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Agent Ledger

Complete Feature List

Everything you need to manage your real estate business in one powerful platform

172
Total Features
23
Major Categories
AI
Powered Intelligence

Customer Relationship Management (CRM)

  • Customer Database
    Store and manage 46+ fields per customer including contact info, preferences, and status
  • Customer Search
    Advanced search and filtering capabilities
  • Lead Tracking
    Track lead source, status, and conversion progress
  • Budget & Preferences
    Store customer budget ranges and property preferences
  • Activity Tracking
    Record last contact date and schedule next followup
  • Priority & Urgency Levels
    Categorize customers by importance and time sensitivity
  • Birthday & Anniversary Tracking
    Store and track important personal dates
  • Pre-Approval Status
    Track financing status and lender information
  • Assigned Agent
    Link customers to specific agents
  • Bulk Customer Upload
    Import customers via CSV/Excel with visual column mapping

Property Management

  • Property Listings
    Manage for-sale, rental, and new construction properties
  • MLS Integration
    Store MLS numbers and URLs
  • Property Details
    Track bedrooms, bathrooms, square footage
  • Listing & Expiration Dates
    Monitor listing periods
  • Virtual Tours
    Store links to 3D walkthroughs and virtual tours
  • Rental Management
    Track monthly rent, lease terms, availability dates
  • Multi-Owner Support
    Handle properties with multiple owners
  • Property Photos
    Store and display property images
  • Property Brochures
    Generate professional single-page PDF brochures
  • Property Documents
    Upload and manage property-related documents

Deal Management

  • Deal Pipeline
    Track deals from contract to closing
  • Multi-Party Support
    Handle multiple buyers and sellers per deal
  • Important Dates
    Track contract, closing, inspection, appraisal, and finance deadlines
  • Deposit Tracking
    Monitor initial and second deposit dates and amounts
  • Commission Calculations
    Automatic commission and split calculations
  • Owner Financing
    Track seller-financed deals with interest rates and terms
  • Deal Status
    Monitor pending, under contract, closed, or cancelled status
  • Payment Tracking
    Track commission payment status (pending, paid)
  • Deal Notes
    Add timestamped notes and updates to deals
  • Closing Cost Calculator
    Calculate and track all closing expenses

Lease Agreements

  • Residential Leases
    Comprehensive residential lease agreement templates
  • Commercial Leases
    Professional commercial lease documents
  • Dynamic Sections
    Contract type determines which fields display
  • Digital Signatures
    Ready for electronic signature integration
  • Lease Terms
    Track lease duration, rent, deposits, and policies

Agent & Team Management

  • Agent Profiles
    Store agent information, contact details, and specialties
  • Agent Assignment
    Assign listing and selling agents to deals
  • Commission Splits
    Calculate and track agent commission splits
  • Review Platform URLs
    Store links to Google, Zillow, Realtor.com review pages

Vendor Management

  • Vendor Database
    Organize mortgage bankers, inspectors, title companies, etc.
  • 15+ Categories
    Pre-defined categories for different vendor types
  • Contact Information
    Store phone, direct line, email, and website
  • Vendor Ratings
    5-star rating system
  • Preferred Vendors
    Mark and visually highlight preferred vendors
  • Vendor Notes
    Add notes about each vendor
  • Location Tracking
    Store vendor address and service area
  • 3D Visual Cards
    Sophisticated 3D boxes with color-coded preferred vendors

Calendar & Scheduling

  • Deal Calendar
    Visual calendar of all deal-related dates
  • Event Management
    Add custom events and reminders
  • Overdue Tracking
    Highlight overdue events and deadlines
  • Month/Week Views
    Toggle between different calendar views
  • Google Calendar Sync
    One-way sync to Google Calendar with timezone support
  • Event Filters
    Filter by deal status and event type
  • Print Calendar
    Print formatted calendar for offline reference
  • Email Calendar
    Email today's, this week's, or this month's events

Task Management

  • Task Lists
    Create and manage tasks with due dates
  • Task Templates
    Pre-built templates for common tasks
  • Task Status
    Track todo, in progress, completed, or cancelled
  • Priority Levels
    Set task priority (low, medium, high)
  • Task Categories
    Organize by followup, inspection, closing, etc.
  • Overdue Alerts
    Visual indicators for overdue tasks
  • Task Notes
    Add detailed notes to each task

Email & Communication

  • Email Templates
    Create reusable email templates
  • Server-Side Sending
    Send emails via Resend with automatic deal note logging
  • Mailto Fallback
    Client-side email option for flexibility
  • Template Variables
    Dynamic fields for customer and deal information
  • Email History
    Automatic logging of sent emails as deal notes
  • Daily Email Notifications
    Automated 7 AM Eastern daily summaries
  • Task Notifications
    Email alerts for tasks due today and this week
  • Birthday Reminders
    Automatic birthday and anniversary notifications
  • Customer Followup Alerts
    Email reminders for scheduled followups

AI-Powered Features

  • AI Search Assistant
    Natural language search across deals, customers, properties, and vendors
  • Partial Matching
    Search using just street numbers, names, or keywords
  • AI Contract Analysis
    OCR and data extraction from contract PDFs using GPT-4o Vision
  • Contract Pre-Review
    Review extracted data before saving
  • AI Broker Assistant
    Q&A chatbot for real estate questions
  • Smart Navigation
    Direct links to relevant records from AI search results
  • AI Virtual Receptionist (ERICA)
    24/7 AI phone answering with GPT-4o and warm female voice
  • Multi-Turn AI Conversations
    Intelligent dialogue with 5 decision paths for call handling
  • Live Agent Handoff
    Conference-based call bridging with hold music and whisper messages
  • Appointment Booking
    AI schedules appointments with Google Calendar sync
  • Message Taking
    Collects caller information when agents unavailable
  • Full Call Recording
    Complete audio recordings including agent conversations
  • AI Transcription (Whisper)
    Complete call-to-text conversion with speaker labels
  • Live Call Dashboard
    Real-time call monitoring with Server-Sent Events
  • Call Summary Generation
    AI-generated summaries of call purpose and outcome
  • Call Log PDF Export
    Download professional PDF reports of all calls with filters
  • Individual Call PDF Reports
    Detailed PDF exports with full transcripts and call details
  • Visual Notifications
    Red blinking alerts on dashboard for unviewed calls
  • Call Filtering & Search
    Filter calls by date range and status with HTMX
  • Dedicated Phone Numbers
    Each agent gets their own Twilio receptionist number
  • Secure Audio Playback
    Authenticated proxy for browser-compatible call recordings
  • Background Processing
    Async transcription with proper Flask app context handling

Compliance & Documents

  • Document Checklist System
    State-specific document requirement templates
  • Auto-Generation
    Checklists created automatically when deals are added
  • Upload Tracking
    Mark documents as uploaded with timestamps
  • Approval Status
    Track pending, approved, or rejected status
  • Audit Trail
    Complete history of document changes and approvals
  • Compliance Reports
    Export compliance status for all deals
  • Notes & Comments
    Add detailed notes to checklist items

Reporting & Analytics

  • Dashboard KPIs
    Overview of active deals, total commission, closed deals
  • Commission Trends
    Visual charts of commission over time
  • Deal Reports
    Generate reports by status, date range, or agent
  • Excel Export
    Export customers, properties, deals, and vendors to Excel
  • PDF Reports
    Generate formatted PDF reports
  • CSV Export
    Export data in CSV format
  • QuickBooks IIF Export
    Export commission data for accounting
  • Compliance Reports
    Export document checklist status

Client Portal

  • Deal Overview
    Clients view their deal progress and important dates
  • Secure Access
    Password-protected client-specific pages
  • Document Access
    Clients can view uploaded documents
  • Progress Tracking
    Visual timeline of deal milestones
  • Contact Information
    Display agent and vendor contact details

Open House Management

  • Open House Events
    Schedule and manage open house events
  • Visitor Registration
    Track attendees and contact information
  • Property Association
    Link open houses to properties
  • Calendar Integration
    Open houses appear on calendar and sync to Google
  • Visitor Followup
    Convert visitors to leads

Review Request System

  • Client Selection
    Choose which customer (buyer/seller) to request review from
  • Multi-Party Support
    Works with single-customer and multi-party deals
  • Platform URLs
    Pre-filled links to Google, Zillow, Realtor.com review pages
  • Personalized Emails
    Dynamic mailto links with customized messages
  • Safe Encoding
    Properly handles special characters in names

User Interface & Experience

  • Dark/Light Mode
    Full theme support with optimized contrast
  • 3D Design Elements
    Sophisticated 3D boxes and buttons throughout
  • Mobile-Responsive
    Works on desktop, tablet, and mobile devices
  • Color-Coded Status
    Visual distinction for deal statuses
  • Progressive Web App
    PWA support with custom badge icons
  • Vertical Sidebar
    Collapsible navigation menu
  • HTMX Interactivity
    Enhanced HTML interactions without full page reloads
  • Bootstrap Icons
    Professional icon library throughout

System Features

  • Multi-Tenancy Ready
    Architecture supports multiple users (demo mode active)
  • PostgreSQL Database
    Production-ready relational database
  • Timezone Support
    Handles Eastern timezone for notifications
  • Automated Scheduling
    Background jobs for daily emails
  • SPF/DKIM Ready
    Email authentication for deliverability
  • Custom Domain
    Configured for www.youragentledger.com
  • Bilingual Support
    English/Spanish terminology (Buyer/Seller, Lessee/Lessor)
  • Secure Architecture
    User-specific data filtering and access control

Text Center (SMS Messaging)

  • AI Contact Lookup
    Type a name and AI finds the matching customer, agent, or vendor
  • Conversation Inbox
    View all text conversations in one organized place
  • Delivery Status Tracking
    Real-time status icons show message delivery (green = delivered)
  • Deal Linking
    Link conversations to specific deals for better tracking
  • Agent Phone Numbers
    Messages sent from your assigned agent's Twilio number

Email Inbox & Correspondence

  • Centralized Email Inbox
    View all received emails with All/Unread/Starred/Archived filtering
  • Yellow Folder Correspondence
    Every customer, agent, vendor page shows email history
  • Reply to Emails
    Reply with original message automatically quoted
  • Auto-Linking
    Incoming emails automatically matched to contacts
  • Local Timezone Display
    All email timestamps in your local timezone

Notes Center & Folder Organization

  • File Drawer Folders
    Create custom folders with colors and icons
  • Drag & Drop Organization
    Drag notes onto folders for instant filing
  • Smart Views
    Pre-built filters: Urgent, This Week, Needs Follow-Up
  • Collapsible Notes
    Preview mode with expand/collapse controls
  • Saved Views
    Save custom filter combinations for quick access

Task Manager & Kanban Board

  • Visual Kanban Board
    Four columns: To Do, In Progress, Waiting, Completed
  • Drag & Drop Status
    Update task status by dragging cards between columns
  • Recurring Tasks
    Daily, weekly, monthly, quarterly, or yearly patterns
  • 68 Florida Task Templates
    Comprehensive sales tasks across 12 deal stages
  • Auto Deal Stage Progression
    Deals advance when all stage tasks are completed
  • Email Task Automation
    Auto-created email tasks linked to templates
  • Google Calendar Sync
    Tasks sync to Google Calendar with status icons
  • Daily Email Notifications
    Automated 7:00 AM reminders for due tasks

Lead Capture & Intake Forms

  • Public Intake Form
    Mobile-first form at /intake for lead capture
  • QR Code Generation
    Share forms at open houses with QR codes
  • Auto-Routing
    Route leads to Vendors, Agents, or Customers
  • AI-Powered Summaries
    AI generates summaries and draft responses
  • Lead Folder Organization
    Create folders and drag submissions to organize
  • Automated Task Creation
    Follow-up tasks created from new leads

Appointment Center

  • Quick Event Creation
    Create calendar events with simple form
  • Voice Input
    Use microphone to dictate appointment details
  • Deal Linking
    Associate appointments with specific deals
  • Google Calendar Sync
    Events automatically sync to connected calendar

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