See what buyers explore before the viewing.
Share a property pack and review attention on floor plans, specifications, and location pages.
Stay close to every client opportunity.
Share listings and offers, see document engagement, and follow up while the conversation is active.
From the first listing to the final signature.
Keep buyers, property documents, follow-ups, and offers connected to the email conversation.
Move from offer to signed agreement.
Assign signature fields and keep buyer and agent completion status beside the agreement.
Keep preferences, viewing notes, and shared files in the client record.
Bring it into your daily work
Organize clients and lists
Tag contacts and build working audiences for listings, buyers, sellers, or partners.
Send a personal update
Use individualized provider delivery with variables and suppression checks.
Share the material
Insert a video card and controlled document link with the right access policy.
Move toward agreement
Use document attention, reminders, replies, and signature status to plan the next step.
Capabilities for Real Estate
- Listing campaigns
- Offer documents
- Confidential sharing
- Client CRM
- Mobile alerts
- Signature workflows
Bring it into your daily work
Listing follow-up
Share a listing or proposal and review document activity before contacting the client again.
Buyer documents
Keep a checklist of required files and confirm which documents have arrived.
Closing preparation
Track disclosures, signatures, and confirmed milestones with the transaction’s next steps.
Real Estate FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
Tracked document analytics can report page or content-unit coverage and dwell when the file is opened in the controlled viewer.
Make the next step part of the process.
Choose a follow-up, campaign review, or checklist and configure it for your work. Each template makes its review and completion steps explicit.
Move your next opportunity forward.
See when clients view listings, offers, and disclosures.
