How it works
Your whole day on one list, worked out for you.
Save each client's key dates once. Every morning, Agent Today puts the people who are due next to your showings, meetings, calls and tasks, with anything urgent on top.
Never miss a mortgage date
The right people come up at the right time.
Agent Today watches the dates you already know and reminds you before they pass, year after year. Check someone off and they rest until they're due again.
- Mortgage renewals and rate reviews, home anniversaries and birthdays
- Quiet leads and past clients resurface on their own
- Mark anything urgent to keep it on top until done
- Mortgage review120 days before the renewal or review dateTime to compare rates before your client is locked in.
- Home anniversaryThe week of their closing dateEvery year, for as long as they're in your book.
- Birthday3 days beforeEnough time for a card, not just a text.
- Follow-upAfter 3 quiet weeksLeads and active buyers or sellers.
- Check-inAfter 3 monthsPast clients, so no one drifts away.
Showings made simple
Every property on a tour, in one place.
Add a client's whole showing day as one tour: each property with its time slot, lockbox details and listing agent. Confirm tomorrow's showings with a reminder the day before.
- Lockbox codes stay hidden until you tap
- Directions for each stop, or route the whole tour
- A history of every showing, saved to the client
Personal texts in seconds
A thoughtful message, ready to send.
Tap Draft a text and get a short, warm message based on why they're due and your notes about them. Edit it, then send it from your own phone number.
- Never invents rates, prices or listings
- Sent from your phone, not a marketing system
- Logged to their history when you check them off
Reminders that arrive on time
A nudge before every showing and call.
Agent Today reminds you before each event and again when it starts, with one-tap Directions and Call. A morning summary tells you how the day looks.
- Reminders work even without signal
- Quiet hours so evenings stay yours
- Choose which reminders you get
Week and month views
See the busy weeks coming.
Switch to the calendar to see showings, calls, mortgage dates and birthdays by week or month. Subscribe from Google Calendar, Apple Calendar or Outlook to see them there too.
- Busy months stand out at a glance
- Add an event to any day in one tap
- Works with the calendar you already use