Manage contacts and relationships with a centralized CRM. Add notes, track birthdays, and set reminders. Log interactions, view relationship status, and share updates. Sync across devices and integrate with email.
Manage leads and track property listings with automated CRM. Monitor expiration dates and price changes. Store and organize client data in a smart database. Generate digital property valuations. Create and edit Excel and PowerPoint documents.
Manage calls with auto dialer and CRM integration. Set up call centers quickly. Track customer interactions and sales leads. Schedule and log calls. Sync with contact databases. Monitor call performance and activity.
Browse real estate listings with VR viewing and map search. Filter by property type and location. Contact agents directly. Manage residential assets and track transactions. View property details and save preferred listings.
Connect with verified Realtors and Loan Officers to find buyers and sellers. Share listings across brokerages. Track conversions and manage needs, wants, and plugs processes.
Track real estate deals and commissions with task management and note-taking. Sync contacts and automate bookkeeping. Forecast taxes and income. View bank balances and business mileage deductions. Monitor debts and expenses in one place.
Manage customer interactions across WhatsApp, Instagram, Messenger, SMS, website live chat, and more. Respond to messages, track conversations, and integrate with e-commerce, payments, calendars, and CRM systems.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Offers AI-powered tools for real estate professionals. Generate marketing content, analyze market data, and create presentations. Provide coaching strategies from Tom Ferry International. Manage team tasks and track property listings.
Track transactions, view materials, connect with agents
Track active and closed transactions, view marketing materials provided by Mortgage, and connect with potential clients. Access real-time updates on homebuyers' progress and manage communication with clients through the .