Calisto Pro

Client Experience & Lead Management

Branded buyer and seller portals, public home valuation pages, intelligent lead scoring, saved search alerts, and automated nurture campaigns that convert prospects into clients.

Client experience essentials

1

Client Portal

Authenticated portal where buyers search properties, save favorites, organize collections, view documents, and message their agent. Branded with your brokerage identity.

2

Home Valuation & Lead Capture

Public-facing page at a configurable URL slug. Branded with custom headline, subheadline, colors, and logo. Step-by-step: enter address, see estimate, submit for CMA.

3

Lead Scoring & Search Alerts

Weighted scoring with 8 factors: website visits, listing views, inquiry count, saved searches, response time, open house attendance, favorited properties, and search alert clicks.

4

Agent & Staff Portals

Each agent gets a personal portal showing their pipeline, tasks, compliance status, and production metrics. Accessible via Calisto Navigator.

Branded Client Portals

Give buyers and sellers a premium self-service experience. Property search, document access, transaction status, and secure messaging, all under your brokerage brand.

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Leads That Score Themselves

Eight weighted factors calculate lead quality automatically. Daily call lists, priority alerts, and nurture campaigns ensure top leads get immediate attention.

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Buyer Portal

Seller Portal

Transaction Document Access

Secure Agent Messaging

Market Intelligence

Intake Forms & Questionnaires

Public Valuation Page

Instant Value Estimates

Auto-CMA Generation

Lead Routing from Valuation

Campaign Auto-Enrollment

Valuation Page Analytics

Configurable Lead Scoring

1-5 Star Lead Rating

Auto-Prioritized Call Lists

Saved Search Creation

Configurable Alert Delivery

Price Reduction Alerts

Agent Personal Dashboard

Staff Kiosk Check-In

File Submission Portal

Commission Request Submission

Admin Oversight Dashboard

Lobby Display Configuration

Booking Records

Folio Tracking

Request Management

Listing Agreement Flow

Buyer Representation Flow

Referral Agreement Flow

Convert more leads, delight more clients, and build a reputation that attracts referrals. Every touchpoint is automated.

Client Experience & Leads