ARE YOU RUNNING YOUR BUSINESS
ON MULTIPLE PLATFORMS?
This platform was built by a licensed agent who was running their own deals out of four different places at once — a spreadsheet, a notebook, Google Drive, and memory.
What it is. What it isn't. What it does for you. Why it’s there.
YOUR ENTIRE BUSINESS ON ONE APP.
Run and manage your business from one app, from your phone, no matter where you are.
WHAT IT IS:
One app for the business of being an agent — everything that happens around the listing and the contract, from the first conversation to the commission check.
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Your people. Every client, past and current, with what they told you and where they stand.
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Every deal you’re working. The property, the dates, the task list, the paperwork, and what you’ll actually be paid.
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Deadlines that chase you. Anything overdue, and every closing in the next 30 days, surfacing on their own across all your files.
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Your clients, kept in the loop. A live progress page they can open any time, with notes from you.
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The money side. Income and expenses with receipts attached, budget vs. actual, what to set aside for taxes, and a P&L you can hand your accountant.
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Your team, if you have one. Every agent’s deals on one dashboard, and files you can hand back and forth.
WHAT IT ISN'T:
It doesn’t try to be the systems you already have to use. Keep them.
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Not an MLS — you’ll still list and search there
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Not a forms library — keep zipForm or Form Simplicity for contracts
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Not your brokerage’s compliance file
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Not a lead-generation machine
“I ALREADY HAVE A CRM.”
Most agent CRMs are built as lead generators and to chase people who haven’t hired you yet.
Real Estate ProTracker starts and runs your business the moment a call comes in — the deal, the deadlines, the documents, the client updates, the commission.
If your current CRM is bringing in the leads for your business, keep it. Real Estate ProTracker is the part after the handshake, which is where deals generally get lost. And if what you actually have is a spreadsheet, a folder, and your memory — that’s the thing this replaces.
WHAT THIS APP COVERS.
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CLIENTS: Manage all of Your Clients (Active & Inactive) Everyone you’re working with, and what you know about them.
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TRANSACTIONS: Track Every Part of a Transaction. Each deal, with its checklist, dates, documents and commission.
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TEMPLATES: Your closing checklist, saved once and reused on every deal. Share with other agents.
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CLIENT PORTAL: A link your buyer or seller opens to watch their deal progress.
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CALENDAR: Showings and deadlines, tied to the deal they belong to.
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MEETING NOTES: Record any meeting, link notes to Client and/or Transaction, Use AI to summarize meeting into Key Points, Action Items, Next Steps, Client Needs, and Follow-Ups.
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FINANCIALS: All of your Income, expenses, receipts, and a P&L for your accountant in one place.
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SHARING: Share deals with other agents, for example, a referral or co-list.
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BROKERS & TEAMS: Create teams, manage and oversee agent’s deals and deadlines so nothing gets dropped.
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AGENT REFERRAL NETWORK: Find an agent to refer to, and message inside the app.
