Every feature, explained.
Everything below runs today inside a working brokerage. The screens are simplified for the page; the workflows are real.
CRM and follow-up
Every lead, every follow-up, nothing going cold.
- Buyer, seller, investor and rental leads from your website, open houses, imports and manual entry.
- Automatic follow-up schedules, reminders and reply alerts, with drafted emails ready for you to review and send.
- Stage, source, urgency, notes and tasks on every record.
- Import your existing leads from a CSV with de-duplication.
Starter plan and up
Marketing Studio
Listing marketing in minutes, with your branding on it.
- Just Listed, Open House, Just Sold, buyer and seller education posts, flyers, captions and short reels.
- Upload your own photos, or import listing photos where your MLS access allows it, with photo rights acknowledged.
- Your headshot, contact details and brokerage identification applied automatically, every time.
- Fair housing and advertising guardrails built into the workflow.
Pro plan and up
Forms, fill and e-sign
Fill from the deal, place signatures by role, send, done.
- Upload the forms you are licensed to use; the mapping tools align every box to the printed page.
- Prefill from the deal: parties, property, dates, agents. Typed values flow back to the transaction.
- Multi-signer e-sign with signature, initial, date, text and checkbox fields placed by role, and recipient-fillable disclosures.
- Edit until the first signature, void and resend, and an audit packet when everyone has signed.
Pro plan and up
Transactions
Checklists, deadlines and documents from contract to close.
- Files with side, parties, effective date, deadlines and closing date; checklists generate and move with the dates.
- Each deal gets its own inbox address, so title and lenders can email documents straight into the file.
- Google Calendar reminders for the dates that matter; drafted emails to title and lenders from checklist context.
- Signed documents land back in the file automatically.
Pro plan and up
Your website
A lead-capturing site with your name on it.
- Headshot, bio, service areas, social links, intro video and landing pages.
- Contact and calculator forms feed your CRM with follow-ups attached.
- Your own domain with automatic SSL, built for ads, social profiles, email signatures and QR codes.
- Property search and listing pages where your MLS allows agent-level access or your broker approves a feed.
Pro plan and up
Your daily command center
Email, calendar, tasks and calculators in the same place.
- Gmail inside the portal with explicit send clicks, archive and follow-up tasks; important emails flagged on the dashboard.
- Google Calendar and Tasks connected with your own authorisation.
- Buyer cash-to-close, seller net sheet, affordability and early-payoff calculators for client conversations.
- Voice input from the car: speak a request, review the text, then act.
Starter plan and up
Training, help and a mentor who never sleeps.
Help center, tutorials, scripts and role play
Twenty guided sections and tutorial videos, scripts for the calls you dread, role play to practise them, and a mentor chat for the question you would rather not ask the office. It does not replace your broker; it stops the basics from waiting on anyone.
See it with your own leads in it.
A short walkthrough beats a feature list. Thirty minutes, your questions, real screens.