Research
Six past clients are due a touch this week. Two hit a home anniversary.
Mortgage-Rate & Market Digest
A weekly digest of mortgage-rate movement and local market conditions for your metro, ready to share with clients.
Listing alerts, market shifts, and the past-client notes you keep meaning to write.
Every action arrives with its cadence, its inputs, and its place on the ladder already set.
Keep past clients warm by drafting timely, personal check-ins on a cadence and around milestones like home anniversaries and birthdays.
Six past clients are due a touch this week. Two hit a home anniversary.
Wrote warm check-ins — the anniversary notes name the house and the year.
Drafts ready for review. Nothing goes to a past client unread.
Each one is a template you fill in — it names what it watches, how often it runs, and how far it may go without you.
A weekly digest of mortgage-rate movement and local market conditions for your metro, ready to share with clients.
Get alerted when the jurisdictions you work in publish new zoning, permitting, or disclosure rules that affect your deals.
Catch expired listings and for-sale-by-owner properties in your farm areas as soon as they appear, so you can reach out first.
Scan your farm areas daily for fresh listings that match your criteria and surface them the moment they hit the market.
Produce a polished, client-ready market report for a neighborhood, tailored to buyers, sellers, or a general audience.
Keep past clients warm by drafting timely, personal check-ins on a cadence and around milestones like home anniversaries and birthdays.
Every action here is a template — inputs, a cadence, and a stakes level. Yours takes the same shape. Describe what you want watched, drafted, or chased, and it joins the library with the same ceiling rules as the rest.
We're onboarding a small first cohort. Tell us where to reach you and which action you'd install first.