Real Estate Platform Walkthrough — See What Your Buyers and Sellers Experience

Feature 01

Transaction Dashboard

Buyers and sellers see exactly where their deal stands — offer status, inspection dates, closing timeline, and action items. Eliminates the #1 complaint in real estate: "My agent never tells me what's happening."

50% of buyers start online 15 min — buyers move on if not contacted

Works for: Solo Agent · Team · Brokerage · Property Manager

Replaces the client-facing features in BoomTown ($1,000–1,700/mo), CINC ($600–1,500/mo), kvCORE ($299–1,800/mo) — all rented. Cancel and you lose everything. This is yours.

Active

Contract Status

Mar 24

Inspection

Apr 18

Closing Date

3

Items Needed

247 Maple Drive, Charlotte NC 28203

PURCHASE · $425,000 · UNDER CONTRACT

Offer Accepted

Complete · Mar 10

Earnest Money Deposited

Complete · Mar 12

Home Inspection

Scheduled · Mar 24

Appraisal

Pending

Final Walkthrough

Pending

Closing

Apr 18

Feature 02

Document Management

Purchase agreements, inspection reports, appraisals, title docs, and disclosures — all in one encrypted portal. Clients upload what you need without email chains. Auto-checklists show what's missing.

30+ documents in a typical transaction

Works for: Solo Agent · Team · Brokerage

No more searching email threads for that one disclosure. Everything is in one place, timestamped, and organized by transaction milestone.

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Upload transaction documents

PDF, JPG, PNG · 256-bit encrypted · Organized by milestone

Transaction Checklist — 247 Maple Dr

✓Purchase Agreement

✓Pre-Approval Letter

✓Earnest Money Receipt

✓Seller Disclosure

○Inspection Report

○Appraisal Report

○Title Commitment

○Homeowner Insurance Binder

Feature 03

Secure Messaging

One conversation thread per transaction. Buyers, sellers, and agents communicate in context — not scattered across text, email, and voicemail. Full history preserved.

8 touchpoints before a client responds on average

Works for: Solo Agent · Team · Brokerage

When a deal goes sideways, having every communication in one timestamped thread is the difference between he-said-she-said and a clear record.

Hi — the inspection is scheduled for Tuesday at 10am. Do I need to be there?

Mike & Sarah Johnson · Mar 20, 6:15 PM

You're welcome to attend but it's not required. The inspector will take about 3 hours. I'll be there for the full inspection and will upload the report to your Documents tab as soon as it's ready.

Your Team · Mar 20, 7:02 PM · ✓ Read

Great. Also, our lender needs the seller's disclosure. Can you send it to them?

Mike & Sarah Johnson · Mar 20, 7:18 PM

Already in your Documents tab — I've shared the link with your loan officer at First National. They confirmed receipt this morning.

Your Team · Mar 21, 9:14 AM · ✓ Read

Feature 04

Closing Cost Tracker

Buyers see estimated closing costs, earnest money status, and payment timeline — all updated in real time. No surprises at the closing table. Sellers see net proceeds estimates.

$9K+ average commission per deal

Works for: Solo Agent · Team · Brokerage

Transparency builds trust. When a buyer can see their full cost picture in one place, your professionalism stands apart from every agent who sends numbers in a text message.

Item	Amount	Status
Purchase Price	$425,000	CONTRACTED
Earnest Money	$10,000	✓ DEPOSITED
Down Payment (20%)	$85,000	DUE AT CLOSING
Estimated Closing Costs	$12,750	DUE AT CLOSING
Home Inspection	$450

Total Cash to Close

$97,750

Feature 05

Showing & Appointment Scheduling

Buyers book showings, sellers confirm availability, and agents manage their calendar — all in one place. Syncs with Google Calendar, Outlook, or iCal.

Replaces Calendly ($12–20/user/mo)

Works for: Solo Agent · Team · Brokerage

Built into the portal. No third-party scheduling links that make you look like every other agent.

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Appointment Types

Property Showing (30 min)

Listing Consultation (60 min)

Buyer Consultation (45 min)

Feature 06

E-Signatures

Purchase agreements, listing contracts, disclosures, addenda — clients sign from any device. Legally binding with timestamp and audit trail. No separate DocuSign or DotLoop subscription.

Replaces DocuSign ($10–60/user/mo)

Works for: Solo Agent · Team · Brokerage

DotLoop charges per-user. DocuSign charges per-envelope at scale. This is unlimited signatures built into every transaction.

Buyer Agency Agreement

By signing below, Buyer(s) agree to the terms of the Exclusive Buyer Agency Agreement dated March 8, 2026, including agent representation, compensation terms, and fiduciary duties as described herein. This agreement covers the purchase of residential property in Mecklenburg County, NC.

Buyer 1

Mike Johnson

Buyer 2

Sarah Johnson

Date

March 8, 2026 · 3:41 PM EST

ID: 2e8b-47cd · IP: 192.168.x.x · SHA-256 verified · Legally binding

Feature 07

Home Valuation & Market Data

Seller-facing AVM tool that captures leads before they ever call. Buyers get neighborhood market snapshots. Both build your credibility as a data-driven agent.

46% of agents spend under $250/mo on leads

Works for: Solo Agent · Team · Brokerage

BoomTown and CINC lock you into $600–1,700/month for lead tools you don't own. Cancel and your website, data, and leads disappear. This platform is yours — your brand, your domain, your data.

247 Maple Drive — Market Snapshot

$425K

Contract Price

$438K

Estimated Value

12

Avg Days on Market

Median Sale Price (28203)

$412,000 · +6.2% YoY

Active Listings

28 homes · 1.4 months supply

Sale-to-List Ratio

98.7%

Feature 08

AI Chat Assistant

24/7 automated chat captures buyer and seller leads after hours. Answers "What's my home worth?" and "Do you work in [neighborhood]?" — without consuming your time.

40%+ of inquiries arrive after hours 40% of new agents quit in year one

Works for: Solo Agent · Team · Brokerage

AI assistants from Ylopo and Lofty cost $300–600/month extra. This is trained on YOUR listings, neighborhoods, and services.

Cornerstone Realty — Live Chat

Welcome to Cornerstone Realty! How can I help you today?

I'm thinking about selling my home in South End. What's the market like?

South End is one of Charlotte's hottest markets right now — median sale price is $485,000 with an average of just 9 days on market. Would you like a free home valuation for your specific address?

Yes please, it's 312 Camden Road

I'd be happy to prepare a detailed market analysis for 312 Camden Road. Can I have your name and email so one of our agents can send it over?

Feature 09

Neighborhood Guides & Resources

SEO-powered neighborhood content pages with market data, school info, and amenities. Critical for organic search — custom sites rank where template SaaS sites never will.

74% of consumers search online first

Works for: Solo Agent · Team · Brokerage

SaaS template sites generate near-zero organic traffic and keep agents trapped in paid-ad dependency. Custom content pages rank in Google and generate free leads.

Charlotte Neighborhood Guides

Explore neighborhoods with local market data and insights.

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South End

Median $485K · 9 days on market

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NoDa

Median $398K · 14 days on market

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Ballantyne

Median $525K · 11 days on market

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Market Reports

Monthly Charlotte market data

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Buyer Guide

Step-by-step home buying process

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Contact Your Agent

Direct line to your Cornerstone agent

See What Your Buyers and Sellers Actually Experience

Every Feature. One Platform. Your Brand.