FOR REAL ESTATE TEAMS
Signal helps an agent decide who needs attention. CRM keeps the relationship and next action clear. Journey gives the client a view of the same plan without showing internal team work.
01 / EVERY MORNING
Today gathers due and blocked client work. Signal adds people who may need a call or other follow-up and shows why each person is on the list. The agent still decides whether contact makes sense.
02 / THE THREE PRODUCTS
Each product does one job well and shares the same client record. Signal supports the decision to contact someone, CRM holds the relationship and active work, and Journey shows the client the parts of the plan they need.
Put new and due people in one list, show the known timing and plans, and let the agent claim, defer, hide, or follow up.
Search contacts and households, then open one record for the next action, tasks, notes, messages, documents, milestones, and history.
Buyers, sellers, and homeowners see the current step, their tasks, requested files, planning details, and a way to ask for help.
Move a relationship from first contact through active work, offer, closing, and ownership without separating the stage from the task that moves it.
Bring in an existing client list or connect another CRM where available. Review likely matches and changes before they become active client records.
Review clients by stage, work without an owner, incomplete follow-ups, and roster changes, then open the records behind a summary before drawing a conclusion.
03 / FOR BROKERAGE MANAGEMENT
Set up offices, invite agents, choose a role and limited feature access, and review open work before suspending or removing an account. When someone changes offices or leaves, choose where their clients and tasks go while keeping the earlier activity history.