Advisor Led and Powered by AI - Built by an Advisor for our Advisors
Agent Today
Open tasks grouped by client—overdue and due today first. Mark done or jump to the checklist, showing, or meeting note.
Office Manager Dashboard
Track agent follow-ups, overdue checklist tasks, meeting action items, and showing feedback. Assign clients to agents and see compliance at a glance.
Customers & Profiles
Register clients and build listing profiles—contact, property, sellers, and listing—in one place.
Ideal Buyer Profile
Define your target buyer from listing specs for marketing and outreach.
Listing Launch Checklist + Timeline Generator
Plan and track your listing launch with a step-by-step checklist and timeline.
Showing Feedback Tracker
Log showing date, agent, buyer interest, price and condition notes, objections, and follow-ups—then generate a seller digest.
Marketing Plan
Build a social, web, TV, and print plan to reach your ideal buyer.
Marketing Generator
Listing presentations, brochures, MLS copy, social scripts, emails, and market reports — tailored by deliverable.
AI Tools
Market analysis, buyer profiles, listing copy, and seller intelligence — powered by Claude.
Client Intelligence
Upload notes, photos, and audio. Generate a meeting summary and action items.
Soft Staging Checklist
Luxury listing soft staging checklist for occupied 4BR homes (~$2M). Rugs, lighting, art, textiles, bedding, greenery, dining, bath, and final walkthrough.
Under Contract Checklist
Post-mutual workflow: file setup, earnest money, seller expectations, title, inspection, repairs, appraisal, pre-closing, closing, and weekly file review.
Agent Registry
Save other-side agents (name and email) so you can pick them on the under-contract checklist for CC.
Customer Portal
Customers sign in to see only their own profile and meeting follow-ups—not other clients’ data.