AGENT MANUAL · v1.0

Agent's Field Manual

Everything on managing your pipeline, automating outbound calls and texts, running CMAs, and drafting agreements — with the free embedded AI agent doing the heavy lifting.

Want the AI to do it instead of reading how?

Open the assistant sidebar and command it in plain English — "draft a purchase agreement for 142 Maple Ave" — and your documents compile instantly into the Document Vault.

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Agent's Field Manual

What does wholEstate actually do for a real estate agent?

Do I need my own phone number and Twilio account?

How does AI lead scoring work for buyer and seller leads?

How do I get my active listings and inventory into the system?

Does the system separate buyer leads from seller leads?

How do I start an automated calling and texting session?

How does the system protect me from TCPA violations and the Do-Not-Call (DNC) list?

How does the CMA and pricing assistant work?

Can the system calculate my commission and splits?

How do I move deals through the pipeline stages?

How do I schedule and track showings?

How do autonomous SMS and email workflows work?

How do I use the free embedded AI agent to draft documents?

Can I use my brokerage's own approved forms instead of a generic template?

Does wholEstate handle e-signatures?

Where are generated documents stored?

Want the AI to do it instead of reading how?