Built for every role in real estate.
From a solo agent who needs follow-up off their plate to a brokerage standardizing adoption across 100+ agents — OnRecord adapts to how you work.
Purpose-built for every role in the business.
Stop managing your business from memory.
A simple system for leads, follow-up, calendar, and past-client care — without hiring a coordinator.
Give every lead a clear owner and next step.
Accountability, consistent follow-up, and shared visibility across your roster.
Standardize follow-up without taking away agent flexibility.
Brokerage-level systems, templates, reporting, and adoption support.
Convert more seller conversations into appointments.
Valuation forms, appointment booking, nurture, and listing pipeline workflows.
Keep buyers engaged from first click to consultation.
Automate buyer lead response, showing follow-up, financing prompts, and consult booking.
Build an agent attraction pipeline that runs itself.
Capture interest, nurture recruits, book confidential calls, and track conversations.
Watch a lead move from first inquiry to booked appointment.
Pick a scenario. OnRecord captures, replies, qualifies, books, and nurtures — without the agent lifting a finger.
New lead
Sarah K. · home valuation request
Lead captured
0sForm submission tagged ‘website / seller’.
AI response sent
11s“Hi Sarah — thanks for requesting a valuation…”
Qualified & routed
1mTimeline 30-60d · routed to listing pipeline.
Appointment booked
2mTue 10:30 AM · listing consultation.
Nurture sequence active
Day 2+5-touch seller education + market update.
Ready to build a follow-up system your team will actually use?
Book a 30-minute demo. We'll map your current stack, show you what to consolidate, and walk you through the OnRecord workflows built for your role.