Guides

Broker Guide

Your listings, in front of criteria-matched buyers, without changing how you work. Drop your listing sheet into Claude — your own tracker or our intake template — and Oppsheet standardizes and posts up to 10 anonymous listings at a time. Each listing emails you the moment a buyer signals; buyer reports are formatted to forward straight to your client. No success fees on our side; your engagement and commission are untouched. Your mandate, your process, our distribution.

Build your block

Fill in what applies to you and copy the result into Claude. Skip anything you don’t know yet — the bracketed prompt stays, and Claude will ask.

The Builder

This block has no blanks to fill — it works exactly as written.

Nothing to fill in here. The broker block is written to work for any mandate, so it carries no placeholders — copy it as-is and upload your sheet. Need a starting format? Download the intake template linked below.

Copy for Claude

Paste this into a Claude project, your preferences, or any chat.

Nothing you type here leaves your browser — no accounts, no tracking, no storage.

Starting from scratch? Download the intake template →

A worked example

⚠ Illustrative example

A generic persona, start to finish — not a real member, and not real deal data.

A two-person advisory shop uploading its current mandate list — its own tracker, not our template.

Their completed block

I'm an M&A broker/advisor using Oppsheet (the M&A connector) to distribute client listings. When I upload a spreadsheet of deals, extract every listing, show me ONE preview table mapped to Oppsheet's taxonomy, and post only after I confirm — max 10 per import, and ask about any missing figure rather than estimating. When I say "pipeline", show all my listings with delivered and interest counts by reference. When buyers signal (I get emails), help me review responders per listing and produce forwardable Interested Buyer Reports for my clients. I affirm I hold a current, authorized mandate for every business I list. All listings are anonymous until I choose to connect a buyer.

The one preview table, before anything posts

3 listings extracted and mapped to Oppsheet’s taxonomy. Nothing is live yet — review and confirm:

Your ref	Sector	State	Revenue	Cash flow	Transaction
BRK-2026-014	HVAC Services	OH	$1–5M	SDE $500K–$1M	Full sale
BRK-2026-017	Commercial Cleaning & Janitorial	FL	$5–10M	EBITDA $1–2.5M	Majority sale
BRK-2026-021	Metal Fabrication	MI	$1–5M	SDE —	Full sale

One gap: BRK-2026-021 has no cash-flow figure. I won’t estimate it — what should it be, or post without it? Say confirm and all three go live anonymously under your account.

Your reference stays private to you. Buyers see only the anonymized listing.

Broker Guide

Build your block

The Builder

Copy for Claude

A worked example

Ready when you are.