๐Ÿ‘ค For agents ยท Solo or team

Stop juggling tabs.
Close more deals.

One workspace for clients, listings, walkthroughs, contracts, tasks, and money โ€” built so you spend your day on relationships, not data-entry. Works for a solo agent with one client or a team running 50.

The 30-year asset

Referrals on autopilot

Most agents lose 80% of their lifetime referral pipeline because they have no excuse to stay in touch after closing. RealHome HQ keeps the relationship live without you lifting a finger.

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You stay in their pocket

After closing, the client doesn't churn off into a CRM email blast โ€” they keep using the same portal: mortgage tracker, vendors, market updates, you in chat.

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Compounding referrals

Past clients with an active portal generate 3โ€“5ร— more referrals than ones who only get a holiday card. One tap shares your contact with their friend.

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"Thinking about selling?" routes back to YOU

Five years from now when they upsize, the same portal opens a new transaction โ€” pre-loaded with their address, equity, and you as their agent. No competitor has a chance.

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Anniversary, holiday, market sends

Send seasonal touches to every past client at once from your dashboard. Each one is a relationship deposit.

A day with RealHome HQ

What changes

  1. 8:32 AM

    Coffee + dashboard

    See YTD earnings, active deals, today's tasks, and the 3 clients you haven't talked to in 30+ days โ€” all on one screen.

  2. 10:15 AM

    Client requests a walkthrough

    You get a notification: Jane wants to see 123 Main St with a note 'gate code is 4821, evenings work'. Two taps to send her a 6:30pm slot.

  3. 1:02 PM

    Inspection report comes in

    Drag-and-drop to upload, flip the 'share with client' toggle, done. Client gets a notification, the document lives forever in the deal.

  4. 3:45 PM

    Deal milestone moves

    Tap 'Underwriting conditions cleared'. Client's portal updates in real time. They can see exactly where their deal stands without calling.

  5. 6:10 PM

    Wrap-up

    Calendar shows tomorrow's two showings (no overlaps โ€” the conflict detector caught a near-miss). Tasks for next week already in.

What you get

Every tool an agent actually needs

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Client CRM

Buyer / seller / both / unknown โ€” track every relationship and what they're looking for

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Listing inventory

Your homes, with photos, status, and one-click sharing to specific buyer clients

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Property shortlist

Send a curated list to each client; they react in their portal

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Calendar + scheduling

Showings + task due dates + conflict detection in one agenda

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Granular milestones

16-step buyer template breaks the silent underwriting weeks into clear progress

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Client messaging

Direct 1-on-1 thread per client. No group-chat noise.

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Document vault

Per-deal contracts and disclosures, with a private/shared toggle per file

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Mortgage tools

Loan tracker, equity, payoff projections, what-if simulator for clients

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Personal analytics

YTD earnings, active deals, days-to-close, stale-client alerts

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Notifications

Bell with unread count when a client schedules, picks a home, or sends a message

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Goals + pace

Track YTD progress against your annual GCI target

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Tasks

Per-deal or standalone, with due dates that surface on your calendar

Get your evenings back

14 days free. No credit card. If you don't save 5 hours your first week, we'll be amazed.

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