Referral Management
Register and manage clients, referrals, and related real estate transactions from a centralized platform.
Referral Tracking
Follow each referral from the initial recommendation through the transaction lifecycle, helping agents stay informed about referral status.
Client & Referral Directory
Maintain an organized directory of referral contacts and group clients based on business or follow-up requirements.
Reminder Management
Create and manage birthday and anniversary reminders to help agents maintain consistent client relationships.
Transaction Management
Record and monitor buy and sell transactions while maintaining a searchable history of referral-related activities.
Proactive Activity Reports
Generate activity reports that help agents and brokers monitor ongoing tasks, client interactions, and referral activities.
MLS Analysis Reports
Analyze MLS-related information and access reports that support better understanding of referral and transaction activity.
Daily MLS Data Synchronization
Automatically synchronize MLS data on a daily basis to keep the platform’s information current.
Sales Scoreboard
Provide agents with a clear view of sales performance and referral-related results.
Daily Activity Scoreboard
Track daily agent activities and provide better visibility into individual and team productivity.
Transaction Log & Advanced Search
Maintain detailed transaction records with advanced search capabilities for quickly finding specific referral or transaction information.
Referral Revenue Tracking
Help agents build additional revenue opportunities by continuously managing and following up on referral relationships.
