Realtor
Every lead, listing and closing, in one place.
Keep every client, showing and deal moving: follow-ups that don’t slip, open house sign-ins that become leads, a checklist from contract to closing, and commissions worked out for you. Email that runs itself, a lead form that routes to your agents, market analyses, e-signed forms and your goals, all in one product at one price.
See it
The real product, not a mockup.
These are screens from Merchant365 Realtor with sample data. Pick a screen to see it.
Everything included
What Realtor does for you.
1Clients
- Contacts with type, source, budget, timeframe and areas
- Buyer and seller pipeline with follow-ups and a call list for today
- Birthdays and home anniversaries surface two weeks ahead
- Every call, text, email and note on one timeline
- Tags, minimum bedrooms and a do-not-email flag on every contact
2Marketing
- Email templates with merge fields, sent one at a time or in bulk to a stage, type or tag
- Action plans: timed emails and to-dos that start when you add someone, run every morning and stop when you say
- Starter plans for new buyers, new sellers, open house visitors and after closing
- Birthday and home anniversary greetings that send themselves, if you turn them on
- Every email lands on the contact’s timeline, with an unsubscribe link built in
3Leads
- A website form link and QR-ready page for buyers and sellers, with spam protection
- New inquiries go to an agent right away: the first agent, or agents in turn (round robin)
- The agent gets an email and a call-now to-do; the lead starts your plan
- Buyer match: see which buyers fit a new listing by price, bedrooms and area, and email it to them in one click
4Listings
- Listings with photo, price, MLS number, beds, baths and days on market
- Schedule showings and record feedback and interest
- Open houses with a tablet sign-in link: visitors become leads and start your follow-up plan
- Ask the buyer’s agent for feedback with a link, and see it on the showing
- Market analysis: add comparables, adjust for differences, get a suggested range and a printable report
- Seller net sheet: commission, payoff, title, taxes and repairs to what they walk away with
5Deals
- Deals from accepted offer to closing, linked to the listing and the client
- Contract-to-close checklist for buyer or seller, with due dates from your contract and closing dates
- Choose which steps your client sees
- Status changes update the listing and the client for you
6Money
- Gross commission, referral fee, brokerage split and fee, and what you keep
- Expenses by category, year to date profit
- Commissions by month, lead-source results and a CSV download
- Printable commission statement for every closing
- Yearly goals with pace, and brokerage cap progress
7Clients’ portal
- Each client gets their own email and password, good for 5 hours at a time
- They follow their closing date, checklist progress and upcoming showings
- You can reset a password or sign them out everywhere
- Send a form for signature: they read it and sign with their finger, and you keep the signed copy (sample forms only; have your broker or attorney review the text)
8Teams
- Agent logins see only their own contacts, listings and deals
- Owner sees every agent, with commissions and brokerage totals by agent
- Default commission, split and brokerage fee set once
Pricing
One price per location. No surprises.
Priced per location: each location gets its own back office, 2 employee logins and 2 computers. Cancel anytime.
Realtor Ultimate
One system for the whole business of selling homes. No packs, nothing to piece together.
- Realtor
Every module, one price
Everything in the suite works together from day one.
- Realtor: The whole business of selling homes in one product: leads that route themselves, email that runs itself, listings, deals, market analyses, e-signed forms and commissions.
Add-ons
Questions
Realtor questions, answered.
Is this a CRM for real estate agents?
It is a CRM and a transaction manager together: contacts and a buyer and seller pipeline, follow-ups, listings, showings and open houses, deals with a contract-to-close checklist, and commissions, in one product with one price.
Can it send emails for me?
Yes. Email templates and action plans send the right message on the right day after someone joins a plan, create to-dos for your calls, and stop when you say. You can also email a group in bulk by stage, type or tag. Every email lists on the contact’s timeline and carries an unsubscribe link.
Does it capture leads from my website?
Yes. You get a lead form link for buyers and sellers. Each inquiry becomes a lead, goes to an agent right away (the first agent, or agents in turn) and starts the plan you choose.
Can clients sign documents?
Yes. You send a form, the client reads it and signs in their portal by drawing a signature, and you keep the signed copy. The forms that come with it are samples only: have your broker or attorney review and replace the text.
Does it text clients?
Email is built in. Texting needs an outside provider and is not included yet.
Is there an MLS feed?
No. You enter listings yourself (price, photos, MLS number and details). An MLS data feed is not included.
Can I run a team or small brokerage?
Yes. Agent logins see only their own contacts, listings and deals. The owner sees every agent, with commissions and brokerage totals, and sets default commission, split, fee and cap once.
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See Realtor on your business.
Tell us about how you work. We will set up your workspace, or walk you through it live first.