OnRecord: Features & Benefits Overview
Transform Your Real Estate Business
OnRecord is the all-in-one platform that automates the tedious parts of your business so you can focus on what matters most: your clients. By bringing together every tool, communication, and process you need into one intelligent system, OnRecord helps you:
Save Valuable Time
30+ minutes saved per showing coordination
30+ minutes saved on new listing setup
Hours saved on transaction management weekly
Eliminate manual data entry and file organization
Grow Your Business
Scale your operations with automated workflows
Maintain consistent processes across your team
Turn your expertise into repeatable systems
Focus on relationships instead of paperwork
Never Miss a Detail
Automatically capture & organize all client communications
Track every document, deadline, and task
Keep perfect records without the busywork
Stay compliant effortlessly
Work Smarter
Everything syncs automatically
Documents file themselves
Follow-ups happen on schedule
Marketing runs in the background
Let’s dive into how OnRecord makes this possible…
Your Complete Client Communication Hub
Unified Contact Management
Every interaction with your clients is automatically captured and organized, whether it happens through phone calls, texts, emails, WhatsApp, Facebook Messenger, or Google My Business messages.
When a new client calls, the system performs an instant reverse phone lookup to create their contact record, eliminating manual data entry.
Each client’s profile maintains a complete chronological history of every interaction, appointment, and document, giving you instant access to the full context of your relationship.
The system’s built-in transcription service captures every phone conversation, making it easy to reference important details without taking notes.
All appointments and meetings are automatically tracked and linked to client records, creating a comprehensive timeline of your service history.
This automated organization extends to documents and transactions, ensuring everything related to a client is just a click away.
Why It Matters
Never lose track of a client conversation again
Save time by eliminating manual contact creation and data entry
Have complete context for every client interaction at your fingertips
Prove your value to clients with detailed activity records
Meet compliance requirements with automatic record keeping
Your Automated Transaction Assistant
Transaction Management
Think of OnRecord’s transaction management as your always-on personal assistant. The system continuously monitors your transactions and automatically triggers the next steps based on completed actions.
When documents need signing, automatic reminders are sent through DocuSign integration and each transaction gets its own dedicated Dropbox folder, where documents are automatically filed and organized.
The system keeps a watchful eye on document status, sending alerts when attention is needed. It coordinates inspections and appointments automatically, managing the complex choreography of real estate transactions.
Key dates and deadlines are tracked and monitored, ensuring nothing falls through the cracks.
Why It Matters
Reduce transaction management time by 50% or more
Never miss a critical deadline
Keep all parties informed automatically
Maintain consistent processes across all transactions
Eliminate manual file organization and tracking
Your Intelligent Scheduling System
Smart Calendar & Scheduling
OnRecord revolutionizes appointment scheduling by thinking ahead. Before confirming showings, the system automatically verifies that all required documents are in place and manages the entire scheduling process, sending automatic reminders to all parties and tracking showing history by both property and client.
The calendar does more than just track appointments – it creates a comprehensive record of your client service activities. Each appointment is automatically linked to the relevant client records, and the system initiates follow-up communications based on the appointment type and outcome.
For example, after a showing, OnRecord.ai automatically sends the BRBC (Buyer Representation and Broker Contract) and manages follow-up based on whether it’s been signed.
Why It Matters
Save 30+ minutes per showing coordination
Prevent wasted trips due to missing paperwork
Build a thorough record of client service
Improve follow-up consistency
Demonstrate your professionalism to clients
Your Digital Knowledge Base
Learning & Resource Center
OnRecord’s learning center serves as both an internal training platform and a client education hub. For your team, it provides structured onboarding processes and easy access to brand assets, guidelines, and best practices. You can create custom training courses or use pre-built content to get team members up to speed quickly.
For your clients, the learning center becomes a valuable resource library. Built-in home buyer and seller guides can be used as lead magnets on your website or social media. All resources are professionally organized and easily accessible, helping you establish authority while generating leads.
Why It Matters
Get team members up to speed quickly
Maintain brand consistency
Leverage existing educational content
Generate leads through valuable resources
Scale your training efforts efficiently
Your Marketing Command Center
Marketing Automation
OnRecord streamlines your marketing efforts by connecting all your channels in one place. Our system integrates seamlessly with major advertising platforms, automatically creating and updating custom audiences based on your client database and social media management becomes effortless with scheduled posting and engagement tracking.
Direct mail campaigns are coordinated through thinks.io integration, complete with QR code tracking to measure response rates. Email marketing templates ensure consistent branding across all communications, while the system tracks engagement and automatically adjusts follow-up based on recipient behavior.
Why It Matters
Create consistent marketing presence with minimal effort
Track ROI across all marketing channels
Stay top of mind with prospects and clients
Coordinate multi-channel campaigns easily
Measure and improve marketing effectiveness
Your Business Intelligence Dashboard
Reporting & Analytics
Transform your business data into actionable insights with OnRecord’s comprehensive reporting system. The platform tracks every aspect of your operation, from transaction pipeline status to marketing campaign performance. Custom reporting dashboards give you instant visibility into key metrics, helping you make data-driven decisions about your business.
Inspired by advanced tracking systems, OnRecord’s analytics go beyond basic numbers to show you true business health metrics. Track progress toward goals, monitor team performance, and identify areas for improvement – all in real-time.
Why It Matters
Make data-driven business decisions
Identify areas for improvement
Track progress toward goals
Demonstrate value to stakeholders
Optimize resource allocation
Your Connected Ecosystem
Integration Hub
OnRecord brings together all the tools you already use into one seamless system. Through deep integrations with industry-standard platforms like DocuSign, Dropbox, IDX Broker, and Fellow, your existing workflows become more powerful and efficient.
The integration hub is continuously expanding, with new connections being added based on user needs. Each integration is carefully designed to enhance your workflow while maintaining the simplicity and reliability you need.
Why It Matters
Eliminate double entry of data
Keep using the tools you already know
Maintain single source of truth
Reduce training time for new tools
Scale operations efficiently
Your Security Guardian
Built-in Safety Features
OnRecord takes agent safety seriously by building protective measures directly into everyday workflows. Before any showing or appointment, the system automatically verifies required documentation and contact information. During showings, location tracking provides an additional layer of security, while automatic check-ins keep team members connected.
The system maintains detailed records of all interactions and verifies contact information automatically, helping you maintain professional standards and reducing risk.
Why It Matters
Enhance agent safety
Reduce liability exposure
Maintain professional standards
Provide peace of mind
Support duty of care obligations
Your Business Process Designer
Custom Workflow Engine
At the heart of OnRecord is a powerful workflow engine that adapts to how you do business. Starting with pre-built templates based on industry best practices, you can customize every process to match your specific needs. The system handles different requirements for various regions and transaction types, automatically adjusting workflows based on local regulations and practices.
Think of OnRecord.ai as paint-by-numbers for your business processes—we provide the framework, and you customize it to match your unique approach. As your business grows or requirements change, workflows can be easily adjusted and scaled across your organization.
Why It Matters
Maintain consistency across all transactions
Reduce errors and oversights
Save time on routine tasks
Scale operations efficiently
Adapt to local market needs
Begin
Ready to Transform Your Business?
Join today and be among the first to experience the future of real estate automation with OnRecord.ai. Transform your real estate business with AI-powered tools, insights, streamlined workflows, and intelligent automation that saves you hours every day.
Lite Edition
$99
/mo
Built-in CRM to manage leads and clients
Automated follow-ups via email & text
Track every deal from lead to close
Book clients easily with online calendars
Collect client info with forms and surveys
Keep all messages in one inbox
Upgrade your website fast
Social media scheduler
Access from anywhere with mobile app
(No AI contract reading and integrations)
Premium
Edition
Automate your entire business
$799
/mo
Everything in Lite, PLUS
3 months free when you start today
Seamless integration with top tools
White-glove onboarding experience
Built-in safety features
Reporting & analytics
Automated marketing tools
Transaction management
Smart calendar and scheduling
Learning and resource center