Follow your proven, step-by-step blueprint to add 346K+ GCI
Simply follow the daily tasks to scale your business.
PROVEN |
PRACTICAL |
PROFITABLE |
CORE
Everything agents need to get organized, generate and convert leads.
No contracts - cancel anytime
Feature Spotlight:
4 DFY Lead Funnels & Forms
Daily Lead Gen & Business Tasks
Call, Text & Email from System*
Automated Lead Conversion System
Unlimited Lead Generation Funnels
Reputation Management with AI
premium
Advanced follow‑up, strengthen engagement and close more deals.
No contracts - cancel anytime
Feature Spotlight:
Everything in CORE plus:
8 DFY Lead Funnels & Forms
Social Planner with IOV Content
Advanced Adaptive Follow Up
Weekly Script Training Archive
Unlimited Lead Generation Websites
Home Buyer Academy Template
professional
Agents scale operations, optimize performance and dominate their market.
No contracts - cancel anytime
Feature Spotlight:
Everything in PREMIUM plus:
20 + DFY Funnels, Webinars, Forms
Constant New Content Releases
Advanced Paid Ad Manager
High Intent Lead Google Integrations
Buyer & Seller Conversion Pages
E-Signature, Documents & Contracts
*Usage costs may apply
Every plan includes
🎯
Access to the Pareto Success Academy
🤝
Dedicated Client Success Manager
🤖
Real Estates Most Advanced Autonomous AI
👥
Fully Staffed National Real Estate Team
🗽
U.S. Based Chat and
Email Support
What agents are saying
I can trust them to take over some of those nurturing, and conversation tasks for me. Helping me elevate as a professional in the eyes of clients.
They were informative and patient. She was just as excited about my business as I was. I left feeling more confident in the services that I will be providing. Thanks
Its been great connect with others that are on the same journey as me.
Client signed the buyer-broker agreement and set up their search criteria. We will be looking at home shortly. And moving before the end of the year.
They are fantastic! Incredibly patient, knowledgeable, organized, and friendly. I am truly thankful for this program and for having my CSM as a guide.
I generated 15 organic leads & wrote an offer in the last 7 days! Let's go.
I completed 10 more landing Pages, Almost completed 🚀 4, My one FBMP buyer is working on her pre-approval. Working with 2 renters who will become buyers, and possibly have a 3rd buyer who is moving here from North Carolina and would like to look at homes 🏡
My referral that was sent to my CSM last week was preapproved, made an offer, got accepted, and is flying to Florida this week to meet her agent in person and her new home!
My first market report. With a little help from my VA, I knocked it out! Thanks to @Kyle Krch for your great step by step class to put it all together! Excited to get this news out + serve the community.
I’m meeting new buyers, getting the BRBC signed, and showing them a home. After that, i’m writing an offer for another buyer. Both first time buyers! One is an organic FB Marketplace lead, the other from my SOI!
I got a new buyer lead Monday and sent it to my Client Success Manager. I have a listing appointment set for Sunday!
This addresses and solves many of the agents problems we encounter in real estate. I have absolute confidence that Sherri will help me make my job easier and help with all the need to do but don't like to do activities in the business. True partnership and team attitude. Looking forward to the future!
So excited to have two new buy and sell clients I am working with!! One is a returning client and the other one is a new client 💖
Just had a client come out of the woodwork last night after going dark for 6 months. We are pending as of this morning. Keep those lines of communication open! Never know when it will pay off.
With my database reactivation running I’ve now had 56 conversations!
By the numbers
Complete Feature Comparison
Dominate each of the 7 Core Cycles of real estate with the Command Center.
#1 Core Biz & Training → #2 Lead Gen → #3 Lead Engage → #4 Lead Conversion → #5 Active Clients → #6 Escrows → #7 Referrals
Call, Text & Email Directly from Command Center*
Daily Business Success Tasks & Automations**
Full Operational Automations - Workflows, Tags, Conditional Logic
Command Center Automated KPI Dashboard
Unified Inbox. Email, Text, VM, DM, WhatsApp, Live Web Chat
Sync Your Calendar & Email
Mobile App - Manage Conversations, Tasks & Appointments on the Go
User Roles & Permissions - Protect Data, Team Member & ISA Access
Custom Fields, Tags, Pipelines, DND/Consent Management
Reporting & Attribution (Lead Source → Close)
Custom Lead Integrations (Zapier, Maker, API 2.0)
Call Recording/Whisper for Coaching & Quality Control
Internal Team Chat
Weekly Script Training
Weekly Accountability Group
Standard Access to Success Academy
Premium Access to Success Academy
Unlock Script Training Archive
E‑Signature Signing System
CORE
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PREMIUM
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PROFESSIONAL
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* Usage costs may apply
** Some tasks require standard, premium or VIP academy access to access the step by step written and video instructions.
Unlock "No Brainer" Offer - "Save 24K+ on your Home"
Daily Lead Generation Tasks & Automations*
High Intent Leads & Downline Launch System
Done For You Lead Funnels & Forms
Build Unlimited Funnels
Facebook/Instagram Lead Ad Sync
Popups/Exit Intent, Lead Magnets
Web Chat Widget (With SMS Fallback)
Pareto Lead Engine & Weekly Templates
QR Codes
Build Unlimited Websites
Social Media Planner Auto Posting w/ IOV Content
Social Media Planner Auto Posting w/ IOV & Home List Content
Advanced Paid Ads Manager, Ad Content & Retargeting System
Google My Business High Intent Lead System & LSA Integration
CORE
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PREMIUM
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PROFESSIONAL
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* Some tasks require standard, premium or VIP academy access to access the step by step written and video instructions.
Mass Email System
Mass Texting System (a2p Compliant)
1,000 + Touch Client Follow-Up & Conversion System
Smart Lists & Segments
Appointment Reminder Sequence Builder
Weekly Live Social Media Lab
Secure & Customizable Client Portal
Home Buyer Success Academy Template
Unlock Social Media Template Library
Advanced Adaptive Follow Up Gen 3
On Demand "Live" Webinars
CORE
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PREMIUM
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PROFESSIONAL
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Your National Real Estate Team (Yes Yours!)
Your Mortgage Concierge Team (Yep, Yours Too!)
Advanced Opportunity Management & Automation
Advanced Client Booking & Appointment System
Speed to Lead Conversion Automations
Ringless Voicemail Message Drops*
Social Integrations (Insta, FB, TikTok, LinkedIn, WhatsApp)
Lead Converting Item of Value E-Books
Fully Customizable Lead Converting Item of Value E-Books
Interactive Quiz Funnel Builder
Buyer & Seller Post Booking Conversion Forms
CORE
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PREMIUM
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* Usage costs may apply
Theme Days to Manage Clients
Buyer & Seller Opportunity Stages
Custom Tasks & Reminders
Survey Builder - Satisfaction Pulse Checks (NPS)
Client Viability Checks & Automated CSM Follow Up
CORE
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PREMIUM
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PROFESSIONAL
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#6 Escrows
Scale with Pipeline Builder (Create Escrow Pipelines)
Transaction Management Embedded Opportunities
Custom Task Delegation to Assistants & VA's
Automated Gross Revenue Tracking
Document Storage w/ E Signatures
CORE
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PREMIUM
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PROFESSIONAL
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#7 Referrals
Review Capture & Reputation Management
Personalize Long Term Follow Up Program
Automated Monthly Market & Home Value Updates*
National Referral Team (Place Referrals in under 20 seconds)
Social Gamification TOM Mass Email Campaigns
CORE
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PREMIUM
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PROFESSIONAL
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* Requires access to RPR, free for Realtors® via NAR
Content AI*
Conversation and Voice AI*
Reviews AI*
Funnel AI*
Agent Studio*
CORE
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PREMIUM
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PROFESSIONAL
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* Usage costs may apply, unlimited AI package addons available.
User Accounts Included
Contacts Included
Additional Team Members
5,000 Additional Contacts
CORE
1
300
-
-
PREMIUM
2
1,000
$25/mo ea
-
PROFESSIONAL
4
10,000
$25/mo ea
$25/mo
Your success starts with the next step. Pick the plan that fits you, follow the steps and build your business.
CORE
Everything agents need to get organized, generate and convert leads.
No contracts - cancel anytime
premium
Advanced follow‑up, strengthen engagement and close more deals.
No contracts - cancel anytime
professional
Agents scale operations, optimize performance and dominate their market.
No contracts - cancel anytime
*Usage costs may apply
Everything you need is inside—just follow the daily guided tasks and watch your business grow.
What others are saying
I can trust them to take over some of those nurturing, and conversation tasks for me. Helping me elevate as a professional in the eyes of clients.
They were informative and patient. She was just as excited about my business as I was. I left feeling more confident in the services that I will be providing. Thanks
Its been great connect with others that are on the same journey as me.
Client signed the buyer-broker agreement and set up their search criteria. We will be looking at home shortly. And moving before the end of the year.
They are fantastic! Incredibly patient, knowledgeable, organized, and friendly. I am truly thankful for this program and for having my CSM as a guide.
I generated 15 organic leads & wrote an offer in the last 7 days! Let's go.
I completed 10 more landing Pages, Almost completed 🚀 4, My one FBMP buyer is working on her pre-approval. Working with 2 renters who will become buyers, and possibly have a 3rd buyer who is moving here from North Carolina and would like to look at homes 🏡
My referral that was sent to my CSM last week was preapproved, made an offer, got accepted, and is flying to Florida this week to meet her agent in person and her new home!
My first market report. With a little help from my VA, I knocked it out! Thanks to @Kyle Krch for your great step by step class to put it all together! Excited to get this news out + serve the community.
I’m meeting new buyers, getting the BRBC signed, and showing them a home. After that, i’m writing an offer for another buyer. Both first time buyers! One is an organic FB Marketplace lead, the other from my SOI!
I got a new buyer lead Monday and sent it to my Client Success Manager. I have a listing appointment set for Sunday!
This addresses and solves many of the agents problems we encounter in real estate. I have absolute confidence that Sherri will help me make my job easier and help with all the need to do but don't like to do activities in the business. True partnership and team attitude. Looking forward to the future!
So excited to have two new buy and sell clients I am working with!! One is a returning client and the other one is a new client 💖
Just had a client come out of the woodwork last night after going dark for 6 months. We are pending as of this morning. Keep those lines of communication open! Never know when it will pay off.
With my database reactivation running I’ve now had 56 conversations!
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