Answers before you have to ask.
If your question is not here, put it in the request form and you will get an answer in writing.
Do I need my broker's permission to use this?
You can run your own business system without anyone's sign-off: CRM, follow-up, marketing, your website, calendar and tasks. Transaction documents and e-sign still follow your brokerage's rules, as they do with any tool. If your brokerage adopts the platform, broker-sponsored seats add lead rewards and office controls on top.
Is my data mine?
Yes. Your portal is your own installation: your leads, your files, your website. Nobody outside it can see in, and it leaves with you if you leave.
Can I bring the leads I already have?
Yes. CSV import with de-duplication is built in, and follow-up schedules can start the moment a lead lands.
Does it send emails or post for me?
No. It drafts, reminds and prepares. Emails, posts, ads and document packets go out only when you click. Your clients hear from you, not from a robot.
Can I keep my Gmail?
Yes. You sign in with Google and a free Gmail account works. Gmail, Calendar and Tasks connect with your own authorisation.
Can I use my own forms?
Yes. Upload the forms you are licensed to use, for example Florida Realtors forms through your membership; the mapping tools align every field to the printed page. We do not redistribute anyone's forms.
What about property search and MLS photos?
They need MLS data access, which is MLS Connect. Some MLSs let an agent authorise an app with their own credentials; otherwise your broker approves a feed. It is optional, set up on your walkthrough, and everything else works without it.
Can my team use it?
Yes. A team gets one installation with a login per teammate. The team leader sees the whole pipeline and production; each agent sees their own leads and deals.
Is there a long contract?
Plan terms are confirmed in writing before your portal is activated, so you know exactly what you are agreeing to. There is nothing to sign on this site.
What is not included in the monthly price?
Third-party pass-through costs: a custom domain if you want one, MLS data fees where MLS Connect is used, AI image and video credits beyond the included allowance, and email delivery volume beyond the included allowance.
How fast can I be working in it?
A walkthrough first, then your portal is set up with your name, Gmail and forms. Most of the time goes into importing your leads properly, not into the software.
Who built it?
The team behind a working Florida brokerage, for their own agents, who use it every day. The agent edition is the same portal, set up for one agent or one team.
Still have a question?
Ask it in your request. Every one is read and answered by the people who built the portal.