For real estate & mortgage agents

Who to reach and what to do, every day.

Agent Today works out which clients are due for a call, a mortgage review or a birthday text, and puts them on one list with your showings. One tap to call, text, email or get directions.

Coming soon to iPhone and Android.

Made for real estate and mortgage agents who keep a book of past clients, leads and partners.

  • Private to your account
  • No ads or trackers
  • iPhone & Android

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 review
    120 days before the renewal or review dateTime to compare rates before your client is locked in.
  • Home anniversary
    The week of their closing dateEvery year, for as long as they're in your book.
  • Birthday
    3 days beforeEnough time for a card, not just a text.
  • After 3 quiet weeksLeads and active buyers or sellers.
  • Check-in
    After 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

Privacy

Your clients trust you with their details. We take that seriously.

  • Private to youYour contacts and schedule are private to your account. No one else can see them.
  • Never soldNo advertising, no trackers, and we never sell or rent your data.
  • AI only on requestDrafts send only what the message needs. Never phone numbers, emails or lockbox codes.
  • Yours to deleteDelete anything, or your whole account, any time. Read the privacy policy.

FAQ

Questions agents ask

Who is Agent Today for?

Real estate agents, brokers and mortgage agents who keep a book of past clients, leads and industry contacts, and want one short list each morning instead of digging through a CRM.

When can I get it?

Agent Today is in a private beta now, on iPhone and Android. Join the beta and we'll send you an invite, or let you know when it reaches the App Store and Google Play.

Does it replace my CRM?

No. It works alongside whatever you use now. Bring your contacts in by pasting rows from a spreadsheet, and Agent Today works out who to reach each day.

Is my data private?

Yes. Your account is private to you: no one else can see your contacts, schedule or history. Your data is encrypted in transit, and we never sell it or show ads. The privacy policy has the details.

Does the AI see my clients' information?

Only when you tap Draft a text, and only what that message needs: the person's name, the reason they're due and your notes. Phone numbers, email addresses and lockbox codes are never sent.

Will it work with my calendar?

Yes. Subscribe to your private calendar link in Google Calendar, Apple Calendar or Outlook, and your showings, meetings and calls appear there automatically. Lockbox codes are never included.

Can I delete my account?

Yes, any time, from Settings in the app. Here’s how.

Start your mornings knowing exactly who to call.

Agent Today is in a private beta for real estate and mortgage agents. Join now and we'll send you an invite.

Join the beta