Every deal on one live board.
Deals stop living in individual inboxes. Your whole pipeline — every agent, every stage — sits on one board that updates itself, so handoffs happen without dropped balls and every client gets the same experience under your brand.
Deals stop living in eleven inboxes
Same team, same deals — the difference is whether the pipeline lives in one place or in whoever happens to be at their desk.
- A buyer’s agent is out sick and nobody can find the repair addendum.
- You ask the team channel “where are we on Foxglove?” Silence.
- Two agents give the same client different answers about closing day.
- The month-end pipeline meeting is two hours of status readouts.
- The file lives on the board, not in an inbox. Anyone picks it up mid-stream.
- Foxglove’s card says it: financing, appraisal in, clear to close Jun 5.
- One portal, one date, one voice — whoever answers, it matches.
- The board is the status. Meetings are for deals that need judgment.
The board the whole team works from
One live pipeline for every agent’s deals. Cards carry the file, the client, and the deadline — whoever owns the deal this week.
Team pipeline
8 deals · 4 agents · updated just nowThe shared board on a Tuesday. Any agent can open any card — the file travels with the deal, not with the person.
Built for how teams actually run
One board, no blind spots
Every deal sits on the shared pipeline with its stage, deadline, and owner. You stop asking for status because you’re looking at it.
Handoffs without dropped balls
The file travels with the deal: documents, history, next steps. Covering a sick day takes minutes, not a forwarded inbox.
One brand, one experience
Every client portal carries the team’s brand and the same rhythm of updates, whichever agent runs the deal.
Coach from the numbers
See where deals stall, by stage and by agent. Pipeline meetings shrink to the handful of deals that need judgment.
A handoff used to mean forwarding forty emails and hoping. Now it’s a card changing hands — the file already knows everything.
Close with confidence.
Set up your first transaction in minutes. Your clients get their portal — and your coordinator starts working the file — the moment you do.