The operating system for buyers agents

• Pipeline boardDrag a client from one stage to the next, on stages you name and order yourself.
• Relationship timelineEvery call, email, document, note and property against a contact, in date order.
• Gone-quiet alertsA signed client with no call, email or diary entry for 14 days comes back to your attention.

Also: Contact records, Tags, Lead capture, Spreadsheet import, Lane rules, Action queue, Playbooks, Sales overview, Morning letter.

• Your own sending domainAdd your business domain, verify it, and your email leaves from your address rather than ours.
• Conversation filingEvery email sent or received files itself against the contact and shows on their timeline.
• Reply routingA client who replies from their own mail app lands back in the thread here.

Also: Mail client, Email dock, Delivery status, Smart blocks, Spam Act footer, Mailbox connection, Bin.

• AudiencesBuild a list from a rule on your own contacts, and save it as a segment that re-runs each time you use it.
• Composer studioWrite a campaign in blocks, add the recipients, send yourself a test, then send.
• Unsubscribe ledgerAn unsubscribe is recorded once and left out of every future audience.

Also: Templates, Headers and signatures, Campaign history, Pre-send checks, Automatic emails.

• Video roomStart a call from the top bar, send the guest a link, and keep the client's file open beside it.
• TranscriptWhat was said, line by line, saved as the call runs.
• RecapThe summary and the next steps afterwards, each one a task in your queue in a click.

Also: Property on the call, Call log, Transcription consent.

• Calendar gridInspections, appointments and activities on the same calendar, not three.
• Google Calendar syncYour own commitments block the times a buyer can take, and what a buyer books shows up in Google.
• RemindersThe client gets the reminder before the inspection without you writing it.

Also: Day, week and month, Linked records, Rescheduling, Meetings list.

• Booking pageSend one link and stop trading five emails to find a time.
• AvailabilityAvailability is worked out against your calendar, so nobody books over something.
• Contact from a bookingA stranger books and you have a contact, an appointment and a diary entry, without typing.

Also: Working hours, Appointment types, Booking page branding.

• Form builderBlocks you arrange yourself, in your own words and your own order.
• Submitted briefsThe brief arrives as a person in your pipeline, with what they want already filled in.
• Match criteriaWhat they tell you here is what their properties get matched against.

Also: Form branding, Public form link, Essentials rule, Several forms.

• Suburb statisticsMedian, growth, days on market, rent, yield and sales volume.
• Brief matchingTheir budget, beds, suburbs and deal breakers scored against live for-sale listings, ranked, with the reason each one placed where it did.
• WatchlistFollow an address and hear when its price or its status moves.

Also: Cotality connection, Address search, Property search, Suburb explorer, Suburb comparison, Sales history, Market activity, Client folio, Keyboard screening, Property page, Inspection brief.

Property and address screens need your own RP Data login, connected once in your settings; the suburb map, the statistics and the comparisons do not.

• Property profile reportThe official report on an address, presented under your name.
• Due-diligence reportFlood, bushfire, zoning, easements and the rest, collected into one report you can hand over.
• Unanswered checksA check that came back with nothing is shown as unanswered, never as all clear.

Also: Suburb profile report, Download and client link, Report filing.

The due-diligence report costs 2 credits, taken from your balance when you run one.

• TemplatesBuilt once with the fields marked, then reused. Your wording, not a generic form.
• Generated documentsThe client's name and email, your licence and your fee come out of the CRM rather than out of your memory.
• Version historyEvery version kept, so you can see exactly what the client was sent.

Also: Document defaults, State forms, Cabinet.

• Send for signaturePick a state form, your own template or an uploaded PDF, add the signers and send it.
• Signing pageThey open a link and sign. No account, no app, nothing to print and scan back.
• Executed copiesThe signed document lands on the client's file the moment it completes.

Also: Signature fields, Several signers, Signer reminders, Signature history, Self-signature, Appointment link.

• Identity check on a personThe identity check happens inside the client's file, not in a separate portal you log into once a quarter.
• Obligations registerEvery obligation under AUSTRAC's numbering, and where you stand on each one.
• Reports roomThe program, the annual report, the effectiveness record, the regulator pack and a client certificate, each stamped, dated and saved.

Also: Compliance overview, AUSTRAC enrolment, AML/CTF program, Company or trust check, Certificates, Monitoring alerts, Risk assessment, Case diary, Cash payments register, Regulator request pack, Client reviews, Reconciliation, Training room.

An identity check costs 20 credits and a company or trust check 40, taken from your balance when you run one.

• Portal builderA private page showing your buyer the properties you found them, updated as you add.
• ReactionsLiked or dismissed, on the property, without a phone call. You see it on your board.
• Link accessThe client opens a link. There is no account to make and no app to install.

Also: Portal visibility, The buyer's page, Password, Revocable access.

• Delivery boardThe stages a purchase actually goes through, not a generic project board.
• Automatic journey startWinning the client opens the delivery journey by itself. Nothing is re-keyed.
• DriftA journey with nothing happening and nothing booked comes back to your attention.

Also: Journey page, Stage documents, Operations overview.

• Copilot dockAsk about a client and the answer comes from your pipeline, briefs, notes and mail - not from the internet.
• ActionsAsk it to draft an email to a contact, send your brief form to someone, or set up a video call link.
• Property factsProperty facts are fetched and shown to you directly, never sent to be summarised.

Also: Drafting, Stated limits, Morning read, Dictation.

• ChannelsA channel for a deal, a suburb or the whole team, with a topic line, open to your agency or private to the people you add.
• MentionsType @ and pick a teammate. A count beside the conversation tells them how many messages are aimed at them.
• Live threadNew messages appear as they are sent, and the thread catches up on its own when your tab comes back.

Also: Direct messages, Unread marks, Edit and delete, Failed-send retry, Message history, Top-bar shortcut.

Chat is for your agency, so it needs one - the roster is the people on it.

• Directory presenceA public page in the directory, which is what a buyer reaches when they do not already know your name.
• LeadsThe enquiry, with the buyer's name, phone and email, ready to add to the CRM.
• ReviewsRequest them, reply to them, and appeal one that is unfair.

Also: Onboarding wizard, Profile editor, Service areas, Languages, Identity verification, Analytics, Articles, Portfolio, Awards, Share and embed, Custom address.

• Agency pageThe agency page, with every agent on it, alongside their own profiles.
• BrandThe agency's colours on your client portals and emails, so the team reads as one firm.
• Team enquiriesAn enquiry from the agency page goes to your primary agent, and lead sharing stays private to each agent.

Also: Team, Roles, Settings, Compliance across the team.