From Listing Intake
To Transaction Close.
Connected and Automated.
Empower your agents and stagers with mobile-first property lifecycle management built on the Microsoft 365 tools they already use.
The daily friction slowing your agents down
Real estate moves fast, but document chasing and manual updates drag things down. Here's how our workflow puts those delays behind you.
Duplicate data entry across systems
Enter property details once in the mobile app, and it syncs to marketing, contracts, and MLS — no more re-typing.
Lost time scheduling showings
Automated scheduling with Outlook and Bookings eliminates the back-and-forth emails and double-bookings.
Insecure document collection
Secure OneDrive links for collecting financials replace risky email attachments, keeping you compliant.
Missing contract deadlines
Planner tracks every escrow milestone with automated reminders for inspections, appraisals, and contingencies.
The full property lifecycle, automated
Step through each phase to see how Microsoft 365 tools activate behind the scenes for listing, marketing, showing, and closing property deals.
Property Lifecycle Workflow
Explore the seamless data flow through Microsoft 365 from listing to ongoing management.
Property Intake & Lead Generation
Why brokerages choose us
This isn't generic productivity advice — it's a mobile-first, purpose-built system for your agents.
Mobile-First Productivity
Agents can capture listings, sign contracts, and manage showings entirely from their phones with Power Apps and Teams.
Fewer Manual Handoffs
Configured workflows for marketing, staging, and contract routing help your team keep each listing moving without chasing updates.
Seamless Collaboration
Teams channels bring everyone together — agents, stagers, photographers, and transaction coordinators — in one conversation.
Reviewable Compliance Workflows
Documents, emails, and approvals can be logged and retained in SharePoint to support review, handover, and audit preparation.
Integrates with the Microsoft 365 tools your brokerage already licences
Up and running in 3 steps
We handle configuration and training. Your agents adopt gradually, with zero disruption to listings already on the market.
Brokerage Discovery
We document your brokerage's current property lifecycle — listing protocols, showing management, contract chains, and compliance needs.
Configure & Automate
We build your SharePoint document structure, Power Automate marketing flows, Power Apps mobile forms, and secure client portals.
Train & Go Live
Agent training with mobile-first walkthroughs, a parallel-run pilot on live listings, and ongoing support for full brokerage adoption.
Ready to close more deals
with less hassle?
Book a free 30-minute brokerage audit. We'll map your current property lifecycle, identify the highest-impact automation opportunities, and show you exactly what that's worth in efficiency and reduced risk.