Paperless Pipeline Features

Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool

Store files for easy access and retain copies of documents through either built-in features or integration with document management software.

Stores client information and history in a centralized database with search functionality

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage schedules and meetings via an integrated calendar

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

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Manage contact details and communication with clients

Digitally sign online documents

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

Simplifies the creation, review, and compliance of real estate leases, documents, and contracts

Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.

Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.

Provides a mobile version of the solution that can be accessed by on-the-go real estate agents

Tracks listings, closing rates, and overall pipeline information

Tracks and analyzes the performance of individual real estate agents

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Track interaction history by documenting conversations for contacts

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

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

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Import and export data to and from software applications

Notifications that are delivered to users as soon as an event occurs

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

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-made examples and templates for emails

Add customized logos and colors to align with company branding

Automatically identify and save contact information of potential customers

For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.

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

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

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

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

Private online space that lets businesses securely share documents and provide information access to clients

Alter the layout and content of reports

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

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

Create and send email blasts/campaigns

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

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