Stages, tasks, the next call
A lead has an owner and a next step. The board is the office, not a report someone rebuilds on Friday.
Follow one sample deal, 1842 Cedar Lane, across the three screens a brokerage actually lives in. Then see how an office moves onto the system.
Sample records, so you can see the shape of the product. Not a customer list.
You should be able to tell what happens after you call, before you ever see a contract.
Call or text (208) 964-0494, or send the form. We reply within one business day.
How many people, which website, which CRM, which e-sign, and what the spreadsheet is doing. You get a monthly hosting number after that, not before.
The brokerage site and the pipeline come over first. Agents keep working. Documents and commission math follow that file, not a second project.
Monthly hosting stays. The old subscriptions come off when nobody is opening them. That is where thousands a year show up.
A lead has an owner and a next step. The board is the office, not a report someone rebuilds on Friday.
Home search and contact forms write into the pipeline. A lead does not wait in a mailbox the front desk forgot.
Sale price, gross commission, agent split, brokerage side. Your CPA still does the taxes. The shadow spreadsheet can go.
The packet and the initials live on the transaction. You are not hunting a drive named Final-v7.
Follow-up and checklists, inside the record. A chat tab that has never seen the deal is a different product.
You do not stand up servers or stitch vendors. One monthly host, and a phone number that a person answers.
We will say what this replaces and what it leaves alone. Call or text (208) 964-0494.