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Does your real estate business ever make you feel like you're...
Meet Realficient™
From first contact to closed sale - a complete system designed to help streamline your operations and increase your efficiency and productivity thus allowing you to sell more homes or simply get your time back.
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Improve efficiencies. Increase production. Get your time back.
Suits every real estate agent, admin, TC, or team.
Plug and play - no tech genius required.
Jump Into The Clip Below And Launch Your Journey Now!
Discover How In The Video Below
MLS listing templates & "Going Live" listing plan of action
Fully Customizable
Step-by-step transaction task templates
Fully Customizable
Lead management from top of funnel through closing
Streamlined transaction management flows
Number tracking & conversions by lead source
Perfect for single agents, admins, TC's, or teams
MLS listing templates & "Going Live" plan of action
Fully customizable
Step-by-step transaction task templates
Fully customizable
Lead management from top of funnel through closing
Streamlined transaction management flows
Performance tracking & insights by lead source
Perfect for single agents, admins, TCs, or teams
With Realficient™,
It will be easy for you to:
Manage Leads
- View leads by source and status
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Add unlimited notes
- Set follow-up reminders
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Monitor lead progress down the funnel
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Robust filtering of leads
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Initiate transactions with just one click
Track Your Prospecting Efforts
- Calculate daily contacts and leads generated by source
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Track your / your team's prospecting efforts
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Identify your top converting sources / conversion ratios
- Monitor goal pacing
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Live results dashboard to hold yourself or your team accountable
Effortlessly Manage Transactions
This is your Exchange Database Management System!
An exchange is a direct contact or "one-to-one exchange" with a prospective buyer or seller.
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So, why Realficient™?
Let’s be real — managing real estate leads and transactions without the right tools is like driving to a showing an hour away, but with no GPS. Sure, you will get there with just a map, but GPS gets you there faster, more accurately, and boosts your confidence.
Enter Realficient™
Realficient™ will quickly become your “business GPS” guiding real estate professionals to streamline their systems and workflows from first contact to the closing table, all while keeping their business goals in sight.
What it is. Realficient™ is taking your spreadsheet systems to the next level. It's self-set accountability at your fingertips. It's built-in checklists so you never miss an opportunity or step along the way. Take listings skillfully and capture every detail with our streamlined intake forms. Use our templates, or customize easily to suit your own needs.
What it's not. Realficient™ is not meant to replace your CRM. There is no outbound email sent to your prospects, no lead capture pages, no MLS feeds showing properties, etc.
Realficient™ is the secret to getting your time back.
It’s the difference between the countless agents who struggle, and the select few who thrive!
Without Realficient™
- No Workflow
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No Structure
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Disorganization
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Frustration
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Lost Business
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Missed Deadlines
With Realficient™
- Convert More Leads
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Get Your Time Back
- Sell More Homes
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Seamless Systems
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Structured Transactions
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Effortless Deal Management
Dreaming of less stress, more success?
Make Realficient™ yours today!
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GCI Calculator and Goal Setting/Tracking
What's the most important number you should know as it pertains to your business? How many daily exchanges (1-to-1 conversations) you need to have with prospective clients. While this isn't the only number you need to know, it's the most important from the standpoint of being able to set and hit realistic goals.
- GCI Calculator: Enter your GCI goal for the year, answer a handful of questions, and the calculator will tell you how many contacts you need to make, appointments you need to set and meet, and clients you need to sign and close in order to hit your goal.
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Setting Your Goals: Transfer the GCI Calculator results over to the 'My Goals' section. Set how many hours you plan to prospect for the year, and then log your daily prospecting efforts in the Number Tracking Suite.
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Hitting Your Goals: Monitor your efforts and adjust accordingly if you are falling behind, on track, or ahead of hitting your goals. Let the system act as your virtual accountability partner.
Number Tracking Suite
Increase your success trajectory with the Number Tracking Suite. This robust toolkit includes options to:
Lead Management Funnel
Stay organized with the Leads Index.
- Add New Leads: Add an unlimited amount of leads seamlessly by lead source.
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View/Edit All Leads: Effortlessly review all leads in your account anytime.
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Robust Filtering: Quickly filter leads by source, type, and status to ensure no one slips through the cracks as they move down the funnel.
- Nurturing: It's your one-stop destination for tracking and nurturing client prospects.
- Maximize Profit: No more leads falling through the cracks.
Lead Detail Record
Streamline your client engagements, review lead status, add unlimited notes and reminders, and easily start new transactions.
- Notes: Add unlimited notes to your lead record so you're always current on where they are in the decision cycle/funnel.
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Reminders: Add unlimited reminders to your lead record that will automatically remind you of important events specific to that lead.
- Kick Off New Transactions: Is your lead moving down the funnel and getting closer to becoming a client? Initiate a new transaction with just one click to unlock the necessary forms and task templates that really streamline your processes.
Transaction Management
Efficiently manage and track your real estate transactions from initial conversation to the closing table. All transactions have fully customizable task templates, a purchase and sales agreement (P&S) summary with auto generated reminders, and in-depth commission details for tracking GCI, referral fees, etc.
- Fully Customizable Task Templates: Use our default buyer and seller transaction task templates or customize to meet your needs.
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P&S Summary: Add all important dates for deposits, due diligence, inspection, financing, closing, etc. Add point of contact for co-broke, lender, title/attorneys.
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Track Offers and Showing: Add number of offers submitted and number of showings. Know your numbers in these two areas and speak intelligently to future buyer or seller prospects.
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Detailed Commission Statement: Answer a few questions and the system will automatically generate a detailed commission statement taking into account company caps, royalties, referral fees, and more to show you what your true GCI is for any given transaction.
Your Automated Transaction Reminders
Once a lead turns into a client, keep your real estate transactions on track with automated transaction reminders that are driven from your purchase agreement info.
- Your Virtual Personal Assistant: Simply input key dates one time into the Purchase & Sales (P&S) tab of the transaction and watch as the system intelligently crafts and dispatches reminders directly to you based on the P&S tab info.
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Task Due Dates: Transaction tasks with due dates are also added to your Transaction Reminders list.
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Save Time and Limit Mistakes: No more constantly checking in on tasks and important dates. Critical deadlines won't be overlooked, keeping your transactions on track and your peace of mind intact.
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Increase Productivity: Keeps you or your team organized and proactive in your real estate deals.
Buyer Transaction Forms
Out-of-the-box form sets that apply to your buyer specific transaction forms. These form sets are fully customizable to meet your own unique needs.
- Buyer Consult Q&A Form: Confidently run a buyer consultation and never miss another question again.
- Unlimited Forms: Edit the existing form or create new forms as needed. For instance, a form for homeowners and what's important to them, and a form for investors and what is important to them.
Seller Transactions Forms
Out-of-the-box form sets that apply to your seller specific transaction forms. These form sets are fully customizable to meet your own unique needs.
- Seller Pre-Qual Form: Confidently get answers to the most pertinent info before you go on a listing appointment.
- "Go Live" Plan of Action: Detailed form outlining the steps/action plan from signing a listing to the day it goes live. Who confirms showings? When is it picture ready? Will showings be delayed? Is there an open house? Etc.
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MLS Input Form: Whether you pre-fill before your listing or sit down at the table with the seller for 5 minutes after you sign the listing, a full form dedicated to getting answers to all of the required MLS info you'll need for inputting your listing. No more backtracking asking the seller about something you should already know.
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What's Included Form: A detailed list of items and check boxes for what's included, excluded, or negotiable.
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Utilities Form: A detailed form with all utilities and their respective info, providers, etc. No more questions from buyer agents where you need to stop what you're doing and get answers from a seller.
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Unlimited Forms: Edit the existing forms or create new forms as needed. The form sets are unlimited as well. Do you work in 2 states with different MLS's? Simply duplicate the form set and make whatever adjustments you need. When you kick off a new transaction simply select the form set you need.
Like your vehicle's navigation, you'll wonder how you ever got by without it!
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CREATE YOUR OWN FORMS
Craft personalized listing forms to align with your unique sales approach. Tailor every detail to ensure seamless integration with your transactions and level up your client experience. No more back and forth with a seller client asking them to verify something you forgot to ask about their home while you were at your listing appointment or trying to remember if your buyer client didn't want a home on a busy street.
USE READY-MADE TASK TEMPLATES OR CREATE YOUR OWN
Our out-of-the-box task templates are great to get started. Want even more customization? Design your workflow with precision to meet the demands of every buyer or seller transaction, ensuring a flawless process from first contact to closing.
SET YOUR GOALS WITH OUR GCI CALCULATOR
Level up your real estate business with Realficient's™ GCI Calculator. This essential feature empowers you to establish clear income objectives and devise an action plan that aligns with your unique mix of buyer and seller transactions. Simplify your financial projections and determine the exact number of contacts you need to make on a daily basis so you can close the number of transactions needed to achieve your annual GCI goals with this user-friendly tool, a standout offering from Realficient™.
TRACK YOUR PROSPECTING EFFORTS AND UNDERSTAND YOUR CONVERSION RATIOS
Let’s face it, it’s one thing to set your goals and another to track your efforts to see if you are falling behind, on track, or have met them. It's the perfect tool to measure your achievements and conversion rates by lead source thus guiding your efforts and showing you where you excel (and should probably double down on your prospecting efforts) and where you don't perform as well and might need some training. Ensure you stay aligned with your annual targets for both buyers and sellers with Realficient's™ Number Tracking technology. You're not just setting goals—you're achieving them.
Try Realficient™ now and start enjoying its unmatched benefits today!
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Built by an agent to streamline his own business
Meet Michael,
Frequently Asked Questions
Do updates cost extra?
No, at this time all updates are included with your Realficient™ subscription. We continuously improve our app to ensure you have access to the latest features and tools in real estate management without any additional costs.
Is my client info and listings secure with Realficient™?
Absolutely! Realficient™ prioritizes the security of your data. We use state-of-the-art encryption and follow best practices to keep your client information and listings safe and secure.
Who can I talk to if I have questions?
Realficient™ offers dedicated support to answer any questions you might have. You can reach out to us via the Help button in the lower right corner of the site. Our team is here to ensure you make the most out of our application.
Is there software I need to install?
No, Realficient™ is a cloud-based application. You can access it from anywhere, on any device, without the need to install any software. Native iOS and Android mobile apps are available for when you're in the field.
Can Realficient™ handle high volumes of listings and traffic?
Definitely. Realficient™ is built to support real estate professionals, whether you're managing a few leads or thousands. Our platform is scalable to your business needs.
Who keeps control over the listings, data, and client info?
You do. Realficient™ ensures that you retain full control over your listings, data, and all client information. It's your business, and we keep it that way.
How do I cancel if Realficient™ isn't right for me?
If you decide Realficient™ isn't the right fit, you can cancel your subscription anytime through your account settings.
$35 Per Month, Per User
Get started with the best real estate Exchange Database Management System™!
For just over $1 per day you're one step away from streamlining your productivity and getting your time back!
Register in under a minute • cancel anytime