HomeWellClose the deal.
Keep the client.
Work your pipeline with AI-assisted drafts and flexible deal checklists, then invite clients to manage their home in HomeWell after closing.
Free to get started · Up to 10 clients in the iPhone app · 14-day free trial of the web CRM
Keep the relationship going after closing.
Deal work, client messages, and follow-ups often live in different places. HomeWell brings them into one workspace so you can see what needs attention next.
When a client accepts the homeowner invitation, you can continue the relationship through the home they manage in HomeWell.
What it does
See the Realtor workspace in action.
Explore sample screens, then try the interactive demo with fictional data. No account needed.
Wake up to a worked-out day.AI
Daily Focus presents one contact at a time with the reason to reach out. Draft an email or text with AI, review it, and choose when to send it.
Every deal knows its next step.
Buyer and seller boards show each stage, its checklist, and upcoming deadlines. Adjust the tasks to fit the deal and track the steps through closing.
Messages with context.
Client threads include read status, action-required flags, scheduled sends, and priorities. Log calls, texts, meetings, and notes on a client timeline when the conversation happens elsewhere.
Know who to reconnect with.
Set a follow-up cadence and see contacts who need attention in Reconnect. Suggested touch reasons can help you start a timely conversation.
The whole business, measured.
See closed volume, GCI, pipeline activity, offer conversion, and response times in Reporting. Track commission splits and recurring brokerage costs in the same workspace.
Hand them the home. Keep the relationship.
Invite your client to HomeWell: Home Management and confirm the closing to complete the handoff. Share selected closing documents, your branding, and preferred vendors when those details are available.
And more
The rest of the business, in your pocket.
Pricing
Free to get started.
Free
$0
- Up to 10 active clients
- 2 transactions, full workflow
- Business-card and contact capture
- Client messaging and link codes
- Today work queue and follow-ups
- iPhone app
Realtor CRM
$39.99/month
Starts with a 14-day free trial, then $39.99/month — cancel anytime during the trial and you won't be charged.
- Everything in Free, plus:
- Unlimited clients and transactions
- Web CRM workspace
- Listings, open houses, and showings
- Drip campaigns and templates
- Reports, calendar, and commissions
Also available as a subscription inside the iPhone app. Full details at Memberships.
Stay connected after closing.
Work today’s queue, run deals through closing, and keep in touch when clients join HomeWell: Home Management.
Demo data is fictional. Changes you make in the interactive demo are not saved to a Realtor account.