Clients and contacts
Clients, properties, contacts, vendors and portals.
Clients holds everyone you work with, their properties, and every document you've made for them. Tools open prefilled from a client's property.
Tools that act on a property use one menu to pick a client and then one of their properties. There's no address box to type into; you pick, or add, from the menu.
Contacts holds the people your deals touch: lenders, inspectors, contractors, attorneys and more. Attach them to properties and star the ones you recommend.
A client portal is a private, expiring link with every document you've made for one client, branded to you. It's on every plan, including Basic.
The Content library holds the photos, listing copy, PDFs and videos you've made or uploaded. Items tied to a client and property are grouped into folders.
Make an open house for a listing and put a QR code at the door. Every guest who checks in lands in your clients as a lead.