Email Center and Gmail in portal
Work the inbox inside the portal with explicit send clicks, archive, follow-up tasks and important-email alerts.
The platform
Every module, explained.
Everything below runs today inside a working brokerage. The screens are simplified for the page; the workflows are real.
01
CRM and follow-up
Every lead, every follow-up, nothing going cold.
- Buyer, seller, investor and rental leads from websites, imports and manual entry.
- Automatic follow-up schedules, reminders and reply alerts, with drafted emails ready to review.
- Stage, source, urgency, notes and tasks on every record; buyer criteria matched against the MLS.
- Productive CRM use earns agents lead credits, so the system rewards the behaviour you want.
02
Marketing Studio
Listing marketing in minutes, with the agent's branding applied automatically.
- Upload your own photos, or with MLS Connect pull a listing by MLS number or address and choose from its photos; photo rights are checked and acknowledged.
- Just Listed, Open House, Just Sold, buyer and seller education posts, flyers, captions and short reels.
- Headshot, contact details and brokerage identification applied automatically, every time.
- Guardrails for fair housing and advertising language are built into the workflow.
03
Forms, fill and e-sign
Fill from the file, place signatures by role, send, and keep the audit trail.
- Your forms, mapped field by field: upload the transaction forms your association licenses to you and the mapping tools align every box to the printed page. Field maps for common Florida contract forms already exist, so setup is fast.
- Prefill from the deal: parties, property, dates, agents and brokers. Typed values flow back to the transaction.
- Multi-signer e-sign packets with signature, initial, date, text and checkbox fields placed automatically by role.
- Recipient-fillable disclosures, document order control, edit-until-first-signature, void and resend, and an audit packet on completion.
04
Transactions
Checklists, deadlines and documents that stay in order from contract to close.
- Files with side, parties, effective date, deadlines and closing date; checklists generate and move with the dates.
- Every file gets its own inbox address, so documents emailed in land in the record and in Drive.
- Google Calendar reminders for key dates, drafted emails to title and lenders from checklist context.
- Broker review flags and in-progress e-sign visible on the file.
05
Agent websites and IDX
A lead-capturing site for every agent, on your domain or theirs.
- Name, headshot, bio, service areas, social links and intro video on a clean personal page.
- With MLS Connect: property search and listing pages, once your MLS approves your brokerage's own IDX or VOW feed. Without it, the site still carries the agent's bio, contact forms, calculators and lead capture.
- Contact, calculator and landing-page forms feed the CRM with follow-ups attached.
- Custom domains with automatic SSL, built for ads, social profiles, signatures and QR codes.
06
Lead engine and rewards
Broker-controlled leads that agents earn by doing the work.
- Agents earn credits for training, CRM activity, marketing, websites, contracts and closings.
- Credits are redeemed for contactable homeowner and FSBO leads by ZIP code, checked against the MLS first.
- Owner lookup by address, duplicate prevention, one pull at a time, and outcome logging before the next lead.
- The broker sets the rules; the portal enforces them. Needs MLS Connect, because every lead is checked against the MLS.
07
Broker dashboard and reports
Production, pipeline and review in one view, without a spreadsheet.
- Closed sides, volume and pipeline by office and by agent, with lease and side counting rules you control.
- CSV and branded PDF exports for owners, managers and franchisor reporting.
- Review queue, in-progress e-sign, transaction deadlines and commission closeouts on one screen.
- Agents see only their own numbers; admins see the office.
08
Recruiting intelligence
Know who is closing near you, and reach out while it is fresh.
- A daily report of closed sales within your radius, with the outside agents involved.
- A personalised outreach draft per agent, written fresh each day, delivered to the broker for approval.
- Nothing is sent automatically. You read it, edit it, and send it from your own email.
- Recruiting pipeline and onboarding paths for the agents who say yes. Needs MLS Connect for the closed-sales data.
And the rest
The tools agents and admins reach for every week.
Internal MLS lookup and buyer matching
With MLS Connect: look up listings, match saved buyer criteria and support transactions with MLS data, through your brokerage's own MLS access and within your MLS's rules.
CMA and pricing packets
With MLS Connect: build pricing packets for listing appointments from MLS comparables.
Ad Center
Draft Meta and Instagram ads pointed at agent websites, with Housing Special Ad Category language enforced.
Calculators
Buyer cash-to-close, seller net sheet, affordability and early-payoff calculators, embedded on agent websites.
Training and mentor chat
Onboarding paths, scripts, role play and a mentor chat for the questions agents ask at 10 pm.
Help center with tutorials
Twenty guided sections and tutorial videos, so basic questions stop landing on the broker.
Voice input
Agents can dictate portal requests from the car; the text is reviewed before anything happens.
Google sign-in and Workspace
Staff sign in with Google. Gmail, Calendar, Tasks and Drive connect with the user's own authorisation.
See it with your workflows in it.
A live walkthrough beats a feature list. Thirty to forty-five minutes, your questions, real screens.