Built for teams and brokerages
Manage all your agents with less overhead
Add seats, assign roles, and share the same source of truth. See progress, spot risks early, and coach your agents with facts.
Reporting that answers real leadership questions
See active pipeline, closings this month, and revenue by team so weekly meetings are about decisions, not hunting for numbers.
- Active pipeline, closings this month, and revenue YTD.
- Spot bottlenecks by stage, office, or assignee and fix them early.
- Export summaries for weekly standups without manual prep.
Urgent Deadlines
3 items- 7 days overdueFinancing contingency ends888 Bermuda Road, Henderson, NV
- Due todayInspection Period End888 Bermuda Road, Henderson, NV
- Due tomorrowTarget Close4455 Paradise Road 501, Las Vegas, NV
Seats and permissions that just make sense
Invite agents, TCs, and admins with the right level of access so everyone can move fast without exposing the wrong fields.
- Invite agents, TCs, and admins with role-aware access.
- Lock down sensitive fields while keeping the team fast.
- Office or team changes are painless instead of a rebuild.
Shared pipelines without living in spreadsheets
Board views by office, team, or lead source keep every pipeline in one place so you can coach with context, not guesswork.
- Board views by office, team, or lead source kept in sync automatically.
- Assign owners and watchers so nothing falls through.
- See stuck deals and coach off the same live data your agents see.
Built for leadership, ops, and producers
Scale with clarity, not more spreadsheets
We’ll help import your data and set up roles, views, and automations so every agent, team lead, and admin starts aligned.
Built for leadership and operations
Control, visibility, and speed—without extra busywork.
Support for multi-office structures with clean scoping.
Guardrails for sensitive steps and documents.
Create and save team views so everyone is on the same page.
Invite new agents with templates that set them up right.
Checklists for common scenarios keep quality consistent.
Answers for weekly meetings without manual exports.
Customize stages, prompts, and fields to match your workflow.