See the current step
Home shows the stage, the next action, and whether the client or another person owns it.
JourneyGive every client a clear next step.
Give buyers, sellers, and homeowners one place to see where they are, what is waiting on them, and what their realty team is doing next.
The client’s view
Let the plan answer the question, “What happens now?”
Finish requested work
Tasks, replies, and file requests stay connected to the step that needs them.
Ask from the plan
When something is unclear, the client can request help without retelling the whole situation in a separate channel.
Useful to the client, private where it should be.
Journey shows the client what they need to understand and complete. Internal team notes, restricted files, and unrelated partner work remain outside that view.
Current step
See the stage, next action, owner, and a short explanation before opening the detailed work.
Full route
Review earlier, current, and later phases without treating estimated timing as a promise.
Work waiting on you
Complete checklist items, answer a question, or mark that you understand an update from one list.
Requested files
Upload through the exact request and see whether the file is still waiting on you, with the team, or settled.
Money and home details
Save goal homes, readiness details, estimates, maintenance records, and reminders without treating them as professional advice.
Request help
Choose the kind of help, give a useful follow-up time, and send the question to the person responsible for the plan.
A common Journey task
Finish a requested file and check what changed.
- 01
Open Home or Tasks.
Choose the item that says a document is waiting on you.
- 02
Open the exact request.
Read what the team needs and make sure the file on your device matches it.
- 03
Upload and wait.
Keep the page open until the upload is confirmed. Do not place the file in an unrelated message.
- 04
Check the new state.
“With your team” means the file arrived and is being reviewed; it may not be finished yet.
Privacy first, always visible.
Clients can understand what is shared, who can see it, and which choices remain under their control.
Scoped collaboration
Partners see only the work they are invited to handle.
Private by default
Your internal notes and restricted documents stay with the team, never the client.
Action history
Milestones, requests, and key changes remain traceable.
Make your process feel calm from the client side.
Give invited clients one clear place to follow the plan, complete requests, and ask for help.