Platform · 5 capabilities
Notes & Activity Timeline
History that outlives the agent who created it.
Attrition is normal in property sales. Losing the relationship when an agent leaves is not — it happens because the context lived in their head and their phone. The timeline keeps it on the buyer instead.
- 01
Notes
What was discussed, in the agent's own words, timestamped and attributed rather than summarised later from memory.
- 02
Calls & Visits
When, by whom, and what came of it — the record that tells a new agent where the relationship actually stands.
- 03
Stage Changes
Who moved the buyer forward or back, and when, so pipeline movement is explainable at review.
- 04
Documents Sent
What was shared and which version, which matters when a buyer refers to a price they were quoted months ago.
- 05
Ownership History
Every reassignment recorded, so a buyer handed between three agents still has one continuous history.
Attrition is normal in property sales. Losing the relationship when an agent leaves is not — that happens because the context lived in their head and their phone.
When an agent resigns
Without a timeline
- A handover meeting nobody remembers fully
- The buyer repeats their requirement
- Past quotes are guessed at
- Objections are rediscovered the hard way
With one
- The record is the handover
- The buyer is never asked twice
- Every quote and version is on file
- Objections are visible before the first call