Calls
- Brian C.Discovery4:12
- Rachel B.Follow-up2:48
- UnknownVoicemail0:28
The AI assistantfor every realestate agent.
Manage your marketing and drip campaigns — and have mypal. capture buyer and seller details from every call, then update the contact, save the search criteria, draft the follow-up, and set the task before the conversation gets forgotten.
or
mypal. calls in seconds and walks you through the site, live.
Buyer lead · Brian C.
RecordingAgent
Hey Brian — thanks for calling in.
Brian
Just starting to look.
Brian
We saw a place online on Maple — we're set on Northcrest, around $1.2 million.
Agent
Great area to be in.
Brian
We want at least 3 bedrooms, and an open kitchen.
Brian
Commute matters, but we're flexible there.
Agent
Want me to send a few options?
Brian
Yeah, that would be great.
mypal. noticed
New buyer — start a saved search
02The workspace
One place for the work a call creates.
mypal.isn’t a pile of call notes. It’s a connected workspace where every conversation updates contacts, deals, and showings — and surfaces the next step before you ask.
Explore the workspaceContacts
B
Brian C.
Buyer · pre-approved
R
Rachel B.
Seller · active
G
Greg S.
Under contract
A
Alex V.
Past · referral
Deals
New3
88 Brentwood
$1.2M
15 Pine Rd
$895k
47 Elm Ave
$680k
Value$2.8M
Offer3
1234 Northcrest
$847k
77 Park Pl
$5.6M
5 Ridge Ln
$612k
Value$7.1M
Properties
1234 Northcrest DrActive
$847,000
88 Brentwood LnPending
$1,200,000
512 Oak StActive
$595,000
Calendar
MON20
Showing — Northcrest
Brian C. · 10:00
TUE21
Listing review
Rachel B. · 1:30
WED22
Closing walk-through
Brian C. · 4:00
ContactCall 8:10 AM
Brian C.
Buyer · pre-approved
DealCall 8:10 AM
1234 Northcrest
$847k · Offer prepped
ShowingCall 8:10 AM
Tue 10:00 AM
Northcrest tour booked
03Review and control
Automatic where it should be. Accountable where it matters.
Routine tasks update themselves. Anything that needs judgment is source-linked and waits for your approval — drafts don’t send and the deal doesn’t change until you say so.
- Heard on call · 00:14 · Brian
“We're only interested in Northcrest — up to $1.2 million max.”
Drafted by mypal.ApprovedSearch criteria saved
Area: Northcrest · budget $1.2M max
- Heard on call · 00:42 · Brian
“At least 3 bedrooms, open kitchen — pool if we can.”
Drafted by mypal.Awaiting approvalBuyer criteria
3+ beds · open kitchen · pool listed as “if possible”
- Heard on call · 01:50 · Brian
“Yeah, send a few matches when you can.”
Drafted by mypal.ApprovedFollow-up drafted
Send property options · ready to send
- Heard on call · 02:20 · Brian
“And let's circle back next week.”
Drafted by mypal.ApprovedTask created
Follow up with Brian next week
04Pipeline
Your pipeline, on the map.
Every deal with a property drops a pin — color is the stage, size is the value. See what’s nearby, what’s heating up, and where your week should go. One of three pipeline views, beside the board and the list.
1 of 7Brian C.1820 Northcrest Dr$1.24M
Stage
New leadShowingOfferUnder contractSold
Pin size · deal value
05The difference
Not just another CRM.
Every CRM says it automates your work. They still wait for you to type. mypal. starts from the call itself — so the work is already done, not sitting in a queue with your name on it.
A generic CRM
Waits for you to type it in
Notes written after the call — if at all
Goes stale between conversations
You remember the next step, or it slips
mypal.
Starts from the call itself
Captures buyer & seller details automatically
Drafts the follow-up and files the task
Keeps the workspace current — you approve
m.
Call summary
Initial call with Brian C.
May 21, 10:43 AM · 14:21
Key takeaways
Focus on Northcrest
Budget up to $1.2M
Prefers modern homes
Great call.
Next up:
Search for propertiesApproved
Inspection reportSend to clientAwaiting
Northcrest tourSet up showingsAwaiting
3 modern compsCall keypoints
00:00Greeting & introduction
02:31Property needs & must-haves
07:42Timeline & budget
12:11Next steps confirmed
14:21Call ends
Follow-up call
Wed, May 21 · 4:00 PM
Call Brian to follow up on properties sent
Works with what you already use.
Calling, calendar, email, documents, contact import.
TwilioGoogle CalendarGmailOutlookDocuSignFUBFollow Up BosskvCORE
How fast can I be running calls through mypal.?
Day one. Connect your number, point a call at mypal., and the summary, tasks, and follow-ups land in your workspace by the time you’ve hung up.
Will my Follow Up Boss or kvCORE data come over?
Yes. Contacts import on connect, with duplicates merged on phone and email. Calendar and email stay in sync after that—no copy-paste, no rebuilding lists by hand.
Does mypal. record calls? What about wiretap law in my state?
Recording is optional and off by default. When you switch it on, mypal. plays a consent notice at the start of the call and tracks the response, so two-party states stay covered.
Can my team and I share a calendar without a fight?
Each teammate connects their own Google or Outlook calendar. Showings, follow-ups, and holds route to the right person—no double-booking, no re-typing what the client already said.