Corwork X Get my build plan
Templates/Real estate & property
For agents, teams, brokerages and property managers

Nothing falls between the listing and the closing.

Leads, showings, conditions, closings and the past-client database in one system — built around how you work a deal, and yours to keep. One fee, once. No monthly platform bill, ever.

Real estate & property — the working demo system Open the live demo
What a real-estate team rents today $295–$1,570/mo Real-estate CRM, idx website, transaction management, email, e-signature, accounting
What this costs $5,000–$10,000 once One fee, and then nothing
or $625/mo for 12 months at 0%
Pays for itself in 13 months For a real-estate team paying $600 a month today. After that it costs you nothing at all.
What you rent today A single agent sits at the low end; a brokerage with a dozen agents at the high end.
Real-estate CRM Follow Up Boss, kvCORE, Lofty $70–$500/mo
IDX website & lead capture Real Geeks, Placester, a WordPress IDX $60–$300/mo
Transaction management Dotloop, SkySlope, Brokermint $30–$120/mo
Email, video & SMS follow-up Mailchimp, BombBomb, Twilio $30–$150/mo
E-signature & forms DocuSign, Authentisign $25–$100/mo
Accounting & commission tracking QuickBooks + a bookkeeper $80–$400/mo
$295–$1,570/mo — adding up the six above, every month, forever
What replaces it One system. Yours. $0/mo One fee to build it. Then nothing, for as long as you use it.
Why it is not a template

Your database is the asset. You should own it.

The list of everyone who has ever bought or sold with you is worth more than any listing you have. Rented CRMs hold it hostage politely: you can export a CSV, but the history, the notes, the anniversaries, the automations and the source attribution stay behind. Change platforms and a decade of relationship becomes a spreadsheet of names.

Here the database, the code and the automations are yours, in your name. If you change brokerage, it comes with you.

Five years renting$36,000 Owning it once$7,500 You keep $28,500 At $600 a month, which is what a real-estate team this size usually pays today. In year six you are still paying nothing.
Straight answers

The four questions everyone asks us.

“Is it actually cheaper?”

Inside 13 months, yes — and it keeps being cheaper every year after. An agent or a small brokerage paying $600 a month for the tools above spends $36,000 over five years. Owning the same thing costs $7,500 once.

One extra deal a year from follow-up that actually ran covers the whole build on its own.

“What about the bookkeeping?”

Commissions, splits, referral fees and brokerage deductions are calculated per deal and post to the books when the deal closes, against a chart of accounts built for real estate. You can see what a closing actually paid you after everything came off it.

Expenses are tracked per deal too, so your accountant is not guessing at year end.

“Will it fit how I work?”

That is the whole point. Your stages, your conditions checklist, your follow-up cadence, your buyer and seller paperwork, your language for all of it. We build to how you close, not to how a national platform thinks you should.

If you need something no CRM has, we build it. It is yours.

“What if you disappear?”

You hold the code, the database and the accounts, in your name, on your own hosting. The system keeps running whether or not we exist, and any competent developer can pick it up.

And nothing about it is tied to a brokerage or a franchise agreement.

How the work moves

Your pipeline, on one board.

Every record moves through these stages and the system knows what should happen at each one. Stage names and rules are changed to match how you talk about the work.

Lead→Qualified→Showing / valuation→Offer→Conditions→Firm→Closed→Past client

Buyer & seller pipelines

Two boards with their own stages, because a listing and a buyer are not the same job.

Showing & open-house scheduler

Book showings, send confirmations, and capture open-house visitors with a QR code instead of a clipboard.

Listing marketing checklist

Photos, staging, sign, feature sheet, portals, social, ads — every listing gets the same launch, on time.

Transaction & condition deadlines

Inspection, financing, deposit and closing dates with automatic reminders to everyone who owes something.

Document vault

Every form, disclosure and amendment on the deal, versioned and retrievable years later.

Neighbourhood nurture

Segmented drip by area and price band: market updates, sold comparables, and a reason to reply.

And Anniversary & renewal automations · Commission & split tracking · Referral source tracking · Tenant & maintenance tickets · Rent roll & lease calendar · CMA & valuation requests

Automatic

What happens without anyone touching it.

Portal or web lead → instant text reply and a call task within five minutes
Showing booked → confirmation, reminder, and a feedback request after
Offer accepted → all condition deadlines created and assigned
Deal closes → moving-day gift task, review request, past-client sequence starts
Every purchase anniversary → a personal note from you
Maintenance request → vendor dispatched, tenant updated, cost logged to the unit
Connects to
Measured

The numbers you get to watch.

MeasureRead as
Lead-to-appointment rateBy source and by agent
Deals per past-client referralThe number that compounds
Average days on marketAgainst the board average
Net commission per dealAfter splits and marketing cost
All of it reports into one dashboard alongside revenue, margin and cash — and it agrees with the books, because the books are part of the same system.
See it

Click through it before you talk to anyone.

A working system for an invented real-estate team, on invented but consistent numbers. Open the pipeline, the jobs, the invoices, the reports — all of it responds.

The website, the Google Ads, the local SEO and the bookkeeping can be part of the same engagement — see what that includes.

Start here

Tell us how your business runs.

One free hour, no obligation, and you keep the written plan either way. We reply within one business day.

Optional — it makes the first call more useful
What are you running on today? Tick as many as apply

We reply within one business day. Your details go to us and nobody else.

Questions we get asked
We already use Follow Up Boss or kvCORE. Why change?
If it fits and it is the only thing you pay for, keep it. The agents we help are paying for a CRM, an IDX site, a transaction tool, a video-email tool and a bookkeeper, none of which agree with each other about what a client is.
Can it pull MLS listings?
We connect to your IDX or MLS feed where your board permits it, under your own credentials. What is allowed varies by board, so we confirm exactly what is possible for yours in the first hour rather than promising it up front.
What happens to my existing database?
We migrate contacts, deal history, notes, tags and source attribution, and reconcile the counts against what you had. Nothing goes live until it matches.
I am a single agent, not a brokerage. Is this for me?
Often yes, if you are already spending a few hundred a month on tools and losing past clients to silence. If you are a new agent paying for one CRM, we will tell you to wait.
Does it work for property management too?
Yes — units, tenants, leases, renewals, maintenance requests and owner statements are a configuration of the same system rather than a different product.
What does it cost?
A one-time build between $5,000 and $10,000 depending on scope, quoted after a free hour. No per-agent pricing — add agents without the bill moving.