Transform Your Real Estate Workflow
Manage every aspect of your business from one platform.
ai Assisted Compliance Prompts
Automated initial ai review provides agents with quick prompts to help ensure requirements are included on documents before they submit for Broker review.
- Check for missing signatures and initials
- Confirm key dates and form elements are filled out
- Improve first pass compliance rates
Client Facing Purchase Offer Comparison
Compare purchase offers with precision and make informed decisions.
Use multi-filters to compare multiple purchase offers, highlighting the most important criteria.
Key Benefits:
- Compare offers side by side
- Filter and sort offers by multiple key metrics
- Share to client dashboard for review
Manage Commissions and Plans
Create customized commission plans for your brokerage and easily apply them to agents and transactions. Avoid duplicated effort by synching to QuickBooks.
- Pre-define and apply commission plan splits and fees
- Create CDA’s and view Financial data
- Issue Direct Deposit to agents
Dynamic Custom Dashboards
Every role has unique needs and important items to keep track of, so we provide the ability to customize your dashboard and see exactly what you need
- Drag and Drop, Resize and Reorder Cards
- Permission based elements
Reporting and Insights
Utilize pre built standard reports and save customized reports for key analysis and operational awareness
- Generate actionable insights into sales, client behavior, and agent performance.
- Export data for presentations and decision-making.
- View comparisons and analytics
Beautiful Forms
Use forms to standardize and simplify processes from a brokerage, team, and individual purchase offer level
- Intake forms streamline the property creation process
- Save time for agents and teams
- Enhance and simplify purchase offer management
Access Your Property Backup Data Anytime
Data integrity at its best, providing simple backups for all your compliance needs.
- Automated backups to your own storage location
- Cloud based storage options
- Simplify audits with clean, organized files
Task Manager-Never Forget a Task
Define task lists to support agents and ensure no one misses a document or action item.
- Reminders and Due Dates
- Task or Direct Document upload
- Dynamically assign to properties and users
Personalized Document Library
Control your own cloud drive of documents, links, and essential information. Having everything accessible in one place simplifies management and operations
- Permission based folders
- Add documents and links
- Stay organized
Create Your Own Organogram with User Access
Easily add and manage your system users along with their permission groups, tax forms, work agreements and more
- Control access and assign roles
- Update commission plan and key documents
- Track employment dates and forms
Seamlessly Manage Multiple Office Locations
Different offices have different requirements and needs. Create multiple locations and allow unique settings for each.
- Assign one or more locations to each user
- Report on and view all combined locations or drill down
- Set up teams within locations
