A CRM for real estate agents
Two client boards that match licensed work, every transaction deadline as a field, and signatures on the deal, so your attention goes to clients instead of to tracking.
Who it is for
For licensed agents and small teams who represent buyers, sellers, landlords or tenants and want each transaction tracked from the first conversation to closing, with the dates that matter in plain view.
If you also buy property for yourself, see Deal Harbor for agent-investors and the guide to running clients and investments side by side.
The jobs it does
- Track buyers from consultation to close
- The Buyer Representation pipeline runs New Lead, Consultation, Pre-Approved, Touring, Offer Submitted, Under Contract, Clear to Close, then Closed Won or Closed Lost.
- Track listings from appointment to close
- The Seller Representation and Listings pipeline runs New Lead, Listing Appointment, Agreement Signed, Active on Market, Showings, Offer Received, Under Contract, then Closed Won or Closed Lost.
- Keep every transaction deadline visible
- Fields for option period, inspection, appraisal, financing approval and closing dates, plus earnest money, financing type, commission and MLS number.
- Keep buyer criteria about the property
- Client fields record price range, pre-approval status and expiration, and search criteria for price, beds, baths and features. The template has no demographic or neighborhood-type fields.
- Follow up on schedule
- Tasks carry an owner and a due date, with a daily notice when they come due. On Starter and above, email sequences mix emails, waits and call tasks, and can stop when a contact replies.
- Get paperwork signed without leaving the deal
- Harbor Sign is built in, with signing order, access codes or emailed one-time codes, reminders, deadlines, templates and a hash-chained audit trail. Signed files stay on the deal.
Matching template pack
Real Estate Agent
Buyer Representation and Seller Representation and Listings pipelines, with transaction dates, representation side, commission and pre-approval fields.
Set up Deal Harbor for real estate agents
Pick the Real Estate Agent template and put a live deal through it. Every new workspace starts with a 30-day free trial of the Starter plan, no card required.
Common questions
Does Deal Harbor have pipelines for buyers and listings?
Yes. The Real Estate Agent template sets up a Buyer Representation pipeline and a Seller Representation and Listings pipeline, each with stages that follow a licensed transaction.
Which transaction dates can I track?
The template includes the option period, inspection date, appraisal deadline, financing approval deadline and closing date, plus listing agreement and buyer representation agreement dates.
Does the agent template include fair housing safeguards?
The template deliberately has no demographic, familial status, neighborhood type or school rating fields. Buyer search criteria are limited to property attributes like price, beds, baths and features.
Related reading
- CRM for Agents Who Invest: Clients and Deals in One PlaceFor licensed agents who also invest: a Clients lane and an Investments lane on one contact database, with buyer, listing, acquisitions and wholesale pipelines.
- Agent and Investor: Running Clients and Deals in One CRMHow licensed agents who also invest can keep client work and their own deals separate but connected: two lanes, one contact list, and clear disclosure habits.
- E-Signature for Real Estate Deals: What to Look ForA practical checklist for choosing e-signature for real estate: signer identity checks, signing order, audit trails, reminders, deadlines and where signed files live.
- Deal Harbor pricingEvery plan, from the free tier up, and what each one includes.