Dashboard

Quick Actions

Add Listing

Add Client

Schedule Showing

New Deal

Upcoming Showings

Recent Activity

Listings

All Active Pending Sold Withdrawn

IDX / MLS Search

Clients

All Buyers Sellers Both Investors

Showings

All Scheduled Completed Cancelled No-Show

Open Houses

All Scheduled Completed Cancelled

Documents

All Contracts Disclosures Inspections Appraisals Title Other

Settings

Business Information

Business / Brokerage Name

Currency

Default Commission Rate (%)

Agent Information

Agent Name

License Number

Agent Email

Agent Phone

Specializations

Service Areas

IDX / MLS Integration

Connect a listing provider to search live MLS data and embed listings on your site. Your API keys are held by the platform — you only pick the provider and your MLS coverage scope.

Provider

MLS Agent / Office ID (isolation scope)

MLS Board / Dataset ID (MLSGrid / Bridge)

Default City

State

Show IDX listings on my public storefront widget

Dialer — Do-Not-Call & Voicemail

Click-to-call is manual only (TCPA-safe — no auto-dialing). Numbers on your Do-Not-Call list are blocked before any call is placed.

Add a number to Do-Not-Call

Voicemail-drop templates

Customer Booking Deposits

Require a deposit when a customer books a service through your booking widget. Set a default for all services, or a specific amount per service. The deposit is enforced server-side — customers can't skip it.

Service (or “*” for all)

Deposit ($)

Notification Preferences

Email reminders for upcoming showings

Email alerts for deal stage changes

Daily follow-up reminders

Instant alert for new leads

Display Preferences

Default Listings View

Default Showings View

Items Per Page

Open House Settings

Default Sign-In Fields

Name (always required) Email Phone Currently working with an agent? Pre-approved for financing?

Data Management

Danger Zone

These actions are irreversible. Use with caution.

Real Estate CRM