sales
Follow up on leads and prepare quotes.
the real estate template
the team.
What you need first comes first. Rename, add or remove anyone. All roles →
planning
Schedule appointments and tasks.
customer service
Answer customer questions.
marketing
Plan and measure campaigns.
team lead
Split up questions and bring the answers together.
orchestrator
bookkeeping
Invoices, reminders and the books.
research
Track the market and competitors.
sub-agent
case files
Keep case files up to date and summarised.
who works with whom.
A group decides who may ask whom, and which documents they share. See the map →
sales and viewings
Leads, viewings and questions.
works with market and back office
market
Listings in the spotlight and the local market.
back office
Files and the books.
on the map, ready.
It all comes with the template. You fill in the blanks. Planned work waits for you in Review. About connectors →
connectors
- HubSpot
- YouTube
- Brave Search
- Stripe
Placed, not connected. You connect them with your own account.
starter documents
- Listings
- Viewing checklist
- Frequently asked questions
- Competitor watchlist
- Brand voice
- Month-end checklist
Headings and blanks. Until you fill them in, agents don't guess.
area information
An empty pack for your own files: PDF, Word, Excel or text.
other markets.
Not your market? Start on General and change anything. Match your market →