PRODUCT PLAYBOOK
PREMIER SERVICES
CATEGORY
TITLE COMPANY ONLINE RESOURCE PORTAL
SUMMARY
Premier Services is an all-in-one online portal from Chicago Title offering real estate professionals’ instant access to property information, farming tools, recorded documents, and transaction services. It’s essentially a “one-stop shop” for data and tools that agents and lenders need during the sales process.
Real estate agents, brokers, and lenders looking for quick property data and title/escrow resources.
WHEN TO PITCH
Introduce Premier Services when a client frequently needs property research, farming data, or on-demand information for listings. Additionally, Premier Services MUST be set up for clients to create a login to Chicago Title Walking Farm and Chicago Title Live Farm.
Ability to search detailed property profiles by address, owner name, or APN
Generate farm reports and mailing lists; retrieve public recorded documents
Access blank legal forms (deeds, notes, etc.)
View plat maps and comparable sales
Place title orders online.
A complementary mobile app (“Chicago Title NOW”) provides 24/7 access to property reports on the go.
KEY FEATURES CHICAGO TITLE RESOURCES & FARMING TOOLS
CLIENT REQUIREMENTS
The client will need to sign up for a Premier Services account. Basic contact information and verification of their industry role may be required.
HOW TO ACCESS
Through the Chicago Title Premier Services website (sign-up via Join Us Now on ChicagoTitle.com) or via the Chicago Title NOW mobile app for smartphones. The sales rep can assist with setting up access.
NOTES AND LIMITS
Premier Services is typically offered as a free value-added service to industry partners. It has been integrated into FNF’s new inHere platform (digital transaction experience), but existing logins still grant access. Ensure clients understand it’s a tool for research and preparation – it doesn’t replace an MLS or CRM, but complements them with title-specific data.
CHICAGO AGENT ONE
CATEGORY
CLOSING COST CALCULATOR APP
SUMMARY
Chicago Agent ONE is a mobile app (powered by PalmAgent) that provides real-time closing cost estimates and net sheets for buyers and sellers. Marketed as the #1 closing cost app in real estate, it helps agents and lenders quickly calculate transaction expenses and client net proceeds.
Real Estate Agents
Lenders
Real estate agents and lenders who need to compute closing fees, cash-to-close, or seller net proceeds during client consultations.
WHEN TO PITCH
Recommend Chicago Agent ONE when an agent is preparing listing presentations or working with buyers on offers. For example, if a Realtor often needs to answer “How much will I net if I sell at X price?” or “What’s my monthly payment on this home?”, this app makes those answers instant and visual. It’s great to pitch while training on client engagement.
Includes a suite of calculators for various scenarios – e.g. seller net sheets (estimating how much a seller will pocket after closing costs), buyer closing cost breakdowns, rent vs. buy comparisons, etc.
Users can customize inputs (commissions, taxes, insurance, etc.) and generate professional branded reports for clients.
The app also offers some marketing tools, like personalized flyers and email templates using these calculations.
It’s kept up-to-date with local tax rates and title fees to ensure accuracy.
KEY FEATURES CHICAGO TITLE RESOURCES & FARMING TOOLS
CLIENT REQUIREMENTS
The client just needs a smartphone or tablet. The app is free to download, but requires a simple registration. No sensitive data needed.
HOW TO ACCESS
Download ChicagoAgent
ONE from the app store (available for iOS and Android). Upon first use, the user selects their state/ county to load the correct rates. A Chicago Title rep can provide a download link or QR code too.
NOTES AND LIMITS
The app is branded for Chicago Title, which subtly keeps our company top-ofmind in their client reports. While the basic app is free, there is a premium version available for 0.99 per month or 9.99 per year. Also, emphasize that this is for estimates – actual closing figures may vary, but it’s usually very close to reality given its data updates.
CHICAGO TITLE WALKING FARM
CATEGORY
MOBILE FARMING ROUTE PLANNER
SUMMARY
Walking Farm is a mobile app that helps agents “farm” a neighborhood by planning door-to-door outreach routes and managing farm contacts. It integrates with Chicago Title’s property database to let users draw a path on a map and automatically generate an ordered list of properties to visit. Essentially, it replaces the old clipboard method with a digital, GPS-enabled solution for canvassing neighborhoods.
Real Estate Agents
Real estate agents who do geographic farming, door knocking, or canvas open house invitations in neighborhoods.
WHEN TO PITCH
When an agent mentions pursuing listings in a specific neighborhood or doing door-knocking campaigns, introduce Walking Farm. It’s perfect to pitch at farming classes or when clients mention they want to “work their farm” more systematically. Also, if they complain that keeping track of contacts on paper is tough, this app is a solution for modernizing that process.
KEY FEATURES
Users can trace a custom route or polygon on the map with their fingertip, and the app will pull up all properties along that route in walking order.
For each property, detailed ownership info is provided (owner name, absentee vs owner-occupied).
Agents can add notes to each house (e.g. spoke with owner, not home, follow-up needed) and save multiple farms for future use.
Farms can be exported to Excel or contacted via mailers, and the app shows basic stats about the farm.
Importantly, Walking Farm syncs with Chicago Title’s Premier Services data – an active Premier Services account is required to use it.
CLIENT REQUIREMENTS
The client will need an active Premier Services login (the app uses those credentials). They’ll also need a compatible smartphone or tablet. There’s no extra cost for the app if they have Premier Services. The sales rep should ensure they are signed up for Premier first.
HOW TO ACCESS
Download Chicago Title Walking Farm from the App Store or Google Play. After installing, they log in with their Premier Services account to access the property data. We can assist them in drawing their first farm or ordering a farm list from our property research team that will auto-load into the app.
NOTES AND LIMITS
The accuracy of data depends on county records; emphasize that it updates regularly (and pairs with Active Farm, below, for bi-monthly updates). Walking Farm is free to our clients but only works within our InHere login system. It’s a proprietary tool, not open to the public. Also, it’s best used in areas with good cell/data signal since it pulls live map data.
CHICAGO TITLE RESOURCES & FARMING TOOLS
CHICAGO TITLE “ACTIVE FARM”
(LIVE FARM)
CATEGORY
AUTOMATED FARMING DATA PLATFORM
SUMMARY
Active Farm (sometimes called Chicago Live Farm) is a web-based farming database that keeps an agent’s farm area updated automatically. It grades and tracks changes in a farm over time, so agents can be the first to know of new owners or other opportunities. In short, it’s an advanced farming CRM that syncs with the Walking Farm app for field use.
AUDIENCE
Real Estate Agents
Brokerages
Real estate agents who maintain a large farm area and want to automate their prospecting research. Also useful for brokerages that farm multiple territories.
WHEN TO PITCH
Suggest Active Farm to agents who are already farming an area or those planning a new farming campaign. If a client expresses that keeping up with neighborhood turnover is hard, or if they want to identify the best area to focus on, Active Farm is appropriate. Also pitch it when discussing data-driven marketing – it’s a way to work smarter with farming by using analytics and timely data.
Active Farm provides a dashboard of all farms an agent is tracking.
For each farm, it will auto-update ownership records twice a month and send notifications of any changes (e.g. a home in the farm sold or a new deed filed).
It assigns a “Farm grade” and statistics so you can evaluate which neighborhoods are most turnover-prone or “hot”.
Agents can filter farm data by common criteria (absentee owners, length of ownership, etc.) and even get one-click access to property profiles, comparable sales, and recorded documents for any property in the farm.
Crucially, Active Farm syncs with Walking Farm – any farm you order under 3,000 records can load into your Walking Farm mobile app for on-the-go prospecting.
There is also a premium data upgrade option which can append extra info like phone numbers, emails, and flags for life events (marriage, divorce, probate, NODs).
CLIENT REQUIREMENTS
The agent will typically coordinate with the sales rep and property research team to order a farm (a list of properties in their chosen area). Once set up, they need a Premier Services login to access Active Farm online. If they want the premium data (contact info, etc.), there may be a cost or permission required.
KEY FEATURES CHICAGO TITLE RESOURCES & FARMING TOOLS
HOW TO ACCESS
Active Farm is accessible via a web portal (e.g., ActiveFarmCT.com). If using Live Farm, the URL is ChicagoLiveFarm.com. The client can access with their Premier Services login. After login, they can request farms or we can preload farms for them. The integration to Walking Farm means if they have the app, the data is shared seamlessly.
NOTES AND LIMITS
Active Farm is complimentary for basic features (updating public record data) when working with Chicago Title, but the premium enhancements may involve fees – clarify this during the pitch. It currently covers many counties but if a farm spans outside our coverage, updates might be limited. Emphasize that this tool “keeps their farm on autopilot,” which is a strong selling point. Also, the term “Chicago Live Farm” is used interchangeably – it refers to this same Active Farm system, one is more widely used in California vs Arizona, but they’re the exact same tool.
LIVE INHERE
CATEGORY
POST-CLOSING CLIENT ENGAGEMENT PLATFORM SUMMARY
Live inHere is part of FNF’s inHere Experience Platform, focused on keeping real estate professionals connected with their clients after the closing. In practice, Live inHere provides a co-branded monthly homeownership hub to an agent’s past clients – delivering valuable insights like home value updates, equity changes, and market trends, all branded with the agent (and their lender or title partner if desired). It’s essentially a client retention tool that nurtures homeowners long-term so the agent stays top-of-mind.
Real Estate Agents
Title Rep
Primarily real estate agents who want to maintain relationships with past clients (homeowners) and secure repeat/referral business. Title reps also use it to add value for agents.
WHEN TO PITCH
Introduce Live inHere whenever an agent talks about staying in touch after closing or struggles with keeping past clients engaged. It’s perfect to mention at closing gift time (“We also have a way to keep your clients updated on their home’s value monthly”). Also use it to differentiate our services – for example, “With our title company’s Live inHere program, we help you turn onetime clients into lifelong customers.”
If an agent has a sizable past client database and no systematic follow-up, Live inHere is a clear win.
KEY FEATURES
Automatically emails monthly home finance reports to each enrolled homeowner, including the current estimated value of their home, their equity, and personalized financial insights. It also sends a monthly home maintenance tip email. These are two personalized and automated monthly emails.
Clients can interact with these reports – e.g. adjust their home value if they disagree, explore refi scenarios, or see what their home could rent for – and the agent is notified of their engagement.
The hub is branded to the real estate agent and can be co-branded with the agent’s industry partners.
The hub is a place where homeowners can upload their homes secured documents.
Agents can create landing pages that agents can use to capture new seller leads by offering an instant home valuation.
Overall, Live inHere’s content is automated but hyper-local (it uses market data from sources like Altos Research for accuracy).
CLIENT REQUIREMENTS
The agent will want to provide their client email list (usually of closed clients or homeowners they know) to set up the hub. The cost to a single agent is $199 for the year. If a lender is involved, the lender may coordinate with the agent for co-branding and financial assistance. We suggest a brief onboarding meeting to show them the dashboard and help upload contacts with Taura Williams.
HOW TO ACCESS
Our Chicago Title team will set the agent up on the Live inHere platform with their unique referral link. Additionally, the sales rep can contact Taura at Taura.Williams@fnf.com for a demo. The agent will get a login to a dashboard where they can add clients, review engagement analytics, and personalize their branding.
NOTES AND LIMITS
The content focuses on homeowners (mostly applicable to past buyer clients or sellers who will buy again). Emphasize that this is not a sales email but a genuine service that “empowers consumers to build wealth through homeownership,” which in turn yields referrals for the agent. It’s a unique offering that positions the agent as a continued advisor. No major limitations, but agents should still periodically personally touch base. Live inHere makes those calls easier since clients are receiving something of value regularly.
CLIENT ENGAGEMENT & LEAD GENERATION TOOLS
HOMEBOT
CATEGORY
HOMEOWNER ENGAGEMENT & LEAD NURTURING PLATFORM
SUMMARY
Homebot is a subscription-based “client-forlife” portal that sends automated, personalized monthly reports to homeowners (and buyers) about their home wealth. It helps agents educate clients on their home’s value and financial opportunities via a branded digest email. By providing ongoing value (home values, equity updates, refi options), Homebot keeps the agent top-of-mind and drives repeat/ referral business.
AUDIENCE
Real estate agents (and lenders) who want to maintain long-term engagement with past clients, prospects, or farm leads. Brokers can also use it to equip their agents.
WHEN TO PITCH
Similar to Live inHere, pitch Homebot to agents who mention a desire for more repeat business or difficulty staying in touch after closing. Lenders, similarly, use it to stay connected with their borrowers. Agents may prefer HomeBot if they are partnering with their lender to cover the costs.
KEY FEATURES CLIENT ENGAGEMENT & LEAD GENERATION TOOLS
Automated Home Value Reports: Homebot uses market data to estimate home value and equity, updating monthly. Reports include financial insights like total wealth, loan details, and potential rental income.
Interactive Client Portal: Clients can adjust their home value (alerting the agent) and explore scenarios like refinancing, paying extra on principal, or renting part of their home.
Buyer Mode: Buyer prospects get search tools and alerts. With a lender partner, a Chrome extension shows Homebot data on Zillow while keeping the agent visible.
Lead Capture & Video: Agents receive custom landing pages for new valuation leads and can embed video messages in emails for more personalized communication.
Co-branding with Lenders: Agents can partner with lenders to share costs and unlock premium tools like Zillow insights and enhanced home search features.
CLIENT REQUIREMENTS
The agent will need to upload their client list into the system. They should ideally commit to interacting with the engagement alerts (e.g. if a client clicks “I’m interested in selling,” the agent should follow up). There is a subscription fee for agents (around $25/month for up to 500 clients, as of recent info), but sometimes a lender sponsor can cover this. No long-term contract is required (month-to-month service).
HOW TO ACCESS
Sign up on the Homebot website (homebot.ai) or through their lender if they are partnering. We can provide a referral to Homebot representative, Nina Hein at nina@homebot.ai. Once signed up, the agent gets a dashboard to import clients and monitor activity. There’s also a Homebot mobile app the agent can use to get real-time notifications. As Chicago Title partners, we are able to offer the following discounts: titlewaive50 - agent waived setup fees, titlewaive100 - LO starter waived setup fees, titlewaive200 - LO pro waived setup fees.
NOTES AND LIMITS
The Homebot data is an estimate; make sure agents understand to position it as a helpful snapshot, not an official appraisal (though it’s quite accurate on trends). Homebot boasts extremely high engagement (average homeowners check their digest ~8 times a year and 50% monthly open rates), so it’s very effective, but only if the agent actually uploads people into it! Lastly, any agent already using it may not need another license via us, but we can still support them with best practices.
ZOODEALIO
CATEGORY
INSTANT OFFER & SELLER LEAD CONVERSION PLATFORM SUMMARY
Zoodealio is an “iBuyer-like” solution that equips agents to provide home sellers with multiple offer options, including instant cash offers, through an interactive online dashboard. It essentially lets agents compete with investor buyers (Opendoor, etc.) by offering a cash offer marketplace under the agent’s brand. This not only generates seller leads (homeowners curious about cash offers) but also helps convert those leads by presenting side-by-side selling scenarios.
AUDIENCE
Real estate agents and teams targeting home sellers, especially those who might be considering quick-cash buyers or are on the fence about listing traditionally. It’s also useful for brokerages that want an in-house iBuyer tool.
WHEN TO PITCH
Suggest Zoodealio to agents who are losing listings to instant-buy services or who want to differentiate their listing presentations. If a Realtor says, “Sellers keep asking me about Opendoor or cash offers,” this tool is the answer. It lets them be the source of instant offers. It’s also powerful for lead gen: pitch it when discussing ways to get more listings, as running ads for “free cash offer for your home” can draw in sellers. Teams that focus on listings or investor-friendly agents are prime candidates.
KEY FEATURES CLIENT ENGAGEMENT & LEAD GENERATION TOOLS
Interactive Multi-Offer Dashboard: Sellers can view and compare multiple offer types (market listing, cash offer, trade-in, etc.) with clear breakdowns of price, fees, and timelines, keeping the agent central to the process.
Network of Cash Buyers: Zoodealio pulls real offers from institutional and private investors, plus any agent-sourced offers, giving sellers legitimate instant offer options.
Lead Generation Website: Agents get a branded landing page to capture seller leads through “instant offer” requests, making it effective for ads and social media.
Seller Experience & Conversion Tools: The platform helps agents show different selling outcomes, communicate with sellers inside the dashboard, track activity, and offer features like “Cash+” to share in future upside.
CLIENT REQUIREMENTS
The agent/team will need to subscribe to Zoodealio’s service. This may involve a monthly fee and setup of their branding on the platform. Check with your sales manager to see if Chicago Title can offer a seat for your client. They should be prepared to handle incoming seller leads promptly (the technology will generate interest, but the agent must follow up). If they have relationships with local investors, those can often be integrated as well. No special hardware – it’s cloud-based software and works via web and mobile.
HOW TO ACCESS
Through the Zoodealio website or via the sales rep’s “manager” account. Once signed up, the agent gets a login to their dashboard and a unique URL for their instant-offer site. They can embed widgets on their website too. Training is provided by Zoodealio on how to navigate offers and use the admin side.
NOTES AND LIMITS
Coverage of actual investor offers may vary by market. In some regions, Zoodealio has more investor partners than others. Even so, it will always generate at least an automated offer or “projected cash offer” to show. Emphasize that Zoodealio keeps the agent involved and protects their commission (unlike some iBuyers that cut agents out). Also, using Zoodealio requires a mindset shift: not every seller will take the cash offer, but offering it can often lead them to list traditionally with the agent if they see the open market might yield more. Lastly, there is a learning curve on managing the dashboard and explaining multiple offers to clients, but Zoodealio provides support and scripts to help (and we can assist with best practices).
OPEN HOUSES DIRECT
CATEGORY
OPEN HOUSE MARKETING & LEAD CAPTURE SYSTEM
SUMMARY
Open Houses Direct is a patented open house management platform that helps agents market their open houses to a wider audience and capture verified leads during the event. It consists of a consumer-facing app/website for buyers to find open houses and an agent tool to manage open house sign-ins and follow-up. The goal is to modernize open houses, driving more foot traffic and ensuring every visitor becomes a lead in the agent’s database.
Real estate agents who hold open houses. It’s also useful for brokerages to promote all their open houses collectively.
WHEN TO PITCH
Bring up Open Houses Direct to agents who are heavy on open houses or lament that “open houses only yield nosy neighbors.”
It’s ideal if an agent wants to improve their odds of finding a buyer or capturing leads from opens. Newer agents sitting open houses for others can also use it to build their contact list. Mention it when discussing lead gen strategies, especially if the agent’s market has a busy open-house culture. It’s also a great value-add when talking to listing agents. They can tell their sellers that their open house will be broadcast on this app for more exposure.
KEY FEATURES
Consumer App for Open House Search: Buyers use a mobile app to find open houses on a map, filter by time, save searches, and get alerts for new listings, increasing exposure beyond traditional marketing.
Secure, Instant Communication: Buyers can message agents directly through the app without sharing personal contact info, allowing real-time questions while protecting privacy.
Digital Sign-In & Contact Verification: Visitors check in digitally, with contact info verified to reduce fake entries and provide agents with real, usable leads.
Automated Follow-Up Tools: The system sends automated follow-ups, tracks visitor data in a dashboard, and allows easy export or CRM integration.
Marketing & Exposure: Agents can promote open houses on the platform and app, triggering buyer alerts and social sharing to drive additional traffic.
CLIENT REQUIREMENTS
The agent will sign up for an account (basic membership may be free; premium features might have a subscription). They should have a smartphone or tablet to utilize at the open house for check-ins. They’ll need to input their open house details into the system ahead of time (address, date/time, property info). Encouraging visitors to use the app is key.
NOTES AND LIMITS
The platform’s effectiveness grows with user adoption. Note the unique verified contact feature – many competing open house apps don’t verify info, whereas this one does (no more illegible emails or fake numbers). One limitation: if an agent’s area has spotty cell coverage, they should have a backup (the app can save data offline or they can collect and input later). Overall, Open Houses Direct can make open houses more productive, but agents should continue good follow-up practices; the tech won’t convert leads for them, but it certainly makes it easier.
HOW TO ACCESS
Agents can register on openhousesdirect.com. You can make an introduction to Shannon at shannon@openhousesdirect.com. They can download the Open Houses Direct app from iOS App Store or Google Play as well. Once their profile is set up, they can add their listings’ open house schedules. At the event, they’ll typically use a tablet with the app’s sign-in screen or a QR code for visitors to scan. After the open house, all data is accessible through the agent login on the website/app.
CLIENT ENGAGEMENT & LEAD GENERATION TOOLS
WALLED GARDEN
CATEGORY
AUTOMATED SOCIAL MEDIA ADVERTISING PLATFORM SUMMARY
Walled Garden is an AI-powered advertising platform that simplifies the creation of Facebook and Instagram ads for real estate. It’s designed so that agents can launch effective lead-gen ads in minutes without needing expert knowledge of Facebook’s ad system.
AUDIENCE
Real Estate Agents Brokers
Real estate agents and teams who want to generate leads or promote listings via social media advertising, but who may lack the time or expertise to navigate ad managers. Also useful for brokers offering marketing support to their agents.
WHEN TO PITCH
If an agent mentions wanting to run Facebook ads but doesn’t know how, or if they’ve tried boosting posts with poor results, pitch Walled Garden. It’s also great to mention in conjunction with listings: “We have a tool that can blast your listing out to thousands on social media in a targeted way, with just a few clicks.” New agents who are social media savvy but unfamiliar with Facebook Ads Manager find this appealing.
KEY FEATURES
AI-Driven Ad Creation: Agents enter basic details and the platform generates optimized ad images and copy, removing the guesswork from creating ads.
Template Library: Includes ready-made real estate ad templates that agents can quickly customize, with pre-set targeting and timing.
Automated Targeting and Budgeting: The system automatically selects audiences and manages spend to maximize results, so agents only choose their budget.
Lead Capture Integration: Ads link to built-in forms or landing pages that capture lead info and send it directly to agents and their CRMs.
Analytics Dashboard: A simple dashboard shows key performance metrics like impressions, clicks, and leads.
CLIENT REQUIREMENTS
The client will need a Facebook Business Page (since ads run from an agent’s page). If they don’t have one, that’s a quick setup we can help with. They’ll also need a credit card or payment method for ad spend. The subscription cost is covered by our partnership at Chicago Title. The agent doesn’t need technical skill, but they should be ready to handle the leads (inquiries) that come in – quick follow-up is crucial, so having a plan for responding to Facebook leads (which can be early-stage) is important.
NOTES AND LIMITS
Walled Garden focuses on Facebook/ Instagram ads. It takes complexity out, but this also means less manual control – for example, the agent isn’t picking every targeting parameter, the system does. Generally that’s fine (it uses best practices), but very tech-savvy marketers might find it limiting. The advantage is it saves time and typically yields highconverting ads with minimal effort. It’s worth noting that over 2,500 agents are using it successfully, showing it’s proven. No long-term contract is usually required, so agents can easily try it.
HOW TO ACCESS
Agents will login using their Facebook login credentials at ChicagoTitleAZ.WalledGardenHQ.com. The onboarding will usually connect their Facebook account to Walled Garden with a few authorization clicks. From there, the agent can choose an ad template or create a new campaign via the guided wizard. We can arrange a demo or even help them set up their first ad during a meeting.
CLIENT ENGAGEMENT & LEAD GENERATION TOOLS
HOMESTACK
CATEGORY
WHITE-LABEL REAL ESTATE MOBILE APP PLATFORM
SUMMARY
HomeStack builds custom, white-labeled real estate apps for agents, teams, and brokerages, designed to keep your brand front-and-center while giving consumers an app-based home search and collaboration experience. The app connects to MLS data, supports client communication, and includes tools like saved search alerts and push notifications, with oneon-one launch support.
AUDIENCE
Brokerages (agent attraction & retention), teams (workflow + client experience), and individual agents who want a branded app experience for buyers and sellers.
WHEN TO PITCH
When a brokerage wants a recruiting differentiator and stronger consumer brand presence. When teams want a single, branded place for clients to search, communicate, and stay engaged. When agents want to reduce reliance on big portals and keep clients in their ecosystem with alerts and collaboration.
KEY FEATURES
White-Label Branding: Customize app name, branding, typography, and app icon, with publishing to Apple App Store and Google Play.
MLS-Powered Search: Syncs MLS feeds and supports web IDX for a consistent search experience across mobile and desktop.
Collaboration Tools: In-app chat (including encrypted messaging), document sharing, and client-friendly collaboration.
Push + Listing Alerts: Custom push notifications (videos, updates, events) and curated saved-search alert drips for clients.
Lead Capture + Insights: Verified lead capture at registration plus agent insights (favorites, views, saved searches) and monthly scorecards for agents and leadership.
Integrations: Connects with popular CRMs and tools (and also supports Zapier-style workflows) to route data where teams already work.
CLIENT REQUIREMENTS
The client will need to provide branding assets (logo/colors), desired app name, agent roster and leadrouting preferences, MLS connection needs, and what systems they want to integrate (CRM, etc.).
NOTES AND LIMITS
HomeStack is an app platform, not a standalone CRM. Most teams will connect it to their existing CRM for long-term lead management. Like any branded app, results depend on adoption, meaning agents still need a plan to drive downloads and usage (open houses, follow-up, email signatures, etc.).
HOW TO ACCESS
Book a demo through our contact with HomeStack, Robert at robert@homstack.com, and complete onboarding with their one-on-one support to configure branding, MLS connections, and integrations. Chicago Title clients receive a 20-30% discount (depending on the app built) on the build fee.
CLIENT ENGAGEMENT & LEAD GENERATION TOOLS
APRICOT STUDIO (AGENT INK)
CATEGORY
MARKETING DESIGN & BRANDING SERVICE
SUMMARY
Apricot Studio is a creative agency and platform specializing in real estate marketing design. Created by Oscar Martinez, he offers both custom branding services (logos, web design, print design) and a template-driven platform called Agent Ink that lets agents easily create their own flyers, brochures, and other collateral online. Think: a basic Canva. His focus is on helping agents maintain a consistent, professional brand across all marketing pieces.
Real Estate Agents
Loan Offices
Agents, teams, and brokerages that need high-quality marketing materials, especially those without in-house design staff. It’s great for new agents building a brand or established agents who want to level-up their marketing polish.
WHEN TO PITCH
If an agent expresses they struggle with tools like Canva, Agent Ink is a solution. Pitch Oscar and his services during conversations about branding or when an agent is rebranding. New brokerages or teams launching a brand may also be interested in a comprehensive solution. Essentially, any time professional presentation and efficiency in creating materials comes up, Apricot Studio fits.
KEY FEATURES MARKETING & DESIGN RESOURCES
Custom Brand Development: Oscar can work one-on-one with an agent to develop a brand identity including logos, color schemes, and overall style guidelines. He ensures the branding “tells a story” and resonates with the agent’s target market. This is a more personalized service for those who want a unique look.
Print & Web Design Services: He provides custom design for specific needs – e.g. listing presentation booklets, property brochures, business cards, or even website design and development. Agents can hire him per project to get fresh, modern designs that stand out.
Agent Ink Template Platform: For DIY marketing, Oscar offers an online template editor (Agent Ink) stocked with real estate templates. Agents can log in and choose from pre-made layouts for postcards, social media posts, flyers, etc., which are pre-formatted with the agent’s brand colors and logo for consistency. This ensures every piece matches the agent’s branding without needing a designer each time. The editing interface is simple and user-friendly. All templates are compliant (e.g. brokerage info) and high-resolution for print.
Consistency & Compliance: A big selling point is maintaining brand consistency. Once Oscar sets up an agent’s brand kit, every template on Agent Ink will use those fonts, colors, and logo automatically. This saves time and guarantees that any marketing piece’s look is unified.
Collaboration & Scalability: Oscar can accommodate brokerages by creating a library of templates custom to the firm, which agents can then personalize. This is great for large teams. The broker or team lead can rest assured all marketing is on-brand while agents have freedom to create on their own.
CLIENT REQUIREMENTS
For custom work, the client should be ready to articulate their brand vision (Apricot will guide with questions/mood boards). Chicago Title will cover the brand session cost. For the Agent Ink platform, it’s typically subscription-based; the client would need to subscribe at Chicago Title’s discounted rate of $19/mo and provide their brand assets (logo files, headshot, etc.) for setup. The client may also purchase a customized website at a discounted Chicago Title rate of $900. Basic computer skills are needed to use the template editor, but it’s quite straightforward.
HOW TO ACCESS
Visit Apricot.studio for an overview or to schedule a discovery call. For Agent Ink specifically, clients might get a unique signup link (sometimes it’s under a subdomain like create.agentink.marketing). We can facilitate an introduction to Oscar who can demo the template platform.
NOTES AND LIMITS
Emphasize the value: a strong brand can help win clients and recognition. For the template platform, one limitation is that it’s template-based (if you want something truly outside the box, you’d go custom). However, with over 3,000 template pieces available covering everything from flyers to social posts, most needs will be met. For brand work, Apricot ensures everything is high-quality and “on track” with the agent’s image, which is a big advantage over patchwork DIY efforts.
CATEGORY
DIRECT MAIL MARKETING AND FARMING PROGRAM
SUMMARY
Corefact is a full-service real estate marketing provider, best known for its direct mail farming system that connects print postcards with online engagement. It allows agents to send high-quality, targeted mailers (like postcards, flyers, etc.) and includes unique features such as Home Estimate QR codes that drive recipients to an agent-branded home valuation website. Corefact’s platform also offers design templates, mailing list tools, and tracking analytics to measure response.
AUDIENCE
Real estate agents focusing on geographic farming, sphere marketing, or just listed/ just sold campaigns. Also, mortgage professionals use it for co-marketing to past client databases. Essentially anyone who uses print mailers and wants better ROI from them
WHEN TO PITCH
Bring up Corefact when an agent is looking to start or improve a mail marketing campaign. If someone says “I send postcards but never know if they work,”
Corefact’s tracking is a key differentiation. Also, if they’re interested in generating seller leads from their farm, Corefact’s Home Estimate card is a great tool. It’s useful for agents new to an area (to announce themselves) or experienced ones defending their territory with consistent mail.
KEY FEATURES MARKETING & DESIGN RESOURCES
Personalized Postcards with Home Value Calls-to-Action: Corefact’s flagship product is a farming postcard that contains a unique key or QR code for each homeowner. For example, a card might say “Your home’s value has changed – visit MyHomeValue.com and enter this key to see your new value.” When the homeowner does so, they get an instant valuation (and the agent captures that lead info). This trackable data approach bridges offline and online. You know exactly who responded to your mailer when a code is used.
High-Quality Printing and Design Library: Corefact prints on premium paper with modern designs to make a professional impression. Agents can choose from a vast library of templates: Just Listed/Just Sold cards, market updates, holiday greetings, etc., or upload custom designs. Many templates can be personalized with the recipient’s name or neighborhood.
Mailing List and Farming Tools: Within Corefact, agents can target who gets the mailer. You can upload your own list or use their geographical farming database to select carrier routes or radius around a property. They even offer data like turnover rates to help pick a farm. Corefact’s system will handle printing, addressing, and mailing, saving the agent time. If an agent doesn’t have a list, Corefact can often provide one.
Online Lead Capture & Analytics: Every Corefact mailer that has an interactive call-to-action (like the home value lookup) ties back to an agent-branded landing page. In the Corefact dashboard, you can see response rates, and even if no one responds, they provide periodic “Farm reports” showing which homes might be most likely to sell (based on an algorithm). This quantifiable feedback is invaluable compared to blind mailing.
Other Products: In addition to farming postcards, Corefact also offers flyers, door hangers, brochures, business cards, and even sign riders.
CLIENT REQUIREMENTS
Using Corefact requires an account on their website. The agent will fund their mailings (cost per card plus postage, and possibly a monthly fee for certain features). They should have a marketing budget in mind. They will need to either have or define a mailing list. No design skills needed; if they can choose a template and type in a few details, that suffices.
HOW TO ACCESS
The agent can sign up at corefact.com. Once logged in, they choose a product (postcard, etc.), pick a design, customize the text/photos, and select recipients. Corefact prints and mails usually within a couple of days of order.
NOTES AND LIMITS
Emphasize that Corefact is a proven system for farming – their flagship program is known to help agents “win listings, build your brand, and dominate the market”. However, it’s not magic; it works best as part of a long-term strategy. Response rates on any given mailer may be a few percent, but those are solid leads. Also, if the agent already uses another mail vendor, highlight Corefact’s unique tracking as a reason to switch or supplement. Cost-wise, Corefact is competitive, especially considering the quality and technology (each postcard with a unique key costs a bit more than generic ones, but the ROI from even one listing lead is huge). Lastly, ensure the agent understands they’ll be setting up a landing page with their info (Corefact guides this). Overall, Corefact is about smarter farming, not just more farming, and that’s an appealing pitch.
BREAKTHROUGH BROKER
CATEGORY
REAL ESTATE MARKETING CONTENT LIBRARY
SUMMARY
Breakthrough Broker is a subscription-based resource center packed with marketing templates, tools, and training for real estate agents. It offers thousands of professionally designed templates (flyers, postcards, social media graphics, brochures, etc.) that agents can customize, as well as scripts, business plans, and how-to guides. It’s essentially an on-demand marketing and coaching library for agents.
AUDIENCE
Real estate agents and brokers of all experience levels. Newer agents benefit from ready-made marketing pieces and educational content, while experienced agents use it to save time on design and get fresh ideas. It’s also great for brokerages to recommend to their agents as a value-add tool.
WHEN TO PITCH
Specifically, mention it to agents who may not have a personal assistant or marketing coordinator. Breakthrough Broker can be their on-demand assistant for marketing. If an agent talks about needing better listing presentations or “I wish I had a flyer for X,” point them here.
Real Estate Agents
Brokers
KEY FEATURES
Extensive Template Library: Breakthrough Broker provides over 3,000 pieces of customizable marketing content. This includes listing flyers, open house brochures, postcards, property tour videos, door hangers, email newsletter templates, and more. Templates are modern and can be filtered by category. Agents can easily insert their own photos, details, and logo.
Social Media Content: It’s not just print – there are Facebook and Instagram post templates, story graphics, even a Facebook ad generator. They also provide content ideas and pre-written posts.
Business Planning & Training Resources: Breakthrough Broker lives up to its name by offering more than just marketing materials. They have guides like business plan templates, marketing action plans, lead tracking spreadsheets, scripts for cold calling or FSBO approaches, and instructional articles/videos from industry leaders.
CLIENT REQUIREMENTS
Just a signup on the Breakthrough Broker website. Once logged in, they should ideally upload their headshot and logo to have them handy for plugging into templates.
NOTES AND LIMITS
One limitation: templates are somewhat fixed in layout (they can edit text and images, but can’t radically redesign the template). However, the variety is so large one can usually find a style they like. Agents should still ensure info (like legal disclosures on marketing) meet their local requirements, but generally, it’s all standard.
HOW TO ACCESS
Go to BreakthroughBroker.com and create an account. Navigation is straightforward. Templates are under the Marketing Center, and other resources under various menu sections (Presentations, Business Planning, etc. The platform works on web browsers; no special software needed (templates edit in-browser).
& DESIGN RESOURCES
PRIME SOURCE PRINTING & PROMOTIONAL
CATEGORY
PRINT MARKETING AND PROMOTIONAL PRODUCTS
SUMMARY
Prime Source Printing & Promotional is a full-service commercial printing and branded merchandise company locally based in Tempe, Arizona. It provides real estate professionals with high-quality, customizable print materials and promotional products to support their marketing, branding, and client engagement efforts.
Real estate agents, brokers, teams, and lenders who need professional print collateral or branded promotional items for listings, events, farming, and client retention.
WHEN TO PITCH
Specifically, mention it to agents who may not have a personal assistant or marketing coordinator. Breakthrough Broker can be their on-demand assistant for marketing. If an agent talks about needing better listing presentations or “I wish I had a flyer for X,” point them here.
KEY FEATURES MARKETING & DESIGN RESOURCES
Full-service printing including flyers, postcards, brochures, booklets, door hangers, business cards, presentation folders, and signage.
Branded promotional products such as apparel, drinkware, pens, notepads, tote bags, closing gifts, and event swag.
Custom design support for agents who need something beyond our in-house Chicago Title designer.
Short-run and bulk print capabilities depending on campaign size and budget.
Local production with faster turnaround times compared to national online printers.
CLIENT REQUIREMENTS
The sales rep or the client will need to provide artwork or brand assets (logo, headshot, colors), print specs (quantity, size, finish), and delivery timeline. If they do not have artwork, Prime Source can assist with design.
HOW TO ACCESS
Clients can work directly with Prime Source but it is recommended for the sales rep to be the liaison to be ‘in the know’ of their clients’ marketing.
NOTES AND LIMITS
Pricing varies by product type, quantity, and customization level. Chicago Title clients get 20% off on certain printing services. Email Janine@PrimeSourceAZ.com to see if your client’s printed item(s) qualifies for the discount. Turnaround times depend on complexity and volume. Best positioned as a premium, relationshipbased print partner rather than a self-serve online printer.
CINC (COMMISSIONS INC.)
CATEGORY
ALL-IN-ONE REAL ESTATE CRM AND ONLINE LEAD GENERATION PLATFORM
SUMMARY
CINC is a premium platform that provides end-to-end management of online leads, from generating traffic via ads, to capturing leads on an IDX website, to nurturing them in a robust CRM. It’s known as a solution powering many of the nation’s top-producing teams by delivering a consistent pipeline of buyer and seller leads and the tools to convert them. In essence, CINC offers a high-performance agent website plus a heavy-duty CRM with automation.
AUDIENCE
High-volume real estate teams, ambitious agents looking to scale up their lead generation, and brokerages that invest in leads for their agents.
WHEN TO PITCH
CINC is best pitched to an agent or team that is ready to invest significantly in lead generation and wants a proven system to manage it. If a team is currently buying Zillow leads, for instance, they might get more bang for buck owning their own lead gen via CINC. Also, teams struggling with separate systems (website here, CRM there, no integration) would appreciate an all-in-one. It’s also worth noting to brokers who recruit agents by providing leads.
KEY FEATURES LEAD GENERATION & CRM PLATFORMS
Lead-Optimized IDX Website: CINC provides a personalized, mobile-friendly IDX website designed to capture leads through home search, home valuation pages, and built-in registration prompts.
Managed Online Advertising: CINC runs Google and Facebook ads on the agent’s behalf, driving targeted traffic to their website so agents do not need to manage digital marketing themselves.
Advanced CRM with Automation: CINC includes a powerful CRM that automatically routes leads, launches email and text follow-up, and uses AI-assisted texting, call tracking, and pipeline management.
Team Management Tools: Brokers and team leaders can monitor activity, performance, and lead distribution across the entire team.
Training & Support: Users receive ongoing training, live events, and access to a community of high-performing agents.
CLIENT REQUIREMENTS
CINC is a premium product – the agent/team needs to budget for both the platform and the ad spend. There is a setup fee and ongoing monthly cost (often $1,000+/ month, depending on plan), plus whatever they allocate for ads. They should also have the capacity to handle a higher volume of leads (either personally or via a team of buyer agents/ISAs).
HOW TO ACCESS
Through the CINC website or via a rep. Usually it starts with a demo where they showcase the platform’s features specific to the client’s needs. If the client signs on, there’s an onboarding process: they’ll set up the IDX site (in coordination with MLS approvals), configure the CRM (import any existing database if needed), and schedule advertising campaigns for the target areas. Training sessions will be provided to the team.
NOTES AND LIMITS
CINC is a high-powered, premium platform best suited for teams or growthfocused agents willing to invest time and budget. It may be more than a low-volume agent needs and is not cost-effective for minimal lead goals. While user-friendly, it is a robust system that replaces many existing tools, requiring commitment to fully leverage. The upside is extensive support, training, and managed advertising, making it more of a full growth engine than just a software tool.
REAL GEEKS
CATEGORY
REAL ESTATE IDX WEBSITE & CRM PLATFORM SUMMARY
Real Geeks is an integrated lead generation website and CRM solution geared towards agents and teams. It provides a customizable IDX home search website to attract and capture leads, and a purpose-built CRM to nurture those leads through automated follow-up. Real Geeks is known for being a cost-effective, yet robust platform.
AUDIENCE
Real estate agents or small-to-mid teams who want to generate their own online leads and need a solid website and CRM to manage them, but who may not be ready for the expense or complexity of top-tier systems. Tech-savvy solo agents, teams on a budget, or brokers looking for a turnkey agent site solution are typical users.
WHEN TO PITCH
Real Geeks is ideal to pitch to an agent who wants to ramp up online lead generation but doesn’t have the budget for something like CINC or BoomTown. If someone is currently just using a basic website (with no lead capture) or relying solely on portal leads, suggest Real Geeks as a way to own their lead gen. It’s also a good fit if an agent expresses frustration with overly complicated CRMs – Real Geeks CRM is known to be intuitive.
Real Estate Teams
KEY FEATURES LEAD GENERATION & CRM PLATFORMS
High-Converting IDX Website: Real Geeks provides an agent-branded, mobile-friendly IDX website designed to capture leads through home search and SEO-optimized structure, with hosting and updates fully managed.
Integrated CRM: The built-in CRM automatically imports leads, supports tagging and lead scoring, and includes drip email and text campaigns for ongoing follow-up.
Marketing & Automation: Includes Facebook Ads integration, SMS auto-responders, AI-powered texting (Geek AI), market report emails, and a mobile app for lead management.
Team & Integrations: Supports teams with lead routing and integrates with third-party tools via Zapier and direct connections.
Affordability & Simplicity: Offers strong lead gen and CRM functionality at a lower cost than many competing platforms.
CLIENT REQUIREMENTS
The agent/team will need to sign up for a Real Geeks subscription (there’s usually a setup fee for the website and then a monthly fee that covers site+CRM). They should be ready to dedicate some budget to driving traffic – either via the integrated Facebook tool or their own Google Ads because a website without traffic won’t magically generate leads. If they lack any web presence, Real Geeks can register a domain for them or use their existing one. During onboarding, they’ll need MLS approval for IDX (Real Geeks helps with that paperwork).
HOW TO ACCESS
Through realgeeks.com, an agent can request a demo or view example sites. If they proceed, Real Geeks ’ team helps set up the site (design selection, IDX feed integration, etc.). Within a few weeks or sooner, their site is live. They get training on using the CRM and marketing features. The platform is largely DIY after that – the agent or their assistant can create landing pages, set up drips, etc., with Real Geeks support available as needed. There’s also a great user community and resources (including the Facebook Mastermind group, which many RG users participate in to share tips).
NOTES AND LIMITS
Real Geeks balances strong functionality with ease of use, though it may lack some advanced features of higherend platforms. Agents still need to actively drive traffic through content or paid ads, but the system includes tools to support this. It’s widely used, integrates easily with other systems, and is continuously updated, making it a simple, scalable, and affordable way for agents to own their lead generation.
REAL SATISFIED
CATEGORY
CLIENT SATISFACTION SURVEY & TESTIMONIAL PLATFORM
SUMMARY
RealSatisfied is a platform designed to help real estate professionals collect feedback and testimonials from their clients and then leverage that feedback to enhance their online reputation. After each transaction, RealSatisfied automates the process of surveying clients (buyers or sellers) to gauge their satisfaction. It converts positive responses into verified testimonials that agents can share on various platforms. In short, it’s a tool to turn happy clients into a marketing asset, while also providing internal feedback for service improvement.
AUDIENCE
Real estate agents, brokerages, and even mortgage or title professionals who want a systematic way to gather client reviews and promote them. It’s especially useful for brokers who want to monitor customer satisfaction across their office and for agents who know the importance of online reviews but need an easy way to get them.
WHEN TO PITCH
Suggest RealSatisfied when talking about online reputation or referral business. If an agent relies heavily on referrals, emphasize how important it is that those happy clients leave an online trail for new prospects to trust. Also, if an agent or broker mentions wanting more reviews but finds it hard to ask, RealSatisfied is the structured solution.
KEY FEATURES
Automated Client Surveys: RealSatisfied sends post-closing surveys to buyers and sellers to collect structured feedback and ratings without agents having to ask manually.
Verified Testimonials & Sharing: Positive feedback is converted into verified testimonials tied to real transactions, which can be shared on Google, Realtor. com, and social media with branded visuals.
Broker & Agent Dashboards: Brokers and agents can track satisfaction scores, performance metrics, and client feedback through centralized dashboards.
Client Appreciation Tools: Includes optional thank-you e-gifts to encourage survey completion and reinforce positive client experiences.
Performance Analytics: Aggregates feedback data for use in marketing, presentations, and service improvement.
CLIENT REQUIREMENTS
An account setup on RealSatisfied (Agent Pro accounts run roughly ~$149/year in many cases). The agent will input their transaction contacts or integrate their transaction management system to trigger surveys upon closing. They should commit to sending surveys to every client; consistency yields the best results.
NOTES AND LIMITS
RealSatisfied centralizes and syndicates verified reviews, feeding directly to platforms like Realtor.com and making it easier to share across channels. Structured surveys generate higher response rates than manual requests, and negative feedback remains private unless the client posts it publicly. It offers brokers oversight reporting and gives agents a safe, effective way to build credibility and actively manage their online reputation.
HOW TO ACCESS
Sign up on RealSatisfied.com (many sign-ups happen via an invitation if their broker or association is partnered, but individual agents can join directly too). Once logged in, they configure their survey settings (there are default questions or the brokerage may set standard ones). Then, after each closing, the agent either manually sends a survey by entering client email and closing info, or it can be automated via integration with systems like Dotloop, etc., depending on their setup. When testimonials come in, the agent can approve them for publishing. RealSatisfied provides links and embed codes if the agent wants a “Reviews” widget on their own website showing the latest testimonials.
CLIENT FEEDBACK & REPUTATION MANAGEMENT
RATE MY AGENT
CATEGORY
ONLINE REVIEW AND REPUTATION MARKETING PLATFORM SUMMARY
RateMyAgent is a real estate–specific review platform that collects verified client testimonials tied to actual transactions and amplifies them across Google, social media, and agent marketing. It provides agents with a public profile to showcase credibility and promote real client feedback.
Real estate agents and teams looking to build a strong online reputation with minimal effort. Especially valuable in markets where MLSs or brokerages already integrate with RateMyAgent.
WHEN TO PITCH
Ideal when discussing online reviews, Google presence, or reputation building. Especially useful for agents frustrated with managing reviews across multiple platforms or those wanting more visibility beyond Zillow.
KEY FEATURES
Verified Transaction Reviews: Reviews are tied to real MLS transactions, increasing trust and credibility while reducing fake feedback.
Agent Profile & Display: Agents receive a public profile showing star ratings, testimonials, and sales stats for marketing use.
Review Sharing & Widgets: Reviews can be easily turned into branded social posts or embedded on the agent’s website.
Google Integration (Everywhere Reviews): Client reviews can be syndicated directly to Google Business Profiles and Realtor.com.
Marketing & Awards: Includes recognition programs and tools to use reviews in digital advertising and branding.
CLIENT REQUIREMENTS
Free account setup. Agents claim or create their profile, invite clients via email/text, and maintain their review presence. Premium features are optional.
HOW TO ACCESS
Sign up or claim profile at RateMyAgent.com, verify transaction data, send review invites, and connect Google Business Profile for syndication.
NOTES AND LIMITS
RateMyAgent complements platforms like Zillow rather than replacing them by centralizing and syndicating reviews. It is free at the core level, MLS-endorsed, and most powerful when agents actively reuse reviews across Google, websites, and social media. One limitation to keep in mind is that when someone leaves a review on RMA, it won’t publish directly to Google, Facebook, etc., rather it will create an image with the testimonial and agents can then upload that image to each platform.
CLIENT FEEDBACK & REPUTATION MANAGEMENT
OPTIMIZE 5
CATEGORY
ONLINE PRESENCE OPTIMIZATION AND SEO SERVICE
SUMMARY
Optimize5 is a digital marketing service focused on boosting a real estate professional’s online brand visibility. In a landscape where Google search and even AI assistants influence how clients find agents, Optimize5 helps agents get found and chosen by improving their Google search rankings, business listings, reviews, and social media content. Think of it as a personal digital marketing team ensuring that when someone looks up the agent or local realtors, their name stands out with a great online profile.
Real estate agents, teams, and even mortgage brokers who need a stronger online presence – especially those who don’t have a dedicated marketing person for SEO, social media, etc. If an agent’s business relies on local reputation and referrals, Optimize5 can amplify that reputation on the web.
WHEN TO PITCH
Suggest Optimize5 when an agent’s online presence is weak or hurting them. Red flags: Googling their name yields little or unflattering info, they have under 5 Google reviews, or they aren’t showing up in local “realtor” searches at all. Also, if an agent says “I get a lot of business by referral, but I think I’m invisible online” – that’s the cue. This can also be a good fit if the agent has had trouble verifying their Google Business Profile.
KEY FEATURES
Google Business Profile Optimization: Optimize5 manages and optimizes the agent’s Google profile to improve visibility in local searches through keyword optimization, content updates, and profile management.
Business Listings Management: Ensures consistent and accurate agent information across major online platforms to strengthen SEO and brand presence.
Review Generation & Monitoring: Helps agents generate more Google reviews and manage feedback to build trust and improve rankings.
Social Media Auto-Posting: Automates branded video and content posts to keep social profiles active without ongoing effort.
AI & Local Search Strategy: Adapts agent visibility for emerging AI-driven and voice search trends.
Analytics & Reporting: Provides performance insights and strategic guidance to continually improve online presence.
CLIENT REQUIREMENTS
It’s a service, so primarily a willingness to invest in their marketing (there will be a monthly fee for Optimize5’s team). The agent will need to give access to their Google account, social pages, etc., which Optimize5 will handle securely. They should also be prepared to provide some content, but largely Optimize5 does the heavy lifting. Patience is key: SEO improvements can take a few months to fully manifest, though things like profile updates and review growth can happen quickly.
HOW TO ACCESS
We can introduce the agent to our internal contact Eli at eli@optimize5.com. The process usually starts with an online brand assessment or consultation. They might do a scan of the agent’s current online footprint. Then, upon signing up, Optimize5 will implement changes and continuously manage the online assets.
NOTES AND LIMITS
Optimize5 functions like an outsourced digital marketing team focused on improving an agent’s online visibility and organic lead flow. It does not generate instant leads, but helps increase calls and conversions over time through stronger search presence. It can complement an existing marketing person by filling SEO and local search gaps, and is best positioned as a long-term investment in building digital credibility and visibility.
CATEGORY
DIGITAL TRANSACTION MANAGEMENT AND COMPLIANCE SYSTEM
SUMMARY
SkySlope is a transaction management platform that helps real estate professionals go paperless and manage deals from contract to close. It acts as a central hub for documents, e-signatures, deadlines, and compliance, replacing manual paperwork with organized digital checklists.
AUDIENCE
Primarily brokers and their agents. Most brokerages deploy SkySlope company-wide, though high-volume teams and tech-forward offices also use it independently. It is especially popular with firms focused on efficiency, compliance, and risk reduction.
WHEN TO PITCH
Ideal when clients mention expenses like printing, office setup, travel, or technology purchases. Also a strong value-add when meeting new agents or brokerages.
KEY FEATURES
Transaction & Listing Management: Creates a digital file for each deal with required document checklists, deadline tracking, and reminders.
Compliance & Broker Review: Enables broker oversight, approval workflows, audit trails, and full transaction visibility.
DigiSign (E-Signatures): Built-in electronic signature tool that keeps signed documents tied to each transaction.
SkySlope Forms: Allows agents to complete local contracts digitally with auto-filled data and integrated signing.
Integrations & Mobile: Connects with MLS, accounting tools, email, and includes a mobile app plus offer management features.
CLIENT REQUIREMENTS
Typically purchased and implemented at the brokerage level via subscription. Requires leadership buy-in, basic training, and consistent adoption by agents.
HOW TO ACCESS
Brokerages request a demo through SkySlope.com and receive setup support. Agents are onboarded with logins and use the platform via web or mobile app.
NOTES AND LIMITS
Many of our local brokerages are already on SkySlope. If they are not, note it is widely considered the industry standard for transaction management, but requires full adoption to be effective. It does not replace CRM or lead generation tools. Best suited for post-contract workflow, and delivers the most value when used consistently across an entire office.
EC PURCHASING
CATEGORY
GROUP PURCHASING DISCOUNT PROGRAM
SUMMARY
EC Purchasing is a free membership program that gives real estate professionals access to corporate-level discounts on everyday business and personal expenses. It uses collective buying power to secure special pricing from national vendors, allowing independent agents to save like large companies.
Real estate agents, brokers, loan officers, and other professionals in real estate, finance, insurance, and legal industries. Especially valuable for brokerage owners and high-volume agents with regular expenses.
WHEN TO PITCH
Ideal for brokers focused on efficiency, compliance, or paperless operations. Also useful in recruiting, remote work strategies, and for agents overwhelmed by paperwork.
KEY FEATURES
National Vendor Discounts: Savings on office supplies, shipping, travel, technology, furniture, and printing through major brands.
Easy Access: Members use a portal, codes, or registered cards to receive automatic discounts online or in-store.
Free Membership: No cost to join or maintain; available exclusively to qualified professionals.
Business & Personal Use: Discounts can be used for both work and personal purchases.
Online Portal & Support: Central dashboard with current deals and customer support assistance.
CLIENT REQUIREMENTS
To join, the client just needs to prove they’re in the industry (usually a simple sign-up form indicating their brokerage or company). Membership is offered exclusively to those employed in real estate, finance, insurance, or legal fields. They will create a login on the EC Purchasing site.
HOW TO ACCESS
Sign up at ecpurchasing.com, log in to view vendor categories, and follow instructions for each discount.
NOTES AND LIMITS
Discounts are real and vendor-backed, not a purchasing or credit service. Some deals may not stack with other coupons. Overall, it’s an easy way to reduce routine expenses and improve profit margins with no financial risk.
UME ASSUMPTION LOANS (UME PROJECTS)
CATEGORY
ASSUMABLE MORTGAGE MARKETPLACE AND SERVICES
SUMMARY
UMe Assumption Loans is a platform that connects buyers and sellers for mortgage loan assumptions, allowing buyers to take over a seller’s existing low-interest loan. It functions as both a listing marketplace for assumablerate homes and a service that manages the assumption process with lender approval.
Real Estate Agents
Investors
Agents assisting homebuyers seeking lower interest rates, sellers with assumable FHA or VA loans, investors, and real estate agents using assumable financing as a competitive advantage. Particularly valuable in today’s high-rate environment.
WHEN TO PITCH
Ideal when listing a home with an FHA or VA loan, or when buyers are struggling with affordability due to high rates. Especially relevant for veterans, investors, or deals at risk due to financing challenges.
KEY FEATURES
Assumable Loan Listings: Database of homes with assumable mortgages, displaying rate, loan balance, and monthly payment comparisons to current rates.
Buyer Pre-Qualification: Screens buyers for eligibility to reduce failed assumption attempts.
End-to-End Support: Manages lender coordination, paperwork, and approvals for the assumption process (1% buyer fee).
Agent Network & Education: Provides certified agent resources, training, and exposure for listings.
Gap Financing Guidance: Helps structure solutions when buyers need to cover price differences with cash or secondary loans.
CLIENT REQUIREMENTS
Sellers must have an assumable loan. Buyers must qualify for the loan and have funds or financing to cover any equity gap. The process typically takes longer than standard financing.
HOW TO ACCESS
Our Chicago Title clients have exclusivity to the subscription through umeprojects.com. Buyers browse and apply for pre-screening through the platform.
NOTES AND LIMITS
Only works for homes with assumable loans. Buyers may need significant cash depending on loan balance. VA entitlement rules may apply. While niche, it’s a powerful tool for unlocking deals in a high-rate market and positions agents as innovative problem solvers.
