Streamline Every Step of the Deal

From first contact to closing simplify your process and speed up your success.

The Essential plan is for agents ready to scale. We’ll optimize your transaction management, client follow-ups, and workflows so you can handle more deals with less effort — all with bilingual support built for your market.

Essential Tier Features

All Starter Package Features

The Essentials package includes every benefit from the Starter tier covering core administrative, CRM, and organizational support while adding advanced tools and upgraded systems for greater efficiency and growth.

Upgraded CRM/IDX Webiste

Enhance your digital presence with an upgraded CRM and IDX-integrated website. This ensures seamless lead capture, accurate tracking, and a professional online experience that strengthens your brand and client engagement

Basic VoIP Line / Limited Texts

Stay connected with clients using a dedicated business VoIP line and limited text messaging. Simplify your communication process while keeping interactions professional and organized.

Basic Transaction Coordination

We help manage and track the essential steps in each transaction to reduce errors, save time, and ensure smooth progress from start to close—so you can stay focused on high-value tasks.

Client & Vendor Communications

We handle regular communications between clients and vendors, keeping everyone aligned with timely updates, confirmations, and follow-ups. This helps maintain clarity and momentum across all your projects.

Performance Reporting & Insight

Gain valuable visibility into your business operations with monthly performance summaries. We track key activities, identify trends, and provide insights to help you make informed decisions and continuously improve results.

There A Plan For You

Features	Starter	Essentials	Advanced	AgentPro	Agent Elite+	Team Pro	Team Elite+	Broker Pro	Broker Elite+
The Core Engine (Foundation & Ops)
Monthly Credits	500	1,000	1,500	2,000	2,500+	Custom	Custom	Custom	Custom
Bilingual CEM/VA Support (English/Spanish)	✅	✅	✅	✅	✅	✅	✅	✅	✅
Admin & Calendar Management (Email, Data Entry, Scheduling)	✅	✅	✅	✅	✅	✅	✅	✅	✅
Cloud File Management & Document Drafting	✅	✅	✅	✅	✅	✅	✅	✅	✅
Basic CRM/IDX Website + Phone Setup & Integration	✅	✅	✅	✅	✅	✅	✅	✅	✅
Integrated Contract Writing Software	❌	✅	✅	✅	✅	✅	✅	✅	✅
Dedicated Phone Line (VoIP)	❌	✅	✅	✅	✅	✅	✅	✅	✅
Omnichannel Core — VoIP + WhatsApp, SMS & Virtual Receptionist	❌	✅	✅	✅	✅	✅	✅	✅	✅
Omnichannel Hub — SMS, WhatsApp, Chat & Social Messaging	❌	❌	✅	✅	✅	✅	✅	✅	✅
The Managed Tech Layer (Automation & AI)
Branding Essentials & Lead-Gen Landing Pages	❌	❌	✅	✅	✅	✅	✅	✅	✅
Weekly Local Video Reports	❌	❌	Weekly	Weekly	Premium	Included	Included	Included	Included
Social Media Auto-Posting	❌	❌	Automated	Automated	Automated	Included	Included	Included	Included
Organic Lead-Gen Tech	❌	❌	Setup Only	Managed	Strategic	Full	Full	Full	Full
AI Chat & Custom Workflow Automation	❌	❌	❌	✅	✅	✅	✅	✅	✅
AI Voice Synthesis (Cloning)	❌	❌	❌	✅	✅	✅	✅	✅	✅
AI Digital Brand Identity	❌	❌	❌	✅	✅	✅	✅	✅	✅
Custom Intro Video	❌	❌	❌	✅	✅	✅	✅	✅	✅
Concierge Omnichannel Ecosystem (AI IVR + Full Automation)	❌	❌	❌	✅	✅	✅	✅	✅	✅
AI-Voice Appointment Scheduler	❌	❌	❌	❌	✅	✅	✅	✅	✅
Managed Algorithmic Ads & Budgeting Setup	❌	❌	❌	❌	✅	✅	✅	✅	✅
Governance & Scalability
White Glove Client Care Concierge	❌	❌	❌	❌	✅	✅	✅	✅	✅
IDX Website with Agent Page Profiles	❌	❌	❌	❌	❌	✅	✅	✅	✅
Advanced Team Support & Management	❌	❌	❌	❌	❌	✅	✅	✅	✅
Broker Compliance Support & Forms	❌	❌	❌	❌	❌	❌	✅	✅	✅
Recruitment Assistance (Agent Hiring & Training)	❌	❌	❌	❌	❌	❌	✅	✅	✅
Full-Scale Brokerage Management & Operations Support	❌	❌	❌	❌	❌	❌	❌	✅	✅
Account Management Team	❌	❌	❌	❌	❌	❌	❌	❌	✅