For real estate agents and their partners

From the first offer to closing, across every company

Your buyer signs the offer on their phone. The listing agent at another brokerage gets just the offer details, the seller counters and signs, and it comes straight back. Then the inspection report goes to the buyer, the title company and the lender at the same moment.

Part 1: from the first offer to an accepted deal · 1 minute 36 seconds · narrated · captions (CC)

Part 2: the inspection, the title company and the lender · 1 minute 22 seconds · narrated · captions (CC)

Part 3: the inspection sent as a job, then billed back to the agent on Net 30 and passed on to her client · 1 minute 10 seconds · narrated · captions (CC)

Part 4: a test run before a real customer, blocking time to work a job, and taking back or sending back a job that stalls · 1 minute 6 seconds · narrated · captions (CC)

Start your free 14-day trial See a buyer questionnaire template

No credit card needed.

How it works

1. Write the offer

The price, earnest money, closing date and inspection period. Your buyer gets it to review and sign.

2. Across brokerages

The signed offer goes to the listing agent’s own account with only the offer details, and on to the seller.

3. Counter and accept

The seller counters and signs; your buyer accepts and signs. Each step goes to the right company by itself.

4. Inspection to closing

The inspector books, reports and signs on site, and the report reaches the buyer, the title company and the lender together.

Why agents and their partners use it

Only what each company needs

Each hand-off sends just the answers the other company needs. Your client’s contact details can stay with you.

Signatures that hold up

Every approval is saved with the date, time and the exact wording they agreed to, in a PDF.

Every company sees where it is

Each case shows which companies have had it and where it stands, without showing anyone else’s answers.

Their own accounts

The inspector, the title company and the lender each work in their own account, with their own team and brand.

Messages on the case

A private conversation between the two companies on each case, instead of email threads.

A website too

A listing site or agent website with your forms built in, on your own domain.

Ready-made forms for real estate

Commercial lease inquirySpace, size, budget and move-in date.Home buyer questionnaireWhat they want, budget, timing and pre-approval.Home seller / listing inquiryThe home, the timeline and the asking price.Home valuation requestThe address and the details for a price estimate.Mortgage pre-qualificationIncome, savings and the price range.Move-in / move-out inspectionRoom by room, with photos and signatures.Property showing requestWhich home, when, and how to reach them.Rental applicationApplicant, income, references and consent.

See every real estate template

Try it on your next deal

Start free for 14 days, no card needed. Automations (the offer sent to your buyer, the report sent to everyone) come with the Business plan and up. Hand-offs between companies are on the Custom plan; talk to us to set them up.

Start your free trial

Looking for an inspector, title company or lender who already works this way? Find a business.