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Real Estate & Mortgage

Every lead, showing and client in one place.

We build your website and the system behind it, then we keep both running, so no lead waits until morning.

Example view

Real Estate & Mortgage

  • Clients
  • Leads
  • Listings
  • Showings
  • Client

    New
  • Showing

    In progress
  • Deal

    Done
Ask your recordsComing

Which leads have I not called back this week?

In one place

Your whole business, in one place.

Every record sits in one system, in the words your business uses.

Customer side (CRM)

  • ClientsReady
  • ShowingsReady
  • ListingsReady
  • Phone callsAdd-onComing
  • Website and chat leadsReady

Your business

  • Clients
  • Leads
  • Listings
  • Showings
  • Money

Ask it anything in plain words.Coming

Operations side (ERP)

  • DealsReady
  • Team and scheduleReady
  • Invoices and card paymentsReady
  • Costs and receiptsComing
  • Documents and photosComing
Always up to date. Every booking, lead and payment lands here.
  • ReadyBuilt for clients today.
  • ComingNot built for clients yet.

Sound familiar?

“Leads come in at night and go cold by morning.”
“Showing requests bounce between texts and email.”
“My client history lives in three apps and my head.”

From scattered to one place.

Today

  • Leads in your inbox
  • Showings in your phone calendar
  • Client notes in a notebook
  • Deals in a spreadsheet

With us

One place

Customers, work and money in one system you own, always up to date.

  • Clients
  • Leads
  • Listings
  • Showings
  • Money

We build it. We run it. You own it.

We build it

  • A website that shows who you are and the areas you serve.
  • Online booking for showings and consultations.
  • Client records with every conversation attached.
  • A chat helper on your site that takes details after hours.

We run it

  • We host it, secure it and back it up.
  • Email us a change. It is done in 48 hours.
  • A person replies within one business day.

You own it

  • Your domain is registered in your name.
  • Your client list is yours, not your software's.
  • Export your customers, bookings and invoices any time.
  • Clean, complete records a buyer can trust, if you sell one day.

Ask your records

Coming

Ask your own records a question in plain words and get the answer. This is in build today.

Which leads have I not called back this week?

How many showings did I book last month?

Which past clients bought five years ago?

What you get

Your website, built and kept onlineReady
Online booking for showings and consultationsReady
Client records with every conversationReady
A chat helper on your site that answers common questionsReady
Follow-up reminders for quiet leadsComing
Ask your own records a question in plain wordsComing

Ready: built and ready to switch on for you. Demo: you can try it, no client runs it yet. Coming: in build, we give you the date before we promise it.

The plan that fits

Booking

Stop playing phone tag.

  • Customers pick a time that works, online
  • It lands on your calendar
  • Automatic reminders, so they turn up
  • Take a deposit when they book

$449/month

$3,995 to build, paid once

Optional add-onDemo

Never miss a call.

It answers the phone when you cannot.

Voice is an add-on to your plan, not a plan of its own. Switch it on when you want it.

  • Answers every call, day or night, in a real voice
  • Knows your prices, your hours and your service area
  • Takes the caller's name and number and what they need
  • Emails you a written summary the moment the call ends
  • 300 answered minutes a month, then 75 cents a minute

$349/month on top of your plan

$1,495 to set up, paid once

Hear it on the Voice page
Example call

Caller

I saw a listing on your site. Can I see it this weekend?

Voice

I can set that up. What is your name and the best number to reach you?

Questions owners ask

Can a buyer book a showing at night?

Yes. They pick a time on your website and it lands on your calendar. The chat helper on your site can also take their details, so the lead is waiting for you in the morning.

Do you handle FINTRAC or RECO for me?

No. Those duties stay yours and your brokerage's. We build the system and keep it running. Confirm what you must keep with your brokerage or your regulator.

If I change brokerages, do I keep my clients?

Your website and your client records are yours. Your domain is registered in your name. Check your brokerage agreement for anything it says about client data.

Who keeps the website up to date?

We do. Email us a change and it is done in 48 hours. A person replies to every question within one business day.

How does this help if I sell my book of business?

A buyer wants to see real clients and real history. One clean record lets them check it. We do not value businesses or promise a sale price.

Get started

Get your leads, showings and clients in one place.

Tell us a little about your business. A person on our team reads every message and replies within one business day.

How should we reach you?

Rather talk first? Book a call

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