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26 templates
Agent personal brand website with active listings, sold history, buyer/seller resources, and lead capture.
Home buyer journey: property search, favorites, viewing schedule, offers, documents, and agent messaging.
A client portal for buyers and sellers working with an individual agent — search, saved homes, showings, transaction tracking and signed documents in one place.
Home seller journey: listing status, showing feedback, offers, CMA reports, documents, and agent messaging.
Visitors sign in before they look around and the agent is told; the listing's photos while you wait.
Every home on the market in big photo cards — tap one for the photos, the price, beds, baths and area, and take it away on your phone.
Showing prep and follow-up tasks, the showing schedule and route, active deal files, and commission tracking — phone-based, no terminal.
The agent roster with license status, continuing-education tracking, performance metrics, and commission-split configuration.
Agent portal within a brokerage: personal pipeline, commission tracker, listings, compliance docs, and broker messaging.
The agent’s own desk: pipeline, listings and open showings beside how buyers and sellers are using the portal, commission requests from submission to paid, transaction files through broker review, licence and CE status, and where they stand on the office leaderboard.
Office-wide listings by agent, deal volume by period, the commission pipeline, compliance alerts, the production leaderboard, brokerage documents, and messages.
Today at the closing table: files intaken and checked, escrow released against the settlement statement, the disbursement authorisation raised, compliance certificates attached, and anything flagged high-risk held back until it clears.
License-expiry alerts, the document-audit queue, and regulatory filing status across the brokerage.
The let portfolio: every tenancy and where it is in its term, rent arrears by age with the chase already started, turnovers scheduled between tenants, maintenance raised against the right landlord, and what is owed out this month.
The property detail editor, photo management, pricing and comparable analysis, syndication status, and showing feedback collection.
A visitor sign-in kiosk for open houses: name, email, and the agent they came to see.
Today's showings in run order, the lockbox or access code for each address, confirmations chased with both sides, and the feedback captured while the buyer is still standing in the hallway.


