MyPal

Product

Everything it does, in one place.

The homepage showed you one Tuesday. This page shows every part of the product behind it, in the order you’d meet it.

  1. What do I see when I open it?
  2. What does it hold for me?
  3. What happens when I hang up?
  4. Where do my people, deals and homes live?
  5. Can I just ask it things?
  6. What does it know about a home?
  7. How do I tell it what to do?
  8. How do I know what it did?

Your day

Open it in the morning. It knows what your day is.

Four views of the same day. Now is what matters this minute. Needs You is the one or two things only you can answer. Watch is every deadline and quiet client on one timeline. MyPal Did is everything it handled, with the time and the reason.

MyPal

Now · Tuesday, August 5

Brian called about 123 Oak Lane. His budget and Friday’s showing are updated. One thing to decide.

2:34 PM

Next · 3:00 PM — Call Brian

7a7p

Needs You · held, not sent

Brian — good talking this morning. I heard two things clearly: your ceiling is now $825,000, and you want another look at 123 Oak Lane before the weekend. I’m holding Friday afternoon…

2:31Recap delivered

2:31Approved recap draft

2:14Lead routed

Decisions

It only stops for the things that are actually yours.

When it stops, it tells you why, shows you what it heard, and suggests an answer. Everything routine keeps moving in the meantime.

Needs you

Send Brian the post-call recap?

Prepared · not sent

Why it stopped
A client is going to read this one.
What it heard
“Friday works. Give me a call then.”
Its suggestion
Send it as drafted. Change anything you like first.
What happens next
Your version goes to Brian, and the rest of the day carries on.
Edit recapSend it

After a call

You hang up. The work is already done.

The same call, in the CRM you have today and in this one. Budget updated, showing booked, listing agent asked — and the one thing a client will read, held for you.

Your CRM today

Log a call

8m 42s

Contact
Brian Carlson
Outcome
— select —
Notes
Follow-up
mm / dd / yyyy
Save
  • Update Brian’s budget
  • Book the Oak Lane showing
  • Email the listing agent
  • Write up the call

Four things for tonight. All yours.

CallsBrian Carlson123 Oak Lane · Buyer
Call ended · 8m 42s
Kelly11:10The sellers came back on the inspection credit.
Brian11:11That helps. We talked numbers again last night.
Review 3 updates

8m 42s · 11:18 AM

MyPal

Brian Carlson · 123 Oak Lane

Call ended 11:18 AM

  • Budget updated to $825,000
  • Second look at Oak Lane — Friday
  • Asked the listing agent about the roof
  • Needs You · recap drafted. Send it?Send

All of it still attached to the call. Done before you’re back in the car.

Your contacts

People, deals, homes and your calendar — every one of them kept current by the work you’re already doing.

Open a person and their deal, the home they want and the promise you made them are right there. Walk through all four.

Deals /Pipeline

New

2

Maria Soto

Website inquiry · Coral Gables

$640kbudget
0d in stage

Acknowledged by delegation

D. Whitfield

9 Larkspur Ct · seller consult

$710kest. value
3d in stage

2 deals · $1.35M

Touring

2

Brian Carlson

123 Oak Lane · second tour

$825kceiling
12d in stage
123 Oak LaneFri callback

The Patels

45 Cypress Bend · touring 3 of 6

$580kbudget
8d in stage

2 deals · $1.41M

Offer

1

R. Okafor

302 Seagrape Ave · countered

$935kcounter
6d in stage

1 deal · $935k

Under contract

2

A. Nguyen

88 Palmetto Dr · offer out

$1.12Moffer
4d in stage

✓ Offer accepted · docs prepared

Harding

17 Bayshore Ter · inspection Thu

$1.4Mcontract
9d in stage
Inspection Thu

2 deals · $2.52M

People · Record

Last activity 11:18 AM

Brian Carlson

BuyerActiveCoral Gables3–4 bd$825k ceiling

Last spoke 11:18 AM · 8m 42s

Relationship

CallToday 11:18

Budget and revisit captured

“My ceiling is closer to $825 now.”

TourToday

Second tour requested · 123 Oak Lane

TourAug 2

Toured 45 Cypress Bend

SearchJul 28

Saved search matched 3 listings

WebJul 12

Website inquiry · first contact

Buyer profile

3–4 bd · Coral Gables

Deal

$825k ceiling · Touring

Property

123 Oak Lane

Schedule

Friday callback · 3:00 PM

What matters next

Call Brian Friday.

The promise came from your call, not from a generic task recommendation.

123 Oak Lane

Active listingMLS #A2214883
18 days on market
OAK LN200 FT
KITLIVPRIMARY

Seller disclosure · 4 pp

Price

$799,000

Beds

4

Baths

3

Sqft

2,410

$/sqft

$331

Built

1998

Connected activity

Revisit requested

from Brian’s call · today

Roof-age question sent

to the listing agent · today

Buyer interest linked

Brian Carlson · $825k ceiling

Schedule /This week

Mon

4

Tue

5

Wed

6

Thu

7

Fri

8
Inspection contingency window · 17 Bayshore
8a9a10a11a12p1p2p3p4p5p6p

9:30

Caravan · Seagrape Ave

2:00

Listing prep · 9 Larkspur

11:09

Call · Brian Carlson

3:00

Comps review · Palmetto

10:00

Listing photos · 9 Larkspur

10:00

Inspection · 17 Bayshore

4:30

Second tour · 123 Oak

Commitment · yours

Call Brian · your promise

Ask it

Say it the way you’d say it to a person.

You’re looking at Brian Carlson

Find

“Under $850k, big yard, near Coral Gables.” It writes the search and pulls the matches.

Do

“Book Brian for Friday at two.” It does it from wherever you are, without opening anything.

Ask

“What did the Patels say about the kitchen?” It answers from what actually happened, and shows you where.

It reads the listing, not just the form.

In development

The photos say what the form never does — the floors, the light, the state of the kitchen. It’s learning to read them.

Photos become facts

Every listing photo becomes things you can search: materials, condition, finishes, light.

Ask the record, not the album

“What are the floors?” It answers from the photos, and shows you which one.

Matches sharpen

A search for “real hardwood, south-facing kitchen” finds homes that actually have them.

Your rules

Say it once. It happens every time.

Tell it what you’d tell a new assistant on their first day, in a sentence. Every lead since — including the ones that came in while you were asleep.

You said

Every website lead gets a reply within a minute and goes to whichever buyer agent has the lightest load.

Kelly, broker· three weeks agoRunning

Every lead since

You were asleep for three of these.

  • Lena Marsh asked about 22 Seagrape Ave.Replied in 38 seconds · handed to S. BellSat · 1:52 AM
  • Tom Reyes asked about condos under $500k.Replied in 41 seconds · handed to M. AlvarezSun · 11:48 PM
  • Priya Natarajan asked about 9 Larkspur Ct.Replied in 35 seconds · handed to J. OrtizTue · 6:05 AM
  • Maria Soto asked about Coral Gables.Replied in 40 seconds · handed to J. OrtizTue · 2:14 PM

Receipts

Everything it does comes with a receipt.

What it did, when, what it was going on, and who said it could. Open any of them. Undo any of them. Nothing it does is a mystery.

Receipts

Website lead answered

Sent

2:14 PM

Why

A new lead arrived from your website

Authority

The rule you set

Evidence

Maria Soto · website form

Executed

2:14 PM

Result

Reply delivered

Brian’s budget updated

Recorded

11:18 AM

Why

Brian said his ceiling had changed

Authority

Keeping your contacts current

Evidence

Brian Carlson · 11:18 call

Executed

11:18 AM

Result

Budget, property and next step updated

Recap sent to Brian

Delivered

2:31 PM

Why

You approved the drafted recap

Authority

Your approval

Evidence

Drafted from Brian’s call

Executed

2:31 PM

Result

Delivered to Brian

Try it on your own calls.

One real call, and see what got done, what got held for you, and what you never had to type.

Request access