No estimating, no material orders, no measuring tools. The CRM, the follow-up, the calendar, the documents and the phone, built for buyers, sellers and closings.
One form for your whole business, on a link and a QR code you can print on a sign rider, a business card or the open house sheet. It asks what you want asked: buyer or seller, timeline, price range, areas.
Every submission lands in your pipeline as a New Lead with the answers on the card, and you get a text and a push the moment it happens. A repeat visitor is matched to their existing client instead of making a duplicate.
Open Add Client, point the camera at the card, and the name, number, email, company and title fill in. You check it and press Save. Nothing is stored until you do.
New Lead, Contacted, Appointment Set, Active, Under Contract, Closed, Nurture. Rename or reorder the stages to match how you work. Each client carries what they are looking for, their timeline, their lender and their pre-approval, so the next conversation starts where the last one ended.
Tasks with due dates, notes, voice notes, photos and a full timeline on every client. Agents see their own book; the broker sees the whole board.
Text clients from your business number, not your personal cell, and every reply lands on the client. Send email from your own Gmail or Microsoft inbox with templates for the messages you send ten times a week. Opens and replies are logged.
Follow-up drips for new leads, past clients and home anniversaries run on their own, and every message is plain text you can edit.
When you are in a showing, she answers. She knows the difference between a buyer, a seller, another agent asking about a listing and a lender selling referrals, books the appointment from your open hours, and texts you the summary. She never describes a neighborhood by who lives there; fair housing is in her first instruction.
Clients pick a time from your open hours and it lands on your calendar as a showing, consultation or closing, synced to Google Calendar with reminders to both sides. Book a Showing is the first button on every client.
Built-in documents for the moments that repeat: buyer consultation summary, seller pre-listing checklist, showing feedback request, open house sign-in, offer summary, referral introduction, closing day checklist and client information sheet. Each one merges the client's details and sends for a signature on their phone; the signed copy stays on the client.
Your brokerage's own forms upload to the client file and can be sent the same way.
Photography, staging, signage, lockboxes, MLS dues, mileage and client gifts logged per listing and per buyer, with receipt photos read automatically. Invoices for the occasional fee, paid online. The broker's team view shows every agent's pipeline and nobody's leads slipping.
Hand every seller the My Home Genius app to gather what the seller's disclosure needs, room by room, on their own time. It comes back to you as a file on the listing, and their home record stays with them after closing with your name on it.
14-day free trial. No card. Plans from $29 a month.
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