Listings, offers, closings —all by voice.
Capture new buyers and sellers on the go, summarize showings, and track every property through to close.
New Buyer Intake
Voice → AI extraction
Core Capabilities for Real Estate
All the features you need for efficient real estate client management.
Voice intake & AI extraction
Dictate a new client; AI fills name, contact, birthday, and key details.
AI call summaries
Record a meeting; ClientPulse turns it into clean bullet-point notes.
“Skip to Notes” voice interrupt
Say “skip to notes” anytime during voice intake or onboarding to jump straight into free-form notes — perfect when a client dials in unexpectedly and you just need to capture what they said, fast.
One-click calling
The bridge rings you, then the client. Notes captured on the record.
Branded email & SMS
Send from your verified domain with your signature, photo, and credentials.
Google Calendar sync
Two-way sync, automated meeting reminders, and birthday touches.
Per-client documents
A secure cloud vault for every form, invoice, photo, or signed contract.
Full client timeline
Every email, text, call note, and document — one searchable history per client.
Automated reminders
Meeting reminder emails and birthday touches go out on their own.
Secure by design
Magic-link & Google sign-in, row-level isolation, and CAN-SPAM-compliant email.
Specialized fields and panels
Beyond the basics, these dedicated data points are captured on every client profile.
Properties / Listings
- Property address
- Property type
- List price
- Offer price
- Close date
- MLS / listing #
- Status (active, pending, closed)
Buyer & Seller Profile
- Buyer or seller role
- Pre-approval & lender
- Target neighborhoods
- Bed / bath / sqft preferences
- Mortgage interest
- Timeline to move
Transaction Pipeline
- Showings history
- Offers & counters
- Inspection / appraisal dates
- Closing checklist
- Co-agent & title company
- Commission tracking
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.