For real estate agents
Stop being the status update.
Your clients get a plain weekly email with where things stand, so they're not texting you to find out. Every deadline across every deal, on one page. And at closing you hand over a complete home file, not a shoebox.
Right now, a purchase lives in six places at once
A text about the inspection. An email with the loan approval, buried under forty others. A PDF the title company sent that nobody saved anywhere. Your buyer asks "what do I still need to do?" and the honest answer takes you ten minutes to reconstruct — for every buyer, every week.
- TextsInspection notes
- InboxLoan approval
- DownloadsTitle company PDF
- VoicemailAppraiser callback
- NotebookKey dates
- MemoryEverything else
What you get
One place to run every deal, buying or listing — not an office's compliance stack.
Every deal on one screen
Your deals grouped by where each one stands, how many dates land this week, and what your clients did lately — each one a click from the deal.
One checklist per purchase
Stages, tasks, and who owes each one — assign by role once and it fills in as contacts join the deal.
Documents in one place
Upload once. Mark what's shared, and only that ever reaches your client.
What your buyer sees
Their own screen, in plain language — no jargon, no password for them to forget and no reason to text you at nine at night to ask how it's going.
Where things stand
One plain-language line: what's happening now, and what happens next.
Their to-dos, not yours
Only what's actually theirs to do, with nothing hidden that doesn't concern them.
Everyone who's helping
The lender, the inspector, the title company — one tap to call or email, no digging through old threads.
After closing, it becomes their home file
You hand over everything, organised — instead of forwarding a year of email. At closing you send your buyer one home file: the address, the key dates, every person who worked on the house, and a list of every document shared along the way. You see exactly what it says before it goes, and once it's sent it's a copy they hold — it doesn't depend on us.
- You preview it before you send it.
- One PDF, emailed from the deal.
- Every contact who worked on the purchase, written down in one place.
Be the agent who handed over everything
Set up your first purchase in HomeTrail in a few minutes. No credit card, no team to onboard.
Get started