AgentCreates Client Rooms, invites clients, organizes properties and documents, reviews drafts, and owns every client-facing action.
BuyerReviews homes, shares preferences and feedback, fulfills document requests, and follows the offer-preparation plan.
SellerTracks listing milestones, shared documents, visits, and transaction progress without seeing private agent notes.
RenterOrganizes rentals, application readiness, visit feedback, and requested documents in a private room.
Assistant / TCWorks only in assigned rooms with redacted data. The agent approves drafts before clients see them.
Brokerage administrationSees aggregate operational counts and activity, never buyer identities, private notes, or document contents.
DADana AlvarezHarborline Residential · License FL SL3501234Showing recap1421 Granada Blvd, Coral Gables · Jun 6, 2026Strong showing. The Riveras responded well to the renovated kitchen and natural light, stayed past the scheduled time, and asked what information the agent would verify next.What stood outRenovated kitchenNatural lightQuiet streetConcernsBackyard may be small for their dogRoof age (2012)To verifyRoof permit historyAverage insurance premium with a 2012 roofAgent review notesRoof age is an information item for agent review if inspection confirms wearAgent-selected next stepAgent review note: candidate for further review. Verify roof permits and request an insurance quote before discussing next steps.→ Pull roof permit history and request an insurance quote this week.
Client RoomA private, branded workspace for one client or household.Sample data · Changes are not saved · Not a live customer recordRivera · Coral GablesPrivate room managed by Dana AlvarezDocumentedProperties2 comparedBuyer feedbackUp to dateNext stepAgent reviewOpen this workflow in the interactive sample
Command CenterThe agent sees which rooms need attention today.Sample data · Changes are not saved · Not a live customer recordReadinessStarted1Organized1Documented1OfferReady1Avg score 57Needs attentionHigh0Medium1Low3QueueToday’s queueFollow-up queueSend the roof permit summary to the RiverasRivera · Rivera · Coral GablesOverdueCheck in after Saturday’s tourMarcus Chen · Chen · South Miamidue soonAdd documentsUpload financing proof, agreements, disclosures, or other room documents.Active clientsRiveraBuyer · Rivera · Coral Gables · engaged 2h ago68Marcus ChenBuyer · Chen · South Miami · engaged 6h ago45Amara OkaforBuyer · Okafor · Pinecrest · engaged 21h ago91Quiet roomsLuis DelgadoBuyer · Delgado · Kendall · quiet 10dFollow upOpen this workflow in the interactive sample
Agreement historyStatus and acknowledgment receipts stay traceable without creating signatures.Sample data · Changes are not saved · Not a live customer recordDelivered to youJun 5, 2026, 10:20 AM EDTViewed by youJun 5, 2026, 11:03 AM EDTReceipt confirmedJun 5, 2026, 11:08 AM EDTReceipt confirmed means received and viewed only. It is not a signature or agreement.Open this workflow in the interactive sample
Document vaultPrivate documents use expiring links and access history.Sample data · Changes are not saved · Not a live customer recordFinancing documentShared with buyerInspection notesAgent onlyBuyer agreement copyShared with buyerOpen this workflow in the interactive sample
Assistant/TC workspaceAssistants work only in assigned rooms and cannot access billing or private financial details.Sample data · Changes are not saved · Not a live customer recordNote for reviewRiveraAgent approval requiredDraft the tour follow-up after the agent confirms the buyer-visible recap.Open this workflow in the interactive sample
Recap to Client RoomAn agent-reviewed showing recap becomes part of the room’s shared record and next-step workflow.Sample data · Changes are not saved · Not a live customer recordStep 1RecordAgent describes the showingStep 2DraftStructured recap is preparedStep 3ReviewAgent edits and approvesStep 4PublishApproved recap enters the roomOpen this workflow in the interactive sample
Simple and advanced viewsThe same room can present a focused next step or deeper operational detail without changing permissions.Sample data · Changes are not saved · Not a live customer recordSample presentation choicePresentation only. Your plan, permissions, features, and data stay the same.SimpleBest for most agentsSee the next action, next appointment, client progress, and the tools you use most. Detailed sections stay collapsed until you open them.AdvancedBest for power usersOpen detailed analytics, filters, Risk and Readiness explanations, audit history, reports, and advanced controls.Open this workflow in the interactive sample
Client Room progressClients see completed steps, the current action, and what comes next without agent-private details.Sample data · Changes are not saved · Not a live customer recordClient Room progress50%5 of 10 required items completeMissing — click one to mark it complete in this sampleConfirm property criteriaUpload requested documentsReview at least one propertyIdentify a favorite or offer-discussion propertyCollect showing feedback for completed showingsTracks completion of OfferReady workflow items. It is not a lending, legal, valuation, or client-qualification assessment.Nudge client — email previewOfferReady drafts a plain-language reminder from the missing items. The agent edits it and must confirm before anything sends.Subject: A few quick steps for your home searchHi Jordan Sample, A few workflow items in your Client Room are still open. Knocking them out keeps everything moving: • Confirm property criteria • Upload requested documents • Review at least one property • Identify a favorite or offer-discussion property • Collect showing feedback for completed showings Everything is in your private Client Room — the button below takes you straight there. Thanks! Casey SampleSending is disabled in the tourNo email is sent from this sample — in the product, nothing sends without the agent's explicit confirmation.Open this workflow in the interactive sample
Brokerage IntelligenceOwners review aggregate readiness, attention, and activity counts without opening client records.Sample data · Changes are not saved · Not a live customer record47Active rooms4High risk rooms6Overdue follow-ups45%Yes conversion9.5Avg days to decision29Active engagement18Rooms using Vendor Network26Vendor requests14Shared vendor contacts30-day trendActive rooms32 → 47OfferReady rooms4 → 9Overdue follow-ups9 → 6Readiness distributionRoom readiness scores grouped into operational coaching buckets.0-24725-491950-741275-1009Attention distributionOperational attention items only. No legal, lending, or protected-class analytics.Low2860% of roomsMedium1328% of roomsHigh49% of roomsUnknown24% of roomsAgent activityOperational workload and follow-up signals. Buyer-private content is excluded.AgentActive roomsAvg readinessHigh riskOverdue follow-upsDecisionsLast activityDana Alvarez14711111Jun 6Marcus Webb1264129Jun 6Open this workflow in the interactive sample
Listing discoveryAgents organize authorized listing information and verify imported details before saving them.Sample data · Changes are not saved · Not a live customer record123 Fictional AvenueAddress entry · source reference retainedAgent reviewFictional property reference. No live listing data or unauthorized source is used.Open this workflow in the interactive sample
Legal and compliance boundariesStatus records and disclosures organize work; OfferReady does not give professional advice or execute agreements.Sample data · Changes are not saved · Not a live customer recordBuyer agreement reviewFair Housing statementAI output reviewPrivacy and securitySubscription and cancellationPartner program termsTemplates organize review and disclosure. OfferReady does not provide legal advice.Open the public legal libraryOpen this workflow in the interactive sample
Pulse guidancePulse summarizes committed room activity and suggests questions for human review. Its guidance is operational and non-conclusive.
SecurityScoped access, revocable links, expiring document access, and server-side redaction limit every role to the data it needs.
PricingAgents choose a published plan after the no-card trial. Clients participate free from their private room link.