Stop letting good leads go cold.
Let OnRecord follow up for you.
One connected system for CRM, conversations, automated follow-up, appointment booking, campaigns, reviews, and reporting. Capture every lead, respond instantly, and stay OnRecord until the timing is right.
Built for agents, teams, and brokerages who want less tech chaos and more consistent follow-up.
Good morning, Caroline
Today's pipeline
Active Leads
147
Pipeline
$2.4M
Replies sent
23
Booked this week
9
Recent leads
Live · auto-routed- JDHOT
Jon D.
Zillow · 2m
- SKNEW
Sarah K.
Google · 15m
- JTWARM
James T.
Referral · 1h
Your AI teammate that never misses a lead.
REXA replies in under a minute, qualifies, books appointments, and keeps every conversation OnRecord — across SMS, email, web chat, and voice.
- Replies in <60s
- Works 24/7
- On-brand & compliant
- Books straight to calendar
Most real estate leads aren't lost. They're under-nurtured.
You pay for leads from portals, social, open houses, referrals, and ads — but the money leaks out when response is slow, follow-up stops after one or two attempts, old contacts never get reactivated, and conversations live across too many tools.
Leads come from too many places
Inquiries, forms, calls, texts, and conversations land in one CRM.
Agents forget to follow up
Workflows keep leads moving without relying on memory.
Prospects aren't ready today
Long-term nurture keeps the relationship warm until timing changes.
Past clients go quiet
Smart campaigns create review, anniversary, and referral touchpoints.
Teams lack accountability
Pipelines, tasks, and activity history make follow-up visible.
The tech stack is fragmented
One platform for CRM, marketing, calendars, automations, and reporting.
One system for the full real estate relationship cycle.
From the first inquiry through post-close care — every stage automated, visible, and tied to the contact record.
Capture
Forms, landing pages, calendar links, lead-source tracking — every inquiry organized.
Respond
Two-way SMS, email, calling, and AI-assisted replies in one unified inbox.
Qualify
Smart questions, tags, and routing send the right lead to the right next step.
Book
Calendars, reminders, and no-show follow-up make scheduling effortless.
Nurture
Drip campaigns and workflows stay top-of-mind until the timing changes.
Close
Pipelines, tasks, and activity history move deals from conversation to contract.
Multiply
Reviews, referrals, and post-close care turn clients into repeat business.
Watch a lead move from first inquiry to booked appointment.
Pick a scenario. OnRecord captures, replies, qualifies, books, and nurtures — without the agent lifting a finger.
New lead
Sarah K. · home valuation request
Lead captured
0sForm submission tagged ‘website / seller’.
AI response sent
11s“Hi Sarah — thanks for requesting a valuation…”
Qualified & routed
1mTimeline 30-60d · routed to listing pipeline.
Appointment booked
2mTue 10:30 AM · listing consultation.
Nurture sequence active
Day 2+5-touch seller education + market update.
Everything you need to grow — without the tech chaos.
CRM & smart pipelines
Know exactly who needs follow-up next. Buyers, sellers, recruits, referrals, and past clients in visual pipelines with notes, tags, and activity.
Unified conversations
Every call, text, and email in one relationship record — nothing buried in personal messages.
Automated follow-up
Smart workflows for new leads, ghosted leads, open house visitors, seller consults, recruiting, and post-close care.
AI-assisted response
Move faster while still sounding human — first responses, qualification, and message drafts assisted by AI.
Landing pages & funnels
Launch valuation, buyer guide, open house, and recruiting pages without waiting on a developer.
Calendars & booking
Buyer consults, listing appointments, and discovery calls with automated reminders and no-show follow-up.
Reputation & reviews
Automate review requests and post-close sequences that keep clients engaged after the transaction.
Reporting & attribution
Track lead sources, pipeline movement, appointments, and follow-up activity before you spend more.
Mobile access
Run the relationship from anywhere — showings, open houses, and between appointments.
Run your real estate growth from one connected system.
OnRecord replaces the disconnected front-end sales and marketing tools agents use to capture, communicate, nurture, and convert opportunities.
- Basic CRMContacts, smart lists, tags, pipelines, tasks, activity history
- Email marketingTemplates, campaigns, automated nurture, newsletters
- SMS platformTwo-way texting, automated SMS, reminders, broadcasts
- Calendar schedulerBooking, confirmations, reminders, no-show follow-up
- Landing page builderLead capture pages, forms, surveys, funnels, QR campaigns
- Social schedulerPlan and publish across channels
- Review request toolReputation and review request workflows
- Automation toolWorkflow builder, triggers, routing, pipeline automation
- Reporting spreadsheetsDashboards, source tracking, campaign visibility
- AI writing assistantAI-assisted responses, drafts, and content support
Note: OnRecord doesn't replace your MLS, transaction management, accounting, or brokerage compliance systems. It replaces the front-end sales and marketing stack.
Everything you need to run your business — in one place.
Core capabilities are included in every OnRecord plan. Power up with optional add-ons when you're ready to scale.
- Contacts, smart lists, tags, pipelines, tasks, and full activity historyIncludedCRM & Contact ManagementContacts, smart lists, tags, pipelines, tasks, and full activity history
- Unified inbox for texting, email threads, templates, and broadcastsIncludedTwo-Way SMS & EmailUnified inbox for texting, email threads, templates, and broadcasts
- Triggered nurture sequences, reminders, and pipeline automationIncludedAutomated Follow-UpTriggered nurture sequences, reminders, and pipeline automation
- Online scheduling, confirmations, reminders, and no-show recoveryIncludedCalendar & BookingOnline scheduling, confirmations, reminders, and no-show recovery
- Lead capture pages, surveys, funnels, and QR campaignsIncludedLanding Pages & FormsLead capture pages, surveys, funnels, and QR campaigns
- Plan and publish content across connected social channelsIncludedSocial Media SchedulerPlan and publish content across connected social channels
- Automated review requests and reputation monitoringIncludedReputation & ReviewsAutomated review requests and reputation monitoring
- Source attribution, campaign ROI, and team performance viewsIncludedReporting & DashboardsSource attribution, campaign ROI, and team performance views
- iOS & Android apps for your full pipeline on the goIncludedMobile AppiOS & Android apps for your full pipeline on the go
- Dedicated business number with calling, voicemail, and call recordingIncludedBusiness Phone LineDedicated business number with calling, voicemail, and call recording
- Branded MLS-connected website with property search and lead captureAdditional costIDX WebsiteBranded MLS-connected website with property search and lead capture
- 24/7 AI conversation agent that qualifies leads, books appointments, and reactivates your databaseAdditional costREXA AI Agent24/7 AI conversation agent that qualifies leads, books appointments, and reactivates your database
Add-ons can be enabled any time from your account. IDX Website and REXA AI Agent are billed separately based on usage and configuration.
Purpose-built for every role in the business.
Stop managing your business from memory.
A simple system for leads, follow-up, calendar, and past-client care — without hiring a coordinator.
Give every lead a clear owner and next step.
Accountability, consistent follow-up, and shared visibility across your roster.
Standardize follow-up without taking away agent flexibility.
Brokerage-level systems, templates, reporting, and adoption support.
Convert more seller conversations into appointments.
Valuation forms, appointment booking, nurture, and listing pipeline workflows.
Keep buyers engaged from first click to consultation.
Automate buyer lead response, showing follow-up, financing prompts, and consult booking.
Build an agent attraction pipeline that runs itself.
Capture interest, nurture recruits, book confidential calls, and track conversations.
Designed for adoption — not just installation.
OnRecord was created by a real estate broker and team lead who knows that the best system is the one your team will actually use.
"OnRecord finally got my follow-up out of my head and into a system I trust. Leads don't fall through the cracks anymore."
"We replaced four tools and a spreadsheet. Onboarding was hands-on and our agents actually adopted it."
"The automated past-client touchpoints alone have generated three referral deals this year."
Questions, answered honestly.
Is OnRecord just a CRM?
OnRecord is an AI-powered real estate operating system. It includes CRM, conversations, automations, calendars, landing pages, reviews, and reporting in one connected platform.
Do I need to be technical to use it?
No. OnRecord ships with real estate templates and onboarding so you can launch lead capture, follow-up workflows, and pipelines without building from scratch.
Can I import my existing contacts?
Yes — bring your database in via CSV or supported integrations. Your past clients can immediately enter long-term nurture and review workflows.
How is this different from a generic CRM?
OnRecord is purpose-built for the real estate revenue loop: capture, respond, qualify, book, nurture, close, and multiply. Workflows and templates are written for buyers, sellers, recruits, and past clients.
Does AI talk to my leads?
AI can assist with first responses, qualification, routing, and booking depending on setup. You stay in control — review important communications and follow brokerage, advertising, and licensing rules.
What kind of support is included?
Onboarding, templates, training, a help center, and implementation calls. We help your team actually adopt the system — not just turn it on.
Are there contracts?
Plans are billed monthly. Cancel anytime. Usage-based messaging, phone, email, AI, or third-party costs may apply depending on your configuration.
Does OnRecord include an IDX website?
OnRecord focuses on the lead-capture, follow-up, and CRM stack. IDX integrations are evaluated based on your local MLS and current product roadmap — ask us during your demo.
Ready to build a follow-up system your team will actually use?
Book a 30-minute demo. We'll map your current stack, show you what to consolidate, and walk you through the OnRecord workflows built for your role.