How it works

From listing URL to confident decision.

Two paths through the same engine. Pick the one that matches how you're using it.

Hands reviewing a floor plan and notebook next to a coffee cup and house key, top-down
Agent flow7 steps
  1. 01

    Create your agent profile

    Name, brokerage, license, headshot, brand color, tagline. Used as the header and footer on every client-facing report you send.

  2. 02

    Invite a client (or work solo)

    Send a one-click invite link. Their buyer-lens answers, finances, and wishlist populate a per-client workspace you can scope every analysis to.

  3. 03

    Confirm the buyer profile

    Review your client's lens, finances, and wishlist and fill any gaps before you run an analysis. Every report is scored against this profile.

  4. 04

    Connect the listing from your MLS or IDX

    Paste the link from your MLS, IDX, or brokerage listing system — or enter the address. The analysis runs against your client's profile, not yours.

  5. 05

    Generate the Agent-branded report

    Full lens-tuned buyer report wrapped in your branding, with a 'Prepared for [client]' line on top and your contact block on the footer.

  6. 06

    Share a one-click public link

    Clients open the report without an account. You keep a history of every report you've sent — refresh the analysis with one click as listings change.

  7. 07

    Track the buying journey

    Assign tasks, see what's tour-ready vs needs-financing, and keep your whole pipeline of clients moving from the agent dashboard.

Ready to send a better client report?