Commerce: CRM & Transactions
From first conversation to signed contract to commission disbursement. Deals, proposals, e-signatures, and transaction coordination on one deal record. Nothing re-entered between systems.
The lead enters once. The commission journals itself.
Win the Deal
4 featuresThe lead enters everywhere at once
A yard-sign text code creates a contact, the qualification bot responds, and within minutes the contact exists in the CRM, the inbox, the commission ledger, and the client portal — scored and routed to the right agent.
The contact carries every interaction
The email thread, the WhatsApp messages, the call recordings, the showing history, and the signed contract live on one record. Open the contact and the full relationship scrolls — filed on the deal, not just in an inbox.
Multi-Source Lead Capture
Zillow, Realtor.com, your IDX site, yard-sign text codes, open house sign-in, Facebook ads, and Google PPC — every source into one pipeline with source attribution.
AI Lead Qualification Bot
Conversational AI qualifies leads via SMS and email 24/7. Weighted scoring, objection handling, and auto-handoff to the agent when the threshold is met.
Listings, Proposals & Signatures
4 featuresThe presentation builds from the catalog
Property address, CMA data, and commission terms pull from the same record that feeds the website and the social post. The seller signs via e-signature and the listing enters the pipeline. No manual transfer between presentation, CRM, and website.
One price change, every surface
A price change updates once in the catalog. The website, the proposal template, the social post draft, and the portal syndication feed all reflect it. One record, every surface, always current.
Multi-Party Signing Flows
Buyer, seller, co-buyer, listing agent, and attorney — sequential or parallel signing with identity verification and completion tracking. The signed agreement files to the deal automatically.
ZipForms & MLS Form Integration
Sync with ZipForms, TransactionDesk, and regional MLS form libraries. Populate from deal data automatically — no re-keying.
Close and Get Paid
4 featuresTransaction coordination across 24 stages
An accepted offer triggers a transaction checklist. Tasks assign by party — inspector, appraiser, lender, title company. Deadlines calculate from contract date and the closing countdown runs.
Multiple-offer tracking
Three offers, highest-and-best by Friday at 5 PM. Every party notified through the portal, every counter tracked, every deadline visible to the listing agent, the buyer’s agent, and both clients.
56 payment gateways
Client deposits process through the gateway the local market uses — Stripe in Dallas, Mercado Pago in Santo Domingo, M-Pesa in Lagos. Commission disbursements and referral payouts route through the same infrastructure.
Commission journals from the deal
The commission split journals to Ledger automatically — agent share, brokerage share, referral fee, franchise fee — with the lead source attached. No re-entry from CRM to spreadsheet to accounting software.
Yard-sign text at 2:47. Contact exists by 2:48.
A yard-sign text code creates a contact at 2:47 PM. The qualification bot responds by 2:48 PM. By 2:52 PM, the lead is scored, the agent is notified, and the contact exists in the CRM, the inbox, the commission ledger, and the client portal. That contact record then carries every interaction forward — the email thread, the WhatsApp messages, the call recordings, the showing history, the signed contract.
Listing data feeds the presentation. The seller signs.
The listing presentation builds from the live catalog. The property address, the CMA data, and the commission terms pull from the same record that feeds the website and the social post. The seller signs via e-signature. The listing enters the pipeline. A price change updates once in the catalog and the website, the proposal template, the social post draft, and the portal syndication feed all reflect it.
Three offers by Friday. Every counter tracked.
Three offers on the table. Highest and best due Friday at 5 PM. Every party notified through the portal. Every counter tracked. Every deadline visible to the listing agent, the buyer’s agent, and both clients. The accepted offer triggers a transaction checklist — tasks assign by party, deadlines calculate from contract date, and the closing countdown runs. The wire confirms at 10:12 AM, recording at 11:30, keys released at noon.
Stripe in Dallas. M-Pesa in Lagos. Same closing.
Client deposits process through the gateway the local market uses. Stripe in Dallas. Mercado Pago in Santo Domingo. M-Pesa in Lagos. Commission disbursements and referral payouts route through the same infrastructure, multi-currency by default. The buyer signs, the seller signs, the listing agent countersigns — five parties, one envelope, one deal record. The signed purchase agreement files automatically: no download, no upload, no manual filing.
A deal closes in Deals — the commission split journals to Ledger automatically — agent share, brokerage share, referral fee, franchise fee — with the lead source attached. The broker answers “what did our portal leads actually generate this quarter?” from Ledger. The commission calculation that currently requires manual re-entry from CRM to spreadsheet to accounting software happens in one step.