Capabilities
RealEstate OS

67% of real estate agents have no structured follow-up system, that's how deals go cold.

RealEstate OS flags the moment a deal goes quiet and drafts the next touch for you, so the follow-up happens instead of getting forgotten.

01WHAT USUALLY HAPPENS

Nobody decides to stop checking on a client, it just happens.

A deal falls behind busier things for a day, then a week, then 11 days, and nobody notices until the client's already gone elsewhere. RealEstate OS flags it before it starts slipping.

RealEstate OS home screen showing active deals, priorities, and client status
02CLOSING THE GAP

A deal goes quiet. The follow-up gets written for you.

11 days of silence and a follow-up is ready, matched to where that deal sits, a re-engagement note for a prospect, a different kind of check-in for someone under contract. You approve it or edit it, and it goes out.

RealEstate OS AI coach panel showing deal insights and recommended next actions
03Shared, Not Scattered

Check a task in one place. It updates everywhere.

Tasks, deal stage, and client status stay in sync for the agent, the coordinator, and the team lead. Nobody's working off a version that's a day behind.

RealEstate OS shared tasks view showing a single list of follow-ups and deal-related tasks
04Client Portal

Clients see their own progress, without waiting on you to answer.

A client checks their timeline, reviews documents, and messages their agent directly, all inside the same portal. They stay informed even on the days nobody calls.

RealEstate OS client person page showing a buyer's deal progress, documents, and direct messaging

Have any of your deals fallen through the cracks?

Let's Talk