Calls
- Brian C.Discovery4:12
- Rachel B.Follow-up2:48
- UnknownVoicemail0:28
The AI assistantfor every realestate call.
mypal. captures the buyer and seller details from your calls — then updates the contact, saves the search criteria, drafts the follow-up, and sets the task before the conversation gets lost.
or
mypal. calls in seconds and walks you through the site, live.
BC
Buyer lead · Brian C.
recording
Agent
Hey Brian — thanks for calling in.
Brian
We're relocating this summer, just starting to look.
Brian
We're set on Northcrest, around $1.2 million.
Agent
Great area to be in.
Brian
We drove past a place on Maple we liked.
Brian
Need at least 3 bedrooms, open kitchen — pool if we can.
Agent
Got it.
Brian
Commute matters too, but we're flexible there.
Agent
Want me to send some options?
Brian
Yeah, send a few matches when you can.
Brian
And let's circle back next week.
Agent
Perfect — I'll line those up.
mypal. noticed
New buyer lead — start a Northcrest saved search
ReviewReview
Pool was “if we can” — confirm must-have
A whole day of calls.
None left for tonight.
Calls close deals — and bury you in notes, tasks, and follow-ups. mypal.works each one as it happens, so the day’s paperwork is already done.
Texted photos
Send disclosures
Confirm Tue showing
Needs permit check
Left a voicemail
Update MLS status
Call back Greg
Follow up Thursday
Return Rachel's call
Wednesday, May 21
10 tasks · 1 voicemail
8:10 AM12:04
Buyer call
Brian C. · Northcrest search
“Pre-approved — wants to tour Northcrest this weekend.”
Save buyer criteria · Northcrest
Draft matching listings
9:47 AM06:38
Seller follow-up
Rachel B.
“Open to a private showing next week.”
Hold Tue 2pm showing
Confirm showing address
11:32 AM18:51
Inspection call
Greg S.
“Roof looks good. Check permits for addition.”
Follow up with inspector
Share report with client
3:22 PM0:28
Voicemail
Unknown caller
“Call me back about the Oak Street listing?”
Return call
Match number to a contact
6:42 PM09:17
Offer call
Brian C.
“Let's move forward on Northcrest.”
Draft offer next steps
Update deal stage
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
New5
1100 Skyline
$4.8M
88 Brentwood
$1.2M
15 Pine Rd
$895k
47 Elm Ave
$680k
301 Birch
$425k
Tour4
63 Willow Estate
$3.4M
8 Cedar Ct
$2.1M
24 Maple
$720k
210 Ash
$540k
Offer3
77 Park Pl
$5.6M
1234 Northcrest
$847k
5 Ridge Ln
$612k
Close2
9 Lakeview Manor
$13M
22 Bay St
$980k
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 updates file themselves. Anything that needs judgment stays source-linked and waits — drafts don’t send and the deal doesn’t change until you approve.
- Heard on call · 00:14 · Brian
“We're set on Northcrest, around $1.2 million.”
Drafted by mypal.ApprovedSearch criteria saved
Area: Northcrest · budget ~$1.2M
- Heard on call · 00:42 · Brian
“At least 3 bedrooms, open kitchen — pool if we can.”
Drafted by mypal.Needs youBuyer 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
Initial matching listings · 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 contractClosed
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
06One real call
Bring one call.
See the work
already done.
mypal. hears the call and files the work behind it—notes, tasks, follow-ups, and showings—so your attention stays where it earns: the client in front of you.
m.
Call summary
Discovery call with Brian C.
May 21, 10:43 AM · 14:21
Key takeaways
Looking to buy in Q3
Focus on Northcrest
Budget up to $2.2M
Prefers modern homes
Follow-upReady
Great call.
Next up:
Inspection reportNorthcrest tour3 modern comps
Call keypoints
00:00Greeting & introduction
02:31Property needs & must-haves
07:42Timeline & budget
12:11Next steps confirmed
14:21Call ends
Showing confirmed
Wed, May 21 · 4:00 PM
1234 Northcrest Drive
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.