WhatsApp keeps the conversation and loses the record: the preapproval letter is in one thread, the offer is in another, and the buyer who went quiet six weeks ago is unreachable. Calisto leaves WhatsApp where it is, threaded onto the contact through Inbox, and puts the presentation, the shortlist, the pipeline, the signatures and the portal behind it.

Yes. The buyer side is where the audition is hardest to win, and Calisto gives you its equivalent of a listing presentation: a branded shortlist link with live availability, price history, floor plans and a slot to book. The intake form captures budget, timeline and financing before anyone gives up a Saturday.

No. A CRM stores leads. It does not build the presentation that gets you the listing, verify the buyer before the tour, run the client portal, issue the lockbox code, sign the contract, or journal the commission with the lead source attached. Follow Up Boss and kvCORE need four more subscriptions beside them to do that.

Both. Calisto connects to 25+ MLS systems for IDX search, pipeline listing data and showing status, plus syndication to Zillow, Realtor.com, Rightmove, Domain, Idealista and 20+ portals worldwide. In markets with no MLS, which is most of LATAM and much of Africa, the listing catalog is the source of truth.

Digital lockbox codes generate with time windows and auto-expire rules, so a buyer has access for their showing slot only. A geofence detects when they leave the property and triggers the feedback request, which flows straight into the seller portal before the buyer reaches their next showing.

Exactly where it should be. Calisto coordinates the closing rather than replacing the professional who holds client funds in your market: every party gets their task and their deadline off the transaction checklist, the documents file under the deal as they arrive, and the commission journals from the deal record once the closing is confirmed. Brokerages that hold client money themselves have a separate answer.

The brokerage side →

The platform does not change. Start with Deals, Voice and Sites. Add lead routing, scorecards and ISA workflows when there is a team to route to, then multi-team dashboards, recruiting pipelines and compliance tracking when there are offices to govern. Nothing already running gets replaced, and the login never changes.

No. The property is one record. The listing you marketed for sale and the unit managed as a short-term rental are the same record, so the sale pipeline in Deals and the rental calendar in Bookings read it together, the turnover crew dispatches off it, and the owner statement carries your commission and your management fee side by side. Your seller becomes your owner without you rebuilding their history somewhere else.

How the rental side runs →

The CRM and recruiting pipeline, transaction coordination, e-signatures, the brokerage and agent websites with IDX, commission management, trust accounting, reviews, paid media, agent training, compliance, and brand standards. All of them read and write the same record, so agent production, the commission plan, the trust entry and the compliance file are one dataset on different screens.

Percentage splits, flat-fee plans, and graduated tiers that scale at performance thresholds. Cap tracking is live: an agent working toward their GCI cap sees the progress bar, and capping moves the next transaction to a 100% agent split. Transaction, technology, desk, E&O, franchise, marketing fund and referral deductions configure per plan. Syncs to QuickBooks, Xero, Alegra, and ContaAzul.

Yes. Each office carries its own commission plans, compliance requirements, trust account configuration, and desk and conference room scheduling. Multi-state brokerages hold different trust account regulations per jurisdiction, and international operations add multi-currency closings, multi-language portals, and regional MLS integrations. Adding an office adds a configuration, not a migration.

Earnest money deposits, security deposits and escrow funds sit in a proper trust ledger with a full audit trail and reconciliation to the penny, segregated per office and per jurisdiction. Disbursement tracking, commission splits and closing cost estimates are native, so no separate accounting tool is needed. In markets where an attorney or a notary holds client funds, the ledger tracks the milestone, the receipt and the release against the deal instead.

Calisto Assure runs the audit workflows and the credential registry together. Entitlement gating does the enforcing: a lapsed license or an incomplete NAR settlement training module suspends transaction submission in Deals until it clears. Every audit generates documented findings with corrective action tracking.

Calisto University is a complete LMS built into the platform agents use daily. Build courses with text, video, and quizzes. Organize into programs for onboarding, compliance, sales skills, and designation preparation. Track CE hours per agent with expiration alerts. New agents get auto-enrolled in onboarding programs when they join. No separate login, no third-party LMS subscription.

Calisto Deals powers the full recruiting pipeline. Track candidates through stages from prospect to signed. Import production data from MLS to evaluate candidates. GCI projections model the revenue impact of each hire. Interview scheduling with calendar integration. Offer letters sent through Sign with e-signature.

Agents own their data by design. Contacts, transaction history, pipeline, sequences, and notes belong to the agent. When an agent changes brokerages, their data moves with them. The agent exit compliance workflow in Assure handles access revocation, file handoff, and final commission settlement. No export fees, no holdbacks, no legal exposure for the brokerage.

Yes. Each agent gets their own CRM view, calling, messaging, personal website, and client portal, all under your brokerage brand. Brand standards hold across every agent flyer, social post, and email. The broker dashboard provides oversight, production tracking, and compliance monitoring without restricting agent autonomy.

Nothing. Seats are held by the broker and the admin staff who run transactions, so a brokerage with a broker and three admin holds four. Every agent you add gets a Calisto account at no additional cost: an address on calistomail.com, 10 GB of storage, and Agenda for their showings and follow-ups. Agents who need production, pipeline and compliance in one place get a Station portal, which is priced per station and covers everyone assigned to it. And an agent who buys Deals on their own subscription gets Core with it, which opens Listings.

Ten real-estate campaign templates ship ready to send: new listing, price reduction, just sold, open house invite, buyer welcome, seller welcome, post-closing review, expired listing, market update, agent anniversary. The print center produces flyers, postcards, and doorhangers with variable data population, and direct mail targets by geography. Listing photography and virtual tours run on the same platform.

A live portal under your brand, not a document you send. They open portfolio summary, project holdings, their own capital commitments with committed, funded, and unfunded balances, distribution statements, K-1 tax documents, draw request status, and in-portal messaging with your investor relations team. The construction milestones and progress photos sit alongside the ledger figures, so the qualitative update and the financial position come from one source and always agree. Internally your team reads the same numbers on the same screen: collected versus committed versus outstanding, sell-through by phase, defect rate trending. When an investor calls, the answer takes nine seconds instead of a quarterly compilation, and that is the difference between a developer who gets a second round and one who does not.

Yes. Seventy-five payment gateways connect, across 30+ countries. Buyers pay deposits via ACH, credit card, wire transfer, or region-specific methods through the gateway that serves their market. Cross-border capital arriving in whichever currency and method the investor’s own market uses. The deposit amount, currency, and exchange rate are tracked in Ledger with full reconciliation.

Yes. Bring-your-own-backend is supported. Deploy on your own database and object storage, in your own jurisdiction, under your own control. A sovereign wealth fund requires data residency in Abu Dhabi. A regional government mandates permit data stays in-country. A developer with a compliance policy requires all buyer PII stored on their own infrastructure. The choice is yours: our infrastructure or theirs.

Yes. The 10-step setup wizard auto-generates a 9-page project website: Home, Floor Plans, Availability, Site Map, Options, Gallery, Register, Construction Updates, and Contact. The site binds to live data. When a lot sells, the website updates instantly. When a milestone is completed, the construction progress page reflects it. No web developer required. Custom domain support with automatic SSL provisioning.

The SVG-based lot map editor lets you visually design your site plan with lot parcels, streets, amenities, model homes, sales centers, and building footprints. Lots are color-coded by status (available green, reserved amber, sold red, held gray, under construction blue). Buyers click lots on your project website to see floor plan details and pricing. The map updates in real-time as lots sell. Choose from pre-built templates for suburban community or condo tower layouts, then customize.

One of three automated workflows runs depending on contract type. Purchase Agreements create sale records, update lot status, generate closing tasks, set up buyer folios, and send the welcome email sequence. Pre-Sale Agreements create reservations, build milestone-based payment schedules, and set notification tasks. Lot Reservations create holds with configurable expiration reminders. In all three cases, deposit invoices auto-generate and send immediately.

Schedule inspections, assign inspectors, and conduct room-by-room walkthroughs with a 10-category digital checklist (Structural, Electrical, Plumbing, HVAC, Finishes, Doors and Windows, Appliances, Exterior, Landscaping, Safety). Photo documentation attaches to each item. Buyer e-signs on tablet at the inspection. PDF report auto-emails to the buyer. When an item fails, a deficiency record is automatically created with category, severity, and photos carried over. Zero double-entry.

Yes. The homeowner portal (Navigator) lets buyers view warranty coverage with expiry dates, submit claims with category, description, location, and photos, track resolution status in real time, download warranty coverage PDFs, and communicate with your service team through in-portal messaging. All self-service, 24/7. Automated 30/60/90-day expiry reminders ensure homeowners submit claims before coverage ends.

Yes. The investor portal provides K-1 tax document access, distribution and payout statements, project-level and portfolio-level financial reports, draw request status, and direct communication with your investor relations team. Investors log in to their own branded portal under your company identity. Automated roll-up reports generate from your live data for board presentations and LP updates.

Every development touches several suites at once. Ops Suite products (Deals, Proposals, Pulse, Navigator, Sign, Sync, Ledger, Assure, Signal, Access, Dispatch, Purview) handle the CRM pipeline, pricing, contracts, trust accounting, construction QC, warranty, and buyer/investor portals. Work Suite products (Inbox, Mail, Voice, Live, Tasks, Calendar, Box, Contacts) handle buyer messaging, investor correspondence, per-project phone lines, virtual tours, milestone checklists, closing schedules, and document storage. Marketing Suite products (Sites, Apps, Studio, Campaigns, Forms, Ethos, Tickets, Echo, Reputation, Circle) handle the project website, buyer app, renderings and media, lead nurture, registration forms, brand identity, and events. All share one buyer record, one unit record, one timeline. A signed contract in Sign triggers a deposit invoice in Ledger, a welcome sequence in Campaigns, a construction task in Tasks, and portal access in Navigator.

Every workflow here was designed by someone who has actually run operations. The punch list workflow exists because that person needed to coordinate twelve trades on a single lot before the buyer walkthrough. The change-order approval flow exists because a buyer wanted to swap hardwood for tile mid-framing and the cost delta needed sign-off before the trade could proceed. The investor draw schedule exists because a capital call went out on Tuesday and the fund needed confirmation by Friday. Every workflow reflects a real operational scenario, not a product manager hypothesis about what developers might want.