Home / Industries / Real estate agents

Real Estate Agents

Fewer sticky notes. More SOLD signs.

An agent’s week is leads, showings and follow-ups, spread across a phone, a notebook and a portal or two.

An agent handing keys to new homeowners on a front porch

A Day with Sitefold

An example day at Keystone Home Group, a made-up business. The steps are real; the names are not.

  1. 7:30 am

    A couple filled in the form on your site last night: first home, three bedrooms, good schools. They are already a card in New lead, ready for you to tag First time buyer.

  2. 9:00 am

    You call them back and move the card to Contacted, with notes on the budget and the one thing they cannot live without (a yard for the dog).

  3. Saturday

    Three showings sit on the calendar back to back, with addresses. Your teammate can see your day without asking.

  4. Two weeks later

    They love 412 Oak Street. The card moves to Offer, and everyone holds their breath for a respectable amount of time.

  5. Closing day

    Keys handed over, card moved to Closed, client tagged Past client. When they are ready to sell in eight years, you know exactly who they are.

See It Running

Real screens from Tamarack Realty, a made-up three-agent office: the website, the back office behind it, and what clients see.

A real estate website on a laptop and a phone

Tamarack Realty, homes, camps and lakeshore, on a computer and a phone

What You Would Turn On

A pipeline board from new lead through showings, offers and contracts to closed.

Psst, this is just level one. Turn on more whenever you are ready. Every piece hands its work to the next, so the busywork keeps shrinking the longer you use it.

office.keystonehomegroup.getsitefold.com/jobs
Their back office
Jobs
New
Sam T.Home valuation
Quoted
Dana R.Buyer consultation
Scheduled
Sam T.Home valuation
Paid

Every job moves across your board, often on its own.

How jobs and scheduling works

Psst, this is just level one. Turn on more whenever you are ready. Every piece hands its work to the next, so the busywork keeps shrinking the longer you use it.

Already Have a System?

What Sitefold can take off your plate

Keep your MLS and transaction software for listings and paperwork. You may also have a template agent site and leads on sticky notes. Sitefold replaces those with a website with your team on it, a pipeline board from new lead to closed, showings on one calendar and every client tagged buyer, seller or investor.

What it saves you: One login for the site and the leads instead of a site subscription and a stack of notes.

You May Already Use

Your MLSTransaction softwareA template agent siteSticky notes

Works with What You Keep

Your back office, in your words

Pick your line of work when you sign up, and a Real estate agent back office starts out something like this. Rename anything later.

1New lead
2Contacted
3Showing or listed
4Offer
5Under contract
6Closed

Your Pipeline board starts with columns like these, set up for your trade. Cards move along as quotes, bookings and invoices go out.

On From Day One

PipelineScheduleTeam

Ready When You Are

RequestsListingsClients

Called What You Call It

  • Jobs Pipeline
  • Customers Clients
  • Parts and products Listings

Questions

Does it replace my MLS or transaction software?

No. Keep the tools your brokerage uses for listings and paperwork. Sitefold handles your website, your leads and your calendar.

Can I show each agent on the website?

Yes. Team profiles show each agent with a photo, bio and the details you pick, like license number and areas served.

See it with your business in it

7-day free trial, or a free mockup built from your real work.