Contact Profiles
Everything about a contact in one place.
Store contact information, notes, emails, tags, personal dates, websites, licensing information, and other important details in a centralized contact record.
Keep every relationship connected.
Everything about a contact in one place.
Store contact information, notes, emails, tags, personal dates, websites, licensing information, and other important details in a centralized contact record.
See every property they're involved with.
Quickly view all active and past transactions connected to a contact, making it easy to understand the full history of your relationship.
Know everyone's role in the transaction.
Assign roles such as Buyer, Seller, Listing Agent, Buyer Agent, Lender, Attorney, Inspector, Title Company, or create your own custom roles to organize every transaction.
Keep conversations with the contact.
Record notes, emails, follow-up history, and other interactions directly on the contact so your team always has the full relationship history.
See how contacts are related.
Link spouses, teammates, assistants, family members, business partners, or other relationships so everyone connected to a transaction is easy to identify.
Give clients access when they're ready.
Invite contacts to their client portal so they can view transaction progress, complete requests, and access documents from a single location.
Communicate without leaving Open To Close.
Send emails directly from the contact record while keeping every conversation connected to the appropriate transaction.
Get ready for a simpler, smarter way to manage your entire transaction workflow.