Create your workspace

For independent real estate agents

Every client deserves the personal touch.

Give each buyer and seller a calm, branded page: where things stand, what’s next and what they need to do.

Create your workspace Explore the sample workspace

Always clear what’s next. A living timeline for every journey. Nothing goes out without you. Every update waits for your approval. Your brand on every page. Your name, color and welcome.

From a quick note to peace of mind.

Three steps, a couple of minutes, and your client never has to wonder where things stand.

  1. Jot a quick note

    Write it the way you’d text a colleague. Private notes and sources stay yours.

    Your note, only visible to you

    Photography is confirmed for Sept 22 at 10 AM. Please clear kitchen surfaces first. Launch may be Sept 25 (not confirmed).

  2. Review what goes out

    Etxhe shapes a draft and flags anything tentative or sensitive. You approve every word.

    A plan is still tentative

    Keep that uncertainty; the launch is not confirmed.

    I have checked the facts, dates, and wording.
    Approve and publish

  3. Your client stays in the loop

    The update lands on their branded page, right beside their tasks and timeline.

    Alexandra MorganJust now

    An update on your photography

    Hi Daniel and Maya, photography is confirmed for September 22 at 10:00 AM. Please clear the kitchen counters the night before.

Everything a client wonders about, in one place.

A branded page for every client

Your name, your color and your welcome, with a cover made from your own photo of the home: as taken, as a sketch, or redrawn as an illustration you approve.

A journey they can follow

Eight clear stages from first hello to the keys, always showing where they are.

  1. Consultation
  2. Listing preparation
  3. Photography
  4. Listing launch
  5. Showings & feedback
  6. Offers & negotiation
  7. Under contract
  8. Closing

Clear owners for every task

What your client does and what you’re handling, side by side, so nothing falls between you.

Private stays private

Your notes, sources and drafts never reach the client’s page.

Only you

Marcus travels Monday to Wednesday. Text Renée first.

Questions without phone tag

Clients leave a question on their page, and it lands in your review inbox.

Will the inspector check the heating system too?

New in your review inbox

Tasks with real depth

Checklists, questions to answer, times to pick and documents to approve, each with its own thread.

Works where you work

Connect Outlook: appointments land on your calendar and client emails come from your own address.

A prospect demo that wins the listing

Show prospective clients exactly how you’ll keep them informed, with sample journeys kept separate from real ones.

Open the prospect demo

Calm, clear and unmistakably yours.

This is a live sample page. Scroll it, tick off a task or open a guide. It’s exactly what your client sees on their phone.

  • Current stage and next step come first
  • Tasks with due dates and a satisfying check-off
AM
Alexandra MorganMORGAN REAL ESTATE

A sample of the experience

Hello, Taylor & Sam.

A little less wondering. A lot more peace of mind. I’m here to keep every step clear, from our first conversation to your next chapter.

1 of 8 stages complete
Current stage

Listing preparation

We’re getting your home ready for its moment in the spotlight.

Next upHome photography

Tue, Oct 6 · 10:00⁠–⁠11:30 AM

Confirmed

Stage 2 of 8: Listing preparation

13% complete
  1. Consultation (completed)
  2. 2Listing preparation (current stage)
  3. 3Photography (coming up)
  4. 4Listing launch (coming up)
  5. 5Showings & feedback (coming up)
  6. 6Offers & negotiation (coming up)
  7. 7Under contract (coming up)
  8. 8Closing (coming up)

Your tasks

3 open

Only you can do these. Check each one off as you go.

Alexandra is handling

2 open

Nothing needed from you. You’ll see each one move as Alexandra works on it.

Your timeline

One step at a time
  1. Consultation

    Completed · Sep 20

  2. 2
    Listing preparation

    In progress now

    You are here
  3. 3
    Photography

    Coming up · Oct 6

  4. 4
    Listing launch

    Coming up · Date to be confirmed

  5. 5
    Showings & feedback

    Coming up · Date to be confirmed

  6. 6
    Offers & negotiation

    Coming up · Date to be confirmed

  7. 7
    Under contract

    Coming up · Date to be confirmed

  8. 8
    Closing

    Coming up · Date to be confirmed

Your appointments

  • Oct6Tue
    Home photography

    Tue, Oct 6 · 10:00⁠–⁠11:30 AM

    Confirmed12 Cedar Cove · Sample home

    Pets can stay in the backyard. Plan to be out of the house for about 90 minutes.

  • Oct7Wed
    Pricing review call

    Wed, Oct 7 · 4:00⁠–⁠4:30 PM

    TentativePhone call

Times shown in New York time

Here for the little questions, too.

Big milestone or small detail, you have someone in your corner.

Alexandra MorganMORGAN REAL ESTATE
alexandra@example.com

A question on your mind?

Leave a note for Alexandra. Your question stays private between the two of you.

alexandra@example.com
Fictional sample journey
AMMORGAN REAL ESTATEInteractive sample with fictional people and property. Changes reset.
  • Updates in your voice, approved by you
  • Guides and answers for every stage
Open the prospect demo

Ready to give every client the personal touch?

Create your workspace in a minute, or walk through one with five sample journeys first.

Create your workspace Explore the sample workspace