Journey
The client-facing plan and app for buyers, sellers, and homeowners — see the homeowner guide.
01 / Platform & roles
Platform & roles
Journey Agent + CRM
The console real estate agents and coordinators work from every day: contacts, tasks, documents, and transactions.
Signals
Lead intelligence that surfaces the moments worth acting on and attaches the next follow-up directly to the work.
Client record
The single shared record a client's plan, their team's CRM work, and any connected lead intelligence all point back to.
Role guide
This help center's per-audience guide — one each for agents, homeowners, partners, and brokerage management, since each role sees a different set of screens.
02 / For agents & teams
For agents & teams
Today
The daily ranked worklist that merges client tasks, overdue items, messages, and document work into one queue — see the agent guide.
Signals Queue
The inbound claim queue — the Signals Queue tab of Find Leads — where people who may need contact, but aren't yet clients, are reviewed and claimed with claim credits — see the agent guide.
Find Leads
The Signals surface with two tabs: Prospecting (AI-surfaced outbound candidates, for agents whose broker has enabled it) and the Signals Queue (the inbound claim queue). Distinct from Leads.
Leads
Your own workspace of the leads you have claimed plus prospects you added by hand. No claim credits apply there; unclaimed leads stay on Find Leads.
Smart List
A saved, filterable segment of leads you can preview, clone, edit, or archive.
Power Dialer
An in-app call queue for placing calls from Communications or Leads back to back, with dispositions recorded as you go.
Work item
The underlying record behind a task or checklist step; it can be completed and, if it wasn't waived, reopened.
Handoff
A request to transfer ownership of a client or lead to a teammate, which they can accept, decline, or escalate.
Booking link
A personal scheduling link with availability rules that clients use to book time directly, without a back-and-forth.
03 / For buyers, sellers & homeowners
For buyers, sellers & homeowners
Home
The client app's landing view: the current stage, the next action, who owns it, and recent updates from the team.
Journey plan (roadmap)
The ordered set of stages and steps making up a client's path, from readiness through closing or selling.
Goal home
A house a client is considering — saved for feedback, comparison against others, or a showing request.
Readiness
A planning estimate of financial and timeline preparedness. It's an estimate for planning, never an approval from a lender or other professional.
Collaborators
The client-side inbox (web) for replying directly to the realty team in an existing conversation thread.
Moving checklist
The logistics and address-change checklist automatically built once a target move date is set.
04 / For partners
For partners
Referral
A specific piece of work — a lending, title, inspection, or similar request — routed to one partner on one transaction. See the partner guide.
Organization (partner)
The shared company workspace a partner belongs to, with its own teammates and roles — separate from any one brokerage relationship.
Coordination item
A structured appointment, document handoff, or next-step milestone attached to a referral, distinct from the separate task-filing system.
Credential
A license or E&O-insurance record a partner submits for platform verification; a lapsed one hides them from new referrals without dropping existing ones.
Platform directory
The cross-brokerage listing of verified partners, visible to clients and agents when a partner opts their listing on.
05 / For brokerage managers
For brokerage managers
Office
A working group of agents for market responsibility and review, used before assigning agents to it.
Brokerage role
The management-authority level on an account — agent, team lead, office administrator, or broker/owner — separate from feature-level permissions.
Seat
A paid named-user license assigned to one agent, tracked independently of whether that agent is currently active.
SSO (single sign-on)
An enterprise identity connection (OIDC or an LDAPS bridge) so a brokerage's agents sign in through its own identity provider instead of a Seam password.
SCIM
Automated user provisioning from an identity provider, authorized by a token the brokerage issues and can revoke.
Compliance queue
The review queue for flagged or blocked closing-transaction packets across every agent in the brokerage.
Rollup
A combined roster, pipeline, and summary view across multiple brokerage accounts that have been linked together.