1
Open houses
Prepare a connected visitor experience without losing control of the follow-through.
- Private lead-capture links
- Printable QR signs and buyer materials
- Editable follow-up and seller updates
Included with LoanSide
Tools that help Realtors keep every client conversation moving.
Plan open houses, launch listings, guide buyers, organize seller updates, and prepare clear next steps—all in one focused Realtor workspace.
Built around the work you already do
Choose the workflow, then tailor the details.
Each tool gives you a structured starting point. You enter the verified details, edit the resulting plan or draft, and decide what to share.
2
Listings and sellers
Bring listing details, launch work, activity, feedback, and offers into a clearer workflow.
- Listing copy and launch checklists
- Factual activity and feedback summaries
- Working net sheets and offer comparisons
3
Buyers
Keep the buyer’s stated priorities and questions at the center of tours and decisions.
- Consultation plans and buyer briefs
- Tour planners and property scorecards
- Offer, due-diligence, and closing preparation
4
After the contract
Help clients understand what comes next without turning a tool into an automatic communication system.
- Transaction timeline planning
- Closing handoff checklists
- Past-client follow-up planning
A practical guardrail
Useful drafts. Clear review. Human control.
LoanSide helps organize the work; it does not automatically send messages, publish listings, recommend a price, or decide what is best for a client.
Editable by designPlans and copy are a starting point you can review and
refine.
Private workspacesSaved work is intended for the signed-in account that created
it.
Client-first contextUse verified information and make final decisions with the
client and appropriate professionals.