Your real estate business. One connected workspace.

Manage leads, clients, listings, buyers, and transactions — with AI built into the workflow, not bolted on top.

My Realty Friend connects your CRM, pipeline, seller and buyer tools, transaction and commission tracking, and business performance into one system that shares a single set of facts. Set up a listing or a contact once. Every connected tool already knows about it — and an AI assistant can answer questions using the information already inside your account.

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// ask my realty friend
"Which leads haven't I followed up with?"
// answered from your real data
3 leads, 4+ days uncontacted
2 seller appointments with no questionnaire sent
1 accepted offer not yet a tracked transaction
$18,400 expected commission this month
Next best action: 2 buyers ready to compare properties
Morning Brief: 5 items, 1 closing this week
50+
connected real estate tools, one workspace
1
shared record per listing or contact
0
spreadsheets you have to maintain yourself
Grounded
Ask My Realty Friend answers using information already inside your account
The problem

Your business runs across a CRM, a spreadsheet, three calculators, and whatever you can remember.

The listing facts get retyped into the flyer, then the social post, then the open house invite. Commission math lives in a spreadsheet nobody else can open. Follow-up happens when you remember to do it, not on a schedule. A closed deal is the end of a transaction and, too often, the end of the relationship — no automatic next step, no easy way to stay a resource once the commission check clears. None of that is the part of the job that requires a real estate license. It's just friction, spread across too many places to track.

The connected lifecycle

Information moves forward instead of getting re-typed at every step.

A lead becomes a client. A client becomes a listing or a buyer profile. An offer becomes a transaction. A closing becomes production and, with one enrollment, a past client ready for the next referral. Each step already has what the last one knew.

LeadClientListing / BuyerOfferTransactionClosingPast Client
One system, not six

A contact, a listing, or a deal — every tool reads from the same record.

Create a listing or a contact once. Every tool below prefills from it, and saves its output back to that record's history — nothing scattered across downloads folders or old email threads.

CRM & Pipeline

One place for every contact, deal stage, and follow-up — not a spreadsheet you half-update.

  • Contacts & timeline. Every call, note, showing, and document tied to one contact record, in order — the full history in one scroll, not five tabs.
  • Pipeline board. Buyer and seller deals by real stage — lead, appointment, touring, under contract, closed — dragged, not guessed at.
  • Automated follow-up sequences. Open-house leads, buyer leads, and past clients enrolled in a scheduled sequence automatically — closing a deal starts the next relationship instead of ending it.
  • Database Health. Contacts with no follow-up set, past clients gone quiet for a year, leads with no source — specific counts, each linked to the record, never a vague score.

Sellers & Listings

From first conversation to a priced, marketed, well-communicated listing.

  • Seller Net Sheet. Payoff, commission, and closing costs in — the number your seller actually cares about, out.
  • Seller Questionnaire & Listing Appointment Prep. A secure link your seller fills out themselves; their answers, comps, and improvements assemble into your appointment packet automatically.
  • CMA / Comps. Comparable sales in, a market-position narrative and suggested range out — grounded only in what you entered.
  • Offer comparison & price changes. Compare offers side by side, and get flagged when a listing has real showing activity but no recent seller update.

Buyers

Every calculator and workflow a buyer conversation actually needs.

  • Buyer Questionnaire. A secure link your buyer fills out themselves — their criteria feed directly into the properties you show them.
  • Mortgage, Affordability & Cash-to-Close. Forward from a price or backward from a budget — the same deterministic math either direction.
  • Property Comparison & Showing Scorecard. Toured properties side by side with an estimated payment for each, and a category-by-category rating you can actually compare.
  • Showing planning & offers. Plan a day of showings, then move straight from an accepted offer into a tracked transaction.

Transactions & Commission

Contract dates that turn into deadlines automatically, and commission math that's never a surprise.

  • Offer comparison & import. Upload or paste an offer — terms extracted once, contract dates become tracked deadlines the moment it's accepted.
  • Closing Timeline & Deadline Calculator. Every contract date in one view with days-remaining, synced to your calendar and Command Center automatically.
  • Commission Split 2.0 & Tax Proration. Franchise fee, team split, referral fee, tracked expenses, and a proper prorated tax split at closing.
  • Deal Profitability. What a listing actually cost you against what it actually paid — real expenses against real commission.

Investor Tools

The numbers investor clients ask for, built on the same deterministic math as everything else.

  • Investment Property Analysis. NOI, cap rate, cash flow, and cash-on-cash return from purchase price, financing, and rent — no guessed formula.
  • Rental Deal Analyzer. A sensitivity analysis across rent, vacancy, and rate assumptions — a real branded report for an investor client, not a back-of-napkin guess.
  • Fix-and-Flip Calculator. Total investment, projected profit, ROI, and the exact resale price where the deal breaks even.

Marketing & Client Tools

Write it once, use it everywhere the facts are the same — with a second set of eyes before it goes live.

  • Listing Package. MLS, Zillow, and Realtor.com copy, a social campaign, an open house kit, and a compliance check — one form, everything at once.
  • Fair Housing & Photo Compliance. Scans your copy and photos for real risk language and visible faces, watermarks, or signage — a second look, not a replacement for broker review.
  • Open House Kit & ROI. Flyer, sign-in QR, and invite generated together — then a real funnel from visitor to signed client, traced through your actual CRM data.
  • Property Feature Sheet. A branded PDF of facts, features, and improvements already on record, with a QR straight to the full listing.

Business Intelligence

Real numbers from your closed deals — not projections built on guesses.

  • Agent Production. Closed volume, sides, GCI, average net per deal, days to close, and conversion — computed from transactions that actually closed.
  • Business Plan. Set annual goals, see monthly targets, and track real progress against them — automatically, from your closed deals.
  • Commission Goal & Lead Conversion. Work backward from an income goal to the leads it takes, using your own historical close rate once you have one.
  • Marketing ROI. Revenue by lead source, traced through to real closed commission — know which channel is actually working.
Who it's for

Built for the way you actually work — solo, on a team, or running the brokerage.

Solo agents

Every tool, one login, nothing to reconcile between five different apps. Set up a listing once and the flyer, the net sheet, the deadlines, and the commission math all pull from the same facts.

Teams

A shared pipeline, shared org checklist templates, and org-manager visibility into deals your teammates are working — without anyone able to see more than their role allows.

Brokers & owners

Team-wide status through Ask My Realty Friend, real production numbers across every agent, and role-gated permissions verified against your actual organization — never a setting anyone can quietly flip.

How it works

Three steps, not nine separate logins

01 / CREATE

Add a contact or a listing once

Name and details, or address, beds, baths, price. That's the only place these facts get typed.

02 / WORK

Run whichever tools the deal needs

Every tool prefills from the contact or listing you attach it to. Switch between them from the same picker on every page.

03 / STAY AHEAD

Command Center tells you what's next

Deadlines, follow-ups, and a deterministic Next Best Action land on one dashboard every morning — nothing tracked in your head.

The intelligence layer

Know what needs attention.

Most of this is straightforward business logic reading your own records — not AI guessing. Only Ask My Realty Friend involves a language model, and even that only ever answers from a real lookup against your data.

Morning Brief

A daily summary of what's actually on your plate — deadlines, showings, leads awaiting a response, and closings this week. Rule-based, built fresh from your records each morning.

Attention Items

Surfaces what's overdue or time-sensitive right now — an uncontacted lead, a deadline that's passed, a closing coming up. Every item links straight to the record.

Opportunity Finder

Finds incomplete workflows and gaps in your data — a past client gone quiet for a year, a lead with no source recorded, a contact with no follow-up set.

Next Best Action

Uses business rules against your existing records to recommend a next step — a seller lead with no appointment set, a buyer who's toured three homes and hasn't compared them. Deterministic, never invented urgency.

Ask My Realty Friend

Ask questions using the information already in your account — "which leads haven't I followed up with?" — and get an answer grounded in a real lookup, not a guess. This is the one AI-assisted piece of the intelligence layer.

Team-aware, for owners and admins

A team lead can ask about the whole team's status, not just their own — gated to real organization roles, not a setting anyone can flip.

Built with Fair Housing risk in mind, not as an afterthought

The Fair Housing Check and Photo Compliance tools exist because that risk is real and easy to miss under deadline pressure — not because a checkbox required them. Neither replaces broker review or legal advice; they're a second set of eyes before copy goes live.

Why it's connected, not just adjacent

A few examples of what one shared record actually gets you.

Seller

ContactListingNet SheetOffersTransactionProduction

Buyer

ContactBuyer ProfilePropertiesComparisonOfferTransaction

Business

Lead SourceClientClosingProductionMarketing ROI
Pricing

Start free. No credit card required.

Free

$0
  • 3 active listings (10 total)
  • 30 AI generations/month
  • Full CRM, pipeline & Command Center
  • All calculators & business tools
  • Watermarked exports
Create your free account

Pro Monthly

$29/mo
  • Unlimited listings & contacts
  • Unlimited AI generations
  • Ask My Realty Friend
  • No watermark
  • Priority support
Start free, upgrade anytime

Pro Annual

$290/yr
2 months free vs. monthly
  • Everything in Pro Monthly
  • Best value for a full-time agent
  • No watermark
  • Priority support
Start free, upgrade anytime
Questions

Before you sign up

Is my data private, and is it mine?

Yes. Your listings, contacts, transactions, and everything you generate belong to you. Nothing is sold, shared with other agents, or used to train anything outside your own account.

Do I need a credit card to start?

No. The Free plan works with no card on file — 3 active listings, 30 AI generations a month, and the full CRM, pipeline, and Command Center. Upgrade only when you're ready.

What happens to my listings if I downgrade or cancel?

Your data stays yours and stays intact. If you're over the Free plan's listing limit, older listings simply become read-only until you're back under it or upgrade again — nothing is deleted.

Does the AI ever make up information about my business?

No — this is a hard rule the assistant follows, not a best effort. Ask My Realty Friend only answers from a real lookup against your own data, and says so plainly when something isn't there. Generated content like listing copy is always clearly a draft for you to review before it goes anywhere.

Can my team or brokerage use this together?

Yes. Team owners and admins get org-wide visibility into their team's deals and can ask Ask My Realty Friend about team-wide status — gated to real organization roles, not a setting anyone can turn on themselves.

How is this different from a generic CRM plus a bunch of calculator apps?

Every tool here reads from and writes back to the same listing or contact record — a seller net sheet, a flyer, and a deadline all come from one set of facts instead of five separate re-entries. That's the actual point of the product, not a marketing line.

Set up your first listing or contact in the time it takes to read this sentence.

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