Your assistants

Welcome back

Sign in to see what your assistants propose. Nothing they write is used until you approve it.

Your key stays in this browser tab only and is forgotten when you close it.

Add a contact

Up to three of each, separated by commas. US numbers only.

Who they are to you

What they agreed to decides which assistants may write to them, and how. It is yours to record; this isn't legal advice.

What they're looking for (for listing matches)

Bring in your contacts

Export your contacts from your CRM or address book as a CSV file and choose it here. You see what it would do before anything is added, and bringing in the same file again adds nobody twice.

Leads and open-house visitors aren't brought in from a file: the assistants would check in with all of them at once. Someone in the file with a closing is a past client too.

Add a deal

People on the deal
Deadlines in the contract
Documents

Every date is as the contract and your records say: the assistant never works one out but from these.