THE FULL DESK

The infrastructure to run your book of business.
One desk, not a bundle of upsells.

Data, response, pipeline, operations — every piece of active business kept in one working system. Everything below ships in every plan.

DATA

Listing Inventory Import

Import your active listings and comps via CSV, or connect your own data source through the API. Duplicate properties across sources stack into one record.

Listing Sync Stream

Coming soon: inventory kept current automatically — included in every plan, not billed per lookup.

Showing Coordination

Schedule and track showings against a property, with client feedback and conflicts surfaced automatically.

AI

Lead Readiness Scoring

Every lead is scored 0–100 on buyer readiness — pre-approval status, budget fit, and timeline — with a suggested outreach strategy: call, text, or nurture.

Document Drafting

Purchase agreements, listing agreements, and disclosures — drafted from live deal data in seconds, staged for your review before anything goes out.

Morning Briefing

A daily briefing on your pipeline: hot leads, stage-by-stage dollar values, and the 3–5 actions worth doing today.

Phone Coverage

Inbound calls get answered on the first ring, missed calls get a callback within minutes, and showings get a reminder call the day before — all on your own number, powered by our voice engine under the hood. You set the hours outbound is allowed to run; inbound never sleeps.

Assistant Chat

A real estate assistant embedded in the sidebar. Ask it to draft an agreement, run a CMA, or explain a lead — it understands your live pipeline and stages the result for you.

PIPELINE

Dynamic Kanban Pipeline

Drag deals through five stages — Lead, Showing, Offer, Under Contract, Closed — with live dollar values at every stage.

Buyer / Seller Side Tracking

Every deal tracks which side you represent — buyer, seller, or dual — so the right disclosures and workflow apply automatically.

CMA & Commission Calculator

Pull comps from your live inventory feed for a pricing recommendation, and calculate commission splits across brokerage, team, and referral fees.

Real-Time Pipeline Value

Projected vs. closed commission, stage-by-stage breakdowns, and deal velocity — updated as deals move, not on a nightly batch.

OPERATIONS

Workflow Automation Engine

Six triggers (lead created, status changed, deal stage changed, lead scored, schedule, SMS received) fire five action types, with conditional logic so automations only run when it matters.

Lead Distribution

Round Robin rotates leads evenly across your team. Shark Tank scores every agent against every lead and assigns the best match.

Team Leaderboard & Audit Trail

Every assignment, timestamp, and outcome logged — full transparency on who received what, and when.

Due Diligence Checklists

Pre-built listing and closing templates, or build your own — attach any checklist to a deal and track completion automatically.

MORE

Analytics & Reporting

Pipeline value, conversion rate, average days to close, and lead-source breakdowns — pulled live from your data, not a CSV export.

See it running on a real pipeline.

Try the 7-day pilot free and watch the engine work your first lead.

Try it free for 7 days