Enter it once
A listing, contact, offer, or transaction becomes shared context for the tools that use it — less retyping and fewer disconnected records.
Keep listings, clients, transactions, follow-ups, everyday tools, and AI working from the same information — so you spend less time re-entering details and more time moving business forward.
My Realty Friend is designed around connected records, not isolated calculators. The goal is simple: when you already entered the property, client, offer, or transaction details, the next tool should know what you know.
A listing, contact, offer, or transaction becomes shared context for the tools that use it — less retyping and fewer disconnected records.
Morning Brief, attention items, and Next Best Actions surface follow-ups, deadlines, listings, and deals that need a decision.
Accepted offers can become tracked transactions, deadlines stay visible, and closing can carry the relationship into past-client follow-up.
Ask My Realty Friend can answer questions using the records already inside your account instead of treating every conversation like a blank slate.
Each stage can carry useful context into the next instead of forcing the agent to start over.
Ask My Realty Friend can use server-verified listing, contact, transaction, pipeline, and priority data to answer practical questions. When it recommends an action, it stays a recommendation — it does not silently change your records.
Instead of leading with a wall of calculators, My Realty Friend groups the work around the client, property, deal, and business outcome.
Keep contacts, opportunities, follow-ups, activity, and deal stages together.
Run the seller side of the business from one property record.
Keep buyer criteria, affordability, showings, comparisons, and offers connected.
Track the contract after the offer is accepted and understand what each deal is worth.
Create useful client-facing work from facts that are already on the record.
Turn your existing data into answers, priorities, and a clearer view of the business.
Create a contact, listing, buyer profile, or opportunity. Your workspace starts building around the records you actually need.
Listing-aware and contact-aware workflows carry context with them, so the same basic facts do not need to be entered over and over.
Follow-ups, deadlines, listing activity, pipeline, and Next Best Actions help turn stored data into a practical daily plan.
User records remain tenant-scoped, paid access is controlled server-side, and Ask My Realty Friend uses defined retrieval tools rather than unrestricted database access. Fair Housing and photo compliance checks are built in as an additional review layer — not a substitute for broker or legal review.
The Free plan lets an agent get organized and experience the connected workspace before committing to Pro.
no credit card required
For agents ready to use the complete workflow
2 months free vs. monthly
No. The Free plan does not require a credit card. If you choose a paid plan, the signup flow preserves that choice and takes you through Stripe for payment.
It is designed to be both: contacts and pipeline provide the relationship layer, while listing, buyer, transaction, marketing, commission, and business tools work around those same records.
No. The assistant uses defined server-side retrieval tools that are scoped to the signed-in user. It is not given unrestricted SQL or generic database access.
No. AI recommendations remain advisory. Workflows that change important records — such as closing a transaction — stay behind explicit user actions and confirmations.
Your underlying records remain yours. Plan entitlements determine what stays editable or available after the downgrade; data is not deleted simply because a subscription ends.
Yes. Team features and organization-aware visibility are part of the product, with access controlled by the user's actual organization role.
Keep the people, properties, deals, follow-ups, tools, and AI working from one connected workspace.