CRM
Stages, owner, next task
A lead has a person responsible and a next step. The board is the office, updated through the day.
Platform
The inquiry, the file, and the payout.
Follow one sample deal, 1842 Cedar Lane, across the screens a brokerage actually lives in. Then see how an office moves onto the system.
Pipeline · Northline Realty
Sample office
New 2
Maya Chen1842 Cedar Lane · just nowFrom search
Elena VossPast client · check-in dueTask today
Working 2
418 Oak StreetPriya Shah · offer outCall listing side
Saturday showingChris Nguyen · 2:00
Under contract 1
1842 Cedar Lane$425,000 · signedE-sign completeBooks linked
Closed 1
90 Birch AvePaid · commission postedIn the books
Swipe for the rest of the board.
Pipeline. The person, the listing, the task, and the stage stay on one card. Sample records, not a customer list.
Commission · 1842 Cedar Lane
Sample math
| Sale price | $425,000 |
| Gross commission, 3% | $12,750 |
| Agent, 70% | $8,925 |
| Brokerage, 30% | $3,825 |
| Transaction fee | $295 |
| Net to agent | $8,630 |
Same file as the pipeline card. The e-sign is already on it. The shadow spreadsheet is the habit this replaces. Not a closed customer file.
Payout. Sale price, gross, split, and net sit on the deal. Your CPA still does the taxes.
Sample records, so you can see the shape of the product. Northline Realty is not a customer. Home search and IDX display are on their own page.
Home search
The listing stays on the lead
A question from a listing page writes the contact and the listing id together. The full display brief is on the home search page.
Websites
Brokerage site, agent pages
The public site and the agent roster can live here. Inquiries still land in the one pipeline.
Documents
E-sign on the file
The packet and the initials live on the transaction. You are not hunting a drive named Final-v7.
Books
The split is on the deal
Sale price, gross commission, agent split, brokerage side. Your CPA still does the taxes.
Drafts
Written with the file open
Follow-up and checklists, against the record the office is already working. A blank chat window is a different product.
How a pilot works
No public price list. A clear path.
You should be able to tell what happens after you call, before you see a contract.
- 01
You reach Nick
Call or text (208) 964-0494, or send the form. We reply within one business day.
- 02
We look at the office
People, website, CRM, e-sign, the spreadsheet, and who serves the MLS search today. The monthly number comes after that.
- 03
One office
The site and the pipeline come over first. Agents keep working. Documents and commission math follow that file.
- 04
Cancel what went quiet
Monthly hosting stays. Old subscriptions come off when nobody is opening them. That is where the savings show up.
Bring the current stack.
We will say what this replaces and what it leaves alone, including the IDX vendor. Call or text (208) 964-0494.