Journey and Journey Agent + CRM are not built around a Virginia
form or a specific MLS. A client's plan is whatever milestones,
tasks, and document requests your team sets up for that
transaction. A contact's record is whatever stages, roles, and
offices your brokerage already uses. Neither one reads a state
off the address before deciding what it is allowed to do.
Checkout works the same way. Self-serve sign-up resolves your
state from the billing address, not a dropdown you have to get
right, and there is no waitlist and no state left off the list.
- Client plan
- Milestones, tasks, document requests, messages, and help requests, shaped by your team's own process
- Journey Agent + CRM
- Contacts, pipeline, deal stages, document requests, and brokerage roles and offices
- Partners
- Lenders, title companies, inspectors, and contractors get a scoped invitation wherever the transaction sits
- Billing
- Self-serve checkout in all 50 states and the District of Columbia, no waitlist, no state to pick