Agent Ledger

Manage Real Estate Deals with AI-Powered Intelligence

From enhanced AI contract scanning that auto-fills your deals to ERICA - your 24/7 AI virtual receptionist that answers calls, schedules appointments, and takes messages with live agent handoff. Plus client portals, Google Calendar sync, and complete call transcription - streamline your entire workflow in one powerful platform.

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Agent Ledger Dashboard

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Explore Agent Ledger with pre-loaded sample data including customers, properties, deals, and vendors

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Active Deals
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Total Commissions
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Upcoming Closings
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See It In Action

Watch how Agent Ledger transforms your workflow

AI Contract Scanner Demo

Upload a PDF contract and watch it auto-fill your deal in seconds
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Dashboard Search Demo

Ask natural language questions and find deals instantly
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Calendar Integration Demo

Automatic sync of all important dates to Google Calendar
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Email Generator Demo

Create professional emails with templates and auto-logging
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Live Demo Data

See how Agent Ledger tracks your deals and commissions

Upcoming Closings

123 Ocean Dr, Naples, FL 34102

John Doe

Nov 23, 2025
Commission: $14,400.00
1001 New Build Way, Naples, FL 34105

John Doe

Dec 23, 2025
Commission: $20,000.00

Recent Deals

1001 New Build Way, Naples, FL 34105

John Doe

Pending
Commission: $84,000.00
123 Ocean Dr, Naples, FL 34102

John Doe

Pending
Commission: $14,400.00
456 Beach Ave, Naples, FL 34103

Maria Lopez

Paid
Commission: $21,600.00
789 Marina Blvd, Naples, FL 34104

Carlos Ramirez

Pending
Commission: $120.00
1001 New Build Way, Naples, FL 34105

John Doe

Pending
Commission: $20,000.00

Everything You Need to Close More Deals

Powerful features designed specifically for real estate professionals

Enhanced AI Contract Scanner

Upload contracts (even 12+ pages) and AI instantly extracts dates from signatures, calculates deadlines, and pulls "Other Terms" sections. Auto-fills your deal form with smart date parsing. Works with scanned PDFs!

Client Portal

Give clients 24/7 access to their deal information. They can view contract analyses, track progress, and message you directly through a secure portal.

Deal Management & Tracking

Track multi-party deals (2 sellers, 2 buyers), listing & selling agents, service providers, HOA/CDD info, custom important dates with completion tracking, and rental terminology. Automatic commission calculations keep you in control.

Customer CRM

Manage all your clients in one place. Track contact information, client types, preferences, and deal history for stronger relationships.

Property Management

Track up to 2 property owners, create professional brochures in 4 color schemes, export to PDF/Excel, upload photos, and link properties to multiple deals. Everything you need for complete property management.

Smart Calendar

Never miss a deadline. Automatic event generation for closings, inspections, and contingency dates keeps your schedule organized.

Vendor Network

Organize all your service providers - inspectors, title companies, contractors. Quick contact access and category management.

Reports & Analytics

Export detailed reports and track your performance. Commission summaries, deal history, and custom date ranges.

AI Broker Assistant

Get instant answers to real estate questions with state-specific guidance. Your 24/7 real estate knowledge base.

Agent & Team Member CRM

Manage your team and track commission splits. Add agents, assign roles, and monitor individual performance across all deals.

Open House Management

Schedule open houses, assign agents, and send email reminders with one click using mailto links. Track guest registration with qualification levels, and export schedules to Excel or PDF. Share your complete schedule via email.

Financial Analysis Tools

Investment calculator, expense tracking, mileage log (IRS-compliant), closing cost estimator, and commission calculator. Complete financial toolkit for tax time and client advising.

ENTERPRISE AI FEATURE

Meet ERICA - Your AI Virtual Receptionist

Never miss a call again. Each agent gets a dedicated phone number answered 24/7 by ERICA, an intelligent AI assistant with a warm female voice that handles inquiries, books appointments, and connects callers to you.

Complete Call Management & Full Transcription

AI conversation tracking, live agent handoff, appointment booking, and complete call recordings with transcripts

ERICA Call Details with Full Transcript
Everything You Need for Professional Phone Management
  • AI-Powered Conversations - GPT-4o handles multi-turn dialogues with natural language understanding
  • Live Agent Handoff - Conference-based call bridging that places callers on hold while connecting you
  • Appointment Booking - Creates appointments with automatic Google Calendar sync
  • Message Taking - Collects detailed caller information when you're unavailable
  • Full Call Recording - Complete audio recordings including agent conversations
  • AI Transcription - OpenAI Whisper converts entire calls to searchable text
  • Live Call Dashboard - Real-time monitoring with Server-Sent Events auto-refresh
  • 24/7 Availability - Warm female voice (Polly.Joanna) answers every call professionally
Pro Tip: ERICA uses intelligent decision trees with 5 conversation paths - asking for more info, taking messages, booking appointments, attempting agent connection, or ending calls gracefully!
View Call History
Email Generator
NEW FEATURE

Email Generator with Template Library

Create personalized emails in seconds with 29 pre-loaded templates and smart merge fields that auto-fill customer, property, and deal data.

  • 29 Ready-to-Use Templates - Buyer (9), Seller (8), Vendor (7), General (5) communications
  • Smart Merge Fields - Auto-fill names, addresses, prices, dates, and more
  • Automatic Recipient Selection - Send to customers, agents, or vendors
  • Deal & Property Linking - Pull relevant transaction details automatically
  • Preview Before Sending - See exactly what your email looks like
  • Custom Template Creation - Build your own templates for any scenario
Pro Tip: Templates include merge fields like , , and that automatically fill with real data from your database!
Try Email Generator Now
AI Contract Analysis
RECENTLY ENHANCED

AI Contract Scanner That Auto-Fills Everything

Upload any PDF contract (even 12+ pages of scanned documents) and watch AI instantly extract and populate your entire deal form.

  • Smart Date Extraction - Pulls contract dates from signature lines (latest buyer/seller signature) and ignores template dates
  • Automatic Deadline Calculation - Calculates deposit dates, inspection deadlines, and financing contingency from "X days after effective date" phrases
  • "Other Terms" Extraction - Pulls special terms and conditions (e.g., "Seller to credit buyer $5,000") into deal notes with readable green highlighting
  • Full Contract Support - Handles complete 12-page contracts with no text limits to capture all details from beginning to end
  • Flexible Date Parsing - Understands both "04/12/2024" and "April 12, 2024" formats automatically
  • Agent Matching - Identifies listing and selling agents by name and auto-selects them from your database
  • Visual Confirmation - AI-populated fields show with green highlighting and "AI Filled" badges for easy verification
  • OCR for Scanned PDFs - Works with scanned documents using GPT-4o Vision for text extraction
New: Select "Extracted from Contract via AI" in the Note Type dropdown to categorize AI-extracted terms and conditions!
Try Contract Scanner Now
Client Portal
Client Experience

Give Your Clients 24/7 Access to Their Deals

Stand out from competitors with a professional client portal that keeps everyone informed.

  • Secure access - Clients see only their deals with unique access links
  • Real-time updates - Deal status, dates, and financial information always current
  • Two-way messaging - Clients can ask questions directly through the portal
  • Contract viewing - Share AI-analyzed contract summaries
  • Service providers - Display inspector, title company, and other contacts
Explore Client Portal
Smart Calendar
NEW: Google Calendar Integration

Never Miss a Critical Deadline Again

Automatically sync all your Agent Ledger events to Google Calendar with one-click setup. Events stay in sync with your personal calendar across all devices!

  • Google Calendar Sync - One-way push from Agent Ledger to your Google Calendar with OAuth2 security
  • Timezone Support - Configure your timezone (7 US timezones) for accurate event synchronization
  • Auto-sync Events - Closings, open houses, inspections, deposit deadlines, and custom important dates
  • Property Addresses Included - Events sync with full property addresses for Google Maps integration
  • Manual Bulk Sync - Sync all existing events with one click using "Sync All Events Now" button
  • Color-coded Events - Different event types use different colors in Google Calendar for easy identification
  • Deal-linked Events - Every calendar event connects directly to its deal in Agent Ledger
Pro Tip: Enable Google Calendar sync in Settings, set your timezone, and all future deals/events will automatically appear in your Google Calendar with property addresses for easy navigation!
View Calendar Features
Advanced Deal Management
Advanced Features

Handle Complex Transactions with Ease

Track every detail of your deals with powerful features built for real-world scenarios.

  • Multi-party support - Track up to 2 sellers and 2 buyers per deal
  • Listing & selling agents - Track which agents represent each side for commission splits
  • Service provider management - Link inspectors, attorneys, mortgage companies from your vendor database
  • HOA & CDD tracking - Record association and community development district details
  • Custom important dates - Add unlimited deadlines with completion tracking and calendar integration
  • Rental terminology - Toggle between sale and rental language (Seller/Buyer ↔ Landlord/Tenant)
See Deal Features
Open House Management
Marketing & Events

Streamline Your Open House Events

Assign agents, send reminders, and track guests all in one place.

  • Agent assignment - Choose which team member will host each open house
  • Email reminders - Send professional email reminders to assigned agents with all property details
  • Guest registration - Track visitors and qualification information
  • Export schedules - Download open house lists in Excel or PDF format
  • Email scheduling - Share complete open house schedules via email
Explore Open Houses
Financial Tools
Financial Management

Track Every Dollar with Smart Financial Tools

Complete financial toolkit for real estate professionals - from deal analysis to tax planning.

  • Investment calculator - Analyze cash flow, ROI, and returns for investor clients
  • Expense tracking - Categorize business expenses with tax-deductible amount calculations
  • IRS-compliant mileage log - Track business miles with automatic standard rate deductions
  • Closing cost calculator - Estimate buyer and seller closing costs for deal planning
  • Commission calculator - Calculate splits, brokerage fees, and net earnings instantly
  • Save & track everything - All calculations saved for future reference and comparison
Explore Financial Tools

Why Choose Agent Ledger?

From chaos to clarity in three simple steps

The Problem

Juggling spreadsheets, sticky notes, and multiple apps. Missing important deadlines. Losing track of client communications. Spending hours on manual data entry instead of closing deals.

The Solution

One powerful platform that manages everything. AI-powered contract scanning eliminates data entry. Automatic calendar sync keeps you on schedule. Client portals keep everyone informed. Complete visibility from first contact to closing.

The Outcome

Close more deals with less stress. Happy clients who feel informed and valued. More time for what matters - building relationships and growing your business. Peace of mind knowing nothing falls through the cracks.

Agent Ledger vs Traditional Methods

Stop wasting time on outdated tools

Feature Agent Ledger Spreadsheets & Apps
AI Contract Scanning
Automatic Data Entry
Calendar Integration Manual
Client Portal
Automated Notifications
Commission Tracking Automatic Manual
Document Management Organized Scattered
Mobile Access Limited
Data Security Enterprise-Grade Vulnerable
Time Saved per Week 10+ Hours 0 Hours

Frequently Asked Questions

Everything you need to know about Agent Ledger

Simply upload a PDF contract, and our AI (powered by GPT-4o Vision) reads the document using OCR technology. It automatically extracts key information like buyer/seller names, property details, dates, prices, and even calculates important deadlines. You can review and edit the extracted data before saving to ensure accuracy.

Absolutely. Agent Ledger uses enterprise-grade PostgreSQL databases with encryption, role-based access control, and secure user authentication. All data is backed up regularly, and we follow industry best practices for data security. Your clients' sensitive information is protected with the same level of security used by major financial institutions.

Yes! Agent Ledger supports multiple export formats including Excel (XLSX), PDF, CSV, and QuickBooks IIF for accounting. You can export deals, customers, properties, vendors, and compliance reports at any time. Your data belongs to you, and we make it easy to access and backup.

Yes! Agent Ledger features one-way Google Calendar integration that automatically syncs all your important dates - deal closings, open houses, inspections, and custom events. Changes are pushed to your Google Calendar in real-time, so you're always up to date across all your devices.

The Client Portal gives your buyers and sellers secure access to view their deal progress, important dates, and uploaded documents. It keeps clients informed without constant calls and emails, improving their experience while reducing your workload. Each client gets a password-protected link to their personal portal.

The demo gives you full access to explore all features with sample data. When you're ready to use Agent Ledger for your real business, contact us to discuss pricing and setup for your brokerage. We'll help you import your existing data and customize the platform to match your workflow.

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Agent Ledger

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Complete real estate management platform

  • Unlimited deals and properties
  • Unlimited AI contract analysis
  • Client portal with messaging
  • Priority support
  • Custom branding options
  • Full reporting & analytics
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