Put a shared set of tools behind your team.
Give agents access to focused drafting workflows, with team seats, member management and lead assignment.
TEAM PREPARATION
Prepare together. Keep review responsibilities clear.AI-generated illustrative imagery. Not customer or product footage.Start with the work that matters.
Evaluate how members are invited, which tasks they need and how lead assignment fits your process. Confirm seats and limits in the written scope.
Open House Follow-Up
Creates messages from visitor details you provide. Review every message and confirm consent before sending.
Explore the workflow →Buyer Consultation
Creates an editable meeting framework from the buyer context you enter.
Explore the workflow →Social Media Post
Creates platform-oriented caption drafts from a listing for you to review and post yourself.
Explore the workflow →Every visitor had a different conversation.
- Visit
- Open house at the townhouse
- Stated interest
- Front garden
Thank you for visiting the townhouse. You asked about the front garden, and I’m happy to share the property details we discussed. What would be useful for you to see before deciding on a second visit?
Current product capabilities.
- ✓Up to 5 seats on the Team plan
- ✓Team invitations and member management
- ✓Lead assignment and shared team access
- ✓Server-enforced seat and subscription checks
Current boundary: The current Team plan does not include SSO, a shared brand library, or team analytics.
The professional stays accountable.
AI-generated content and calculations can be incomplete or wrong. Verify facts, assumptions, calculations, Fair Housing considerations, brokerage policy, MLS rules, and applicable law before use.
THE WORK IN CONTEXT
Bring your real workflow to the evaluation.
Evaluate how members are invited, which tasks they need and how lead assignment fits your process. Confirm seats and limits in the written scope.
Talk through your requirements →YOUR STARTING POINT
What would make this useful?
- 01 / The work
- Choose the recurring tasks you want to evaluate.
- 02 / The people
- Tell us who needs access and how you review work.
- 03 / The scope
- Confirm tools, limits, price and terms in writing.
Built for teams.
Request a current written evaluation scope for the workflows your team needs.