Keep important dates from slipping by
Create reminders for birthdays, closings, condition expiries and other details in your real estate workflow. A visible monthly task list helps you see what needs attention next.
Choose how you receive reminders
Use the available SMS and email notification options to stay aware of scheduled activity. Your saved dates can also be viewed on the internal calendar or the relevant client profile.
Keep activity connected to your records
Review a reminder with the client or transaction information around it. This gives you context for the follow-up instead of leaving important dates in a separate list.
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Create a reminder, choose a notification option and keep the activity connected to your business calendar.