Capability reference

The Tools Behind the Daily Plan

The daily plan follows one client decision. These additional tools support the work around it. Availability can depend on the plan, cloud sync, local data, and the connected MLS board.

Email and follow-through
  • Messages you can reuseSave email templates and personalize them with contact details before sending.
  • Planned follow-upSet sequences that pace email touches across a client journey, with consent checks for commercial outreach.
  • Response signalsReview opens, clicks, and campaign engagement alongside your outreach.

Websites and client access
  • A site in your own nameBuild an agent or brokerage website with configurable pages, themes, and media.
  • Local publishing toolsPrepare blog and neighbourhood content with search metadata and page controls.
  • Visitors become contactsRegistration and forms create CRM leads and can follow a configured realtor route.
  • An assistant on your siteOffer visitor chat within a realtor website, using approved public context.
  • Let visitors pick a timeOffer a public booking page where a visitor requests an available appointment.
  • Private property shortlistA buyer page is being validated for release. It shows realtor-managed saved searches over that site's published listings through revocable links, not the full MLS.
  • Progress after an offerGive a client a branded, read-only view of their deal's milestones and status.
  • Site activity in contextConnect captured visitor actions and listing interest to CRM follow-up.

CRM and team controls
  • Prioritize new leadsScoring helps rank contacts for follow-up; it is separate from assigning a realtor.
  • See the work and resultsUse dashboards and forecasts for pipeline, campaign, and sales activity.
  • Mac build statusA Mac Catalyst build target exists, but a distributable macOS application has not been verified.
  • Share with a small teamNamed users can share CRM records through optional cloud sync, subject to access rights.
  • Choose the responsible realtorAssign a contact manually or route a lead form to a fixed realtor for new or unassigned contacts. There is no round-robin routing.
  • Control who sees whatUser, role, and record permissions govern shared data.

Market-aware AI context
  • Evidence in visitor answersThe website assistant can retrieve source-backed market data when it is available for the visitor's question.
  • Published-home contextThe website assistant receives that site's published listings, including MLS identifiers, not the full board feed.
  • Schools and nearby placesMapped amenity and school data can inform local answers where coverage exists.
  • Place-level outlooksCity market and neighbourhood investment summaries can inform answers when matching evidence exists.
  • Index your own filesWith Beta, Pro, or Max access, select a local folder for private semantic indexing.
  • Bring private context into chatChoose an indexed local folder as a source for an agent conversation. Those files are not public website-chat data.