Experience the difference

Track every deal to the closing table.

Switch between Agent and Client to see the same transaction from both sides—full-width, the way your workspace actually feels.

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Pipeline clarity

One source

Templates, checklist, and progress stay in sync on every deal.

Client experience

Zero training

Buyers and sellers follow a link—no installs, no logins to explain.

sync_alt

Same data, two lenses

Agents edit; clients read live status—always aligned.

Preview experience as

Your deal pipeline

Every property can use a pipeline you define: built-in buyer or seller templates, your saved lists, or custom steps. The deal page is where you run the transaction—photos, clients, and the Agent task checklist in one place.

Open any step row to mark it complete, reorder milestones, or strip what does not apply. Progress on the deal is driven by how much of the checklist you have finished—so the number your client sees always matches your internal truth.

  • library_add_check

    Start from a template

    Apply buyer or seller presets in seconds, then tweak labels to match your market.

  • swap_vert

    Reorder and edit

    Move steps up or down, add one-off tasks, remove noise—without breaking the client view.

  • check_box

    Check off as you go

    Toggle the box when a milestone is done; the deal bar and client portal update immediately.

Checklist

2/8

Steps completed (demo)

Deal progress

44%

Derived from checklist

Template

Seller (residential)

Preset + edits

Deal workspace

Agent task checklist

Internal milestones for this listing—same order your client sees, with controls only you have.

Interactive demo
Overall progress 44%

Listing live

Deal milestone · Done

Under contract

Deal milestone · Done

Buyer due diligence

Deal milestone · Open — click the checkbox when this phase clears

Repairs negotiated

Deal milestone · Open

Appraisal / loan timeline

Deal milestone · Open

Clear title & disclosures

Deal milestone · Open

Final walkthrough scheduled

Deal milestone · Open

Closing documents signed

Deal milestone · Open

Tip: In the live app, each row syncs to your client portal the moment you save—no duplicate entry.

Built-in pipeline templates

real_estate_agent Preset

Buyer (residential)

Offer through closing—earnest money, inspection, appraisal, clear to close, and more.

home_work Seller

Seller (residential)

List-side milestones from live listing through signed closing documents—matches the demo above.

bolt Preset

Minimal

Three steps for fast deals—under contract, contingencies cleared, closing.

What clients experience

Clients receive a single deal link—bookmark it on any phone or laptop. There is nothing to configure: they land on the property, the live progress bar, and a milestone strip that mirrors your pipeline.

The checklist uses the same step names you maintain. They cannot edit it; they always know whether a line is complete or in progress, and when you last touched the deal.

When you update the deal…

  1. 1

    Check off a milestone

    Their percent complete and timeline both advance—no email required.

  2. 2

    Reorder or rename a step

    Labels and order refresh on the client view so language stays consistent.

  3. 3

    Change listing details

    Photos and headline stay tied to the same deal page they already trust.

Oak Lane · Seller representation

The Harrington residence

location_on Austin, TX

Deal progress

44%

Phase · Under contract

Last updated April 2, 2026 — synced from your workspace

Milestones

check
Listing live
check
Under contract
search
Buyer due diligence
handyman
Repairs negotiated
monitoring
Appraisal / loan
gavel
Clear title

Checklist

Steps your agent is tracking for this transaction. You can see progress here; your agent updates the checklist.

check

Listing live

Complete

check

Under contract

Complete

Buyer due diligence

In progress — your agent will check this off when diligence is complete

Repairs negotiated

In progress

Appraisal / loan timeline

In progress

lock Clients never edit pipeline steps—visibility only, always in sync with your checklist.

Ready when you are

Put every listing and client on one timeline—from first showing to keys handed over.

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