Lead journey
Created, called, summarized, staged. Follow-up date and reminder stay on the same record until close.
RealtorDesk helps you run the whole agency easily and save time every day.
Leads, employees, calls, follow-ups, schedule, inventory, and team performance on one desk. Owners see who is late. Agents know the next step. Less chasing. More selling.
Built for real estate agencies. Web and mobile app. Invite only.
Follow-ups
0
Due today
Team dials
0
This week
Reminder
Call in 30 min
Lead stages in RealtorDesk
NewCall AttemptedFollow UpMeeting ArrangedMeeting DoneToken DoneClosed WonNot Interested
How the desk works
One lead record. Two seats. Nothing slips between the first call and the close.
Agent day
Own your book. Log calls, set reminders, work calendar and tasks, watch My Performance.
Owner control
Hire, assign, see overdue by agent, run inventory and docs, read Team Performance for everyone.
Lead in. Call logged. Summary written. Next step on the clock.
Admins assign. Agents create their own leads. Status, duration, activity log, AI summary, reminder, and pipeline stage stay on one record.
Lead created
Admin or agent
On an agent
Assigned or self
Call logged
Status + duration
Call log
On the lead
AI summary
From the note
Follow-up + reminder
Time + minutes before
Schedule + alert
Calendar and mobile
Call record
Connected, 142sOutgoing call logged
Walked the price. Buyer can visit Thursday. Asked for the corner-unit plan.
AI summary
Thursday visit. Send the floor plan before the call.
What stays on the clock
- Call status, duration, and activity note
- AI summary from the note
- Follow-up date on the lead
- Reminder minutes before the visit or call
- Calendar event plus web and mobile alerts
Owner sees the team. Employee owns the buyer.
Switch Owner or Employee. Owner runs team, leads, inventory, docs, and schedule. Employee works their own book into the team board.
Owner / admin
Run the agency seat: team, every lead, inventory, docs, schedule and overdue, then Team Performance.
Create team
Login, leave, passwords
Agency leads
Assign, CSV, restore
Inventory
Add and edit stock
Docs & forms
Files and lead forms
Calendar & tasks
Whole team book
Owner dashboard
Due today, overdue
Pipeline
Every agent deal
Team performance
Dials, meets, won
Hire staff, reset login, set leave, and assign one lead or a CSV list
See every lead, deal, calendar item, reminder, and task, plus inventory, documents, and lead forms
Dashboard overdue by agent; dials, meets, and wins on Team Performance
Follow-ups, reminders, and alerts before a buyer goes quiet.
Schedule the next step on the lead. Reminders fire on web and the mobile app. Overdue shows on the owner dashboard.
The next step stays on the clock.
Set a follow-up, choose the reminder, get the alert on web or the mobile app, and see it on the team calendar before it slips to overdue.
Riley Chen
Follow upHarbor View · Jordan Lee
ScheduleThu 11:00
Reminder30 minutes before
Alert armed
Follow-up reminder
Call Riley Chen in 30 minutes. Floor plan still pending.
The desk your agency already runs, in one product
Browse every screen in one place. Same data on the mobile app.
Clients and leads
Admins see everyone, bulk import or export CSV, and assign. Agents see and create their own leads.
1 / 10
Owner dashboard. Who is late on a buyer.
Open the morning desk and see overdue follow-ups across the whole agency, not just your own book.
- Overdue count on the dashboard, with every lead past its follow-up time.
- See which agent owns each late lead.
- Team attention: due today versus overdue, by person.
- Filter Clients and Leads by overdue and by employee.
Web and mobile app
Same lead, reminder, and schedule in the office and in the field.
Lead forms
Public forms drop straight into the agency book.
Company specific fields, stages, or reports. We build them in.
Before a demo
Short answers on what is included, who does what, and how reminders reach the field.
Still deciding?
Walk through admin and agent seats on the real product.
Book a walkthrough on the real product
Admin seat and agent seat: leads, reminders, overdue, and team performance.
Book a demoYour leads stay secure. You never lose the book.
Bring in bulk leads from CSV (Excel-ready). Export anytime to keep a full copy on your local system.
Data stays secure
Agency workspaces are invite-only. Each team sees only their agency book.
Bulk import leads
Admins import many leads at once with CSV. Save your Excel sheet as CSV and upload.
Export a local copy
Export leads to CSV anytime and keep a backup on your computer. Your data is never locked in.
CSV in. CSV out.
Move lists in bulk, then export whenever you want a local save.