Skip to main content

Platform

Built for the full
real estate workflow.

Every module your team needs — leads, buyers, deals, mortgage, comms, and AI — in one platform. No integrations to maintain. No context switching.

👤

Lead Management

9 capabilities

  • Capture forms per lead type (buyer, seller, investor, landlord, tenant)
  • Real-time AI scoring via Claude — Hot / Warm / Lukewarm / Cold
  • Source tracking with weighted scoring (referral > website > cold call)
  • Automatic agent routing and assignment rules
  • Lead stage history and full timeline
  • Document upload at capture (pre-qual letters, IDs, inspection reports)
  • Promote leads directly to buyers or deals
  • Bulk import via CSV with field mapping
  • Mortgage quick-apply from any lead profile
🏠

Deal Pipeline

9 capabilities

  • Visual Kanban board with drag-and-drop stage management
  • Configurable pipeline stages with probability defaults
  • Per-deal document vault with version control
  • Deal health score — AI-calculated risk signals
  • Notes, activities, and full audit trail per deal
  • PDF export: deal summary, proposal, closing checklist
  • Client access portal with deal progress tracking
  • Commission tracking and payout ledger
  • Closing checklist with TC (Transaction Coordinator) view
🏦

Mortgage Module

9 capabilities

  • Full mortgage pipeline with stage engine (application → clear to close)
  • Condition tracking with document requirements per condition
  • Task management for loan officers and processors
  • Borrower communication log (email, SMS, WhatsApp)
  • Borrower portal with document upload and status view
  • Timeline and milestone tracking
  • Notes per loan file
  • Dashboard with pipeline health overview
  • Stage history for compliance audit
👥

Buyer Management

8 capabilities

  • Buyer profiles with pre-approval, budget, and requirements
  • AI property matching — automatically surface best-fit listings
  • Document vault with upload queue and review workflow
  • Document request system with tracked fulfillment
  • Matched properties tab per buyer
  • Buyer portal — branded, shareable link with document upload
  • Notes, activities, and showing history
  • Bulk document review queue for admins
🏡

Properties

8 capabilities

  • Full property listing management (buy, sell, rent)
  • MLS sync — pull listings into your CRM automatically
  • Google Maps integration with property map view
  • Image gallery per listing
  • Property-to-buyer matching (reverse: find buyers for a listing)
  • Open house registration with QR code check-in
  • Property PDF export for presentations
  • Market analysis and CMA builder with AI narrative

Automation & Workflows

8 capabilities

  • Trigger workflows on any CRM event (lead created, stage changed, etc.)
  • Drip campaign sequences with customizable steps and delays
  • Email, SMS, and WhatsApp message delivery
  • AI-generated follow-up drafts — one click, contextually aware
  • Scheduled automation jobs with run history
  • Workflow templates for common real estate sequences
  • Outbound webhook delivery to Zapier, Make, n8n
  • Inbound webhooks to receive external events
💬

Communications

8 capabilities

  • Unified inbox — email, SMS, WhatsApp in one thread
  • Message templates with merge fields
  • Email composition with AI assist
  • Twilio integration for SMS and voice
  • WhatsApp Business API support
  • Activity log across every channel per contact
  • Communication history per lead, buyer, and deal
  • Send communications from any module context
🤖

AI Assistant

8 capabilities

  • Lead scoring with reasoning and recommended next action
  • AI-powered follow-up email and SMS drafts
  • CMA narrative generation from property data
  • Voice log transcription and structured data extraction
  • Loss analysis — what went wrong, what to learn
  • Daily briefing — AI summary of your pipeline and priorities
  • "What Next" button — AI-ranked action recommendations
  • Platform-level AI assistant for operator queries
📊

Reports & Analytics

8 capabilities

  • Agent performance dashboard with goals and leaderboard
  • Pipeline health and stage velocity
  • Lead source effectiveness and ROI
  • Commission and earnings reports
  • Custom report builder with filter and grouping
  • AI narrative report generation
  • Export to CSV and Excel
  • Audit log for every user action
🛡️

Multi-Tenant Security & RBAC

8 capabilities

  • Fully isolated multi-tenant architecture — data never crosses boundaries
  • Custom roles per workspace (Owner, Admin, Manager, Agent, Read-only)
  • Role-based permission matrix — configure access per module
  • MFA (TOTP + backup codes) per user
  • IP allowlist enforcement per tenant
  • Session management with single-device or multi-device control
  • Login history and suspicious activity detection
  • Platform Owner impersonation with full audit trail
⚙️

Settings & Customization

8 capabilities

  • Custom lead sources with scoring weights
  • Custom fields on leads, buyers, deals, and properties
  • Pipeline stage configuration per pipeline
  • Branding — logo, colors, subdomain
  • Custom email templates and notification preferences
  • Tag management
  • Data retention policies
  • Subscription and billing management

Ready to see it in action?

Set up your workspace in minutes. No credit card, no sales call.

Create Your Free Workspace