Complete real estate management with AI contract scanning, ERICA - your 24/7 AI receptionist, two-way email & SMS messaging, Kanban task boards, lead capture forms with QR codes, Notes Center with folders, Google Calendar sync, and complete call transcription - everything you need in one powerful platform.
Juggling deadlines, documents, clients, and commissions shouldn't give you a headache
Agent Ledger brings everything together - deals, documents, deadlines, and client communication - all in one organized platform powered by AI
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AI Contract Scanner Demo
Upload a PDF contract and watch it auto-fill your deal in secondsDashboard Search Demo
Ask natural language questions and find deals instantlyCalendar Integration Demo
Automatic sync of all important dates to Google CalendarEmail Generator Demo
Create professional emails with templates and auto-loggingAI Receptionist (ERICA) Demo
24/7 AI phone answering with live agent handoff and appointment bookingNew Deal Creation Demo
Step-by-step guide to creating deals with all the powerful featuresPowerful features designed specifically for real estate professionals
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!
Give clients 24/7 access to their deal information. They can view contract analyses, track progress, and message you directly through a secure portal.
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.
Manage all your clients in one place. Track contact information, client types, preferences, and deal history for stronger relationships.
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.
Never miss a deadline. Automatic event generation for closings, inspections, and contingency dates keeps your schedule organized.
Organize all your service providers - inspectors, title companies, contractors. Quick contact access and category management.
Export detailed reports and track your performance. Commission summaries, deal history, and custom date ranges.
Send and receive SMS texts directly from Agent Ledger. AI contact lookup, conversation management, delivery tracking, and deal linking. Messages sent from your agent's Twilio number.
Complete two-way email system. Centralized inbox with filtering, auto-linking to contacts, reply functionality, and yellow folder correspondence view on every contact page.
Send personalized emails to multiple recipients at once. Use templates or custom messages with merge fields. Perfect for holiday greetings, announcements, and relationship maintenance.
Visual Kanban workflow with drag & drop, recurring tasks, 68 Florida-specific task templates, automatic deal stage progression, and Google Calendar sync. Email task automation included.
Centralized note management with file drawer organization. Drag & drop notes into custom folders, smart views, saved filters, and collapsible notes for cleaner reading.
Public intake forms with QR codes for open houses. Auto-routing to CRM tables, AI-powered summaries, folder organization with drag & drop, and automated task creation.
Quick event creation with form or voice input. Link appointments to deals, automatic Google Calendar sync, and centralized hub for all your calendar events.
Manage your team with print/download profile PDFs, clickable quick stats with deals modal, commission split tracking, and individual performance monitoring.
Schedule open houses, assign agents, send email reminders. Track guest registration with qualification levels, export to Excel/PDF, and share schedules via email.
Investment calculator, expense tracking with colorful category badges, mileage log (IRS-compliant), closing cost estimator, and commission calculator.
Get instant answers to real estate questions with state-specific guidance. AI-powered dashboard search understands natural language queries across all your data.
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.
AI conversation tracking, live agent handoff, appointment booking, and complete call recordings with transcripts
Create personalized emails in seconds with 29 pre-loaded templates and smart merge fields that auto-fill customer, property, and deal data.
Upload any PDF contract (even 12+ pages of scanned documents) and watch AI instantly extract and populate your entire deal form.
Stand out from competitors with a professional client portal that keeps everyone informed.
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!
Track every detail of your deals with powerful features built for real-world scenarios.
Assign agents, send reminders, and track guests all in one place.
Complete financial toolkit for real estate professionals - from deal analysis to tax planning.
From chaos to clarity in three simple steps
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.
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.
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.
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 |
Everything you need to know about Agent Ledger
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