Real estate agents and coordinators
This is the team-side guide for Journey and CRM. Start with Today, then open the client, lead, document, or invitation area that matches the work in front of you.
Quick answer
Start on Today when you need to decide what to do next. Open Clients when you need the relationship history. Open Find Leads when the person is not yet a client; Leads holds what you have already claimed and the prospects you add yourself.
01 / First session
Your exact menu depends on your role. A real estate agent usually sees Today, Leads, Clients, Communications, Calendar, Find Leads, Alerts, and Settings. Coordinators may see fewer areas.
Use the password you created from your invitation. If you cannot remember it, choose Forgot password from the sign-in page.
Check the upper-left product name and the account shown in the upper-right. Stop if you are in the wrong team workspace.
Today is the daily operating page. It gathers client tasks, overdue items, messages, and document work into one ranked list.
Read the client name, stage, owner, due information, and suggested action before changing anything.
02 / Today
Do Next is ranked for action. Filters narrow the queue; they do not delete work.
Check the item type, client, current stage, owner, and due state. Open the item when you need the full client context.
Call, reply, review, upload, or update the client as the item requests. Do not mark an item done merely to clear the list.
Add the useful result, assign the right owner, and set the next follow-up when the relationship still needs attention.
Work the next item until the remaining list reflects what truly needs attention.
Use the field labeled for internal notes when a comment should stay with the realty team. Client-facing messages should contain only what the client is meant to read.
03 / Clients
Clients contains the relationship profile, current work, documents, messages, and timeline. Use search when you know the person; use filters when you need a group such as active buyers or items with no next step.
Confirm the person and household before editing. Similar names can belong to different relationships.
Check the stage, owner, open work, and most recent activity before calling or messaging.
Tasks holds assigned work, Documents holds requests and files, Messages holds scoped conversations, and Timeline keeps the activity history.
Before closing the client record, make sure responsibility and timing are understandable to the next teammate.
Beyond the four tabs, a client record also lets you: add an internal note or set the next step; send a client message or generate a status-sharing link; invite the client to their own account; add or update household members and collaborators; add a goal home; and reassign the record to a different owning agent. Use pause, end, or reactivate on the relationship itself when the relationship's lifecycle changes — a different action from deleting the record, and one that previews its effect before you confirm it.
Build and edit a client's homebuying or selling roadmap: add, reorder, edit, or remove milestone steps and branching routes. If someone else saved a newer version while you were editing, you're offered a choice to keep your edits or load theirs.
Preview and merge two duplicate client or relationship records into one, or reverse a merge that was done in error.
Define custom fields on record types like households and transactions, then set those field values on individual records.
Search across clients, leads, and other CRM records from one search screen in the mobile app, scoped to the current customer or every customer you're permitted to see, filterable by record type.
04 / Signals Queue
The Signals Queue is the review-and-claim queue for people who may need contact but are not yet clients. It is the Signals Queue tab of Find Leads, next to the Prospecting tab. A high place in the list is a reason to review the person, not an instruction to contact them automatically. Contact details stay behind the deliberate claim step, which uses a claim credit, so review the context before taking responsibility. Once you claim a lead it moves to Leads, your own workspace.
Use the Needs action, Inbound, Hidden, Follow-ups, or Call next views when you need a short list, or a saved smart list. Check whether someone else already owns the item.
Review timing, plan, area, budget, message, and any uncertainty shown. Do not assume every field is complete or current.
Claim and contact when the context supports it (each successful claim uses one credit; the balance is shown above the queue), set a later reminder when timing is not right, or hide the item when it should not be worked.
Use a short factual note. Edit the lead's detail fields as you learn more.
Convert the lead into a client once it's active, assign it to an existing customer record if it belongs there, or push it out to an external CRM you also use.
04a / Find Leads and Leads
Find Leads is one Signals surface with two tabs. Prospecting surfaces AI-identified outbound candidates for agents whose broker has enabled prospecting; the Signals Queue is the inbound claim queue described above, with claim credits and smart lists. Leads, on the main menu, is different: it is your own workspace of the leads you have claimed plus any prospects you add by hand. No credits apply there, and unclaimed leads stay on Find Leads until someone claims them.
On the Prospecting tab, claim it, reveal or source the contact, and resolve any identity match questions before proceeding.
Generate a handoff, including a direct-mail CSV export, when the candidate is a better fit for mail outreach than a call.
Record what happened so the candidate's history stays accurate.
Open Leads for the people you have already claimed and the prospects you added yourself. Add a prospect by hand when you meet someone outside Signals; they never pass through the claim queue.
05 / Journey invitation
Journey is the client-facing plan. Internal notes and restricted documents do not belong in the client view.
Confirm the email address with the client before sending anything.
Make sure the current stage, next action, responsibility, and requested items are accurate and written in plain language.
Send the invitation through the client access area. Do not copy an invitation created for another person.
They will create or connect their Journey account, open Home, and see the plan your team shared.
Verify the address, ask the client to check spam or junk, and resend from the client access area. Create a fresh invitation if the old link expired.
06 / Tasks and documents
Use a task when someone must do something. Use a document request when a specific file must be supplied or reviewed. Keep the two linked when the task cannot finish without the file.
A piece of work with an owner and next action. Use it when someone needs to do something.
A request for a specific file or review. Explain why it is needed and who is waiting.
A client-visible update or question attached to the relevant work.
Team-only context that should not appear in the client's Journey view.
Create the work where it belongs so the client and the next teammate can understand the reason.
Use a title such as “Upload pre-approval letter,” not “Send documents.” Add a due date only when it is real.
Confirm whether the client, a teammate, or an invited partner should act, and keep internal commentary in an internal note.
Move the request to the state that is true now. Explain what must change if the file is incomplete or belongs to another request. Download a file when you need a local copy, and file a document you already hold even without a prior request.
Never ask a client to send a password or full account credential. Use the specific secure request supplied by the workspace for sensitive files.
Two more ways to reach a client outside the task/document flow: send a curated property digest — a hand-picked set of listings with your own introduction, which you can approve or cancel before it goes out — or generate a property-submission invite link so a prospect or client can submit a property's details for you to review, a lightweight seller-lead intake.
07 / Partner invitation
A partner invitation should contain only the task, request, document, message thread, or status item the partner needs to handle.
Start from the task or request, not from a broad client export.
Select only the work the partner needs. Review the access summary before sending.
Send the secure invitation to the individual who will complete the work.
Review the returned update, finish the request, and revoke access that is no longer needed.
Share the public partner guide so the invited person knows what the link will show.
08 / Calendar and scheduling
Calendar is one of your four primary tabs, backed by a personal booking-link system so clients can book time without a back-and-forth.
Set up a personal scheduling link with recurring availability windows; edit its active state and settings any time, and preview slots before you publish changes.
Reschedule it to a new time, cancel it, or record its outcome (showed, no-show, etc.) once it has passed.
Grant calendar access from the native app and link — or unlink — a device calendar entry to a specific client record, so your personal calendar and the CRM stay connected.
09 / Communications and Power Dialer
Communications is the shared client-message inbox; the Power Dialer turns it (or Leads) into an active calling queue.
Open the reply draft attached to a thread, then use it as-is (inserts into the composer), edit and send it, or dismiss it. Each outcome is recorded so the assistant keeps learning what's useful.
Attach a thread to the right client so the message history stays with the relationship.
Launch a call queue from Communications or Leads, place the next call, skip an entry, or pause/resume/cancel the whole queue.
Hang up, record a disposition, and move to the next item; phone-sync settings can also log native call and text activity against the matching client automatically.
09a / Market Reports
Market Reports is separate from Communications and from Weekly Summary: it is a recurring, opt-in, branded market-statistics report sent automatically to past clients and sphere-of-influence contacts, not an ad-hoc message or a hand-picked digest for one household.
Name it, choose the sending account and cadence (monthly or quarterly), and set the area: one zip code for every recipient, or each contact's own recorded area.
Preview new listings, active inventory, and closed sales for a fixed zip code before the first send. A figure that cannot be honestly computed, such as no closed sales in the window, is left off rather than shown as zero.
Send to past clients, your sphere-of-influence, or both.
Every contact starts opted out. Turn a contact on by segment before they receive a report, and pause or resume a recurring report at any time.
10 / Transactions and closing
The Transactions workspace covers everything from opening the deal to paying out commission.
Create it, record the offer, apply or edit a milestone template, add participants and their roles, and edit financials.
Add document requests to the transaction and prepare an e-signature package, choosing the final document and signers, then send it.
Run the closing checklist, resolve individual checks, preview the close, and confirm it.
Record or edit commission, move it through its states, create payout entries and transition their status, then export the deal to accounting and reconcile it.
Once several deals have closed, the brokerage-wide Commission Report (available to anyone with financial-reporting access) rolls the commission ledger up across the whole team.
11 / Advanced tools
A secondary menu holds the tools you reach for less often — pipeline analytics, automation, campaigns, and data operations.
Chat with a platform-grounded AI assistant for advice or to trigger proposals; open the Assistant proposals queue to approve, edit-then-approve, reject, or undo AI-drafted CRM actions like stage changes and follow-ups.
Overview and Performance analytics include a cost-per-lead view where you can edit the marketing cost inputs behind it; Forecast shows pipeline weighted by lifecycle stage, and you can edit the probability/weight policy for each stage.
Build a saved report with your own filters, dimensions, and metrics, export it on demand as JSON or CSV, or schedule it to run and deliver on a recurring cadence.
Draft an outbound campaign, preview it, and schedule it to go out to its audience.
Request that a teammate take ownership of a client or lead; on the receiving side, accept, decline, cancel, or escalate a pending handoff, or leave an @-mention on a record for a teammate.
Define filter criteria, preview matching leads, and save the segment as a named Smart List (private or shared); clone, edit, or archive it later.
Manage saved segments and automated workflow templates that route and follow up with leads and clients at scale.
For a team migrating onto the platform CRM: start a reconciliation run, review and retry flagged issues, and preview, promote, or roll back a cutover; Integration Health shows the state of any connected external CRM.
Bring in listings by triggering a RESO MLS sync or uploading a CSV file, subject to a file-size limit.
A recurring digest that rolls up the week's activity across your book of clients and leads.
Build or edit an automated action-plan template, enroll a client, then pause an active enrollment (with a reason) or resume it — from the native mobile app's catalog/builder.
12 / Account settings
Edit your profile and contact info, and change your password.
Set a minimum lead-quality score floor, your digest cadence, renter-filter mode, and which buyer-signal types to exclude.
Turn "email me on new lead," the daily digest email, and device push notifications on or off independently.
Create a shareable personal calendar link, revoke it, or issue a fresh one from Settings.
On the Alerts page, mark a notification read, dismiss it, snooze it for a custom duration (15 minutes to 14 days), or mark it resolved.
Request deletion of your own agent account with a grace/cancel window, separate from anything a manager does on your behalf.
13 / Mobile-only features
A dedicated "Add a client" form creates a household record directly from your phone and returns a shareable receipt link you can copy.
Actions you take while offline (like marking a Today item done) queue locally and drain automatically once you're back online; a stuck or refused action surfaces a report you can dismiss.
14 / Daily habit
15 / Troubleshooting