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The Integration Challenge

Real estate and mortgage software companies share a common bottleneck: integrations. Your customers expect your product to work with their existing tools — their CRM, their transaction management system, their email. But each integration requires:
  • Understanding proprietary APIs and auth flows
  • Building and maintaining normalized data models
  • Handling rate limits, retries, and error edge cases
  • Monitoring for upstream API changes
  • Supporting users through auth issues
  • Securing test/sandbox access from each provider, often via one-by-one partnerships
The math doesn’t work. If you have 100 customers using 10 different CRMs/TMS/LOS tools, you need 10 separate integrations. Each one takes 2-4 weeks to build and requires ongoing maintenance, and partnership-based access can stretch full coverage well beyond a year.

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Build vs. Buy Analysis

Initial build cost (per integration):
  • 2-4 weeks of engineering time
  • OAuth implementation and token management
  • Data model normalization plus system-specific CRM/TMS/LOS schema mapping
  • Error handling and retry logic
  • Provider-by-provider test account and partnership process
  • Documentation and testing
Ongoing maintenance:
  • API version migrations
  • Auth flow changes
  • Schema updates
  • Bug fixes and monitoring
  • Support escalations
For 10 integrations:
  • 20-40 weeks of initial build
  • 0.5-1 FTE of ongoing maintenance
  • Each new integration request: 2-4 weeks
  • Access onboarding overhead across partners can extend roadmap timelines beyond a year

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Common Use Cases

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1. Contact Sync

Problem: Your users want their CRM contacts in your app without manual import. Solution: Use Rollout to read contacts from any supported CRM and sync them continuously. 
// One API call works for Follow Up Boss, Lofty, CINC, etc.
const contacts = await rollout.crm.people.list({
  credentialId: user.crmCredentialId
});
Features:
  • Initial sync pulls historical contacts
  • Webhooks notify you of new/updated contacts in real-time
  • Two-way sync: write contacts back to the CRM

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2. Transaction Data Import

Problem: You need transaction data from SkySlope, Dotloop, or other TMS platforms. Solution: Rollout’s TMS API provides normalized access to transactions, parties, and documents. 
// Works across all supported TMS platforms
const transactions = await rollout.tms.transactions.list({
  credentialId: user.tmsCredentialId,
  status: 'active'
});
Features:
  • Access transaction details, addresses, dates, parties
  • Document metadata and download URLs
  • Task and checklist status

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3. Activity Logging

Problem: Your app generates activities that should appear in the user’s CRM. Solution: Write notes, tasks, and activities back to any CRM through a single API. 
// Log an activity to any CRM
await rollout.crm.notes.create({
  credentialId: user.crmCredentialId,
  personId: contact.id,
  body: 'Sent proposal via YourApp',
  activityType: 'note'
});

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4. Email Integration

Problem: Users want to see email history and send emails from your app. Solution: Rollout’s Email API provides read/write access to Gmail. Other providers can be enabled on request. 
// Fetch email threads related to a contact
const emails = await rollout.email.threads.list({
  credentialId: user.emailCredentialId,
  participantEmail: contact.email
});

// Send an email
await rollout.email.messages.send({
  credentialId: user.emailCredentialId,
  to: contact.email,
  subject: 'Following up',
  body: '...'
});

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5. Data Warehouse / Analytics

Problem: You need CRM/TMS data in your data warehouse for analytics. Solution: Sync to DB streams data directly to your Postgres database. Features:
  • Tables mirror the Universal API schema
  • Continuous sync with change tracking
  • Query with standard SQL
  • No API calls needed after initial setup

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Who Uses Rollout?

Rollout is built for teams shipping real estate software:

PropTech Startups

Get to market faster by outsourcing integrations. Focus on your core value prop.

Brokerage Platforms

Connect to the tools your agents already use without building custom integrations.

Lender Technology

Pull loan data from LOS systems and push updates back automatically.

MLS and Data Providers

Aggregate data from multiple CRMs and TMS platforms for analytics and reporting.

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Technical Decision Criteria

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Choose Rollout if:

  • ✅ You need to support multiple CRMs/TMS/LOS platforms
  • ✅ Your team should focus on core product, not integrations
  • ✅ You want real-time data sync via webhooks
  • ✅ You need a polished auth UX for end users
  • ✅ You value predictable integration timelines

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Consider building yourself if:

  • You only need one integration and have specialized requirements
  • You need access to proprietary features not exposed via standard APIs
  • You have an existing integrations team with spare capacity
  • Your use case requires custom auth flows that Rollout doesn’t support

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Getting Started

1

Get API credentials

Request access to get your Client ID and Client Secret.
2

Integrate Rollout Link

Add the authentication UI to your app. Users connect their CRM/TMS in seconds.
3

Call the Universal API

Read and write data using a single, normalized interface.
4

Add webhooks or Sync to DB

Enable real-time updates for your use case.

Try the Demo

See Rollout in action — connect a test CRM and make API calls in our interactive demo.