Agent privacy boundary
Admin controls seats. Not someone else’s CRM.
Brokerage adminSeats + billing
Private boundaryIndividual AgentCRM stays private
One place for the whole workday. It stays yours.
Know what needs attention. Make the next move.
One workspace for the people, projects, money and follow-up that move real estate — private to you, and open to the prospects you send to it.
Agent $29/mo • Developer $99/mo • Cancel anytime
AgentDeveloper
What needs you
Thursday · 4 decisions waiting
OVERDUEDana MitchellFollow-up due yesterday · listing decisionOpen record
REVIEWLakeview inquiryReply awaiting your approvalReview reply
NEXTMartin ReyesMonday · 10:30 AMView plan
Illustrative product preview. Sample workspace. No visitor or customer records are shown.
Real recordsReview-first actionsPrivate workspacesProject-scoped accessClear billing
One system · two operating worlds
The frame stays. The work changes.
Switch between Agent and Developer and MeridianHub reshapes around the records, decisions, and next actions that matter to that role.
Tap a persona to transform records, metrics, navigation, and actions inside the same Meridian frame.
Agent · people → opportunity → attention → action
The next move is attached to the person.
No generic task list. MeridianHub carries the contact history, waiting time, opportunity context, and next commitment into the exact action you need to take.
Seller · Lakeview Ave
Overdue · waiting 9 daysDana Mitchell
Last interaction Aug 11 · 4:42 PM
Follow-up due yesterday · listing decision
Queue reasonWaiting time crossed the follow-up commitment
AttentionFollow-up overdue
Dana has been waiting 9 days.
Illustrative, deterministic product preview. No CRM records are read or changed.
Brokerage · one bill
Built for one agent — or the entire brokerage.
One invoice. Individual logins. Centralized seat management. Private Agent workspaces. Billing administration is not a master key to another Agent’s CRM.
Meridian Realty Group36 active seats
Individual loginsAlicia MorganPrivate Agent workspace
ActiveMarcus LeePrivate Agent workspace
ActivePriya ShahPrivate Agent workspace
ActiveSam TorresPrivate Agent workspace
Active+ 32 more seats in this sample brokerage
Each seat opens its own private Agent workspace. No shared credentials or org-wide CRM view.
Seat economics
Monthly total$974.40
Annual total$9,744
Effective monthly seat rate$27.07
Graduated block pricing. Pending invitations reserve paid capacity.
See brokerage pricingDeveloper · portfolio → position → execution → draw
Every project, and what each one is actually waiting on.
The project record, the tracked budget position, the dated work, and the draw workflow in one place — and a plain statement of how much of the project those numbers cover.
DeveloperDeveloper overview
- Active projects
- 3
- Open tasks
- 7
- Draws requiring action
- 1
- Attention items
- 4
Needs attentionFactual exceptions from current project records
- Submit zoning variance applicationTask status is Blocked.
- Finalize MEP shop drawingsDue Jun 1, 2026, 12 days overdue.
- Draw 3 needs lifecycle actionDraw 3 has been in submitted status for 14 days.
- Site work + utilitiesCost position is $510,000 against a $480,000 estimate.
Illustrative, deterministic product preview. No project records are read or changed.
Execution
Dated work, not a progress bar.
Tasks carry a status and a due date. Blocked and overdue are read from those two facts — nothing is estimated on your behalf.
- Open tasks
- 7
- Blocked
- 1
- Overdue
- 2
- Groundbreak
- Mar 3, 2026
- Expected complete
- Sep 1, 2026
Collaboration
Into the project — not the company workspace.
- Company seatYour own teamA paid seat on the company subscription. Reaches every project in the company.
- Project collaboratorLender, investor, architect, contractorFree, scoped to the one project you invite them to, and only the surfaces their role opens.
Draw workflow
Draft to funded, one recorded move at a time.
Every move is made by a person on your team and recorded against the draw. MeridianHub does not approve draws or move money.
Draft
Draw number, amount requested, and notes. Editable until submitted.
Next: submitRejectedTerminal, and reachable only from submitted or in review.
Trust through behavior
Control is visible in the product.
MeridianHub earns trust by showing where decisions happen, who can act, what remains private, and what gets recorded — not by stacking vague badges.
Developer scoped access
Invite the project. Limit the surface.
LenderFinancing scope
ArchitectTimeline scope
ObserverRead-only scope
Review firstHuman approval
Traceable recordActions leave history
Billing clarityThe price you pick is the price you pay
Opportunity · your own front door
Give prospects a direct path into your pipeline.
Your own capture page. Your own valuation page. Your name, your brand, your link or QR code. MeridianHub does not send you traffic. You share the link; what comes through it becomes something you can act on.
Your capture page
/c/your-nameA get-in-touch page in your name and brand.
Put it in a bio, an email signature or a text message. Print the QR code for an open house and visitors sign in from their own phone.
Arrives in your inbox with the waiting time already running.
Your valuation page
/v/your-name“What’s my home worth?” — asked on your page.
The seller funnel, branded to you and your market. A homeowner requests a valuation; nothing is quoted automatically and nothing is sent in your name.
Arrives tagged as a seller lead, with the CMA next step teed up.
Your listings, in public
/homesA published listing can be toured, not just read.
Rental listings you publish appear on the public MeridianHub marketplace, each with its own page and a tour request on it.
A tour request lands against that listing, in your workspace.
Pricing · clear before checkout
Choose the operating system that matches the work.Clear before checkout.
Annual billing is the better value. The price you choose here is the price carried into checkout.
Private individual workspace
Agent
$290/year
$29/month · $290/year preferred
Save $58/year against monthly billing
- Private Agent workspace and CRM
- Command Center, pipeline, and follow-up
- Review-first important actions
Agent from $29/monthDeveloper from $99/month + $25/additional internal seatExternal project collaborators includedCards only at launch
FAQ · only the purchase-blockers
Straight answers. No roadmap theater.
Five decisions that should be clear before you choose a workspace.
01 · Answer
No. Brokerage administration covers seats, identities and billing. Each Agent’s CRM stays private to them.
See how that boundary is enforced02 · Answer
No. External project collaborators are included and project-scoped. Internal company members beyond the included seat are paid.
03 · Answer
Yes. You can request a copy of your MeridianHub data at any time, and requests are completed within 30 days. Our Privacy Policy sets out the current process, what is kept, and how to ask for deletion.
Read the Privacy Policy04 · Answer
No. MeridianHub drafts, flags and queues — you send. Outreach to your contacts waits for your review, and the only email MeridianHub sends on its own is to you, about your own account.
05 · Answer
Yes. You can cancel at any time. Cancelling stops the next renewal, and access continues through the end of the period you have already paid for. Fees are non-refundable except where required by law.
The next move starts here
Choose your operating world.
Start with the workspace that matches the records and decisions you own.AgentPeople → opportunity → action$29/month · $290/yearStart as Agent →DeveloperProject → money → decision$99/month · $990/yearStart as Developer →
Not ready to buy? Try the Agent demo — an interactive sample workspace for two hours, no account needed, just a verified work email. Brokerage of 251+? Talk to us.