Recruiting
Track prospective agents from first conversation to first day, next to the team they’ll join.
RoadmapTransaction workflows
Coming soonEvery deadline from contract to closing, on the deal.
Deals in Revybr already show where things stand. Transaction workflows will add the timeline after contract—inspection, appraisal, financing, walkthrough and closing—with tasks and reminders on the deal itself.
| Task | Starts | Due | Status |
|---|---|---|---|
| Contract signed | May 1 (day 0) | May 2 (day 1) | Done |
| Inspection | May 3 (day 2) | May 10 (day 9) | Done |
| Appraisal | May 7 (day 6) | May 13 (day 12) | Done |
| Financing | May 15 (day 14) | May 26 (day 25) | Upcoming |
| Final walkthrough | May 28 (day 27) | May 29 (day 28) | Upcoming |
| Closing | May 30 (day 29) | May 31 (day 30) | Upcoming |
The work after ‘accepted’ happens somewhere else.
Deadlines live in a separate system or a spreadsheet, and the agent, the coordinator and the client each see a different version.
Start from the deal
When a deal goes under contract, its timeline begins.
Every date, one view
Inspection, appraisal, financing and closing dates on one timeline.
Tasks for each step
Checklists and reminders assigned to the agent or coordinator.
Close with the history
After closing, the full timeline stays on the client’s record.
Built into the Revybr you use today.
- Works with
Deals you can follow
Transaction timelines extend the deal stages you already use.
- Works with
Appointments and next actions
Inspections and walkthroughs become appointments on the contact.
- Works with
A useful start to the day
Due transaction tasks appear in each person’s Today view.
You stay in control.
- You choose which checklist each deal type follows.
- Coordinators can be given access to transactions without seeing every lead.
Questions.
Will it include e-signature?
We’ll share document and e-signature plans when transaction workflows are ready.
Does it handle commissions?
Commission and back-office accounting aren’t part of this release.
When is it coming?
We haven’t announced a date. We’ll share it here as soon as it’s ready.
Also on the way.
Coming soon Coming soon AI dialer
An AI dialer makes first contact and re-engages old leads, then hands real conversations to the right agent.
Coming soon Social media management
Plan a week of posts across your channels and see what brings in conversations.
Coming soon Lead accountability
A daily check flags leads that slipped past your standards and moves them to agents who are working.
Coming soon Landing pages and funnels
Build landing pages and funnels whose leads arrive on a contact record with the source attached.
Coming soon Reviewed AI assistance
After a call, draft notes and next steps appear for you to approve, edit or discard.