Manage business referrals by tracking progress and receiving updates. Send client referrals to other agents. Receive inbound referrals from agents in different markets. Prioritize visibility for inbound referrals.
Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
Collaborate and communicate by sharing files and asking questions in real time. Send messages, comment on documents, and track project updates within the .
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
