Platform
Built for the full
real estate workflow.
Every module your team needs — leads, buyers, deals, mortgage, comms, and AI — in one platform. No integrations to maintain. No context switching.
Lead Management
9 capabilities
- Capture forms per lead type (buyer, seller, investor, landlord, tenant)
- Real-time AI scoring via Claude — Hot / Warm / Lukewarm / Cold
- Source tracking with weighted scoring (referral > website > cold call)
- Automatic agent routing and assignment rules
- Lead stage history and full timeline
- Document upload at capture (pre-qual letters, IDs, inspection reports)
- Promote leads directly to buyers or deals
- Bulk import via CSV with field mapping
- Mortgage quick-apply from any lead profile
Deal Pipeline
9 capabilities
- Visual Kanban board with drag-and-drop stage management
- Configurable pipeline stages with probability defaults
- Per-deal document vault with version control
- Deal health score — AI-calculated risk signals
- Notes, activities, and full audit trail per deal
- PDF export: deal summary, proposal, closing checklist
- Client access portal with deal progress tracking
- Commission tracking and payout ledger
- Closing checklist with TC (Transaction Coordinator) view
Mortgage Module
9 capabilities
- Full mortgage pipeline with stage engine (application → clear to close)
- Condition tracking with document requirements per condition
- Task management for loan officers and processors
- Borrower communication log (email, SMS, WhatsApp)
- Borrower portal with document upload and status view
- Timeline and milestone tracking
- Notes per loan file
- Dashboard with pipeline health overview
- Stage history for compliance audit
Buyer Management
8 capabilities
- Buyer profiles with pre-approval, budget, and requirements
- AI property matching — automatically surface best-fit listings
- Document vault with upload queue and review workflow
- Document request system with tracked fulfillment
- Matched properties tab per buyer
- Buyer portal — branded, shareable link with document upload
- Notes, activities, and showing history
- Bulk document review queue for admins
Properties
8 capabilities
- Full property listing management (buy, sell, rent)
- MLS sync — pull listings into your CRM automatically
- Google Maps integration with property map view
- Image gallery per listing
- Property-to-buyer matching (reverse: find buyers for a listing)
- Open house registration with QR code check-in
- Property PDF export for presentations
- Market analysis and CMA builder with AI narrative
Automation & Workflows
8 capabilities
- Trigger workflows on any CRM event (lead created, stage changed, etc.)
- Drip campaign sequences with customizable steps and delays
- Email, SMS, and WhatsApp message delivery
- AI-generated follow-up drafts — one click, contextually aware
- Scheduled automation jobs with run history
- Workflow templates for common real estate sequences
- Outbound webhook delivery to Zapier, Make, n8n
- Inbound webhooks to receive external events
Communications
8 capabilities
- Unified inbox — email, SMS, WhatsApp in one thread
- Message templates with merge fields
- Email composition with AI assist
- Twilio integration for SMS and voice
- WhatsApp Business API support
- Activity log across every channel per contact
- Communication history per lead, buyer, and deal
- Send communications from any module context
AI Assistant
8 capabilities
- Lead scoring with reasoning and recommended next action
- AI-powered follow-up email and SMS drafts
- CMA narrative generation from property data
- Voice log transcription and structured data extraction
- Loss analysis — what went wrong, what to learn
- Daily briefing — AI summary of your pipeline and priorities
- "What Next" button — AI-ranked action recommendations
- Platform-level AI assistant for operator queries
Reports & Analytics
8 capabilities
- Agent performance dashboard with goals and leaderboard
- Pipeline health and stage velocity
- Lead source effectiveness and ROI
- Commission and earnings reports
- Custom report builder with filter and grouping
- AI narrative report generation
- Export to CSV and Excel
- Audit log for every user action
Multi-Tenant Security & RBAC
8 capabilities
- Fully isolated multi-tenant architecture — data never crosses boundaries
- Custom roles per workspace (Owner, Admin, Manager, Agent, Read-only)
- Role-based permission matrix — configure access per module
- MFA (TOTP + backup codes) per user
- IP allowlist enforcement per tenant
- Session management with single-device or multi-device control
- Login history and suspicious activity detection
- Platform Owner impersonation with full audit trail
Settings & Customization
8 capabilities
- Custom lead sources with scoring weights
- Custom fields on leads, buyers, deals, and properties
- Pipeline stage configuration per pipeline
- Branding — logo, colors, subdomain
- Custom email templates and notification preferences
- Tag management
- Data retention policies
- Subscription and billing management