Paste your CSV or a list (Name, Address, Neighborhood, Agent) — one per line. Real app supports drag-and-drop + column mapping.
Client ▲▼
Property
Value
Equity
LTV
Partner
Score
Signal
💡 Willis add: the Engagement Score + Signal columns rank who's most likely to transact — sort by Score to work your best leads first.
Live lead alerts
You're notified only on real intent (a client clicks a call-to-action), never on every open — no noise.
Engagement & opportunity
How your book is engaging — and where the next deals are hiding.
Email open rate
0%
industry avg ~21%
CTA click rate
0%
real buying intent
Pre-mover / refi signals
0
ready to work now
Opens & clicks · last 6 months▲ trending up
🎯 Pre-mover pipeline
Highest-intent clients, ranked — work these first.
Your realtor partners
Every partner co-brands onto their shared clients' reports and your marketing. One loan officer per agent.
➕ Add a realtor partner
Co-branding preview
This is exactly how you and a partner appear together on a homeowner's report.
📣 Marketing Studio
Pick a template → it's auto-branded to you (and a realtor partner, if you choose). Download the graphic and copy a ready-to-post caption. New content in seconds, every week.
💡 Willis add: in the live app these post straight to your socials on a schedule (via your GoHighLevel/Meta connection) — set it once, stay visible all month.
Your co-branding
Fee templates
Set once — every homeowner's refinance & net-sheet math uses your real fees automatically.
💡 Willis add: everything a homeowner sees is auto-stamped with your brand + fees — no manual work per client, ever.