Agent Service Plan

Precision-track with your Agent

Free when you select an agent with us


Are you an Agent? ➤

DEMO VERSION - DISPLAY ONLY

watch-now-plan

Stakes are high. Trust & verify.

Checklist builds a bridge of trust

It's a Free Service.

Let us help you locate your agent that works to improve your bottom line.

Have an Agent already?

Receive your participating

agent's free Home To Home.

Over 1,200,000 Agents & Lenders

Checklist builds a bridge of trust

It's a Free Service.

Let us help you locate your agent that works to improve your bottom line.

Have an Agent already?

Receive your participating agent's free Home To Home.

Over 1,200,000 Agents & Lenders

Know what's happening

Checklists are essential when small tasks carry high costs.

Checklists are essential when small tasks carry high costs.

Agent on Location

Agent on Location

NFL Head Coach

NFL Head Coach

Commercial Pilot

Commercial Pilot

Operating Room checklist

Operating Room

On the field of Play

QB on the field

Space-X Astronaut

Space-X Astronaut

Agent on Location

Agent on Location

Commercial Pilot

Commercial Pilot

Operating Room checklist

Operating Room

Agents systematically improve

Standard Agent Service Plan includes customizable checklist with built-in Video Guide.

The collective expertise of thousands of negotiated transactions.

A+

Valued service that's visible.

 

See the progress of your transaction.

Agents keep you better informed.

Videos & more info tips with most tasks.

Agent Service Plan

Easy  to use.

 

Progress at a glance.

Messaging within the Plan.

See what's been checked off and when.

See what's next (green tasks).

Your agent customizes Plan to you.

Feature List

Agent's Service Plan

Start using with your clients right away.

General

  • Customizable, compliant & comprehensive real estate checklist
  • Service Plans are ready-to-go for agent and client
  • 100's of easy-to-follow videos accompany tasks
  • Quick-search videos to get answers fast
  • At-a-glance progress bar
  • Help tip pop-ups with detailed explanations on most tasks
  • In-plan, 2-way confidential messaging with daily summary email option
  • Desktop. Mobile. Tablet.

Checklists

  • Check progress bar at a glance
  • Time-date stamp on completed tasks ("what's done")
  • See "what’s done" and "what’s next" with each task
  • Add / hide / delete items on each client's Service Plan
  • “More info” pop-ups provide in-depth details of tasks

Messaging & Notification

  • In-Plan confidential messaging: Send & receive messages with your client. 
  • End of day email report to your client of all messages.
  • Show/hide your Service Plan to client’s Lender 
  • Request to follow Lender’s Finance Plan

Customize your Plans

  • Customized Service Plans provide consistent client service - your brand
  • Customize each of your clients' Plans quickly & as needed
  • Customize your agent profile - clients see this with their Plan
  • Customize Master Service Plan (Team Pro edition) to standardize agent service

Organization & Navigation

  • Neatly organized: labelled Panels
  • To re-organize any client Plan: drag & drop to move panels or single items
  • Quick edit features to add/remove/hide items in the client’s Plan
  • Navigation: Progress bar segments unfold/fold each panel in the Plan

Tools

  • Each Plan includes a clients' 18 Tools to help simplify complex choices
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