For Real Estate Agents & Brokers

Run Your Real Estate Business Without the Spreadsheet Chaos

Track every lead, showing, and closing from a single dashboard. Agiled replaces the patchwork of spreadsheets, sticky notes, and text threads so you can focus on selling — not on admin.

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A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create
MR

Michelle Rodriguez

Buyer — Pre-Approved · Self

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Recent Activity

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You sent follow-up email

2h ago

Alex K. completed: Review proposal terms

5h ago

You moved deal to Proposal stage

1d ago

You logged a 15min discovery call

2d ago

Open Deals

2
742 Elm Street — Purchase
Under Contract$485,000
Referral — Investment Property
Showing$325,000

24

Emails

8

Tasks

4

Notes

6

Files

DetailsComments

Email

michelle.r@email.com

Phone

+1 (555) 678-9012

Company

Self

Location

San Francisco, CA

Website

acmecorp.com

Tags

Pre-ApprovedFirst-Time BuyerNorthwest

Lists

Q2 ProspectsNewsletter

Assigned To

AKAlex Kim

Created

Jan 15, 2025

Updated

Mar 8, 2025

Transaction pipeline

Leads go cold because follow-ups live in your head, not a system. Hot buyers slip through while you are at a closing across town.

One pipeline from first inquiry to keys-in-hand. See exactly where every deal sits — New Lead, Showings, Offer Made, Under Contract, Closing — and how long it has been there.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Transaction Pipeline

BoardTableForecast

New Lead

2
TP

915 Birch Lane — Buyer Inquiry

The Patels

$520,0001d
KC

1024 Maple Dr — Listing Appointment

Karen & David Cho

$675,0003d

Showings

3
JW

2200 Lakeshore Blvd — Condo

James Whitfield

$340,0005d
MR

Referral — Investment Property

Michelle Rodriguez

$325,0004d
MR

742 Elm Street — Purchase

Michelle Rodriguez

$485,0008d

Offer Made

1
KC

1024 Maple Dr — Listing

Karen & David Cho

$675,0002d

Under Contract

1
MR

742 Elm Street — Purchase

Michelle Rodriguez

$485,0008d

Closing

1
TN

389 Riverside Terrace

The Nguyens

$412,0000d

Transaction coordination

Every closing has 30–40 steps — inspections, appraisals, title work, lender deadlines — and you are tracking them on a legal pad or a spreadsheet nobody updates.

Each transaction gets its own board with clear stages: Pre-Listing, Active, Under Contract, Closed. Every task has an owner, a deadline, and attached documents so nothing slips before closing day.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

742 Elm Street — Rodriguez Purchase

BoardListCalendar
Pre-Contract2

Buyer consultation & pre-approval review

High
Mar 4
3/3
3
LPMR

Schedule showings — Northwest area

Medium
Mar 8
5/5
0
LP
Under Contract3

Coordinate home inspection

High
Mar 22
2/4
2
LPTC

Order appraisal & track lender timeline

High
Mar 28
1/3
1
TC

Coordinate home inspection

High
Mar 22
2/4
2
LPTC
Closing Prep2

Title search & escrow coordination

High
Apr 8
2/5
6
TCLP

Final walkthrough & keys

High
Apr 15
0/3
0
LP
Closed1

389 Riverside Terrace — Nguyen closing

High
Mar 15
4/4
9
LP

Commission & referral tracking

Commission splits, broker fees, and referral payouts get buried in spreadsheets. You find out you missed a referral check months after closing.

Generate commission invoices at closing, track splits with your brokerage, and log referral payouts. See paid, pending, and overdue at a glance — no reconciliation headaches.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Revenue
$124,580+18.2%
Outstanding
$23,420-5.1%
Paid
$98,300+22.4%
Expenses
$31,240+3.8%

Recent Invoices

InvoiceClientAmountStatusDate
COM-2024-071389 Riverside Terrace (Nguyen)$12,360paidMar 15
COM-2024-072742 Elm Street (Rodriguez)$14,550pendingApr 15
REF-2024-014Referral payout — Tom Briggs$3,250overdueMar 1
COM-2024-0731024 Maple Dr (Cho listing)$20,250draftApr 20
COM-2024-0702200 Lakeshore Blvd (Whitfield)$10,200pendingMar 28
COM-2024-069114 Cedar Court (Franklin)$8,700paidFeb 28

Showing & meeting scheduling

Coordinating showings across five buyers, two listing agents, and a lockbox schedule over text messages is a recipe for double-bookings and no-shows.

Let buyers book showings and listing consultations from your live availability. Calendar sync prevents double-bookings, and automatic confirmations keep everyone aligned.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Showing — 1847 Oak Ave

30 min In-Person
March 2026
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Thursday, Mar 12

9 slots available

Contracts & closing documents

Purchase agreements, disclosures, and addenda live in email threads. Finding the correct signed version two weeks before closing turns into an excavation project.

Send listing agreements, purchase contracts, and disclosure packets for e-signature. Signed documents auto-link to the transaction record so the right version is always one click away.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Documents

New
DocumentTypeStatusRecipientsDate
Purchase Agreement — 742 Elm St
contractSignedMichelle RodriguezMar 12
Listing Agreement — 1024 Maple Dr
contractSentKaren & David ChoMar 18
Buyer Representation Agreement
contractSignedThe PatelsMar 5
Closing Disclosure Draft
contractDraftMichelle RodriguezApr 10

Inspection & closing task management

Inspection coordination, appraisal follow-ups, and lender deadline reminders get lost when you are juggling four transactions at once.

Break every transaction into trackable tasks with owners, deadlines, and subtasks. See exactly who is handling the inspection, whether the appraisal is scheduled, and what is blocking the close.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Coordinate home inspection

SRLisa Park
Mar 15, 2026
High
742 Elm Street
Time tracked00:00

Schedule and coordinate home inspection with Apex Home Inspectors. Buyer and buyer's agent must be present. Confirm access with seller's agent by Monday.

Subtasks2/4
Contact inspector for availability
Confirm access with listing agent
Send inspection appointment to buyer
Review inspection report
Comments
LPLisa Park1 hour ago

Inspector confirmed for Wednesday at 10 AM. Sending calendar invite to Michelle now.

Client transaction portal

Buyers and sellers call or text daily asking where their closing stands, what documents are missing, and what happens next.

Give each client a portal to check transaction status, upload documents, and review next steps. Fewer 9 PM phone calls, more confidence that the deal is on track.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
R
Rodriguez TransactionClient Portal
MR

Welcome back, Michelle

Here's an overview of your account.

Recent Invoices

View all

INV-2024-032

Mar 1

$4,800paid

INV-2024-031

Feb 15

$2,400pending

INV-2024-030

Feb 1

$6,200paid

Active Projects

View all

Website Redesign

18/25 tasks
72%

Mobile App MVP

9/20 tasks
45%

Brand Identity

27/30 tasks
90%

Support Tickets

New ticket

Login issue on mobile

high2h ago

Invoice PDF not downloading

medium1d ago

Feature request: dark mode

low3d ago

Listing & closing workflows

New listings require the same 20 setup steps every time — photography, MLS entry, sign installation, open house prep — and someone always forgets one.

Automate repeatable checklists for new listings, accepted offers, and closing prep. Trigger task assignments and deadline reminders so every transaction follows the same proven process.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
ActiveNew listing checklist
EditorRuns 70
Live
Publish
YesNo
Trigger
Deals

Record command

Trigger on a Company

Condition
Logic

Deal value > $10k?

Evaluate deal amount

Action
Email

Send welcome email

Send onboarding email

Action
Teams

Assign to sales team

Route to sales rep

100%
Run #7115Just now
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Overview

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Avg. runtime

How it works

How Agiled fits into your day as a real estate agent

Real workflows for agents who are tired of duct-taping their business together.

1

Lead captured in pipeline

A new deal appears when a buyer fills out your website form, calls from a yard sign, or gets referred by a past client.

2

Follow-up task auto-created

Agiled assigns a follow-up task so the lead does not go stale while you are at an inspection across town.

3

Pre-approval verified

Log pre-approval status, lender details, and budget range on the contact record before scheduling showings.

4

Buyer consultation booked

The buyer self-books a consultation from your availability calendar. Confirmation goes out automatically.

5

First showing scheduled

Move the deal to Showings. Coordinate property access and send the showing itinerary from one place.

Done

Built for real estate agents

From first showing to closing day — organized

Agiled connects your pipeline, transactions, documents, and commissions so nothing falls through between offer and keys.

Transaction pipeline

Track every deal from new lead through showings, offer, under contract, and closing. See days-in-stage so no lead goes cold.

Closing checklists

Pre-listing, under contract, closing prep, closed — every step assigned, every deadline visible. Coordinate with title, escrow, and lenders without the chaos.

Commission invoicing

Generate commission invoices at closing. Track splits with your brokerage and see paid vs. pending at a glance.

Referral fee tracking

Log referral payouts and incoming referral credits. Keep relationships and payments clean without a separate spreadsheet.

Buyer & seller portal

Give clients a place to check transaction status, upload documents, and see next steps — without calling your cell.

Showing & consultation scheduling

Let buyers and sellers self-book showings and listing consultations from your live calendar. No more back-and-forth texts.

E-signatures for contracts

Send purchase agreements, listing contracts, and disclosures for digital signature — auto-linked to the transaction.

Listing workflow automation

Trigger repeatable checklists for new listings, accepted offers, and closing prep. Same proven process, every transaction.

MLS-ready organization

Keep listing details, photography assets, and marketing copy organized per property so MLS entry and syndication happen faster.

Testimonials

Trusted by real estate who value their time.

I was tracking leads on my phone and closings on a legal pad. Agiled gave me one system for everything — my pipeline grew 40 percent in the first quarter because I stopped losing leads to slow follow-ups.
MJ

Marcus Johnson

Realtor, Johnson Realty Group

Transaction coordination used to mean a spreadsheet with 40 rows and a prayer. Now every closing has assigned tasks, deadlines, and document links. My TC and I finally work from the same page.
LC

Lisa Chen

Broker-Owner, Lakeside Properties

My buyers check the portal instead of texting me at 9 PM. They see where their closing stands, what documents are needed, and what happens next. It made me look ten times more professional.
AW

Aisha Williams

Buyer's Agent, Compass Real Estate

Integrations

Connects with the tools agents already use

Keep your calendar, email, and accounting tools — Agiled handles CRM, transactions, and commissions alongside them.

Google CalendarZoomStripeQuickBooksGmailZapierGoogle DriveOutlookSlack+100 more

FAQ

Common questions about Agiled for Real Estate

Agiled does not pull listings from MLS directly. However, you can organize listing details, photography assets, and marketing copy per property inside Agiled, then push to MLS through your normal workflow. Many agents use Agiled alongside their MLS for everything that happens before and after the listing goes live — lead tracking, transaction coordination, and commission invoicing.

Yes. Each transaction gets its own project board with stages like Pre-Contract, Under Contract, Closing Prep, and Closed. Every step — inspection, appraisal, title search, lender deadlines — is a task with an owner and a due date. You see the full timeline at a glance and get reminders before deadlines expire.

When a transaction closes, generate a commission invoice directly from the deal record. Track your gross commission, brokerage split, referral payouts, and net amount. The finance dashboard shows paid, pending, and overdue commissions across all your closed transactions.

Both. Solo agents use pipeline tracking, transaction checklists, and commission invoicing to stay organized. Teams and brokerages add task delegation, shared pipelines, and role-based access so transaction coordinators, showing agents, and the lead agent all work from the same system.

Yes. Your pipeline tracks both buyer and listing deals. Each side has different workflows — buyer transactions focus on showings, inspections, and lender timelines; listings focus on staging, MLS entry, and offer review — and you can template checklists for each.

Yes. The client portal lets buyers and sellers see transaction status, upcoming deadlines, and required documents. They can upload files and check next steps without calling or texting you. You control exactly what they see.

Stop losing deals to disorganization

Agiled brings your pipeline, transactions, and commissions into one system. Start free — no credit card required.

No credit card requiredFree 14-day trialCancel anytime