Firepoint Features

Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.

Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.

Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders.

Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale.

Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification.

Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Manage various aspects of appointments including booking, rescheduling, canceling

Manage contact details and communication with clients

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Tracking, calculating, and paying commissions and earnings to employees

Track and manage schedules and meetings via an integrated calendar

Easily integrates with loan origination solutions

Facilitates the creation and maintenance of relevant notifications for important dates

Facilitates communication and relationship nurturing between lenders and loan officers

Facilitates or integrates with tools that ensure loan compliance

Set up connections to third-party platforms to improve business processes

Stores and manages contacts, leads, and prospects

Organizes prospect and client pipelines to align with loan and real estate requirements

Automates email or other marketing campaign efforts

Create, design and manage workflows for repetitive tasks

Distribution and delivery of funds to approved borrowers

Store, manage, and track all electronic documents in a centralized location

Automate maintenance of escrow accounts on behalf of borrowers

Calculation of consumption tax imposed on properties

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Searchable database of information about loan borrowers

Tool used to determine accurate pricing and product eligibility for borrowers

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, manage and track all task activities and progression

Track and manage adherence to policies for any service, product, process, or supplier

Streamlines the input and management of contacts into the database

Nurtures and generates leads from a variety of lead capture sources

Captures and generates real estate leads from the website and other forms of engagement

Integrates with social media channels, simplifies posting and sharing

Connects with existing CRM to leverage client information

Facilitates the integration of real estate listings from the MLS database to created website

Enforces or guides website content to fit desired SEO strategy

Provides a customizable IDX website to present polished listings to clients

Facilitates the setting up, dispersal, and automation of email marketing strategies

Easily integrates with third-party solutions for more comprehensive functionality

Connects to external systems and applications as needed to complete team workflows.

Manage the overall brand of the real estate agent or agency and be able to create, edit or share advertisements for external brand.

Capable of managing the social media posts, profiles and overall social brand.

Has the ability to communicate with clients via business instant messaging, text, calls, or email.

Creation of an IDX website or Real estate specifc web builder that is customizable that aids the efforts of agency marketing.

Manage and track the marketing campaigns that may contain focuses on social media, email marketing, flyer creation, or website marketing.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Integration capabilities with Real Estate CRM products for a comprehensive platform to manage real estate processes.

Integration capabilities with Virtual Tour products for a platform to manage tours of real estate properties

Integration capabilities with Real Estate Activities Management products for a platform to manage douments, financials and more for a real estate agency

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Process of collecting loan interest and escrow payments from a borrower.

The initial step in the mortgage workflow

Process of securing a loan from a bank or any other lender.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Used by brokers

Report customer payment history and outstanding debts to credit bureaus

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Electronic storage of stakeholder contact information

Search and filter data across systems to locate required information by entering keywords or certain criteria

Expand services to areas outside of the home location, functioning as an extension of the home location.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Store and organize documents in a centralized system

Automate workflows and trigger campaigns based on customer actions

Manage, organize, and store contact information

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Reports that show customers their invoices, payments, and balance on the account

Track sent and received payments, invoices, and bills.

View and track pertinent metrics to find patterns and gain insights from data

Track interaction history by documenting conversations for contacts

Define levels of authorization for access to specific files or systems

Receive data and information in real time

Group leads or contacts based on their specific characteristics

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Score a lead on their quality or likelihood to buy based on certain behaviors

Access software remotely via mobile devices

A collection of customer information such as contact details, demographics, previous interactions, etc.

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Route and distribute your leads to third party buyers

Automatically identify and save contact information of potential customers

Centralized database to track details of properties (including lease, tenant, and owner information)

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Timed notification for any upcoming task, deadline, appointment, or activity

For realtors, real estate investors, property managers, and other real estate professionals.

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Pre-made examples and templates for emails

Assemble applications and processes by dragging over and arranging pre-built components

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Engage with a lead throughout the sales process by actively providing information

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Log and store the source of contacts/leads

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track and document all activities across devices, networks, and other systems

Using different methods or channels to connect with customers