Chapter V · Dave & Paige

Client Portal

Relationship engine

Automatic reminders for the moments that give you a real reason to reach out.

Birthdays & purchase anniversaries Rate-window / refi alertsRefi-eligible dates, ARM adjustments Equity check-insAutomatic home-value updates Maintenance milestonesHVAC age, roof age, warranty expiration Insurance & HOA renewal reminders Life-stage flagsNew baby, kids in school, retirement, empty-nest Referral anniversary thank-yous New-mover check-ins30 / 60 / 90 days after close

Anything to add here?

Social Media Studio

Content, without needing a designer

Branded content the whole team can use.

Downloadable branded templatesFor the whole team Still photo → virtual tour Automatic video watermarking Auto "Just Listed" / "Just Sold" postsGeo-targeted Closing-day highlight reelsPlus video testimonials

Anything to add here?

Communications

Team-branded texts & email

Group and individual sends that stand out instead of reading like a form letter.

Group & individualized branded sendsStyled specifically for your team Personalized merge fieldsName, address, years owned, last contact

Anything to add here?

Lead Generation

Turning relationships into pipeline

The same tools above, pointed outward.

Gated home-valuation toolLeads land straight in the CRM Automated equity-alert nurture Referral-ask automationTriggered at 30 / 90 / 365 days post-close Open house sign-in + nurture Neighborhood market reportsEmailed on a cadence Community events as a lead funnel

Anything to add here?

CRM Additions

Beyond a contact list

The tools that make this a real estate CRM, not a generic address book.

Deal pipeline by stageBuyer & seller stages, deadline flags Relationship health scoreWho to call this week Household mappingSpouse, kids, who referred whom Unified communication timeline Life-of-the-home recordRenovations, warranties, service calls Team lead routing with SLAs Commission / pipeline forecasting Investor-specific fieldsCap rate, rental yield, portfolio view Rented-lead absorptionPipe Zillow/Realtor.com leads into full nurture

Anything to add here?

QR Check-In

Open houses & events

One check-in module, reused everywhere.

Open house QR sign-inAuto-tags leads by property, date, source Automated thank-you textSent the moment someone signs in Digital disclosure acknowledgment Visitor safety log Always-on yard-sign QRRequests a private showing anytime Per-room QR codesSelf-guided upgrade & comp details Post-visit feedback surveyTexted automatically Neighbor-targeted QR"What's my home worth?" on door flyers Per-channel QR trackingSee which sign, flyer, or post drove traffic

Anything to add here?

Vendor Network

A trusted bench, made bookable

The pros you already recommend, one tap away.

Curated vendor directoryMovers, plumbers, electricians, stagers, lenders One-tap contact / bookingFrom the client portal Seasonal reminder → vendor link

Anything to add here?

Community Photo Day

AI face matching

The free photo event, minus a week of manual sorting.

Bulk photo uploadPrivate gallery for the event AI face matchingGuests find their family with a selfie Automatic branded deliveryBy text/email, same day Reusable for any community eventNot just Christmas

Anything to add here?

Revenue Ideas

Ways this pays for itself

Worth building in from day one, or saving for later — your call.

Vendor marketplace paid placement Event sponsorshipsPhoto booth, branded print sleeves Print-on-demand upsellKeepsake prints & canvas Home Equity Snapshot upgradeFree basic, paid deep-CMA VIP / concierge tierEarly access to off-market listings White-label platform licensingLicense it to other agents/teams later

Anything to add here?

Pick what you want built.

Relationship engine

Content, without needing a designer

Team-branded texts & email

Turning relationships into pipeline

Beyond a contact list

Open houses & events

A trusted bench, made bookable

AI face matching

Ways this pays for itself

That's everything — send it over.