Dashboard

Your business at a glance

Sample data

SA

New leads, 30 days

9

Active clients

9

Under contract

2

Referrals

2 out, 2 in

Pipeline

New lead

3

Talking

2

Showing

2

Under contract

2

Closed

1

Today

Call Marcus J. about the guide Text Tasha R. about Saturday tours Send Jordan P. a few lender names Check in with Dana Reyes on the Tampa referral

Recent referrals

Client	Direction	Agent	Their market	Status
Brandon T.	Sent	Lauren Kim	Charlotte, NC	Under contract
Lena F.	Sent	Dana Reyes	Tampa, FL	Agent accepted
Keisha W.	Received	Mike Alvarez	Nashville, TN	Touring homes
Ashley M.	Received	Chris Doyle	Atlanta, GA	New

Leads

Add leads by hand or bring them in automatically

Sample data

SA

Bring leads in automatically

Facebook lead ads

Leads from your 1st & Sold ads land here

Connected

Your landing pages

Every funnel page feeds this list

Connected

Zillow and Realtor.com

Forward your lead emails in

Spreadsheet file

Bring over your old database

Newest leads

Name	Source	Type	Added	Next step
Marcus J.	Buyer guide ad	Buyer	Today	Call today
Tasha R.	Landing page	Buyer	Yesterday	Text today
Ashley M.	Referral in, Atlanta	Buyer	Oct 27	Intro call Fri
Dee W.	Past client	Seller	Oct 24	Price opinion Tue

Pipeline

Every client, from new lead to closed

Sample data

SA

New lead

3

Marcus J.

Buyer

Buyer guide ad

Call today

Tasha R.

Buyer

Landing page

Text today

Ashley M.

Buyer

Referral in, Atlanta

Intro call Fri

Talking

2

Jordan P.

Buyer

Sphere

Lender names sent

Dee W.

Seller

Past client

Price opinion Tue

Showing

2

Keisha W.

Buyer

Referral in, Nashville

Tour Sat 10 AM

Ray L.

Buyer

Buyer guide ad

Tour Sun 2 PM

Under contract

2

Brandon T.

Buyer

Referral out, Charlotte

Inspection Wed

Gloria S.

Seller

Sphere

Appraisal Mon

Closed

1

Andre K.

Buyer

Buyer guide ad

Closed Oct 18

Referral network

Send and receive clients with agents across the country

Sample data

SA

Dana Reyes

Tampa, FL

Brokerage: [Their brokerage]

Mike Alvarez

Nashville, TN

Brokerage: [Their brokerage]

Lauren Kim

Charlotte, NC

Brokerage: [Their brokerage]

Chris Doyle

Atlanta, GA

Brokerage: [Their brokerage]

Your referrals

Client	Direction	Agent	Their market	Fee	Status
Brandon T.	Sent	Lauren Kim	Charlotte, NC	25%	Under contract
Lena F.	Sent	Dana Reyes	Tampa, FL	25%	Agent accepted
Keisha W.	Received	Mike Alvarez	Nashville, TN	25%	Touring homes
Ashley M.	Received	Chris Doyle	Atlanta, GA	25%	New

Referral fees are paid broker to broker at closing.

Ad funnels

Ads, landing pages and follow up, ready to run

Sample data

SA

Funnels ready to run

Each one comes with the ad, the landing page and the follow up texts and emails. The logo, your brokerage and your info are already on it.

Running

First home?
Start here.

First time buyer guide

A buyer guide plus a few local lender names for new buyers.

Ad Landing page Follow up

6 leads this month

Thinking of selling?
Get a price opinion.

Seller price opinion

A CMA based price opinion for owners. Not an appraisal.

Ad Landing page Follow up

Ready to launch

Just listed
Come see it.

Just listed

Show off a new listing and collect tour requests.

Ad Landing page Follow up

Ready to launch

Open house
This Saturday

Open house

Digital sign in and follow up for open house guests.

Ad Landing page Follow up

Ready to launch

Moving here?
Meet your agent.

Moving to town

Relocation leads that plug into the referral network.

Ad Landing page Follow up

Ready to launch

Just sold
Thinking of selling?

Just sold

Turn a closing into new seller conversations.

Ad Landing page Follow up

Ready to launch

Rev share

10% network fee on each closing

Sample data

SA

Closings this year

4

Your commission

$28,400

10% network fee

$2,840

Paid / pending

$1,365 / $1,475

Closings

Closing	Market	Your commission	10% fee	Status
#1041	Florence, AL	$7,200	$720	Paid
#1058	Muscle Shoals, AL	$6,450	$645	Paid
#1072	Sheffield, AL	$8,100	$810	Pending
#1077	Tuscumbia, AL	$6,650	$665	Pending

Fees are invoiced to your broker after each closing.

Templates

Fill in your info. The brand is already on it.

Sample data

SA

Pick a template

Fill in your info

Your name

Phone

Brokerage

Your Brokerage Realty

First home?
Start here.

Your photo or guide cover

Sample Agent

(555) 555-0142

Templates

Fill in your info. The brand is already on it.

Sample data

SA

Pick a template

Fill in your info

Your name

Phone

Brokerage

Your Brokerage Realty

Just listed
Come see it.

Listing photo

Sample Agent

(555) 555-0142

Templates

Fill in your info. The brand is already on it.

Sample data

SA

Pick a template

Fill in your info

Your name

Phone

Brokerage

Your Brokerage Realty

Open house
Saturday 1 to 3 PM

Listing photo

Sample Agent

(555) 555-0142

Templates

Fill in your info. The brand is already on it.

Sample data

SA

Pick a template

Fill in your info

Your name

Phone

Brokerage

Your Brokerage Realty

Just sold
Thinking of selling?

Listing photo

Sample Agent

(555) 555-0142

Dashboard

Pipeline

Today

Recent referrals

Leads

Add a lead

Bring leads in automatically

Newest leads

Pipeline

New lead

Talking

Showing

Under contract

Closed

Referral network

Your referrals

Ad funnels

Rev share

Closings

Templates

Pick a template

Fill in your info

Templates

Pick a template

Fill in your info

Templates

Pick a template

Fill in your info

Templates

Pick a template

Fill in your info