THE AGENT EXPERIENCE
A good day starts
right here.
Your people, plans, homes and conversations. Explore the workspace on a desktop or see how it fits in your pocket.
01 / Today
Start with
what needs you.
One page for the day: what’s next, your next moves in order, the week ahead, and your year in numbers. Every number opens the people it counts.
- Next up
- Your next move, one at a time
- Your business in numbers
- The week ahead
02 / People & leads
Every person.
A next step.
Clients by stage, leads in a table you can filter and sort, past clients by the year they closed. With your email connected, lead emails from Zillow, Realtor.com, Homes.com and Redfin arrive as leads.
- Leads table with filters
- Leads from your email
- Call and log a call
- Request a document
03 / Homes & showings
From “maybe”
to “this is it.”
Keep homes in one place, send them to a client’s app, and see who loved what. Plan showing days, and run open houses at your listings with a sign-in page and follow-up for every visitor.
- Send homes to clients
- Loves and notes
- Showing days
- Open house sign-in and follow-up
04 / Messages & calls
Keep the conversation
with the relationship.
Portal messages and deal email together. Replies are drafted from what your client actually asked, in a voice learned from what you send. Archive what’s handled, and a new message brings it back.
- Drafts in your voice
- Email to sort
- Archive
- Audio and video calls
05 / Deals
The deal,
all in one place.
Key dates, the checklist for each stage, partners, and your money on every deal. Terms and repair lists are read from the contracts and reports you file, with the quote and the page, and nothing changes until you say so.
- Key dates and checklists
- Terms read from the contract
- Signing notices mark documents signed
- A send finishes the task it was for
06 / Calendar
Room to breathe
for what’s next.
Day, week and month views of everything dated: events, tasks, key dates, tours and open houses. Connect your Google Calendar, or subscribe from Apple Calendar.
- Day, week and month
- Key dates from every deal
- Google and Apple Calendar
07 / Your team
Everyone
pulling together.
Team leads see every agent’s work, give new leads to the right agent, assign follow-ups and post announcements. Chat as a team or one to one.
- Leads to give out
- Follow-ups
- Announcements and chat
- Hand-offs that keep the history
08 / Business
See what
is building.
Closings, take-home after splits, what’s still to come, and where your people came from.
- Closed this year
- Take-home and splits
- Lead sources
LET’S WALK THROUGH IT TOGETHER
Meet your new
home base.
September 30 at 7pm MST