Customers & Profiles

Working customer Assigned agent Agent only

Lists agents from Agent Registry and office team agents. Save the customer to keep this assignment.

Customer & listing profile

Save the customer contact first, then complete property, seller, and listing tabs. Save profile when done.

Fields marked with the eye icon are visible to the client in their customer portal. Agent only fields are never shown in the portal.

Customer contact

Up to four people on one customer record (e.g. spouses or co-buyers). Use the tabs to switch between people; shared address below applies to all.

First name Last name

Email Phone LinkedIn URL Agent only Facebook URL Agent only Instagram handle or URL Agent only

Street address

City State ZIP

Customer type Agent only Deal stage Listing launch date Notes Agent only

Property details Agent only — listing profile tab

Street address

City State ZIP

Property type

Beds Baths Sq ft Lot

Year built Key features / description HOA / taxes / other

Seller information Agent only — listing profile tab

Primary seller name(s) Email Phone Preferred contact LinkedIn URL Facebook profile URL Instagram URL or handle Co-seller or additional contact Reason for selling Timeline / availability Special circumstances

Listing details Agent only — listing profile tab

List price Status MLS number Target list date Listing notes Pricing strategy note Agent only Mortgage payoff (internal) Agent only Net proceeds assumptions Agent only

Buyer portal (admin)

Manage what buyers see in their portal — saved properties, showings, offers, and market notes.

Buyer details & market snapshot

Market snapshot This text is visible to the buyer in their portal.

Buyer intangibles

What they are really looking for

Capture the emotional and lifestyle dimensions of this buyer's search. These appear in the buyer's portal exactly as you write them — write with that in mind.

Their lifestyle What would make them fall in love What would make them walk out What they are researching Homes that almost worked The feeling they are buying

Save a property

Log a showing

Log an offer

Profile preview

Customer contact plus property, seller, and listing—print or copy for prep and handoffs.

Select or add a customer, then complete the tabs to see the full profile.

Saved listing profiles

Property	Seller	Listing	Customer

No saved profiles yet. Save a listing profile above.

All customers

Select	Name	Contact	Type	Address	Assigned to

No customers yet. Add one using the form above.