Your Complete Client Communication Hub
Unified Contact Management
OnRecord LITE instantly creates client profiles with reverse phone lookup and builds comprehensive histories—capturing every call, meeting, and document without manual entry. Access your complete client relationship context with a single click, while automated transcription eliminates note-taking forever.

Your Automated Transaction Assistant
Transaction Management
OnRecord’s transaction management works like your 24/7 personal assistant—automatically triggering next steps, sending DocuSign reminders, organizing documents in dedicated Dropbox folders, monitoring document status, coordinating inspections, and tracking all critical deadlines, ensuring flawless transaction choreography without anything falling through the cracks.

Your Intelligent Scheduling System
Smart Calendar & Scheduling
Transform your calendar into a powerhouse client service tool, linking every appointment to client records and triggering perfectly timed follow-ups based on outcomes—like automatically sending and tracking buyer representation contracts after showings.
It’s not just scheduling; it’s your automated client relationship engine.

Your Digital Knowledge Base
Learning & Resource Center
OnRecord’s learning center works two ways—quickly training your team with easy-to-follow guides while also winning you new clients with professional home buying and selling resources. Use these ready-made materials on your website to attract leads while your team gets everything they need to deliver great service.
Your Marketing Command Center
Marketing Automation
OnRecord makes marketing simple by connecting all your channels in one place. It automatically builds audiences from your client list, schedules your social posts, sets up direct mail with trackable QR codes, and sends branded emails that adjust follow-up based on how people respond. All your marketing becomes easier, connected, and more effective.

Your Business Intelligence Dashboard
Reporting & Analytics
OnRecord’s simple reporting shows you exactly how your business is doing at a glance. See your deals in progress, check how well your marketing is working, and track your team’s performance—all in one place. With easy-to-understand dashboards, you’ll spot opportunities and problems right away, helping you make smarter decisions to grow your business.
Your Connected Ecosystem
Integration Hub
OnRecord connects your favorite tools like DocuSign, Dropbox, and IDX Broker in one simple system. Your everyday work gets faster and easier with these smart connections, and we’re always adding more based on what you need. Every integration makes your job simpler while keeping everything reliable.

Your Security Guardian
Built-in Safety Features
OnRecord keeps you safe while you work. Before any showing, it checks all paperwork and contact details automatically. During appointments, it tracks your location and sends check-ins so your team always knows where you are. By keeping detailed records of everyone you meet, OnRecord helps protect you while you focus on serving clients.
Your Business Process Designer
Custom Workflow Engine
OnRecord adapts to your way of working with customizable templates that follow local rules automatically. Like paint-by-numbers for your business—we provide the outline, you add your style. Your workflows grow with you, keeping everything smooth as your business expands.
Begin
Ready to Put Your Business in Overdrive?
Transform your real estate business with AI-powered tools, insights, streamlined workflows, and intelligent automation that saves you hours every day.
OnRecord LITE
$1,090
One month free!
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)
