Back to Home
Agent Ledger

Complete Feature List

Everything you need to manage your real estate business in one powerful platform

100+
Total Features
18
Major Categories
AI
Powered Intelligence

Customer Relationship Management (CRM)

  • Customer Database
    Store and manage 46+ fields per customer including contact info, preferences, and status
  • Customer Search
    Advanced search and filtering capabilities
  • Lead Tracking
    Track lead source, status, and conversion progress
  • Budget & Preferences
    Store customer budget ranges and property preferences
  • Activity Tracking
    Record last contact date and schedule next followup
  • Priority & Urgency Levels
    Categorize customers by importance and time sensitivity
  • Birthday & Anniversary Tracking
    Store and track important personal dates
  • Pre-Approval Status
    Track financing status and lender information
  • Assigned Agent
    Link customers to specific agents
  • Bulk Customer Upload
    Import customers via CSV/Excel with visual column mapping

Property Management

  • Property Listings
    Manage for-sale, rental, and new construction properties
  • MLS Integration
    Store MLS numbers and URLs
  • Property Details
    Track bedrooms, bathrooms, square footage
  • Listing & Expiration Dates
    Monitor listing periods
  • Virtual Tours
    Store links to 3D walkthroughs and virtual tours
  • Rental Management
    Track monthly rent, lease terms, availability dates
  • Multi-Owner Support
    Handle properties with multiple owners
  • Property Photos
    Store and display property images
  • Property Brochures
    Generate professional single-page PDF brochures
  • Property Documents
    Upload and manage property-related documents

Deal Management

  • Deal Pipeline
    Track deals from contract to closing
  • Multi-Party Support
    Handle multiple buyers and sellers per deal
  • Important Dates
    Track contract, closing, inspection, appraisal, and finance deadlines
  • Deposit Tracking
    Monitor initial and second deposit dates and amounts
  • Commission Calculations
    Automatic commission and split calculations
  • Owner Financing
    Track seller-financed deals with interest rates and terms
  • Deal Status
    Monitor pending, under contract, closed, or cancelled status
  • Payment Tracking
    Track commission payment status (pending, paid)
  • Deal Notes
    Add timestamped notes and updates to deals
  • Closing Cost Calculator
    Calculate and track all closing expenses

Lease Agreements

  • Residential Leases
    Comprehensive residential lease agreement templates
  • Commercial Leases
    Professional commercial lease documents
  • Dynamic Sections
    Contract type determines which fields display
  • Digital Signatures
    Ready for electronic signature integration
  • Lease Terms
    Track lease duration, rent, deposits, and policies

Agent & Team Management

  • Agent Profiles
    Store agent information, contact details, and specialties
  • Agent Assignment
    Assign listing and selling agents to deals
  • Commission Splits
    Calculate and track agent commission splits
  • Review Platform URLs
    Store links to Google, Zillow, Realtor.com review pages

Vendor Management

  • Vendor Database
    Organize mortgage bankers, inspectors, title companies, etc.
  • 15+ Categories
    Pre-defined categories for different vendor types
  • Contact Information
    Store phone, direct line, email, and website
  • Vendor Ratings
    5-star rating system
  • Preferred Vendors
    Mark and visually highlight preferred vendors
  • Vendor Notes
    Add notes about each vendor
  • Location Tracking
    Store vendor address and service area
  • 3D Visual Cards
    Sophisticated 3D boxes with color-coded preferred vendors

Calendar & Scheduling

  • Deal Calendar
    Visual calendar of all deal-related dates
  • Event Management
    Add custom events and reminders
  • Overdue Tracking
    Highlight overdue events and deadlines
  • Month/Week Views
    Toggle between different calendar views
  • Google Calendar Sync
    One-way sync to Google Calendar with timezone support
  • Event Filters
    Filter by deal status and event type
  • Print Calendar
    Print formatted calendar for offline reference
  • Email Calendar
    Email today's, this week's, or this month's events

Task Management

  • Task Lists
    Create and manage tasks with due dates
  • Task Templates
    Pre-built templates for common tasks
  • Task Status
    Track todo, in progress, completed, or cancelled
  • Priority Levels
    Set task priority (low, medium, high)
  • Task Categories
    Organize by followup, inspection, closing, etc.
  • Overdue Alerts
    Visual indicators for overdue tasks
  • Task Notes
    Add detailed notes to each task

Email & Communication

  • Email Templates
    Create reusable email templates
  • Server-Side Sending
    Send emails via Resend with automatic deal note logging
  • Mailto Fallback
    Client-side email option for flexibility
  • Template Variables
    Dynamic fields for customer and deal information
  • Email History
    Automatic logging of sent emails as deal notes
  • Daily Email Notifications
    Automated 7 AM Eastern daily summaries
  • Task Notifications
    Email alerts for tasks due today and this week
  • Birthday Reminders
    Automatic birthday and anniversary notifications
  • Customer Followup Alerts
    Email reminders for scheduled followups

AI-Powered Features

  • AI Search Assistant
    Natural language search across deals, customers, properties, and vendors
  • Partial Matching
    Search using just street numbers, names, or keywords
  • AI Contract Analysis
    OCR and data extraction from contract PDFs using GPT-4o Vision
  • Contract Pre-Review
    Review extracted data before saving
  • AI Broker Assistant
    Q&A chatbot for real estate questions
  • Smart Navigation
    Direct links to relevant records from AI search results
  • AI Virtual Receptionist (ERICA)
    24/7 AI phone answering with GPT-4o and warm female voice
  • Multi-Turn AI Conversations
    Intelligent dialogue with 5 decision paths for call handling
  • Live Agent Handoff
    Conference-based call bridging with hold music and whisper messages
  • Appointment Booking
    AI schedules appointments with Google Calendar sync
  • Message Taking
    Collects caller information when agents unavailable
  • Full Call Recording
    Complete audio recordings including agent conversations
  • AI Transcription (Whisper)
    Complete call-to-text conversion with speaker labels
  • Live Call Dashboard
    Real-time call monitoring with Server-Sent Events
  • Call Summary Generation
    AI-generated summaries of call purpose and outcome
  • Call Log PDF Export
    Download professional PDF reports of all calls with filters
  • Individual Call PDF Reports
    Detailed PDF exports with full transcripts and call details
  • Visual Notifications
    Red blinking alerts on dashboard for unviewed calls
  • Call Filtering & Search
    Filter calls by date range and status with HTMX
  • Dedicated Phone Numbers
    Each agent gets their own Twilio receptionist number
  • Secure Audio Playback
    Authenticated proxy for browser-compatible call recordings
  • Background Processing
    Async transcription with proper Flask app context handling

Compliance & Documents

  • Document Checklist System
    State-specific document requirement templates
  • Auto-Generation
    Checklists created automatically when deals are added
  • Upload Tracking
    Mark documents as uploaded with timestamps
  • Approval Status
    Track pending, approved, or rejected status
  • Audit Trail
    Complete history of document changes and approvals
  • Compliance Reports
    Export compliance status for all deals
  • Notes & Comments
    Add detailed notes to checklist items

Reporting & Analytics

  • Dashboard KPIs
    Overview of active deals, total commission, closed deals
  • Commission Trends
    Visual charts of commission over time
  • Deal Reports
    Generate reports by status, date range, or agent
  • Excel Export
    Export customers, properties, deals, and vendors to Excel
  • PDF Reports
    Generate formatted PDF reports
  • CSV Export
    Export data in CSV format
  • QuickBooks IIF Export
    Export commission data for accounting
  • Compliance Reports
    Export document checklist status

Client Portal

  • Deal Overview
    Clients view their deal progress and important dates
  • Secure Access
    Password-protected client-specific pages
  • Document Access
    Clients can view uploaded documents
  • Progress Tracking
    Visual timeline of deal milestones
  • Contact Information
    Display agent and vendor contact details

Open House Management

  • Open House Events
    Schedule and manage open house events
  • Visitor Registration
    Track attendees and contact information
  • Property Association
    Link open houses to properties
  • Calendar Integration
    Open houses appear on calendar and sync to Google
  • Visitor Followup
    Convert visitors to leads

Review Request System

  • Client Selection
    Choose which customer (buyer/seller) to request review from
  • Multi-Party Support
    Works with single-customer and multi-party deals
  • Platform URLs
    Pre-filled links to Google, Zillow, Realtor.com review pages
  • Personalized Emails
    Dynamic mailto links with customized messages
  • Safe Encoding
    Properly handles special characters in names

User Interface & Experience

  • Dark/Light Mode
    Full theme support with optimized contrast
  • 3D Design Elements
    Sophisticated 3D boxes and buttons throughout
  • Mobile-Responsive
    Works on desktop, tablet, and mobile devices
  • Color-Coded Status
    Visual distinction for deal statuses
  • Progressive Web App
    PWA support with custom badge icons
  • Vertical Sidebar
    Collapsible navigation menu
  • HTMX Interactivity
    Enhanced HTML interactions without full page reloads
  • Bootstrap Icons
    Professional icon library throughout

System Features

  • Multi-Tenancy Ready
    Architecture supports multiple users (demo mode active)
  • PostgreSQL Database
    Production-ready relational database
  • Timezone Support
    Handles Eastern timezone for notifications
  • Automated Scheduling
    Background jobs for daily emails
  • SPF/DKIM Ready
    Email authentication for deliverability
  • Custom Domain
    Configured for www.youragentledger.com
  • Bilingual Support
    English/Spanish terminology (Buyer/Seller, Lessee/Lessor)
  • Secure Architecture
    User-specific data filtering and access control

Ready to Transform Your Real Estate Business?

Experience all 100+ features with our live demo - no signup required!

Launch Demo Now