Client-centric deals & CRM
Track every buyer and seller deal through your clients — lead source, pipeline stage, deadlines, open-house sign-ins, and referral-partner commissions, all organized the way you actually work.
Legally-binding e-signature contracts
Build a reusable form library, place fields on any PDF, and send for sequential signature with a full consent, IP address, and timestamp audit trail — no more buggy text boxes.
Team & broker dashboard
Invite your team, see every agent's active deals and commission at a glance, and catch missing paperwork before it becomes a problem — built for teams and brokerages, not just solo agents.
Full personal + business finances
Mileage, expenses, budgets, loans, net worth, estimated quarterly taxes, and CSV bank import — your entire financial picture, business and personal, in one place with a real accountant-ready export.
A private portal for your clients
Share a secure link so clients can check their own deal status and documents anytime — without ever creating an account or waiting on a phone call.