

Every buyer fills in a short profile covering funds, experience, timeframe and what they're hunting for. The system scores them and matches them to your listings, so a new listing goes straight to the people most likely to buy it.

  • Qualification forms on every enquiry
  • Funds, finance and experience questions
  • Proof of funds uploads
  • Buyer scores at a glance
  • Industries, regions and price ranges
  • Automatic matching to new listings
  • Email and SMS listing alerts
  • Duplicate buyers merged
  • Notes and call history per buyer
  • Buyers who've gone quiet flagged

Deal pipeline

Every deal, every stage, nothing gone quiet.

See every listing from appraisal to settlement on one board, with the buyers sitting at each stage. Tasks and due dates keep things moving and you get a nudge the moment a deal stalls.

  • Appraisal to settlement stages
  • Buyers tracked per listing
  • Offers and counter offers logged
  • Tasks and due dates per deal
  • Stale-deal alerts
  • Broker and assistant views
  • Enquiry inbox from every listing site
  • Email and call history in one place
  • Forecast of upcoming settlements
  • Works alongside Microsoft 365 or Google

Vendor portal & reports

Vendors stay in the loop without ringing you.

Sellers log in to see how their sale is tracking: enquiries, NDAs signed, IM views, inspections and offers. Weekly reports send themselves and onboarding documents get uploaded against a checklist instead of chased by email.

  • Vendor login per listing
  • Enquiries, NDAs and IM views
  • Inspections and buyer meetings
  • Offers shown when you choose
  • Weekly reports sent automatically
  • Document checklist for financials
  • Upload reminders for vendors
  • Listing agreement signed online
  • Marketing activity summary
  • Messages kept with the deal

Data room & settlement

Due diligence without the email ping-pong.

Each deal gets its own data room where the buyer and their accountant find what they need, ask questions and request extra documents. Settlement conditions are tracked on a checklist so the lease, the landlord and the finance all land on time.

  • Folders per deal
  • Buyer and adviser logins
  • Document requests and Q&A log
  • Every download recorded
  • Access ends when the deal does
  • Lease assignment and landlord consent
  • Finance and franchisor approvals
  • Stock take and training period
  • Settlement date reminders
  • Commission invoices to Xero
04How it changes

Before and after

A hot listing, wolloped.

Here's how a new listing's first week could change. Every brokerage is different, so we map yours first.

Before

  1. Thirty enquiries land across four listing sites
  2. Email each one an NDA as a PDF
  3. Chase signatures for a week
  4. Attach the IM and hope it doesn't get forwarded
  5. Spend hours on calls with buyers who can't fund it
  6. Vendor rings asking how it's going

After

  1. Every enquiry drops into one inbox
  2. Buyers qualify themselves and sign the NDA online
  3. The IM unlocks on its own, watermarked to each buyer
  4. You see who read it all and who bounced
  5. You call the three buyers worth calling
  6. The vendor's weekly report has already gone out
05Services

Everything under one roof

Software, websites and systems for business brokers.

Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.

Custom software for business brokers

Built around how your business brokerage actually runs: listing manager, anonymous teasers and the admin in between, in one system you own.

Websites for business brokers

Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.

Business brokerage system upgrades

Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.

Apps and portals for business brokers

Online NDAs and buyer qualification: customer and staff portals that work on any phone without an app store.

Integrations and automation

We connect BusinessesForSale.com, SEEK Business and Bsale so information moves on its own and nobody retypes it.

Hosting, support and care

Managed hosting, updates, backups and security for your business brokerage, looked after by the people who built it.

06Integrations

Connections

Plays nicely with what you already use.

We connect to the listing sites and tools you rely on, work alongside platforms you're happy with or replace the ones holding you back.

  • BusinessesForSale.com
  • SEEK Business
  • Bsale
  • Business2Sell
  • commercialrealestate.com.au
  • DocuSign
  • Xero
  • MYOB
  • Stripe
  • Microsoft 365
  • Google Workspace
  • Outlook
  • HubSpot
  • Salesforce
  • Mailchimp
  • Dropbox
  • SharePoint
  • Ansarada
  • Zoom
  • Google Maps
07How we work

The process

Some people dip their toe in. We turn up in a rebreather.

We get properly below the surface of your business brokerage: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.

  1. 01

    Think

    We sit with your brokers and admin team, follow a listing from appraisal to settlement and work out where the hours are going.

  2. 02

    Archi-tech

    We plan it before writing code: your listings, NDAs, buyers, deal stages, vendor reporting, document security, hosting and cost.

  3. 03

    Build

    Real engineering, shown to you early and often. Usually the NDA and IM portal first, so your next listing runs the new way.

  4. 04

    Look after

    We host it, maintain it and keep improving it. When something breaks you call the people who built it.

08Questions

FAQ

Things business brokers ask us.

Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.

Can we see which buyers opened the information memorandum?

Yes. Every IM is viewed through the portal so you can see who opened it, how much they read and when. That tells you who's serious before you pick up the phone.

Are online NDAs legally sound?

Electronic signatures are widely used for agreements like NDAs in Australia. We use your own NDA wording, so it's worth having your solicitor sign off on the template like you would now.

Can we keep the business name hidden until an NDA is signed?

Yes. Public listings show an anonymous teaser with the location by region. The name, address and financials only appear once a qualified buyer has signed.

Do we have to stop advertising on BusinessesForSale or SEEK Business?

No. Keep listing wherever your buyers look. We pull the enquiries into one inbox and send every buyer through the same NDA and qualification steps.

We already have a CRM. Do we have to switch?

No. If your CRM, email or accounting setup is doing its job we build around it and connect to it. If something's holding you back we'll show you what replacing it would involve before anything changes.

Is our confidential information secure?

Documents sit in a secure portal rather than in inboxes, every copy can be watermarked, every view and download is logged and you can revoke access at any time. We host and maintain it on our own managed servers.

How much does a business brokerage system cost?

It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.

How long does it take?

Smaller jobs like online NDAs or an IM portal can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.

Who looks after it once it's built?

We do. We host it, keep it updated and secure and keep improving it as your brokerage grows. When you need something you ring the people who built it.

We already have systems. Can you upgrade them instead of starting again?

Usually, yes. Most business brokers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.

Contact

Got a business brokerage problem? Consider it wolloped.

Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.

I've got