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The whole workspace, surface by surface.

mypal. captures every call and turns it into contacts, deals, showings, and drafts. Below is every part of the product — what each one does, and what it leaves to you.

A call detail in mypal.: the briefing, recording with consent, full transcript, and a follow-up email drafted from the call, waiting for approval.
One 10-min call filed:Contact updatedDeal linkedShowing held · Sat 1 PMFollow-up drafted2 tasks filed
How it works

Every call runs the same loop.

Five things happen between hello and hang-up. You stay on the conversation; the rest is filed by the time you put the phone down.

  1. 01

    Capture

    Records with consent, transcribes as you talk.

  2. 02

    Understand

    A briefing forms: who, what they want, what's open.

  3. 03

    Draft

    Follow-up emails and texts, written from the call.

  4. 04

    File

    Contact, deal, and property update themselves.

  5. 05

    Hold

    Showings hit the calendar; drafts wait for review.

The workspace, surface by surface

The mypal. call log: inbound and outbound calls, each marked processed with consent recorded, filed to the right deal.
Calls

The call log

Every inbound and outbound call in one place — separated by speaker, processed, and filed to the deal it belongs to.

Inbound + outbound
One managed number, both directions — no second dialer to babysit.
Auto-separated by speaker
Speaker-separated transcript, searchable down to the second.
Filed to the deal
Each call links itself to the right contact and property.
Upload a call
Drop in a recording from elsewhere and it gets the same treatment.
Processed at a glance
See which calls are transcribed and acted on, which are pending.
The mypal. people list: contacts with tags and next steps, and a banner flagging potential duplicate pairs to review.
Contacts

People

Your database, kept clean without the busywork.

De-dupe on import
Duplicate pairs flagged, then merged on matching phone and email.
Tags + saved lists
Buyers, sellers, sphere, past clients, pros — filter in a click.
Next step per person
Call, text, or email surfaced inline on every row.
Sorted by who needs you
Ranked by who's gone quiet, not just alphabetically.
The mypal. properties list: listings with status, price, days on market, and MLS number across active, coming soon, and under contract.
Properties

Listings

Track every property from coming-soon to sold.

Full status range
Active, coming soon, under contract, in escrow, sold.
MLS + days on market
MLS number and DOM on every listing row.
List, grid, or map
Three views of the same set, one click apart.
Lists by stage
Active, coming soon, and in-escrow saved out for you.
The mypal. pipeline board: buyer and seller deals across stages from new lead to under contract, each card linked to its contact and property.
Pipeline

Deals

Stages that advance from what was actually said on the call.

Evidence-based stages
Advanced from call evidence, not manual guesswork.
Linked to contact + property
One deal, with all of its pieces connected.
Reversible moves
Every stage change is logged and can be walked back.
Value in view
Pipeline total and per-stage counts at a glance.
MON20

Showing — Coral Gables

Brian Carlson · 10:00

TUE21

Listing review

Rachel Bishop · 1:30

WED22

Closing walk-through

Greg Sutton · 4:00

Calendar

Calendar

Showings and holds, on the right calendar, routed to the right person.

Google + Outlook
Each teammate connects their own, kept two-way in sync.
No double-booking
Holds route to whoever owns the time slot.
Held from the call
A tour mentioned on a call lands as a calendar hold.
Reminders set
Follow-up reminders drop in without you typing them.
The mypal. review desk: drafted emails and texts pending review, each with Approve, Edit, and Reject-with-reason controls.
Review desk

The review desk

The gate every outgoing message passes through.

Email + SMS drafts
Written from the transcript and queued in one place.
Approve, edit, reject
Reject with a reason that sharpens the next draft.
Drafts wait for your approval
Nothing sends until you say so.
Opt-out on every text
Texts carry the opt-out, by the book (A2P 10DLC compliant).
The mypal. Today view: a Needs you queue, the day's schedule, and an at-a-glance pipeline showing $14.0M across 12 deals.
Today

Today

Your home base — what needs you, what's scheduled, and where the pipeline stands.

Needs-you queue
The drafts and follow-ups waiting on you, first.
Today's schedule
Showings, calls, and huddles in time order.
At a glance
Active pipeline value, drafts pending, speed-to-lead.
What mypal. noticed
The recent actions it took from your calls.
Beyond the calls

Everything else, included.

Managed phone numbers
Provisioned and maintained for you — nothing to configure by hand.
Speaker separation
Who said what, separated automatically on every call.
Recording consent
A spoken notice and tracked response, so two-party states stay covered.
Email + calendar sync
Gmail and Outlook, kept two-way.
E-signature
Send documents out for signature through DocuSign.
Contact import
Bring your book over from Follow Up Boss or kvCORE.
Built for teams
Multi-seat, with shared brokerage visibility rolling out to pilot teams.
Activity + tasks
A trail on every record and a task list that fills itself.

Works with what you already use.

TwilioGoogle CalendarGmailOutlookDocuSignFUBFollow Up BosskvCORE
04What it won't do

Four things mypal.won’t do.

Trust is the whole product. The line between what mypal. does for you and what stays yours is drawn on purpose.

01Won’t

Send anything without your say-so.

Auto-send is off by default. Every email, text, and contract draft waits in your review desk until you tap send.

02Won’t

Make a change you can’t undo.

Every stage move, field edit, and merge is logged — and reversible. Nothing happens to a deal that you can’t walk back.

03Won’t

Replace your judgment on the deal.

Negotiation, pricing, and the hard conversations stay yours. It does the legwork, not the calls you’re paid to make.

04Won’t

Train an outside model on your clients.

Your calls and records stay inside your organization. Nothing becomes training data for a generic vendor model.

See it on one of your own calls.

Point a call at mypal. and the notes, tasks, and follow-ups are filed before you’ve left the driveway.