Contacts & Companies

The Agent tab on a contact — which side they work (listing, buyer's, or both), their specialties, property types, price range, license and usual commission, a scorecard from deals with your team (listing and buyer's sides, double ends, days to sell, sale-to-list, fall-throughs), their brokerage, and their deals split by side — plus a brokerage company's Brokerage tab that rolls up its broker, agents, and their deals, and the Sides column and filter in Contacts → Agents.

Archive a contact or company instead of deleting it — it disappears from the Contact Hub, deal pickers, text matching, buyer matches and deal sends but keeps every deal, message and review. Find it again in the Archived view and select Restore (a merged record can't be restored); admins can delete permanently from there.

Save hand-picked lists ("My top 20") or smart lists that re-run your filters ("Gold buyers not contacted in 30 days") on the Contact Hub's Lists tab, then text, email, send a deal, add to a list, change the owner, or export a whole list or selection at once. Covers who a group text or email skips (no text consent, do not text, do not email, unsubscribed, no phone or email) and the 100-per-send limit.

Admins can download the Contact Hub as a CSV spreadsheet — the current view and filters, or just the contacts you selected — with name, types, tier, phones, emails, companies, owner, last contacted, and coverage. Every export is logged.

Search your team's buy boxes and lending boxes by criteria from the Contact Hub, or get a ranked list for a specific deal (from the Dispo tab's Buyer Sends section or the deal's ⋮ menu) — with the reasons each match came up, who was already sent the deal and what they said about it, one-click copy for their phone and email, and (for buyer matches from a deal) a way to send the deal to a selection at once. Going the other way, a buyer's tab lists the open deals that fit them.

Upload proof of funds, entity docs, W-9s, insurance, wire instructions, NDAs and licenses to a contact's or company's profile, set an expiry date, and get reminded 30 days before and on the day a document expires. Uploading proof of funds checks it off on a buyer's verification checklist.

Search companies by name, city, email, or phone, switch between views like Buyers or Lenders, filter by type, owner, or "not contacted in", select companies to send a deal, and add a company from the Companies tab of the Contact Hub — title companies, lenders, vendors, and more. Notes the duplicate warning when a phone or email already belongs to a contact or company on your team, when adding or editing a company.

Search contacts by name, email, or phone number, switch between views like Buyers or Lenders (or Archived), filter by type, market, tier, owner, or "not contacted in 60 days", select contacts across pages to send a deal, text or email them, add them to a list, or change their owner, save your filters as a smart list, and add a contact from the Contact Hub. Includes the duplicate warning shown when a phone or email you type already belongs to a contact or company on your team ("already has this phone") — when adding or editing — with Open existing, Restore, Merge into existing, and Create anyway / Save anyway, and the one-time hold on saving when a new match turns up.

Merge two duplicate contacts (or two duplicate companies) into one — team admins only. Use Merge with… on a profile or Merge into existing on the duplicate warning, pick which record to keep, choose between details that differ, see what moves (deals, texts and calls, emails, buy boxes, documents, reviews, lists), then Merge. The duplicate is archived and its link opens the one you kept.

Star a contact as a team favourite, leave a 1-5 star review with a comment — for the role they played, from that type's tab on their profile — respond to review prompts that appear after a deal closes, and see reviews an automator collected from a Rating question on a form.

The Unknown numbers view in the Contact Hub lists texts and calls from numbers that aren't on any contact yet — including international and garbled numbers. Create a contact from one, attach the number to someone you already have, or ignore it; the conversation moves to the contact's record.

What a deal marketing send is, buyer tiers, sending to a saved contact list, skipping buyers already emailed about a deal, which merge fields a buyer email can include, the difference between opting a buyer out and a buyer unsubscribing themselves, why an unsubscribed email address is never emailed again (even through a company), how many buyers a send skipped for opting out (including buyers marked do not email), why sends are paced, how many buyers opened a send or clicked a link in it, the Buyers on this deal table (one row per buyer — sent, opened, clicked, replied, interested or passed, offer), logging a buyer's response or reply, and what it means when a campaign pauses.

The Buyer verification checklist on a buyer's profile — talked to them live, buy box confirmed, proof of funds, buying entity, closed a deal — who checked what and when, promoting a buyer out of Unverified, marking someone Not a buyer (and undoing it), and the Going cold badge and filter for buyers you haven't contacted in 6 months (or whatever your team sets).

A company's own page — a tab for each type it carries with that type's coverage (markets) and reviews (a Brokerage tab rolls up its broker, agents and their deals; Buyer, Title, vendor and Lender tabs carry a scorecard), the header with owner, buyer tier, rating, Call and Email, address and phones, the People who work there (kind, title, main contact, ending a relationship and the Past list), documents with expiry dates (W-9, insurance, wire instructions…), notes, the timeline (notes, edits, emails and deal links), and the deals with the company and through its people — plus the quick side panel, how to open the full page, and Merge with… for admins.

A contact's profile page — a tab for each type they carry (Buyer, Lender, Agent…), each with its own coverage (markets) and reviews, the header with owner, follow-up (with the 8am reminder and Done / Reschedule), tier, Call, Text and Email, phones and emails, companies, personal details, buy boxes and lending boxes on the Buyer and Lender tabs (a new box starts from the tab's coverage), the open deals that fit a buyer's box with one-click send, the Agent tab's details, scorecard and brokerage, scorecards on the Buyer, Title, vendor and Lender tabs (response rate to the deals you send, offers, deals bought and cancelled, contracts closed and fell through with reasons, days to close, EMD on time; a title company's closings and what you've paid them; a lender's funded and open deals), deals with the role they play on each, the Buyer verification checklist, documents with expiry dates (proof of funds, W-9, insurance, NDA…), notes that autosave, the one timeline of notes, edits (with before and after), texts, calls, emails (with whether they were opened and clicked) and deal links with its filter chips, and what the Do not call, Do not text and Do not email switches block (including a STOP reply turning on Do not text), plus Merge with… for admins, the Automations card (the automators running on this person, what each is waiting on, Start automator, the run panel and its History) and its Pending automator emails waiting for review.

My Book is the first tab in the Contact Hub — your follow-ups due today and overdue, people waiting on a reply, buyers who clicked a deal email but haven't responded, texts and calls from unknown numbers, buyers waiting to be verified, and buy boxes going stale, each with one button to clear it. Admins can view any teammate's book or the whole team (with the team's coverage gaps), and reassign a book.