Your books, your contacts, your goals, your client gifts — everything an agent juggles, in the same app as your deals.
Sound familiar?“At tax time I’m digging through bank statements, guessing what I made.”
Track every dollar in and out — commissions drop in automatically when deals close. Print or export a real Profit & Loss and balance sheet whenever your accountant (or the IRS) asks.
Sound familiar?“I have an income goal, but no idea how many calls it takes to get there.”
Tell it what you want to make this year — the Goal Planner works backwards to exactly how many calls, appointments, and deals that takes, then keeps you accountable every day.
Sound familiar?“I promise to follow up, then the note gets lost and the lead goes cold.”
Your contacts live next to your deals. Tap to call, log the conversation right there, and the app always tells you what's next — so no lead or past client ever goes cold.
Sound familiar?“I want to drop off client gifts, but picking what to give and planning the drive takes all afternoon.”
Set your budget — the app recommends the right small gift for each contact, writes a personal note-card line, clusters nearby stops, and builds your driving route.
Sound familiar?“My go-to inspectors and contractors are scattered across old texts and my phone.”
"Do you know a good AC company?" — you get that text weekly. Keep your trusted inspectors, contractors, and lenders in one library and share them by email or text in seconds.
Sound familiar?“I pay for one tool for CMAs, another for my newsletter, and another for my calendar.”
Polished seller & agent market analyses, ready to print.
Buyer & seller net sheets with Florida tax tables built in.
Monthly value emails to your whole contact list.
Every morning: each deal's status, blockers, and next step.
Every deadline and appointment across all deals at a glance.
Required documents tracked per deal type — gaps flagged early.
Resale, rentals, new construction, land & commercial — each gets its own timeline.
Stuck? Ask in-app and get answers instantly.
Import from any CRM export — spreadsheet, Excel, or phone contacts. Duplicates merged, and one click undoes it.
Set your split once. Co-agents and referral fees are calculated for you on every deal.
Add an assistant or a transaction coordinator and they work your deals with you.
A 0–100 score on every contact shows who's most likely to buy or sell next — so you call them first.
Sound familiar?“The busywork eats so many hours, I can’t take on another deal.”
No retyping, no chasing, no status-update calls.
Cancel the app pile. One subscription does it all.
Type each detail once. Copy-paste errors disappear.
When the busywork runs itself, you can carry more without dropping a ball.
Estimates for a typical Florida agent running multiple deals.
Everything on this page is included for $99.99/month. See pricing →
Deals, money, contacts, goals, gifts, and vendors — finally in one place.
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