โ๏ธ Today
your day at a glance
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๐ช Pipeline
appointments & urgent movement, by stage
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๐ Daily KPIs
activity vs. goals
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๐ Snapshot
leads & listings
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โก Quick Actions
CMA & market pulse
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AI-ranked by sell probability. Highest motivation leads first.
Upload any CSV or Excel file with lead data. Columns are matched automatically, every lead is scored by sell probability, and ranked for your call list.
Tags every lead in this file so you always know what they are. It's used to score them and pick the right script. If your file already has a type column, that wins.
Click to select or drag & drop
CSV or Excel (.xlsx) files
Scans public sources for real leads, scores them, and drops them into your CRM. It never invents fake names or numbers โ missing contact info is flagged "needs skip trace."
Set a hunt to run on its own โ daily, weekly, or hourly. New leads are scanned, scored, and added to your CRM automatically (duplicates skipped). Uses the What to find / City / State / Data Source selected above. Distressed hunts pair with your Batchleads lists.
Store signed contracts, disclosures, and transaction records. Each upload is kept for 3 years (California broker record-retention requirement) and protected from accidental deletion during that window. Files are stored privately โ never on GitHub.
Keep an off-site copy in the tools brokers already use. Connecting these needs your account โ we'll set it up together when you're ready.
Pick a lead and their contact + property details are filled into every standard agent form, so you don't re-type. Copy each into your official C.A.R. form in zipForms/DocuSign.
Type any seller objection and get a data-backed response using Tom Ferry, Mike Ferry, Brian Buffini, and Brandon Mulrenin frameworks.
Click any script type to see the framework:
Save your own scripts โ type one in or upload a text file (.txt / .md). Your scripts can be deleted anytime; the built-in coach scripts are read-only.
Pick a template and a lead โ their name, address, etc. are filled in for you. Copy the ready message into your email or texts. (This prepares the text only; it doesn't send.)
Add the people on your team so you can assign leads and (later) give them their own logins. Roles help with a manager overview.
Ask anything about a deal, an objection, pricing, or what to say next โ get coached like a top broker mentor.
Paste a listing description, email, text, or flyer and the compliance checker flags likely Fair Housing, disclosure, and advertising issues โ with fixes. Safety check, not legal advice โ have your broker/attorney review anything serious.
Everything this CRM can connect to. A green badge means it's connected. Connecting a new one needs your account for that service โ tell me and we'll set it up together.